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Why Analysts are Boosting Chew Stock's Price Targets Now?
Written by Gabriel Osorio-Mazilli. Published 9/27/2025.
Often dismissed as dull, safety in investing can prove the most rewarding strategy—especially when the S&P 500 trades near all-time highs and the Federal Reserve hints at cutting rates, potentially reigniting inflation. But these forthcoming rate cuts differ sharply from the emergency easing of the COVID-19 era, making "boring" stocks particularly attractive right now.
During the pandemic, rate reductions aimed to counteract lockdown-induced economic slack and stave off deflation. Today, with inflation hovering around 3%, similar cuts are unlikely to unleash a frenzy. Instead, investors are seeking stable, predictable businesses as a refuge from market turbulence.
Enter Chewy (NYSE: CHWY), the online pet retailer that combines a resilient business model with steady growth prospects. Several Wall Street analysts have raised their price targets ahead of anticipated market shifts, positioning themselves for an "I told you so" moment if Chewy continues to outperform peers and even the broader S&P 500.
Why Wall Street Likes Chewy Stock
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Key Points
- Chewy stock is harnessing attention from Wall Street analysts as one of the best plays in the consumer sector due to its strong business model.
- Wall Street analysts are boosting their price targets on the stock, realizing how well positioned it is.
- A recent $500 million buyback from management confirms the stock may be cheap today.
In the consumer staples sector, few names rival Chewy's resilience. Pet owners rarely abandon essential purchases, even when budgets tighten, giving the company a recession-proof profile.
This predictability underpins the consensus price target of $45.84 per share—implying 16% upside from current levels. Building on that, Michael Morton of Moffett Nathanson recently upgraded Chewy to Buy, targeting $48 per share, a 21% gain that approaches its 52-week high.
Metrics support the bullish case: Chewy's gross profit margin stands at 29.5%, and its return on invested capital (ROIC) is a robust 15.7%. ROIC often correlates with long-term share performance and reveals management's efficiency in allocating capital—critical for investors seeking reliable future earnings.
Even at a premium valuation—trading at 113.3x forward P/E versus the retail sector's average of 20.2x—investors appear willing to pay up for exposure to Chewy's dependable growth trajectory.
Optimism Spreads for Chewy Stock
Beyond analyst upgrades, institutional buying has accelerated. Invesco Ltd. boosted its stake by 34.7% in August 2025, now holding $306.3 million (1.7% of the company). Meanwhile, BC Partners sold a portion of its shares—but that move reflected routine portfolio rebalancing after Chewy's stock surged 18.4% year-to-date, outpacing the S&P 500 by nearly 5%.
BC Partners' divestiture wasn't a vote of no confidence. Chewy management repurchased $500 million of those shares—about 3% of market cap—in a $500 million transaction. This insider buyback signals strong conviction that today's price may be below the company's intrinsic value, justifying the elevated price targets.
As investors brace for potential rate cuts, Chewy's combination of recession resilience, strong financial metrics, and insider support makes it a compelling choice for those seeking a "boring" but potentially lucrative play.
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