JPMorgan cuts Celsius target to USD 48 for Celsius Holdings stock
Published on 10/28/2026 at 06:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst reset and earnings pressure
- JPMorgan lowered its Celsius target from USD 52 to USD 48 on October 26, 2026.
- Celsius reported USD 817.93 million in second-quarter revenue against USD 870.08 million expected.
- Celsius Holdings stock was last at USD 28.00 on October 27, 2026, at 4:00 p.m. ET on Nasdaq.
- The next reported earnings date is November 5, 2026.
Celsius Holdings (ISIN US15118V2079) became the subject of a fresh analyst reset after JPMorgan lowered its price target from USD 52 to USD 48 on October 26, 2026, while maintaining an Overweight rating, as MarketBeat reported. On Nasdaq, the stock was last at USD 28.00 on October 27, 2026, at 4:00 p.m. ET.
Why did the target fall?
The analyst action followed Celsius' second-quarter results, which showed growth but a clear gap to expectations. Revenue reached USD 817.93 million in the second quarter of 2026, compared with USD 870.08 million expected, while earnings per share came in at USD 0.36 against a USD 0.41 consensus estimate, according to MarketBeat. Revenue still increased 10.60 percent from the year-earlier quarter, but net income was USD 36.42 million, as shown by Yahoo Finance.
What does the earnings gap mean?
The figures leave Celsius balancing double-digit sales growth against weaker earnings delivery. The latest reported quarter produced USD 817.93 million of revenue, while the next quarterly consensus cited by Zacks is USD 0.34 in earnings per share for the September 2026 quarter.
Three events shape the record
On August 6, 2026, Celsius reported USD 0.36 in earnings per share for the second quarter, below the USD 0.41 consensus estimate. On October 15, 2026, UBS set a USD 38 price target while maintaining a Buy rating, according to MarketBeat. On October 26, 2026, JPMorgan cut its target from USD 52 to USD 48 while retaining Overweight.
Upcoming dates for Celsius
Zacks identifies November 5, 2026, as the estimated date for the next quarterly earnings release. Yahoo Finance lists November 9, 2026, as another estimated earnings date, leaving the reporting calendar centered on early November.
Stock valuation remains wide
Yahoo Finance lists a 52-week range of USD 23.56 to USD 64.14 and a market capitalization of USD 7.1 billion as of October 26, 2026. The wide range places the October 27 price near the lower end of the yearly band, while JPMorgan's USD 48 target remains above the latest Nasdaq level.
Celsius Holdings stock facts
- Company: Celsius Holdings, Inc.
- ISIN: US15118V2079
- Ticker: CELH
- Primary exchange: NASDAQ
- Last Nasdaq price: USD 28.00 on October 27, 2026, at 4:00 p.m. ET
- Market capitalization: USD 7.1 billion (as of October 26, 2026)
- 52-week range: USD 23.56-64.14 (as of October 26, 2026)
- Sector / Industry: Consumer Defensive / Beverages - Non-Alcoholic
- Next earnings date: November 5, 2026
Market context: Market report Nasdaq Composite.
