Celsius Holdings hits record $783M revenue in Q1 2026, driven by Alani Nu and PepsiCo partnership.

Celsius Holdings reported a record revenue of approximately $783 million in Q1 2026, fueled by strong growth from its Alani Nu brand and enhanced distribution through PepsiCo's network. The company now holds a 20.9% share of the U.S. energy drink market and accounts for 33% of the category's growth, indicating strong brand momentum. Despite macroeconomic and competitive risks, the stock is rated a Strong Buy due to its intrinsic value exceeding the current price, offering a solid margin of safety. This positive outlook reflects confidence in continued growth and market expansion.