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Should You Buy The Dip On These Large-Cap 'Left-Behind' Stocks Like UnitedHealth And The Trade Desk?
Benzingaยท2025-08-14 18:41

Group 1: Market Overview - Changing market themes and sector rotations have left some formerly dominant companies trailing the broader rally, raising questions about whether these "left behind" stocks represent a buying opportunity [1] - Bespoke Investment Group identified large-cap "left behind" stocks, highlighting that some well-known companies have performed poorly recently [2] Group 2: Company-Specific Insights - UnitedHealth Group, facing cost pressures and regulatory challenges, is currently trading at five-year lows, with a 57.4% decline from its 52-week high of $630.73 to $268.92, but analysts believe its market dominance and revenue potential could lead to a recovery [3][7] - Lululemon Athletica has seen a significant drop due to shifting consumer trends and increased competition, yet it retains strong brand equity and growth prospects, particularly in international and male apparel segments, suggesting a potential entry point for long-term investors [4] - The Trade Desk continues to show strong revenue growth despite challenges in the digital advertising sector, with a 61.6% decline from its 52-week high of $141.53, and analysts argue that the stock may be undervalued, presenting an opportunity for investors willing to overlook recent volatility [5][7] Group 3: Investment Strategy - Analysts suggest that some of the identified "left behind" stocks are likely to recover over the next year, emphasizing the investment strategy of buying low and selling high [6]