Latest news with #CHWY
Yahoo
3 days ago
- Business
- Yahoo
Jefferies Downgrades Chewy (CHWY) to Hold, Flags Valuation Concerns
On June 5, Jefferies downgraded Chewy, Inc. (NYSE:CHWY) to Hold from Buy, highlighting concerns over valuation. Despite that, the price target was raised to $43 from $41, and the analysts observed that Chewy's stock has surged 41% year-to-date. A close-up shot of a store shelf stocked with pet food and supplies. The analysts had reservations about Chewy's capacity to outperform Street estimates in the upcoming Q1 results, to be released on June 11. Jefferies observed that Chewy, Inc. (NYSE:CHWY) is seeing gains from sponsored ads and data-driven insights from its website and mobile application. However, the analysts believe that the current share price has already factored in these positive developments, which can temper potential gains outside of management's projected guidance. The downgrade happened because of Chewy's valuation, as analysts see limited scope for price appreciation. Jefferies maintains a conservative stance regarding the company's future performance. Chewy, Inc. (NYSE:CHWY) is an online American pet retailer that sells pet food, supplies, medications, and services through its website and mobile app. While we acknowledge the potential of CHWY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: and .
Yahoo
6 days ago
- Business
- Yahoo
Chewy (CHWY) Rises Yet Lags Behind Market: Some Facts Worth Knowing
The latest trading session saw Chewy (CHWY) ending at $47.62, denoting a +0.34% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 0.58%. Elsewhere, the Dow gained 0.51%, while the tech-heavy Nasdaq added 0.81%. The online pet store's stock has climbed by 25.52% in the past month, exceeding the Retail-Wholesale sector's gain of 3.83% and the S&P 500's gain of 4.61%. The upcoming earnings release of Chewy will be of great interest to investors. The company's earnings report is expected on June 11, 2025. The company is forecasted to report an EPS of $0.34, showcasing a 9.68% upward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $3.07 billion, up 6.85% from the prior-year quarter. CHWY's full-year Zacks Consensus Estimates are calling for earnings of $1.23 per share and revenue of $12.4 billion. These results would represent year-over-year changes of +18.27% and +4.52%, respectively. Any recent changes to analyst estimates for Chewy should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the company's business and profitability. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Chewy is currently a Zacks Rank #3 (Hold). Looking at valuation, Chewy is presently trading at a Forward P/E ratio of 38.55. This indicates a premium in contrast to its industry's Forward P/E of 25.26. We can additionally observe that CHWY currently boasts a PEG ratio of 4.08. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Commerce industry had an average PEG ratio of 1.42 as trading concluded yesterday. The Internet - Commerce industry is part of the Retail-Wholesale sector. This group has a Zacks Industry Rank of 66, putting it in the top 27% of all 250+ industries. The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to follow all of these stock-moving metrics, and many more, on Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Chewy (CHWY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
2 Mooning Stocks with Competitive Advantages and 1 to Think Twice About
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance. But not every company with momentum is a long-term winner, and plenty of investors have lost money betting on short-term fads. On that note, here are two stocks with lasting competitive advantages and one not so much. One-Month Return: +25.5% Founded by Ryan Cohen, who later became known for his involvement in GameStop, Chewy (NYSE:CHWY) is an online retailer specializing in pet food, supplies, and healthcare services. Why Is CHWY Not Exciting? Scale is a double-edged sword because it limits the company's growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 9.8% for the last three years Estimated sales growth of 4.5% for the next 12 months implies demand will slow from its three-year trend Bad unit economics and steep infrastructure costs are reflected in its low gross margin of 28.8% Chewy is trading at $47.46 per share, or 29.9x forward EV/EBITDA. To fully understand why you should be careful with CHWY, check out our full research report (it's free). One-Month Return: +25.9% After successfully selling all four of his previous cybersecurity companies, Jay Chaudhry's fifth venture, Zscaler (NASDAQ:ZS) offers software-as-a-service that helps companies securely connect to applications and networks in the cloud. Why Do We Like ZS? ARR trends over the last year show it's maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability Forecasted revenue growth of 19.5% for the next 12 months indicates its momentum over the last three years is sustainable Robust free cash flow margin of 27.1% gives it many options for capital deployment At $293.30 per share, Zscaler trades at 14.9x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. One-Month Return: +2.7% Operating as a critical link in the healthcare supply chain since 1979, Cardinal Health (NYSE:CAH) distributes pharmaceuticals and manufactures medical products for hospitals, pharmacies, and healthcare providers across the global healthcare supply chain. Why Are We Fans of CAH? Unparalleled scale of $222.3 billion in revenue gives it negotiating leverage and staying power in an industry with high barriers to entry Projected revenue growth of 8.4% for the next 12 months indicates demand will rise above its two-year trend Earnings growth has topped the peer group average over the last five years as its EPS has compounded at 7.7% annually Cardinal Health's stock price of $156.14 implies a valuation ratio of 17.8x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
Yahoo
22-05-2025
- Business
- Yahoo
1 Mooning Stock with Competitive Advantages and 2 to Steer Clear Of
Great things are happening to the stocks in this article. They're all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase. However, not all companies with momentum are long-term winners, and many investors have lost money by following short-term trends. Keeping that in mind, here is one stock we think lives up to the hype and two best left ignored. One-Month Return: +20.2% Founded by Ryan Cohen, who later became known for his involvement in GameStop, Chewy (NYSE:CHWY) is an online retailer specializing in pet food, supplies, and healthcare services. Why Are We Cautious About CHWY? Sizable revenue base leads to growth challenges as its 9.8% annual revenue increases over the last three years fell short of other consumer internet companies Estimated sales growth of 4.5% for the next 12 months implies demand will slow from its three-year trend Gross margin of 28.8% reflects its high servicing costs At $43.30 per share, Chewy trades at 27.5x forward EV/EBITDA. If you're considering CHWY for your portfolio, see our FREE research report to learn more. One-Month Return: +55.7% A public company since the late 1960s, Semtech (NASDAQ:SMTC) is a provider of analog and mixed-signal semiconductors used for Internet of Things systems and cloud connectivity. Why Is SMTC Risky? Persistent operating losses and eroding margin over the last five years point to its preference for growth over profits Cash burn has widened over the last five years, making us question whether it can reliably generate shareholder value Negative returns on capital show that some of its growth strategies have backfired, and its shrinking returns suggest its past profit sources are losing steam Semtech's stock price of $38.44 implies a valuation ratio of 22.8x forward P/E. To fully understand why you should be careful with SMTC, check out our full research report (it's free). One-Month Return: +28.8% Formed from a merger of 12 companies, Curtiss-Wright (NYSE:CW) provides a range of products and services to the aerospace, industrial, electronic, and maritime industries. Why Does CW Catch Our Eye? Market share has increased this cycle as its 10.6% annual revenue growth over the last two years was exceptional Operating profits and efficiency rose over the last five years as it benefited from some fixed cost leverage Share repurchases over the last two years enabled its annual earnings per share growth of 18.2% to outpace its revenue gains Curtiss-Wright is trading at $415.43 per share, or 33.2x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
Chewy (CHWY) Ascends While Market Falls: Some Facts to Note
Chewy (CHWY) closed at $44.12 in the latest trading session, marking a +1.87% move from the prior day. The stock's change was more than the S&P 500's daily loss of 0.39%. Meanwhile, the Dow lost 0.27%, and the Nasdaq, a tech-heavy index, lost 0.38%. The online pet store's stock has climbed by 27.83% in the past month, exceeding the Retail-Wholesale sector's gain of 12.4% and the S&P 500's gain of 13.07%. Analysts and investors alike will be keeping a close eye on the performance of Chewy in its upcoming earnings disclosure. The company's earnings report is set to go public on June 11, 2025. The company is expected to report EPS of $0.34, up 9.68% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $3.07 billion, up 6.85% from the year-ago period. For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.23 per share and a revenue of $12.4 billion, signifying shifts of +18.27% and +4.52%, respectively, from the last year. Any recent changes to analyst estimates for Chewy should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the company's business health and profitability. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Chewy is holding a Zacks Rank of #3 (Hold) right now. In the context of valuation, Chewy is at present trading with a Forward P/E ratio of 35.18. This indicates a premium in contrast to its industry's Forward P/E of 25.12. We can also see that CHWY currently has a PEG ratio of 3.72. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Internet - Commerce industry currently had an average PEG ratio of 1.44 as of yesterday's close. The Internet - Commerce industry is part of the Retail-Wholesale sector. With its current Zacks Industry Rank of 50, this industry ranks in the top 21% of all industries, numbering over 250. The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Keep in mind to rely on to watch all these stock-impacting metrics, and more, in the succeeding trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Chewy (CHWY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
