When the market turns volatile, panic often follows. But for investors savvy enough to look beyond immediate chaos, downturns can also be prime buying opportunities. The NASDAQ has recently dropped 8.6% since its high in October 2025, driving down several household names. Nvidia is down 14%, AMD 16%, Tesla 21%, and Palantir 25%. Yet, the most significant declines are seen in firms like SoFi, Robinhood, and Duolingo, whose stock prices have cratered by 49%, 53%, and 65%, respectively. For some, this signals a time to run. For others, it’s the perfect time to shop for stocks at discount prices.

Let’s focus on two standout companies—Celsius Holdings and Amazon—and analyze why some see them as compelling opportunities in this market climate.

Celsius Holdings: Betting Big on Energy Drinks

Celsius Holdings has become a rising star in the energy drink market, a competitive sector dominated by brands like Red Bull and Monster. Celsius has one major selling point: it’s a high-growth stock. Over the past five years, Celsius stock has grown 91%, outperforming the S&P 500’s 59% over the same period. Still, the stock has had a rough 2026 so far, down 29% year-to-date compared to the S&P 500’s 4% decline.

The Product and Recent Moves

Celsius positions itself strongly in the fitness community, offering energy drinks crafted for health-conscious consumers. The company has also been diversifying its portfolio. It acquired Alani, another energy drink brand skewed toward the female demographic, about a year ago. Additionally, Celsius recently purchased Rockstar Energy from PepsiCo—a brand that struggled under Pepsi’s leadership. The hope is that Celsius can rejuvenate Rockstar’s presence in a highly competitive market.

Growth at Scale

Celsius’s growth trajectory is remarkable. In 2019, the company generated $75 million in revenue. By 2025, its annual revenue had skyrocketed to $2.5 billion. Analysts expect revenue to reach over $3 billion in 2026, with sustained double-digit growth projected well into the 2030s. Despite this seismic growth, its stock trades at a forward price-to-earnings (P/E) ratio of 20—a valuation that some consider too low for such a high-growth company.

The buzz, however, isn’t all positive. Around 10% of Celsius’s revenue reportedly comes from Costco, a retail giant that recently launched its competing brand of energy drinks priced significantly lower. With Costco’s products selling for under $1 per can, compared to Celsius’s over $1.50 per can pricing, investor anxiety has mounted. But as history with brands like Coca-Cola and Pepsi suggests, consumer loyalty to well-established names often trumps price competition. Discount-store colas have existed for years, yet legacy brands still dominate the soda market.

The Race Towards Market Dominance

What makes the energy drink market particularly compelling is that it’s shaping up to be a three-horse race between Red Bull, Monster, and Celsius. Investors are beginning to wonder which will become the Coca-Cola of the industry—claiming the dominant market share over the long term. Celsius’s CEO, John Fieldly, is another reason for optimism. Since taking over in 2018, he has led the company’s incredible revenue leap. At an age that positions him in his prime business years, Fieldly’s leadership stands in stark contrast to the aging executives at competitors like Red Bull and Monster.

Put simply, Celsius is operating in a promising market with both strong fundamentals and room to expand internationally. This places its long-term growth prospects—and its potential stock performance—in intriguing territory for investors willing to weather short-term volatility.

Amazon: A Classic on the Rebound

If Celsius represents growth stocks, Amazon makes the case for a comeback story. Once synonymous with phenomenal stock performance, Amazon has had a tough time recently. Over the past five years, Amazon’s stock has significantly underperformed compared to the S&P 500. Year-to-date, Amazon has fallen over 7%, doubling the broader market’s slump.

What’s Weighing on Amazon’s Stock?

Amazon’s business remains diverse and formidable, anchored by three core segments: e-commerce, Amazon Web Services (AWS), and advertising. AWS, the company’s cloud computing arm, is now its most critical revenue driver and profit center—eclipsing even the e-commerce business that made Amazon a household name. Advertising, another significant growth area, spans everything from product promotions on its retail platform to NFL game sponsorships.

Despite robust growth across these sectors, Amazon’s stock suffered in recent years largely due to its exorbitant valuation in the past. Historically, Amazon traded at P/E ratios above 100. The stock was, at best, expensive. But current pricing—markedly lower P/E ratios—has shifted the narrative. Amazon now offers growth potential at a valuation some consider more realistic.

Financials Look Strong

Amazon has demonstrated consistent revenue growth and improvements in operating cash flow. Earnings per share are also trending upward. Yet, it’s no secret that the company’s e-commerce margins have tightened due to rising costs and competitive pressures. Still, these challenges haven’t dampened its long-term outlook. AWS alone has the potential to fuel growth for years, and its ad business provides a significant supplementary revenue stream.

Why Buy Now?

Buying into a company like Amazon today could be akin to purchasing it in its earlier growth phase but at a much fairer valuation. Past five-year underperformance aside, Amazon still operates several businesses with expanding dominance. It’s hard to ignore a company with such far-reaching influence when it’s trading at one of its cheapest valuations in recent memory.

The Bigger Picture

Both Celsius and Amazon illustrate why the current market isn’t just about loss—it’s about opportunity. Selling high-quality stocks during downturns emphasizes short-term thinking over long-term strategy. Celsius is carving a future in a competitive yet lucrative market, and Amazon has built diversified businesses with substantial upside potential. Volatility comes with risk, but for investors with patience, it can also present the best entry points.

For those weighing the current state of the market, ask this: Are you willing to ride out temporary turbulence to realize potential long-term gains? Given the insights above, Celsius and Amazon are strong candidates for those who answer yes.