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TD Cowen reiterates Chewy stock Buy rating ahead of earnings
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TD Cowen reiterates Chewy stock Buy rating ahead of earnings

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TD Cowen

American investment bank

TD Cowen (formerly Cowen Inc.), is an American multinational investment bank and financial services division of TD Securities that operates through two business segments: a broker-dealer and an investment management division. The company's broker-dealer division offers investment banking services, ...

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Chewy

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Chewy may refer to:

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TD Cowen

American investment bank

Chewy

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Deep Analysis

Why It Matters

This news matters because it signals institutional confidence in Chewy's financial performance ahead of a critical earnings report, which can influence investor sentiment and stock price movements. It affects Chewy shareholders, potential investors, and competitors in the pet retail sector who monitor analyst ratings for market positioning. The reiteration of a Buy rating suggests TD Cowen sees continued growth potential despite broader market uncertainties, providing guidance for retail investors who rely on analyst recommendations.

Context & Background

  • Chewy is a leading online retailer of pet food and supplies in the United States, founded in 2011 and going public in 2019.
  • TD Cowen is a prominent investment bank and financial services firm known for its equity research and analyst coverage of retail and e-commerce companies.
  • Analyst ratings like 'Buy', 'Hold', or 'Sell' are based on financial metrics, market trends, and company performance, often impacting stock volatility around earnings announcements.
  • The pet industry has shown resilience during economic downturns, with consistent growth driven by pet humanization and increased spending on pet care.

What Happens Next

Chewy will release its quarterly earnings report, likely within the next week, revealing revenue, profit margins, and guidance. Investors will watch for metrics like active customer growth, average order value, and any updates on profitability initiatives. The stock may experience volatility post-earnings based on whether results meet, exceed, or fall short of analyst expectations.

Frequently Asked Questions

What does a 'Buy' rating mean for investors?

A 'Buy' rating indicates that analysts believe the stock is undervalued or has strong growth potential, suggesting it may outperform the market. Investors often view this as a recommendation to purchase or hold the stock, though individual research is still advised.

Why do analysts reiterate ratings ahead of earnings?

Analysts reiterate ratings to reaffirm their confidence or caution before key financial data is released, helping investors navigate potential volatility. It signals that their previous analysis remains valid despite recent market movements or news.

How might Chewy's earnings affect its stock price?

If Chewy's earnings beat expectations, the stock price could rise due to positive investor sentiment. Conversely, missing estimates might lead to a decline, especially if guidance is weak or growth metrics disappoint.

What factors do analysts consider for Chewy's rating?

Analysts evaluate Chewy's revenue growth, customer retention, competitive position in e-commerce, and profitability trends. They also assess broader industry trends, such as pet ownership rates and spending habits.

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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry More trouble for gold? Turkey central bank weighs gold reserves to defend lira Iran fears ceasefire talks could be trap targeting top official – WSJ Why gold is falling now — and why Goldman says buy the dip Oil prices jump over 2% amid ongoing Middle East attacks (South Africa Philippines Nigeria) TD Cowen reiterates Chewy stock Buy rating ahead of earnings By Analyst Ratings Published 03/24/2026, 09:24 AM TD Cowen reiterates Chewy stock Buy rating ahead of earnings 0 US500 -0.61% CHWY -2.71% Investing.com - TD Cowen reiterated a Buy rating on Chewy Inc. (NYSE:CHWY) with a $39.00 price target. The firm expects the online pet retailer to report solid fourth-quarter fiscal 2025 results when it announces earnings on March 25. TD Cowen forecasts Chewy will report fourth-quarter fiscal 2025 revenue of $3.27 billion, up 0.7% year-over-year and in line with consensus and the high end of guidance. The revenue growth is expected to be driven by a combination of Active Customer and net sales per active customer growth. The firm projects gross margin of 29.3%, up from 28.5% in the fourth quarter of fiscal 2024, driven by advertising growth, first-party brands and rising average selling price. TD Cowen expects EBITDA of $158 million, up 26.9% year-over-year and 2% below consensus. Chewy shares are down 29% year-to-date, compared to a 4% decline in the S&P 500, and down approximately 32% since reporting third-quarter earnings on December 10, 2024. The stock currently trades at approximately 10.0 times enterprise value to EBITDA on TD Cowen’s fiscal 2026 estimates. TD Cowen views the multiple as highly attractive given its 18% EBITDA growth compound annual growth rate forecast for fiscal 2026 through fiscal 2031 and the company’s relative insulation from potential tariffs and recession headwinds compared to other eCommerce platforms. InvestingPro data shows the company has been profitable over the last twelve months with ...
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