Barclays says this e-commerce stock is one of the 'more compelling' in industry, sees nearly 80% upside
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By Davis Giangiulio
Published on March 27, 2026.
Barishish analyst Trevor Young has stated that the surge in Chewy's stock may be only the beginning of a significant rally, with the company's full-year revenue guidance and expected EBITDA margin expansion anticipated. The bank reiterated its overweight rating and $48 price target on the stock, indicating a potential 80% gain from Thursday's close. Despite a 13% surge in the stock following its earnings, Chewy remains down 77% from its 2021 high of $120. Young also highlighted the potential benefits of artificial intelligence to its business and believes that the company is more immune to potential disinteractiveity than other companies.
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