Celsius Holdings looks cheap to its own insiders, and most people are sleeping on the company. The CEO, two directors and the President and COO bought roughly $2.5M of stock combined at about $28 a share, including $700K from the CEO and $1M from one director, per @meetblossomapp. Insiders putting their own money in on that scale signals someone thinks the stock is cheap. x.com  x.com 

Celsius Holdings is worth buying even in a market that otherwise calls for net selling, on the strength of 138% revenue growth with M&A. It ranks among five stocks being added now while semiconductors such as AMD and Nvidia are trimmed. x.com 

Celsius overpaid for Alani Nu, and a Texas investigation now threatens the branding it paid for. Celsius bought Alani Nu for $1.775 billion in April 2025 to reach a younger demographic, and its colorful, social-native branding was the acquisition price. Texas Attorney General Ken Paxton's office, in a probe tied to a teenager's death, calls that branding deceptive marketing to minors. A finding could force reformulation, labeling changes or marketing limits, structurally impairing the asset. … Show more

Celsius Holdings looks attractive as its operating metrics move in the right direction while the share price moves toward value territory. x.com 

Celsius's post-earnings drop looks like a huge overreaction to the miss, and buyers should step in soon. Hedge funds bought more shares than they sold last quarter and will want to push the stock back up rather than lose money. x.com  x.com 

Celsius carries too much risk despite significant insider buying. Bloom's scanner data, clear shelf-space gains and social momentum challenge Celsius, and freight is a headwind. Alani limited editions are doing well and accelerating slightly, but the core Celsius brand has no acceleration potential until Q1. x.com 

Celsius has seen a lot of recent insider buying, and insider buys lately have tended to age very well and quickly, with The Trade Desk the main exception. Intel is a recent example: per @wallstengine, CEO Lip-Bu Tan bought about $10M of Intel stock at $95 a share. x.com 

Celsius is tracking in line with management's projections, and Alani Nu is becoming surprisingly strong, setting up a great 2027 for shareholders. Per NielsenIQ data for the four weeks to September 19, Celsius Holdings' energy drink volume rose 9.8% with a 6.6% average price gain; the Celsius brand family fell 20% while Alani Nu rose 74.3% despite a 4% average price cut. x.com 

Celsius looks unattractive because its moats are thin and it does not control the supply chain that matters for its business. Q2 adjusted EBITDA fell 32% year over year and the stock is down 32% to a 52-week low since its Alani Nu acquisition rally. A better P/E would be needed to make it interesting. x.com  x.com 

Celsius is an absolute steal at about 16 times adjusted free cash flow if management is right that its headwinds are short term. That is the kind of multiple mature, disruptable software companies have been getting recently. x.com