Insider selling: $2,240,666 sold by 1 insider (30d)
Est. revisions:
-0.6%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -2.4)
Factor Model
net -2.4 6.5 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
-0.8
Analyst Rev.
-1.0
Narrative Gap
-0.5
Chewy boosts vet care via Modern Animal deal
Watch: Monitor Q2 2026 closing of Modern Animal deal and its EPS accretion impact.
Chewy announced acquisition of Modern Animal, adding 29 clinics and virtual care, tripling total vet locations to 47. This deal is expected to close in Q2 2026 and add $125M in run-rate revenue. Autoship subscription sales now make up 83% of Chewy's revenue, driving stable recurring income with 12% growth in 2025 despite a 40% YTD stock drop.
The acquisition and strong subscription growth reinforce Chewy's revenue stability and growth potential, offsetting the stock's steep decline and indicating operational resilience.
Evidence
4d ago
Morgan Stanley main CHWY: Overweight → Overweight
5d ago
Barclays main CHWY: Overweight → Overweight
5d ago
This Pet Stock Is Down 40% This Year Despite Growing Free Cash Flow by 24% in 2025
yahoo-finance
19d ago
Citigroup main CHWY: Buy → Buy
7 older signals
34d ago
Guggenheim reit CHWY: Buy → Buy
35d ago
California Claims that Amazon’s (AMZN) Collusion Drove up Consumer Prices, Citing New Evidence
48d ago
Guggenheim reit CHWY: Buy → Buy
48d ago
Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $660,397,562
48d ago
Insider sell by ARGOS HOLDINGS GP, L.L.C. (CHWY): $38,971,955
Fundamentals & Data ▾
Chewy, Inc.
Consumer Cyclical · Internet Retail
Mkt Cap
$8B
P/E
39.9 fwd 10.5
Beta
1.50
52w Range
$19.30 - $48.62
Short Interest
21.3M 8.92%
Days to Cover
2.9 +9%
Technicals
downtrend
vs 20d MA
-4.3%
from 52w Hi
-25.9%
Vol (20d)
48%
1w return
+6.0%
1m return
-16.4%
Vol ratio
0.9x
Insiders
selling
0B / 14S
Analysts
mixed
EPS Estimate
$0.43
-0.6% 30d
0up / 1dn
Est. Dispersion
17%
14 analysts
Analyst Target
$40
$28 - $50
Options P/C
0.06
1C / 0P unusual
Insider Cluster
strong sell
0B / 1S
Fund Convergence
strong
Elliott, Citadel, D.E. Shaw, Two Sigma, Renaissance
Financials
Revenue
$3.3B +0% YoY
FCF
$232M
Gross Margin
29%
Op Margin
1%
Momentum:
accelerating
Top Holders
Elliott
$447M
Citadel
$275M
D.E. Shaw
$185M
Two Sigma
$98M
Renaissance
$1M
Recent Filings & Data
insider trade
1
net selling
· $2,240,666 sold
1 insider · 1 transactions (30d)
Recent transactions
SINGH SUMIT · sell · $2,240,666
Track Record (1/1 correct) ▾
Direction History
1/1 correct at 5 days
2026-04-14
bullish
+7.2%
✓
15 signals · latest 4d ago
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