Morgan Stanley analyst Nathan Feather maintains $Chewy (CHWY.US)$ with a buy rating, and adjusts the target price from $33 to $36.
According to TipRanks data, the analyst has a success rate of 100.0% and a total average return of 32.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Chewy (CHWY.US)$'s main analysts recently are as follows:
There are indications of emerging positive trends in pet ownership, which are expected to enhance the trajectory of new additions. This could be reflected in the firm's forthcoming earnings, demonstrating sustained momentum across the business. Nonetheless, amidst heightened expectations, a comprehensive performance surpassing forecasts might be necessary for effective tactical positioning.
Industry data has not yet indicated a rising trend in pet household formation, suggesting a more balanced situation than currently reflected by the market. Moreover, measured sales indicate a significant revenue acceleration in the third quarter, with Chewy's revenue trending towards the upper range of its guidance.
The firm remains optimistic about Chewy's upcoming quarterly performance, holding a stable outlook on 3Q sales expectations. They anticipate normal sequential margin seasonality to potentially lead to higher adj-EBITDA forecasts. Additionally, they expect management to maintain a careful approach to future guidance, likely aligning with current Street estimates for 4Q.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Nathan Feather維持$Chewy (CHWY.US)$買入評級，並將目標價從33美元上調至36美元。
根據TipRanks數據顯示，該分析師近一年總勝率為100.0%，總平均回報率為32.4%。
此外，綜合報道，$Chewy (CHWY.US)$近期主要分析師觀點如下：
有跡象表明，養寵物方面出現了積極的趨勢，預計這將改善新增寵物的發展軌跡。這可能反映在公司即將發佈的收益中，顯示出整個業務的持續勢頭。儘管如此，在預期升高的情況下，要實現有效的戰術定位，可能需要超出預期的全面表現。
行業數據尚未顯示寵物家庭結構呈上升趨勢，這表明情況比目前市場所反映的更爲平衡。此外，測得的銷售額表明，第三季度收入大幅加速，Chewy的收入趨向於預期的上限。
該公司對Chewy即將到來的季度業績保持樂觀，對第三季度的銷售預期持穩定態度。他們預計，正常的連續利潤率季節性可能會導致調整後息稅折舊攤銷前利潤預測的上升。此外，他們預計管理層將對未來的指導方針保持謹慎態度，可能與華爾街目前對第四季度的估計一致。
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