Celsius (CELH) appears to have a strong long-term growth trajectory despite slowing beverage sales in recent months, UBS said in a note emailed Friday.
The company continues to benefit from growth in household penetration and purchase rate as its distribution agreement with PepsiCo (PEP) nears four years, the firm said. The brand has faced growth across most demographics, with expectations of gaining more shelf space in 2026 amid product launches such as the new energy drink Electric Vibe, according to the note.
The investment firm, however, noted that Celsius has experienced sluggish sales since December due to increasing competition and weakness in certain products.
UBS added that given the volatility, investors are likely to take a "wait and see approach" toward the stock, but over the long term, the potential upside outweighs the downside risk with the weakness looking "overdone."
UBS maintained its buy rating and price target of $55.
Price: 30.03, Change: +1.02, Percent Change: +3.52
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