Overview

• Celsius shares fell 6.19% to $51.34, marking a third straight decline as money rotated to AI plays and with few fresh catalysts for the stock.
• Zacks maintains a strong buy rating and projects earnings growth of 54.3% in 2025 and 28.6% in 2026, citing healthy demand trends.
• Zacks points to repeat purchase behavior, noting Celsius reached an 18.4% one-week share on Amazon during Prime Day on the strength of variety packs and new flavors.
• Goldman Sachs initiated coverage on September 11 with a Buy rating and a $72 target, calling out a path to higher margins and sustained topline growth.
• Goldman estimates Celsius holds roughly 17% of U.S. energy drink share with potential to reach 20% by 2026, and flags international sales at about 3% as a major growth lever.