Pongsak Sapakdee/iStock via Getty Images Working with AI, Thinking with Discipline AI, in its current form, has now been with us for three full years. Since we first felt the shockwaves from the ChatGPT 3.5 launch on November 30, 2022, we have been tinkering with and using LLMs. We have found these models helpful for questions large and small, and LLMs certainly helped create efficiencies in approaching our process, but we had not yet systematically integrated AI into our research process. As the tools e ...

Core Insights - The performance of Celsius Holdings Inc. in international markets is crucial for assessing its financial resilience and growth prospects [1][2] Group 1: International Revenue Performance - Celsius reported total revenue of $721.63 million for the quarter, reflecting a significant increase of 117.2% [4] - Asia-Pacific generated $2.83 million, accounting for 0.4% of total revenue, which was a decline of 19.89% compared to the expected $3.53 million [5] - Other International contributed $1.4 million, representing 0.2% of total revenue, with a surprise decline of 40.43% from the anticipated $2.35 million [6] - Europe generated $17.89 million, making up 2.5% of total revenue, exceeding expectations by 6.38% as analysts had forecasted $16.82 million [7] Group 2: Future Revenue Expectations - Analysts project total revenue of $748.34 million for the current fiscal quarter, indicating a 127.3% increase from the previous year [8] - Expected contributions from Asia-Pacific, Other International, and Europe for the current quarter are $2.36 million (0.3%), $2.02 million (0.3%), and $21.46 million (2.9%) respectively [8] - For the full year, total revenue is anticipated to reach $3.35 billion, a 33% increase compared to last year, with projected contributions from Asia-Pacific ($11.29 million), Other International ($9.29 million), and Europe ($85.8 million) [9] Group 3: Market Context and Stock Performance - The dependency on global markets presents both opportunities and challenges for Celsius, making the monitoring of international revenue trends essential for predicting future performance [10] - Over the past month, Celsius stock has decreased by 6.5%, while the S&P 500 composite fell by 1.3%, indicating underperformance relative to the broader market [13] - In the last three months, Celsius shares increased by 9%, contrasting with a 0.2% decline in the S&P 500, suggesting a stronger performance relative to the index [13]

Core Viewpoint - Celsius (CELH) is considered one of the most undervalued growth stocks despite its seemingly high valuation, driven by its ownership of two major growth brands, Celsius and Alani Nu [1] Company Overview - Celsius operates two significant brands, Celsius and Alani Nu, which contribute to its growth potential [1] Investment Perspective - The analysis suggests a long-term investment strategy, indicating that the company is positioned for sustained growth over several years [1]

Core Insights - Celsius has experienced significant growth, with its stock more than doubling over the past year following the acquisition of Alani Nu, which has been a key driver of this growth [1][4] - The company reported strong earnings results, leading to a double upgrade from Bank of America, changing its rating from "underperform" to "buy" [1] Financial Performance - Pro forma revenue surged 136% to $370 million, with $45 million in sales from the recently acquired Rockstar brand and an additional $6 million classified as other income [4] - Overall company sales increased by 117% to $721.6 million, with retail sales rising 24.4% [5] - North American sales climbed 124% to $699.5 million, while international sales rose 9% to $22.1 million [5] - Adjusted earnings per share (EPS) jumped 86% to $0.26, and adjusted EBITDA climbed 113% to $134.1 million [6] Future Outlook - Celsius expects gross margins to improve to the low-50% range after fully integrating Alani and Rockstar, with anticipated significant shelf space gains for both brands [7] - The company is launching a non-carbonated line and aims to expand its international presence [5][7] Investment Considerations - The stock trades at a forward price-to-earnings ratio of around 34 times 2026 analyst estimates, which is considered reasonable given its growth [9] - Strong distribution gains are expected, particularly as Alani transitions its distribution to PepsiCo, which may provide further growth opportunities [8]

We recently published 10 Firms Facing a Rough March So Far. Celsius Holdings Inc. (NASDAQ:CELH) was one of the worst performers on Monday. Celsius Holdings fell by 8.13 percent on Monday to finish at $49.25 apiece, as investors resorted to profit-taking following last week’s surge while mirroring a mixed performance on Wall Street. During the session, the three major indices finished mixed, with the Dow Jones dropping 0.15 percent, while the S&P 500 eked out a mere 0.04 percent gain. The Nasdaq, on the o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission File Number: 001-34611 CELSIUS HOLDINGS, INC. (Exact name of registrant as specified in its charter) | Nevada | 20-2745790 | | --- | --- | | ...

Core Insights - Celsius Holdings Inc. reported a strong fourth quarter, exceeding Wall Street expectations for both earnings and revenue, with adjusted earnings per share of 26 cents compared to the consensus estimate of 20 cents and quarterly sales of $721.628 million, reflecting a 117% year-over-year increase against the expected $640.834 million [1] Analyst Upgrades - Bank of America Securities analyst Peter T. Galbo upgraded Celsius from Underperform to Buy, increasing the price target from $45 to $65, indicating strong momentum heading into 2026 [2] - The analyst highlighted that Core Celsius North America achieved a 17% gain in shelf space for 2026, which is expected to support robust consumption despite potential inventory fluctuations in the latter half of 2025 [2] Financial Projections - Galbo raised the fiscal 2026 adjusted EBITDA estimate to $815.9 million from $746 million, attributing this to stronger sales trends for Alani Nu, which are tracking ahead of previous assumptions [3] - The company reiterated its gross margin outlook in the low-50% range, with Galbo modeling a 50.6% gross margin for fiscal 2026 [4] Market Positioning - Nonalcoholic beverages are viewed as a preferred investment within the Consumer Staples sector, with the energy category also receiving favorable attention from analysts [4] - Ongoing inventory fluctuations between Alani Nu and Celsius North America are noted as a key risk factor [4] Stock Performance - At the time of publication, Celsius Holdings shares were down 1.22% at $53.46 [5]

Group 1 - Celsius Holdings Inc. reported a strong fourth quarter, with adjusted earnings per share of 26 cents, exceeding the analyst consensus estimate of 20 cents [1] - Quarterly sales reached $721.628 million, representing a 117% year-over-year increase, surpassing the expected $640.834 million [1] - Adjusted EBITDA for the quarter increased by 113% to $134.1 million [1] Group 2 - Bank of America Securities analyst Peter T. Galbo upgraded Celsius from Underperform to Buy, raising the price forecast from $45 to $65, indicating solid momentum heading into 2026 [2] - Core Celsius North America achieved a 17% gain in shelf space for 2026, which is expected to support strong consumption despite potential inventory fluctuations in the second half of 2025 [2] - The analyst increased the fiscal 2026 adjusted EBITDA estimate to $815.9 million from $746 million, attributing this to stronger sales trends for Alani Nu [3] Group 3 - The company reiterated its gross margin outlook in the low-50% range, with an expected improvement throughout the year, and the analyst models a 50.6% gross margin for fiscal 2026 [4] - Nonalcoholic beverages are viewed as a preferred investment in Consumer Staples, with a positive outlook on the energy category [4] - Ongoing inventory fluctuations between Alani Nu and Celsius North America are flagged as a key risk [4] Group 4 - Steady consumption trends are expected to help investors navigate through market noise over time [4] - At the time of publication, Celsius Holdings shares were down 1.22% at $53.46 [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]

Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies [2] - The fund aims to maximize shareholder equity by meeting growth-oriented goals [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms [2] - Her newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics [2] - The newsletter has been recognized as a top finance newsletter and aims to democratize financial literacy [2]