Earnings Release: Chewy posted second-quarter results that aligned with estimates on the bottom line while surpassing revenue targets and lifting its annual guidance.
Market Reaction: Shares fell sharply after the report despite the upbeat numbers, prompting observers to highlight autoship growth and recurring revenue as key strengths amid consumer caution.
Analyst Views: Discussion centers on margin expansion and customer trends, with some noting the stock's post-earnings dip as a point of interest without clear directional consensus.
Note: This discussion summary was generated from an AI condensation of post data.
Chewy Insider Trading Activity
Chewy insiders have traded $CHWY stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $CHWY stock by insiders over the last 6 months:
- SUMIT SINGH (Chief Executive Officer) has made 0 purchases and 4 sales selling 137,003 shares for an estimated $3,379,131.
- DA-WAI HU (General Counsel & Secretary) has made 0 purchases and 3 sales selling 12,352 shares for an estimated $301,205.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Chewy Revenue
Chewy had revenues of $3.3B in Q2 2026. This is an increase of 7.28% from the same period in the prior year.
You can track CHWY financials on Quiver Quantitative's CHWY stock page.
You can access data on CHWY stock through the Quiver Quantitative API.
Chewy Hedge Fund Activity
We have seen 287 institutional investors add shares of Chewy stock to their portfolio, and 383 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CANADA PENSION PLAN INVESTMENT BOARD added 14,945,614 shares (+285.7%) to their portfolio in Q2 2026, for an estimated $293,681,315
- VIKING GLOBAL INVESTORS LP removed 13,536,645 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $365,489,415
- FEDERATED HERMES, INC. added 4,306,954 shares (+137.7%) to their portfolio in Q2 2026, for an estimated $84,631,646
- CITADEL ADVISORS LLC removed 4,112,213 shares (-72.4%) from their portfolio in Q1 2026, for an estimated $111,029,751
- HOLOCENE ADVISORS, LP removed 4,043,114 shares (-90.2%) from their portfolio in Q2 2026, for an estimated $79,447,190
- AQR CAPITAL MANAGEMENT LLC removed 3,408,663 shares (-20.9%) from their portfolio in Q2 2026, for an estimated $66,980,227
- POINT72 ASSET MANAGEMENT, L.P. removed 3,385,153 shares (-64.2%) from their portfolio in Q2 2026, for an estimated $66,518,256
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Chewy Price Targets
Multiple analysts have issued price targets for $CHWY recently. We have seen 15 analysts offer price targets for $CHWY in the last 6 months, with a median target of $34.0.
Here are some recent targets:
- Alexandra Steiger from Goldman Sachs set a target price of $34.0 on 06/12/2026
- Justin Kleber from Baird set a target price of $30.0 on 06/11/2026
- Andrew Boone from Citizens set a target price of $28.0 on 06/11/2026
- Ross Sandler from Barclays set a target price of $36.0 on 06/11/2026
- Steven Shemesh from RBC Capital set a target price of $34.0 on 06/11/2026
- William Kerr from TD Cowen set a target price of $34.0 on 06/11/2026
- Michael Lasser from UBS set a target price of $24.0 on 06/11/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
