CHWY

bullish SHIFT track record →

Chewy Raised Despite Insider Selling, AI Tailwinds

Watch: Next quarterly earnings and any updates on AI ad-driven revenue growth to confirm sustainability of margins and sales gains.

Full analysis

Chewy reported Q4 results that met expectations and issued 2026 guidance above forecasts. Morgan Stanley kept an Overweight rating but cut the price target slightly to $49, still implying 94% upside. RBC raised its price target to $47 with an Outperform rating. Google AI ad tools benefiting retailers like Chewy are boosting client revenues, presenting a growth catalyst. However, insiders sold shares worth over $1.2 billion recently, signaling caution.

Strong earnings and AI-driven ad revenue growth suggest durable upside potential despite heavy insider selling and ongoing share price weakness.

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Evidence

1d ago Guggenheim reit CHWY: Buy → Buy
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $660,397,562
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $38,971,955
1d ago Insider sell by REEDER DAVID W (CHWY): $11,527,871
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $1,250,000,010
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $789,999,991
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $36,750,000
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $620,989,219
7 older signals
1d ago Insider sell by SINGH SUMIT (CHWY): $19,739,376
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $250,390,000
1d ago Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $499,999,982
1d ago Is Chewy Inc (CHWY) One Of The Stocks That Will Skyrocket On Falling Oil Prices?
2d ago Google's AI Ad Machine Rewrites Search Rules As Brands See Up To 80% Revenue Boost: 'Not Some Zero-Sum Game'
5d ago Chewy (CHWY) Hurt by In-Line Results and Continued Investment
15d ago Chewy (CHWY) Maintains Hold Rating After Fiscal 2025 Results
15 signals · latest 1d ago

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