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Vet Care Clinics And New Ad Platform Will Drive Success

Published
29 Aug 24
Updated
12 Sep 25
AnalystConsensusTarget's Fair Value
US$45.45
16.0% undervalued intrinsic discount
12 Sep
US$38.20
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1Y
23.6%
7D
8.8%

Author's Valuation

US$45.5

16.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Sep 25
Fair value Decreased 2.00%

Analysts have modestly trimmed Chewy’s price target to $45.45, balancing near-term margin and earnings pressures tied to growth investments against confidence in resilient customer growth, market share gains, and the company’s long-term revenue upside. Analyst Commentary Bullish analysts point to Chewy’s ongoing investments in growth and new categories as building blocks for future market share gains, with several citing these reinvestments as potentially expediting revenue upside in 2026 and beyond.

Shared on07 May 25
Fair value Increased 18%

Shared on30 Apr 25
Fair value Decreased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 16%

Shared on16 Apr 25
Fair value Decreased 0.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 4.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 16%

AnalystConsensusTarget has decreased future PE multiple from 45.4x to 37.8x and increased discount rate from 6.8% to 7.5%.