Financial Education onCELHCelsius Holdings

Jeremy believes Celsius has a multi-year growth runway from 2027 to 2030 driven by global brand expansion, improving margins, and eventual capital return programs.

The YouTuber is bullish on Celsius long-term due to early-stage international expansion (France, Netherlands, Australia, Portugal) and recent large insider buys by a director and the CEO. He believes short-term moves from oil/distribution costs and market swings are noise compared to the long-term international growth story.

He believes Celsius has massive upside ahead and is accumulating shares in the $27-$33 range during what he sees as a bottoming formation, expecting a strong future move.

The host sees Celsius as still very early in its growth story, citing its rise to roughly 20% North American energy drink market share and recent insider buying, and says he would not sell even if the stock doubled.

The CEO's recent purchase of 18,000 shares signals insider confidence and suggests the stock may be oversold, though the YouTuber says this doesn't change his own bullish or bearish stance on the company.

Jeremy notes Celsius is down significantly and jokes it should be called 'the poorest' rather than 'the wealthiest,' referencing the stock trading around $26.

Jeremy is actively buying Celsius and wants the stock to stay cheap for as long as possible so he can accumulate more shares. He believes the Alani brand is the strongest part of the business while the core Celsius brand needs to return to growth, with upcoming beverage data and earnings serving as major catalysts.

The host is bullish on Celsius due to its strong brand portfolio (Celsius, Alani, and newly acquired Rockstar), a growing revenue trend, and significant room to expand margins toward levels seen at Monster and Coca-Cola. He believes the stock is undervalued on a forward P/E basis and expects substantial long-term price appreciation.

The speaker likes Celsius for its ownership of the Celsius, Alani, and Rockstar energy drink brands. They see long-term upside to around $100 per share from the current $32.

The YouTuber highlights Celsius's growing brand portfolio, including Alani Nu and the recently acquired Rockstar, as drivers of continued growth. He believes the company has room for both international and US expansion in the coming years.

The host considers Celsius Holdings the honorable mention with the most upside potential of all the stocks he weighed for a hypothetical $1.1 million three-year lock-up, citing brand diversification (Celsius, Alani, Rockstar) as downside protection. He says he continues buying shares and sees it reaching $75-$100 over the next three years if things go right.

Jeremy sees Celsius as a long-term compounder driven by its core brand plus the Alani and Rockstar acquisitions, expecting the stock to eventually trade well above $100 over a 3-7 year horizon. He downplays short-term price worries in favor of the long-term growth story.

The speaker is thrilled with Celsius's stock performance (up over 14% in a day) and praises current CEO John's leadership in building the company into a real competitor to Monster and Red Bull. However, he is upset about news that the former Rockstar Energy founder, who has bought a large stake, wants to become CEO, calling the idea ridiculous.

The speaker continues to like Celsius Holdings based on positive Nielsen sales data, favoring the stock in its current price range in the 20s.

Celsius gained $6,400 today with a 4.6% move. The YouTuber includes it in his portfolio of stocks benefiting from the market recovery.