Chewy, Inc. (CHWY) Strengthens Long-Term Value Case Amid Shifting Internet Sector Dynamics

We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  On January 13, Morgan Stanley raised its price target on Chewy to $51 from $48 while maintaining an Overweight rating on the shares. In a broader note on the North America Internet sector, the firm highlighted that 2026 is likely to resemble 2025, with investors favoring companies that can demonstrate meaningful returns on invested capital, particularly those leveraging GenAI- or GPU-enabled technologies. Within this framewo ...