Reddit Sentiment Diverges from Wall Street on Celsius, Chewy, and Estée Lauder

Industry
โดย Yahoo Finance·Read original
Summary · why it matters

Reddit users are showing bullish sentiment on Celsius Holdings, Chewy, and Estée Lauder, but Wall Street analysts agree with only two of the three. Celsius sentiment scores ranged from 86 to 90 in early June, driven by a post calling the stock criminally undervalued, yet shares are down 38% year to date and gross margins have compressed to 48% from 52%. Chewy sentiment rose from 78 to 88, supported by an acquisition thesis and a 52% jump in GAAP net income, with analysts setting a $31 target well above the $18 price. Estée Lauder sentiment swung from 35 to 72 after a viral thread about Michael Burry's position, but analysts remain cautious with a $95 target versus an $84 price, citing a $100 million tariff headwind and a 10,000-position restructuring.

Impact on stocks 4

Consumer Staples▼ · 2 stocks
Celsius Holdings Inc
CELH
▼ NegativeCapitalrelevance

Gross margins compressed to 48% from 52% and shares down 38% YTD, despite a 'criminally undervalued' post.

Consumer Discretionary▲ · 1 stocks
Chewy Inc
CHWY
▲ PositiveCapitalrelevance

GAAP net income jumped 52% and analysts set a $31 target well above the $18 price.

Artificial Intelligence▲ · 1 stocks
© 2026 MarketDXNews