Chewy, Inc. (CHWY) Stock Price & Analysis

Chewy, Inc. (CHWY) closed at USD 22.33 on Thursday, October 22, 2026, up 4.69% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 21.33; the Oct 22, 2026 session ranged USD 21.23–22.38 on volume of 7,588,300 shares. Market capitalization is $8.98B, with a 52-week range of USD 17.4–37.34 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:38 UTC.

Also available as compact Markdown for AI agents: nexqual.com/CHWY.md

Key facts (CHWY)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CHWY)

USDFY2022FY2023FY2024FY2025FY2026TTM
Revenue$8.97B$10.1B$11.1B$11.9B$12.6B$13.1B
Gross profit$2.39B$2.83B$3.16B$3.47B$3.75B—
Operating income-$73.6M$56.4M-$23.6M$113M$254M$328M
Net income-$75.2M$49.9M$39.6M$393M$223M$274M
EPS (diluted)-$0.18$0.12$0.09$0.91$0.52—
Free cash flow$8.6M$119M$343M$453M$562M$568M
Gross margin26.6%28.0%28.4%29.2%29.8%—
Operating margin-0.8%0.6%-0.2%0.9%2.0%2.5%
Net margin-0.8%0.5%0.4%3.3%1.8%2.1%
Revenue growth+25.5%+12.8%+10.2%+6.4%+6.2%—
Cash + short-term investments$603M$679M$1.13B$597M$879M—
Total debt————$0K—

Fiscal years end Feb. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Aug 2, 2026) (CHWY)

P/E 32.8x · P/S 0.7x · EV/EBITDA 20.1x · EV/Sales 0.7x · P/FCF 15.8x · P/B 24.2x · FCF yield 6.33% · Earnings yield 3.05% · Buyback yield (TTM) 5.68% · Net cash $20.5M · EV $8.95B

P/E at fiscal year-ends: Feb 2026 52.4x, Feb 2025 40.9x, Jan 2024 194.4x.

Insider sales (SEC Form 4, open-market, last ~7 months) (CHWY)

3 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-10-15Billings William G.Chief Accounting Officer17,283$363K30.3%YesToo little history (no open-market trades in 2023 or 2024)
2026-08-03Singh SumitChief Executive Officer49,477$1.1M4.7%Yes (adopted January 16, 2026)Routine (sold in Mar & Aug each year 2023–2025)
2026-06-29Hu Da-WaiGeneral Counsel & Secretary4,203$82K100%NoToo little history (no open-market trades in 2023–2025)
2026-05-04Singh SumitChief Executive Officer87,526$2.2M8.1%Yes (adopted January 16, 2026)Routine (sold in Mar & Aug each year 2023–2025; this trade is outside those months)
2026-04-01Hu Da-WaiGeneral Counsel & Secretary8,149$219K100%NoToo little history (no open-market trades in 2023–2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (CHWY)

Consensus Buy (mean 2.04 on a 1–5 scale), 26 analysts; mean target USD 28.64 (low 21, high 36).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-09-29MizuhoTarget loweredOutperform$32 → $28
2026-09-11Goldman SachsTarget loweredBuy$34 → $30
2026-09-11JP MorganDowngradeOverweight → Neutral$29 → $24
2026-09-10Morgan StanleyTarget loweredOverweight$37 → $36
2026-09-10RBC CapitalTarget loweredOutperform$34 → $31
2026-09-10TD CowenTarget loweredBuy$34 → $32
2026-09-10CitizensReiteratedMarket Outperform$28
2026-09-10RosenblattTarget loweredNeutral$25 → $24
2026-09-10BairdTarget loweredOutperform$30 → $28
2026-09-10NeedhamReiteratedHold
2026-09-10Evercore ISI GroupDowngradeOutperform → In-Line$25
2026-09-04Raymond JamesTarget raisedOutperform$25 → $28

Total return (dividends reinvested) (CHWY)

1Y (from 2025-10-23)5Y (from 2021-10-18)
Total return-38.4%-65.9%
S&P 500 (SPY)+14.9%+80.3%
Per year-38.5%-19.3%
Volatility (annualized)47.1%58.9%
Max drawdown-51.7% (Oct 2025→Jun 2026)-79.9% (Nov 2021→May 2024)

CHWY suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
Related partyAmazon (AMZN)“Prior to Amazon, Mr. Singh served in senior management positions at Dell Technologies, Inc. Mr. Singh has served on the board of directors of Booking Holdings Inc. since April 2022.”
Related partyDell Technologies (DELL)“Prior to Amazon, Mr. Singh served in senior management positions at Dell Technologies, Inc. Mr. Singh has served on the board of directors of Booking Holdings Inc. since April 2022.”
Related partyBooking Holdings (BKNG)“Prior to Amazon, Mr. Singh served in senior management positions at Dell Technologies, Inc. Mr. Singh has served on the board of directors of Booking Holdings Inc. since April 2022.”

Quoted from the company's 10-K filed Mar 25, 2026.

CHWY analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Oct 2026)$0.38$0.38-0.1%$3.34B15
Next quarter (ends Jan 2027)$0.36$0.35+0.6%$3.49B16
Current fiscal year (ends Jan 2027)$1.54$1.53+0.9%$13.52B17
Next fiscal year (ends Jan 2028)$1.87$1.84+1.7%$14.44B18

CHWY options: expected move

Options price a move of about ±17.8% (±$3.94) by Dec 18, 2026, which includes earnings on Dec 9, 2026; the earnings reaction alone is priced at about ±6.8%. Over the last 8 reports the stock moved ±8.6% on average.

ExpirationDaysATM implied volatilityExpected move
Oct 30, 2026750.4%±6.1%
Nov 6, 20261449.6%±8.2%
Nov 13, 20262146.5%±9.2%
Nov 20, 20262850.1%±11.4%
Nov 27, 20263546.9%±11.8%
Dec 4, 20264252.0%±14.4%
Dec 18, 20265655.8%±17.8%
Jan 15, 20278453.7%±20.8%

30-day implied volatility 48% vs 43.4% realized over the last 30 trading days. Put/call ratio (volume) 0.21. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 10:38 UTC)

PriceUSD 22.33
Change▲ 4.69% (up)
Previous CloseUSD 21.33
OpenUSD 21.31
Day RangeUSD 21.23 – 22.38
52-Week RangeUSD 17.4 – 37.34
Volume7,588,300 shares
Market Cap$8.98B
ExchangeNYQ

Technical Analysis (CHWY)

Nexqual's technical model rates CHWY "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:38 UTC.

Overall SignalBUY
RSI (14)61.23 (neutral)
vs SMA50Above (USD 21.13)
MACD0.3 (positive)

Analyst Ratings (CHWY)

Wall Street analysts rate CHWY "Buy" based on 26 analysts, with a mean price target of USD 28.64 (range USD 21–36), per Nexqual as of October 23, 2026 at 10:38 UTC.

Consensus RatingBuy
Analyst Count26
Mean TargetUSD 28.64
High TargetUSD 36
Low TargetUSD 21
Buy / Hold / Sell18 / 8 / 0

Earnings (CHWY)

Next Earnings Date2026-12-09
EPS EstimateUSD 0.38
Revenue Estimate$3.34B

Recent Earnings History

QuarterActual vs Estimate
2026-07-31USD 0.36 vs est 0.36 ▼ miss
2026-04-30USD 0.43 vs est 0.43 ▲ beat
2026-01-31USD 0.27 vs est 0.28 ▼ miss
2025-10-31USD 0.32 vs est 0.3 ▲ beat

Source: Nexqual, October 23, 2026 at 10:38 UTC.

Financials & Fundamentals (CHWY)

Total Revenue$13.07B
Revenue Growth (latest quarter, YoY)+7.30%
Gross Margin+29.85%
Operating Margin+2.46%
Profit Margin+2.09%
ROE+71.99%
Debt / Equity3.13
Current Ratio0.84
Total Cash$612.20M
Total Debt$1.16B
Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K)$568.10M (4.3% of revenue)

Source: Nexqual, October 23, 2026 at 10:38 UTC.

Financial Health Score (CHWY)

Nexqual rates Chewy, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:38 UTC.

GrowthSolid — Revenue +6% YoY (annual)
ProfitabilityMixed — Gross margin 30%, operating 2% (last 12 months)
Balance SheetCritical — $612M cash and investments vs $592M debt (Aug 2026, SEC), net cash
Cash FlowMixed — FCF $568M (last 4 quarters to Aug 2026, SEC), slim 4.3% margin
EfficiencyStrong — ROE 72%, ROA 6.1%

Ownership (CHWY)

Insider Ownership+2.67%
Institutional Ownership+101.32%
Shares Outstanding225.45M
Float46.88M
Short % of Float+13.67%

Source: Nexqual, October 23, 2026 at 10:38 UTC.

Leadership (CHWY)

Chewy, Inc. is led by Sumit Singh, CEO & Director, per Nexqual as of October 23, 2026 at 10:38 UTC.

CEO & DirectorSumit Singh
Chief Financial OfficerChristopher S. Deppe
Chief Operating OfficerScott Anderson
Chief Technology OfficerYunyan Wang
President of Chewy HealthAseemita Malhotra

Major Backers & Investors (CHWY)

Notable institutional backers of Chewy, Inc. include Canada Pension Plan Investment Board, AQR Capital Management, LLC, Morgan Stanley, according to Nexqual as of October 23, 2026 at 10:38 UTC.

Active Investors

InvestorStake
Canada Pension Plan Investment Board8.95%
AQR Capital Management, LLC5.74%
Morgan Stanley4.91%
Federated Hermes, Inc.3.3%
Two Sigma Investments, LP2.95%
Variable Insurance Products Fund III-VIP Mid Cap Portfolio1.27%
JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund1.15%

Index Funds (Passive)

FundStake
BlackRock10.07%
Vanguard Group8.69%
State Street3.37%

Source: Nexqual, October 23, 2026 at 10:38 UTC.

From Chewy, Inc.'s Latest SEC 10-K Filing (filed 2026-03-25)

Key Strengths & Strategy (as disclosed to the SEC)

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:38 UTC. This page is informational and not investment advice.

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