Every thesis Financial Education has voiced on CELH — 35 in all, newest first, with the arguments and risks behind each. Reads as the evolution of their view: the bottom is where they started, the top is where they landed.
The host sees Celsius as an overlooked growth investment with potential for a 200% to 500% gain and a return to $100 or more over the next couple of years. He is actively accumulating shares and expects revenue growth, gross-margin improvement and net-margin expansion to support the thesis.
Key arguments
He believes investors extrapolate weak recent growth too far into the future.
Palantir and Monster illustrate how early-stage growth can reaccelerate.
Alani, Rockstar, international expansion and new products broaden the opportunity.
Improving revenue and margins could support a much higher share price.
Risks acknowledged
He does not expect Palantir's historical 1,500% to 2,000% gain to be replicated necessarily.
Growth has been highly volatile.
Short-term Nielsen data and share-price performance remain uncertain.
The target depends on sustained business and margin progress.
The host briefly contrasts Celsius's recent stock weakness with what he sees as substantial long-term investment upside. He provides no supporting valuation or operating detail in this video.
Key arguments
He explicitly describes the stock as having substantial long-term upside despite recent weakness.
The host names Celsius among his three highest-upside stocks for the next three years and expects his investment gains to grow substantially. He believes Celsius and Alani are durable energy-drink brands supported by repeat consumption, Pepsi distribution and international expansion.
Key arguments
Celsius and Alani are being developed as lasting brands rather than short-lived beverage trends.
Pepsi's investment and distribution relationship support the business.
Energy drinks encourage repeat purchases.
International expansion offers additional growth.
Monster's brand durability provides a favorable historical comparison.
Risks acknowledged
Beverage brands frequently experience rapid growth followed by irrelevance.
Bloom is currently growing quickly, although the host dismisses it as a lasting competitive threat.
The host sees favorable short-term risk-reward in Celsius, with a potential move toward or above $35 if management establishes confidence in sustained double-digit growth. He also maintains a long-term target above $100 based on distribution, international expansion and Alani's growth.
Key arguments
Low analyst growth expectations create room for upside surprises.
International distribution is expanding, particularly in Europe.
Alani's rapid growth provides another engine beyond the domestic Celsius brand.
Brand building represents a decade-plus opportunity.
Risks acknowledged
Recent US Celsius-brand sales data have been weak.
Guidance suggesting declining revenue would damage the short-term thesis.
The host argues that Alani's growth and Celsius's durable adult customer base support the business despite weakness in the core Celsius brand. He expects shares to surge when core-brand volumes recover, possibly beginning to rally before volumes become positive, and regards approximately $26 as an attractive three-year entry.
The host reports buying over $7,000 of Celsius at approximately $26 per share. He considers it the stock market's most attractive risk-reward opportunity over the next three years.
The host ranks Celsius first and calls it his best current stock-market buy around $27. He expects revenue, margins and earnings growth to produce a substantial eventual gain despite the position's current loss.
Key arguments
The host sees strong positioning over the next 5 to 15 years.
He believes revenue and profitability opportunities are substantial.
He considers the business less risky than investors assume.
The stock's weak five-year performance contrasts with his assessment of business growth.
Risks acknowledged
The disclosed position is down approximately 15%.
The host qualifies the expected gain with 'But we'll see'.
The host is accumulating Celsius shares around the $27-to-$32 range and intends to continue buying aggressively. He bought another 25 shares but provides no explicit upside target or deadline.
Key arguments
He views the current trading range as an accumulation opportunity.
He has been buying repeatedly over recent months.
He would welcome lower prices for additional purchases.
Risks acknowledged
The stock has remained stuck in its recent trading range.
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.
Key arguments
Celsius and Alani brands continue expanding domestically and internationally
Expects improving margins, EPS growth, and eventual buybacks/dividends leading to a valuation re-rating
Risks acknowledged
Stock is down double digits over the past 5 years and well off its highs
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.
Key arguments
Insider buying: a director bought $1 million and the CEO bought $500,000 of shares recently, which he views as a strong bullish signal
International expansion (France, Netherlands, Australia, Portugal) is described as very early days with a big long-term opportunity
Alani brand is described as an almost completely untapped opportunity for future international growth
Risks acknowledged
Higher diesel/trucking costs from elevated oil prices could pressure Celsius's distribution margins in the short term unless offset by price increases
BullishThese 2 Stocks are Next to Soar‼️Sep 15, 2026
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.
Key arguments
Accumulating shares between $27 and $33 during a bottoming formation
Expects the eventual move higher to be sharp rather than gradual
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.
Key arguments
Early days in market share growth (~20% of North American energy drinks)
Insider purchase signals positive sentiment
Immense long-term opportunity over 5-10 years
NeutralAMD & Celsius shareholders BIG NEWS‼️🫶🏼Sep 11, 2026
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.
Key arguments
CEO bought 18,000 shares, showing he believes the stock is a great price
Insider buying can signal the stock is oversold
Risks acknowledged
The purchase doesn't necessarily make the speaker more or less bullish 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.
Key arguments
Alani is currently the strongest growth driver for the company while the Celsius brand itself has been weak.
New beverage sales data in 2-3 weeks and earnings in ~2 months are major catalysts that could move the stock significantly.
If the Celsius brand shows signs of returning to growth, the stock could move up quickly before earnings are even reported.
Risks acknowledged
The stock has traded in the low-$20s in recent years and could revisit those lows.
If beverage data confirms continued weak growth, shares could fall to the mid-$20s or lower.
The host expects Celsius Holdings shares to rebound substantially over three years. He projects a $60–$90 share-price range compared with the approximately $30 price cited in the transcript.
Key arguments
The host believes Celsius is well positioned over the next 36 months.
The projected $60–$90 range implies substantial upside from the cited $30 share price.
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.
Key arguments
Owns three growing energy drink brands including Celsius, Alani, and recently acquired Rockstar from Pepsi
Gross margins (48%) and net margins (4%) are far below peers like Monster (55%/23%) and Coca-Cola (61%/28%), implying room to expand
Forward P/E in the low-to-mid 20s and two-year forward P/E in the teens seen as too cheap given growth prospects
Strong balance sheet with $631M cash versus $667M long-term debt and $1.2B stockholder equity
Pepsi's large investment stake incentivizes it to help Celsius grow and eventually be worth more
Strongly BullishThis Stock will make us RICH🤑AFAug 25, 2026
The host expects Celsius's rally to continue through year-end and sees substantial longer-term upside from domestic market-share gains and international expansion. Leadership changes reinforce his belief that management is addressing execution problems.
Key arguments
Approximately 20% US energy-drink market share supports the host's undervaluation thesis.
International operations remain small relative to Monster's, leaving expansion potential.
Leadership restructuring signals willingness to improve execution.
The host believes domestic market share can grow further with strong brand execution.
Risks acknowledged
Recent results had disappointed investors.
Monster has a larger domestic share and international footprint.
The Rockstar-related leadership situation remains unresolved.
The host calls Celsius his strongest prospective return opportunity and is considering investing another $50,000 next week. He expects substantial long-term upside from modest revenue growth assumptions and sees additional potential if margins approach beverage peers.
Key arguments
The company owns Celsius, Alani, and Rockstar, creating multiple avenues for growth.
International distribution, additional distribution points, better sell-through, and pricing could support revenue expansion.
The base case assumes only 10% annual revenue growth from 2027 through 2030.
Both primary scenarios assume 14% net income margins, below the beverage peers cited by the host.
Acquisitions and buybacks are excluded from the primary return estimates.
Risks acknowledged
The proposed purchase is tentative.
Projected returns depend on the scenarios actually occurring.
Higher-margin upside depends on material profitability improvements.
PepsiCo's lower margin is acknowledged, although the host attributes it to its food business.
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.
Key arguments
Owns Celsius, Alani, and Rockstar brands
BullishTop 4 Stocks to Buy UNDER $30 each‼️Aug 14, 2026
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.
Key arguments
Celsius and Alani brands went from unknown to highly popular in a few years
Recent acquisition of Rockstar energy drink brand
Continued international and US expansion opportunity
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.
Key arguments
Owns three brands (Celsius, Alani, Rockstar), reducing single-brand risk
Good balance sheet and income statement with improving margins expected
Currently trades in the 20s, offering large potential upside
Risks acknowledged
Risk exists if the Celsius brand were substantially damaged, though other brands provide a fallback
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.
Key arguments
Celsius brand plus Alani continue to expand rapidly
Recently acquired Rockstar, adding to portfolio
Thinking about the stock on a 3 to 7 year timeframe rather than weeks
The host sees Celsius as a potential three- to fivefold investment over five years and emphasizes long-term upside over daily volatility. He endorses buying at $32 and buying more aggressively at $22.
Key arguments
Celsius and Alani have substantial brand expansion potential.
The host has experience investing in the energy-drink industry.
Rockstar could potentially be sold to redirect capital into Celsius and Alani.
Risks acknowledged
Short-term share-price moves can be substantial.
Rockstar competes with strong established brands.
Potential contractual restrictions on selling Rockstar are uncertain.
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.
Key arguments
Celsius stock jumped over 14% in a single day
Current CEO John has built Celsius into a legitimate competitor to Monster and Red Bull
The former Rockstar founder failed to build a brand that could seriously compete with Monster and Red Bull
Speaker doubts the former Rockstar founder will sell his shares even if denied the CEO role
Risks acknowledged
The former Rockstar founder could become 'annoying' publicly criticizing results if not made CEO
The host identifies Celsius alongside e.l.f. as one of the stocks he is most excited about over the next few years. The brief mention provides investment enthusiasm but no clear price, return, or trading recommendation.
Key arguments
Names Celsius among his most exciting stocks for the coming years.
Plans to review its upcoming earnings.
Strongly BullishInvestors life will be changed by this stock‼️Aug 4, 2026
The host expects substantial share-price appreciation and regards shares in the $20s as attractive purchases. He argues analysts underestimate sustained double-digit growth from multiple brands, distribution gains, pricing and international expansion.
Key arguments
Celsius and Alani offer multiple brand growth opportunities.
Additional shelf space and retail locations can support volume.
International sales remain underdeveloped.
Analyst expectations of eventual single-digit growth appear too pessimistic to the host.
The host endorses Celsius as one of his best long-term investment opportunities and expects the stock to perform well. His thesis includes the Celsius and Alani brands, broad distribution and a potential Rockstar revival.
Key arguments
He reports a substantial purchase around $29.77.
Celsius received one of his highest investment rankings.
The business has multiple brands and extensive distribution.
Celsius is among the host's highest-conviction opportunities, receiving a 9.5 rating. He expects shares above $100 in three years as its brands expand and Rockstar recovers.
Key arguments
International expansion for Celsius.
Domestic and international expansion for Alani.
Potential revival of Rockstar.
Risks acknowledged
The host believes the market has not yet recognized the opportunity.
The host expects Celsius to gain momentum as investors become less fearful of its marketing investigation. He views the situation as comparable to regulatory challenges Monster survived and intends to hold Celsius for years.
Key arguments
The stock remains far below where he believes it should trade.
Monster previously faced similar investigations and lawsuits.
Reduced legal fear could improve investor sentiment.
Risks acknowledged
Texas is investigating marketing practices, including concerns about marketing to children.
The host sees Celsius as significantly undervalued and expects it to double or more in a matter of months. He also anticipates new all-time highs before 2029 and substantial investment gains over the next 20 years, with sharp volatility along the way.
Key arguments
Celsius has repeatedly doubled within months after major declines.
The host expects market-share gains, long-term pricing power and continued brand development.
Celsius, Alani and the acquired Rockstar brand provide multiple business opportunities.
Monster's long-term return history illustrates the potential of an enduring energy-drink franchise.
Risks acknowledged
The bottom is less clear than ELF's.
The company could disappoint or lose consumer interest.