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JPMorgan Raises Celsius Holdings Inc (CELH) Price Target, Sees Earnings Upside From PepsiCo Partnership and Alani Nu Growth

We recently published an article titled 10 High Growth Food Stocks To Buy

JPMorgan raised its price target on Celsius Holdings, Inc (NASDAQ:CELH) to $77 from $68 on January 29 while maintaining an Overweight rating as part of its Q4 earnings preview. The firm sees a favorable setup heading into earnings, with potential upside to both estimates and valuation multiples. JPMorgan expects Celsius to benefit meaningfully in 2026 from its category captaincy role under the expanded PepsiCo partnership, while Alani Nu continues to gain momentum from ramping distribution, the analyst noted.

During the company’s third-quarter 2025 earnings call, Celsius Holdings reported consolidated revenue of approximately $725 million, representing a 173% year-over-year increase. The quarter also reflected continued momentum in the company’s strategic partnership with PepsiCo, highlighted by Celsius being named PepsiCo’s U.S. Strategic Energy Drink Captain. In addition, Celsius Holdings, Inc. (NASDAQ:CELH) announced the integration of Alani Nu—its 2025 acquisition focused on sugar-free energy drinks, snacks, and supplements—into PepsiCo’s distribution network beginning December 1, 2025. Together, these developments reinforce Celsius Holdings’ expanding scale, distribution reach, and competitive positioning within the global energy drink category.

Founded in 2004 and headquartered in Boca Raton, Florida, Celsius Holdings, Inc. (NASDAQ:CELH) is an American company that produces a range of fitness and energy drinks under the Celsius brand. The company markets its products as healthier alternatives within the energy drink category, a positioning that management, including the CEO, credits as a key driver of the brand’s sustained growth and consumer adoption.

While we acknowledge the potential of CELH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CELH and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 8 Up and Coming Streaming Companies and Services and 9 High Growth Canadian Stocks to Buy

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

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  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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