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Dow Dips Over 500 Points, Down For 3rd Straight Session As UnitedHealth Tanks: Greed Index Remains In 'Extreme Fear' Zone
Benzinga· 2025-04-21 07:05
Market Overview - The CNN Money Fear and Greed index remained in the "Extreme Fear" zone with a current reading of 20.9, down from 21.4 [7][8] - U.S. stocks mostly settled lower, with the Dow Jones index falling over 500 points, marking its third consecutive day of losses [1][5] Company Performance - UnitedHealth Group Incorporated (UNH) shares dropped over 22% after reporting worse-than-expected first-quarter results and lowering its FY25 adjusted EPS guidance [2] - Nvidia Corp. (NVDA) shares fell approximately 3% after a prior decline of around 7% [2] - Eli Lilly & Co. (LLY) shares experienced their sharpest single-day rally in nearly 25 years following positive data from a pivotal trial for a weight-loss drug, with the market for such drugs projected to triple by 2030 [3] Economic Data - U.S. housing starts decreased by 11.4% month-over-month to an annualized rate of 1.324 million in March [4] - Initial jobless claims fell by 9,000 to 215,000, better than market estimates of 225,000 [4] - The Philadelphia Fed Manufacturing Index dropped 39 points to -26.4, significantly below market expectations of 2 [4] Sector Performance - Most sectors on the S&P 500 closed positively, with energy, consumer staples, and real estate stocks showing the largest gains [5] - Information technology and health care sectors closed lower, contrasting with the overall market trend [5]
One Of The Worst Days In The UnitedHealth History, But That Can Be An Opportunity
Seeking Alpha· 2025-04-20 03:11
Core Insights - UnitedHealth (NYSE: UNH) experienced its 4th largest one-day stock drop in history, indicating significant market volatility and investor concern [1] Company Analysis - The decline in UnitedHealth's stock price suggests potential underlying issues that may need further investigation to understand the causes and implications for future performance [1] Market Context - The stock market environment appears to be volatile, which may present both risks and opportunities for investors, particularly in the context of options trading and delta neutral strategies [1]
UnitedHealth: Don't Let This Steep Selloff Go To Waste
Seeking Alpha· 2025-04-19 15:30
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]
Our Top 10 High Growth Dividend Stocks - April 2025
Seeking Alpha· 2025-04-19 12:01
High Income DIY Portfolios: The primary goal of "High Income DIY Portfolios" Marketplace service is high income with low risk and preservation of capital. It provides DIY investors with vital information and portfolio/asset allocation strategies to help create stable, long-term passive income with sustainable yields. The portfolios are designed for Income-Investors (including retirees or near-retirees). We provide seven portfolios: 3 buy-and-hold, 3 Rotational portfolios, and 3-Bucket NPP Model Portfolio. T ...
UNH Investor News: Rosen Law Firm Encourages UnitedHealth Group Incorporated Investors to Inquire About Securities Class Action Investigation - UNH
Prnewswire· 2025-04-18 20:54
Group 1 - The Rosen Law Firm is investigating potential securities claims on behalf of shareholders of UnitedHealth Group due to allegations of materially misleading business information [1] - UnitedHealth's stock fell 22.3% on April 17, 2025, after the company reported earnings that fell short of Wall Street's expectations and downgraded its projected results for 2025, citing issues in its Medicare business [3] - The Rosen Law Firm is preparing a class action to seek recovery of investor losses, allowing affected shareholders to join without any out-of-pocket fees through a contingency fee arrangement [2] Group 2 - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time and being ranked No. 1 for the number of settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [3] - The founding partner of the firm was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, highlighting the firm's expertise and reputation in the field [3]
Analysts set UnitedHealth stock price target
Finbold· 2025-04-18 12:43
During the April 17 session, UnitedHealth (NYSE: UNH) suffered one of its worst single-day crashes in history, prompting multiple prominent analysts to downgrade their 12-month forecasts for the company.Specifically, Piper Sandley abandoned its previous $600 price target and lowered its prediction to $592. Simultaneously, Barclays downgraded the forecast from $642 to $560.Interestingly, the former now expects a 30.36% upside and the latter a 23.32% upside, and both elected to keep their ‘buy’ ratings for UN ...
霸王茶姬美股首日上市,盘中一度涨近50%!道指跌超1%,英伟达跌近3%!事关降息,特朗普发声
Mei Ri Jing Ji Xin Wen· 2025-04-17 23:06
每经编辑 杜宇 当地时间4月17日,美股三大指数收盘涨跌不一,道指下跌527.16点,跌幅1.33%;纳指跌0.13%;标普500指数涨0.13%。 大型科技股涨跌互现,英伟达跌2.93%,谷歌、微软跌超1%,苹果、奈飞涨超1%。 据券商中国,4月17日,摩根大通在最新发布的研报中警告称,虽然在今年第一季度芯片股整体业绩还行,但受美国政府的关税政策影响,今年后半年会更 难。 摩根大通将2025年全球半导体行业的营收增速预期,从此前的同比增长10%~12%,下调至"同比持平到中个位数增长"。其中芯片设备市场寒意更甚,摩 根大通把2025年半导体设备(WFE)行业的增长预期,从原来的+5%调整为0%或小幅负增长。 | 英伟达 | | | --- | --- | | NVDA US 空 | | | 104.470 昨收 104.490 量比 0.89 101.425 | | | 100.050 市值2.47万亿 换 1.24% -3.065 -2.93% = | | | 104.450 市盈™ 33.96 额 295.15亿 | | | 相关ETF ① 纳指科技ETF 0.75% 含英伟达 12.8% > | | ...
UNHappy Ending: How Big Challenges Nuked My UnitedHealth Thesis
Seeking Alpha· 2025-04-17 19:11
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation ...
UnitedHealth Lags Q1 Earnings & Revenues, Slashes Estimates
ZACKS· 2025-04-17 18:50
Core Viewpoint - UnitedHealth Group Inc. reported mixed first-quarter 2025 results, with adjusted EPS of $7.20 falling short of estimates, while revenues increased year over year but missed consensus expectations due to lower premiums [1][2]. Financial Performance - Adjusted EPS for Q1 2025 was $7.20, missing the Zacks Consensus Estimate of $7.27, but reflecting a 4.2% year-over-year increase [1]. - Revenues rose 9.8% year over year to $109.58 billion, but missed the consensus mark by 1.4% [1]. - Medical care ratio (MCR) was 84.8%, worsening from 84.3% a year ago and below the consensus estimate of 85.9% [4]. - Total operating costs increased 9.4% year over year to $100.5 billion, exceeding model estimates [5]. - Operating earnings grew 15% year over year to $9.1 billion, with net margin improving from negative 1.4% to 5.7% [6]. Business Segment Performance - UnitedHealthcare revenues increased 12.3% year over year to $84.6 billion, driven by domestic commercial membership growth, surpassing estimates [7]. - Optum revenues were $63.9 billion, up 4.6% year over year, but fell short of the consensus mark [8]. - UnitedHealthcare served 50.1 million members, a 1.9% year-over-year growth, but below the consensus estimate of 50.6 million [9]. Financial Position - Cash and short-term investments rose to $34.3 billion from $29.1 billion at the end of 2024 [10]. - Total assets increased to $309.8 billion from $298.3 billion at the end of 2024 [11]. - Long-term debt decreased to $71.29 billion from $72.36 billion [11]. - Operating cash flows surged to $5.5 billion from $1.1 billion year over year [12]. Capital Deployment - UnitedHealth returned over $5 billion to shareholders through share repurchases and dividends in Q1 2025 [13]. 2025 Outlook - Management revised adjusted net EPS guidance to between $26 and $26.50, down from previous estimates [14]. - Projected net earnings for 2025 are expected to be between $22.5 billion and $23.1 billion, an increase from 2024 [14]. - Revenue estimates for 2025 are between $450 billion and $455 billion, up from $400.3 billion in 2024 [14].
Wall Street Rebounds, Eli Lilly Rallies, UnitedHealth Group Plummets: What's Driving Markets Thursday?
Benzinga· 2025-04-17 18:05
Wall Street saw a rebound in risk appetite on Thursday ahead of the long Easter weekend, as President Donald Trump signaled positive momentum in trade negotiations.Speaking ahead of a scheduled meeting with Italian Prime Minister Giorgia Meloni, Trump expressed strong confidence in reaching a trade agreement with the European Union. He also hinted at progress with China, stating, "We will make a good deal with China." Meanwhile, U.S. Treasury Secretary Scott Bessent noted that trade talks with Japan are mov ...