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)
- Last four reported quarters (through Aug 2, 2026): revenue $13.1B, net income $274M (2.1% margin), free cash flow $568M (SEC filings).
- Valuation: P/E 32.8x (avg 95.9x at the last 3 fiscal year-ends), EV/EBITDA 20.1x, net cash $20.5M.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $4.0M; 2 not under a Rule 10b5-1 plan ($301K); 0 by opportunistic insiders, 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.04 on a 1–5 scale) (26 analysts), mean target USD 28.64 (range 21–36).
- Total return with dividends: 1Y -38.4% vs S&P 500 +14.9%; 5Y -65.9% vs S&P 500 +80.3%.
- Next earnings: 2026-12-09, EPS estimate USD 0.38, revenue estimate $3.34B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CHWY)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| 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 margin | 26.6% | 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 date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Billings William G. | Chief Accounting Officer | 17,283 | $363K | 30.3% | Yes | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-03 | Singh Sumit | Chief Executive Officer | 49,477 | $1.1M | 4.7% | Yes (adopted January 16, 2026) | Routine (sold in Mar & Aug each year 2023–2025) |
| 2026-06-29 | Hu Da-Wai | General Counsel & Secretary | 4,203 | $82K | 100% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-04 | Singh Sumit | Chief Executive Officer | 87,526 | $2.2M | 8.1% | Yes (adopted January 16, 2026) | Routine (sold in Mar & Aug each year 2023–2025; this trade is outside those months) |
| 2026-04-01 | Hu Da-Wai | General Counsel & Secretary | 8,149 | $219K | 100% | No | Too 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:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-29 | Mizuho | Target lowered | Outperform | $32 → $28 |
| 2026-09-11 | Goldman Sachs | Target lowered | Buy | $34 → $30 |
| 2026-09-11 | JP Morgan | Downgrade | Overweight → Neutral | $29 → $24 |
| 2026-09-10 | Morgan Stanley | Target lowered | Overweight | $37 → $36 |
| 2026-09-10 | RBC Capital | Target lowered | Outperform | $34 → $31 |
| 2026-09-10 | TD Cowen | Target lowered | Buy | $34 → $32 |
| 2026-09-10 | Citizens | Reiterated | Market Outperform | $28 |
| 2026-09-10 | Rosenblatt | Target lowered | Neutral | $25 → $24 |
| 2026-09-10 | Baird | Target lowered | Outperform | $30 → $28 |
| 2026-09-10 | Needham | Reiterated | Hold | |
| 2026-09-10 | Evercore ISI Group | Downgrade | Outperform → In-Line | $25 |
| 2026-09-04 | Raymond James | Target raised | Outperform | $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)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Related party | Amazon (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 party | Dell 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 party | Booking 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
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.38 | $0.38 | -0.1% | $3.34B | 15 |
| Next quarter (ends Jan 2027) | $0.36 | $0.35 | +0.6% | $3.49B | 16 |
| Current fiscal year (ends Jan 2027) | $1.54 | $1.53 | +0.9% | $13.52B | 17 |
| Next fiscal year (ends Jan 2028) | $1.87 | $1.84 | +1.7% | $14.44B | 18 |
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.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 50.4% | ±6.1% |
| Nov 6, 2026 | 14 | 49.6% | ±8.2% |
| Nov 13, 2026 | 21 | 46.5% | ±9.2% |
| Nov 20, 2026 | 28 | 50.1% | ±11.4% |
| Nov 27, 2026 | 35 | 46.9% | ±11.8% |
| Dec 4, 2026 | 42 | 52.0% | ±14.4% |
| Dec 18, 2026 | 56 | 55.8% | ±17.8% |
| Jan 15, 2027 | 84 | 53.7% | ±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)
| Price | USD 22.33 |
|---|---|
| Change | ▲ 4.69% (up) |
| Previous Close | USD 21.33 |
| Open | USD 21.31 |
| Day Range | USD 21.23 – 22.38 |
| 52-Week Range | USD 17.4 – 37.34 |
| Volume | 7,588,300 shares |
| Market Cap | $8.98B |
| Exchange | NYQ |
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 Signal | BUY |
|---|---|
| RSI (14) | 61.23 (neutral) |
| vs SMA50 | Above (USD 21.13) |
| MACD | 0.3 (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 Rating | Buy |
|---|---|
| Analyst Count | 26 |
| Mean Target | USD 28.64 |
| High Target | USD 36 |
| Low Target | USD 21 |
| Buy / Hold / Sell | 18 / 8 / 0 |
Earnings (CHWY)
| Next Earnings Date | 2026-12-09 |
|---|---|
| EPS Estimate | USD 0.38 |
| Revenue Estimate | $3.34B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.36 vs est 0.36 ▼ miss |
| 2026-04-30 | USD 0.43 vs est 0.43 ▲ beat |
| 2026-01-31 | USD 0.27 vs est 0.28 ▼ miss |
| 2025-10-31 | USD 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 / Equity | 3.13 |
| Current Ratio | 0.84 |
| 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.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 30%, operating 2% (last 12 months) |
| Balance Sheet | Critical — $612M cash and investments vs $592M debt (Aug 2026, SEC), net cash |
| Cash Flow | Mixed — FCF $568M (last 4 quarters to Aug 2026, SEC), slim 4.3% margin |
| Efficiency | Strong — ROE 72%, ROA 6.1% |
Ownership (CHWY)
| Insider Ownership | +2.67% |
|---|---|
| Institutional Ownership | +101.32% |
| Shares Outstanding | 225.45M |
| Float | 46.88M |
| 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 & Director | Sumit Singh |
|---|---|
| Chief Financial Officer | Christopher S. Deppe |
| Chief Operating Officer | Scott Anderson |
| Chief Technology Officer | Yunyan Wang |
| President of Chewy Health | Aseemita 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
| Investor | Stake |
|---|---|
| Canada Pension Plan Investment Board | 8.95% |
| AQR Capital Management, LLC | 5.74% |
| Morgan Stanley | 4.91% |
| Federated Hermes, Inc. | 3.3% |
| Two Sigma Investments, LP | 2.95% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | 1.27% |
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | 1.15% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.07% |
| Vanguard Group | 8.69% |
| State Street | 3.37% |
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)
- We further control the use of our proprietary technology and ownership of our intellectual property through provisions in both our customer terms of use and in our vendor terms and conditions.
- We also enter into, and rely on, confidentiality, proprietary rights, and other agreements with our employees, consultants, contractors, agents, and business partners to secure our ownership and protect our intellectual property, trade secrets, proprietary technology and other confidential information.
- The scalability and integrated nature of our technology platform also allow us to run our operations in a cost-efficient manner by decreasing the number of our operational personnel and automating many of our planning and fulfillment processes.
- The strengths of our platform may enable us to sell directly to businesses in addition to consumers.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to extensive laws and regulations and we may incur material liabilities or costs related to complying with existing or future laws and regulations, and our failure to comply may result in enforcements, penalties, recalls, and other adverse actions.
- We may inadvertently not comply with various laws and regulations covering our pet health business, which may subject us to reprimands, sanctions, probations, fines, suspensions, or the loss of one or more of our licenses.
- Failure to comply with laws and regulations relating to privacy, data protection, cybersecurity, marketing and advertising and consumer protection, could adversely affect our business, financial condition and results of operations.
- We may be unable to adequately protect our intellectual property rights. Additionally, we may be subject to intellectual property infringement claims or other allegations, which could result in substantial damages and diversion of management's efforts and attention.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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| ETSY | Etsy, Inc. | USD 90.82 | ▲ 4.12% |
| GLBE | Global-E Online Ltd. | USD 41.33 | ▲ 0.46% |
| CART | Maplebear Inc. | USD 51.68 | ▲ 2.72% |
| VIPS | Vipshop Holdings Limited | USD 12.77 | ▲ 1.43% |
| W | Wayfair Inc. | USD 113.49 | ▲ 0.16% |
| CPNG | Coupang, Inc. | USD 13.99 | ▲ 0.87% |
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.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt