There Is 1 Big Thing to Watch With CELH Stock in 2026

Core Insights - Celsius Holdings has experienced significant stock performance in 2025, with shares up 37%, outperforming the S&P 500's 16% return [1] - The company made a strategic acquisition of Alani Nu for $1.8 billion, which has positively impacted its revenue growth [4][5] - The upcoming quarters in 2026 will be critical for Celsius as they will reflect the true impact of the Alani Nu acquisition on sales and profitability [9][10] Financial Performance - The acquisition of Alani Nu closed at a net price of $1.65 billion, which was advantageous given Alani Nu's rising popularity and the demographic expansion it offers [4][5] - Following the acquisition, Celsius reported an 84% increase in revenue in the second quarter and a 173% surge in the latest report, defying initial expectations [6] - Analysts project a 114% revenue increase in the first quarter of 2026 due to the addition of Alani Nu, with a consolidated revenue forecast of $3.2 billion for the year, reflecting a 32% increase [8][9] Market Outlook - The second quarter of 2026 is anticipated to be pivotal, as it will provide a clearer picture of growth on a comparable basis with Alani Nu [9][10] - The momentum suggests potential for continued stock price appreciation, contingent on the performance metrics in 2026 [10]