T-Mobile US (NASDAQ:TMUS) Stock

T-MOBILE US INC

T-Mobile US

Deutsche Telekom merged its T-Mobile USA unit with prepaid specialist MetroPCS in 2013, and that firm merged with Sprint in 2020, creating the second-largest wireless carrier in the US. T-Mobile now serves 80 million postpaid and 25 million prepaid phone customers, equal to around 30% of the US retail wireless market. The firm entered the fixed-wireless broadband market aggressively in 2021 and now serves 7 million residential and business customers. In addition, T-Mobile provides wholesale services to resellers.

T Mobile U.S. Inc.

T-Mobile US Inc

Charter Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>)&nbsp;and Cox Communications on Friday announced an agreement to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45463953/charter-communications-and-cox-communications-announce-definitive-agreement-to-combine-companies" rel="noreferrer noopener">combine their businesses</a> in a transaction that will create an industry leader in mobile and broadband communications services, seamless video entertainment, and high-quality customer service.
The proposed transaction valued Cox Communications at an enterprise value of approximately&nbsp;$34.5 billion, comprising &nbsp;$21.9 billion&nbsp;of equity and&nbsp;$12.6 billion&nbsp;of net debt and other obligations.
Charter will acquire Cox Communications&#8217; commercial fiber, managed IT, and cloud businesses, and Cox Enterprises will contribute Cox Communications&#8217; residential cable business to Charter Holdings, an existing subsidiary partnership of Charter.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/45047933/charters-strong-network-new-bundles-drive-analyst-optimism-for-long-term-growth" rel="noreferrer noopener">Charter&#8217;s Strong Network, New Bundles Drive Analyst Optimism For Long-Term Growth</a>
Cox Enterprises will receive $4 billion&nbsp;in cash, $6 billion&nbsp;notional convertible preferred units in Charter&#8217;s existing partnership, and approximately 33.6 million common units in Charter&#8217;s existing partnership, with an implied value of&nbsp;$11.9 billion, which are exchangeable for Charter common shares.
Cox Enterprises will own approximately 23% of the combined entity&#8217;s fully diluted shares outstanding. The combined entity will assume Cox&#8217;s roughly&nbsp;$12 billion&nbsp;outstanding debt.
The combined company will change its name to Cox Communications within a year of the closing. Spectrum will become the consumer-facing brand within the communities Cox serves.
The combined company will remain headquartered in&nbsp;Stamford, CT, and will maintain a significant presence on Cox&#8217;s&nbsp;Atlanta, GA, campus following the closing.
Charter CEO Chris Winfrey will continue in his current role as CEO and board member. Cox Enterprises Chair and CEO Alex Taylor will join the board as Chair.
Cox will have the right to nominate an additional two board members to Charter&#8217;s 13-member board. Advance/Newhouse, another storied cable innovator that contributed its operations to Charter&#8217;s partnership in 2016, will retain its two board nominees.
Liberty Broadband will cease to be a direct shareholder in Charter and will no longer designate directors for election to the Charter Board. Accordingly, the three current Liberty Broadband nominees on Charter&#8217;s board will resign at closing. Liberty Broadband shareholders will receive direct interests in Charter as a result of the Liberty Broadband merger.
In 2024, Charter&nbsp;agreed&nbsp;to buy&nbsp;Liberty Broadband Corp&nbsp;in an all-stock transaction in which Liberty Media&nbsp;Chair&nbsp;John Malone held significant interests. Malone remains the Chair of Liberty Broadband.
Charter stock surged over 20% year-to-date.
Charter had reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45007666/charter-loses-internet-and-tv-subscribers-but-beats-rivals-with-strong-mobile-line-gains" rel="noreferrer noopener">fiscal first-quarter</a> revenue growth of 0.4% to $13.74 billion, beating the&nbsp;analyst consensus estimate of $13.68 billion. EPS of $8.42 missed the&nbsp;analyst consensus estimate&nbsp;of $8.67.
Charter lost 60,000 internet customers, including approximately 9,000 customer disconnects related to the wildfires in California in January, compared to a decline of 72,000 during the first quarter of 2024.
Charter held $796 million in cash and equivalents as of March 31.
Cable companies are grappling with rivalry from wireless giants like&nbsp;AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) and&nbsp;T-Mobile US Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), which are snatching their broadband customers with attractive internet offerings. Meanwhile, streaming companies like&nbsp;Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) have disrupted the traditional pay-TV business.
CHTR&nbsp;Price Action: At the last check on Friday, Charter Communications stock was up 4.63% to $439 the premarket.
Read Next:
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<li><a href="https://www.benzinga.com/general/entertainment/25/05/45327859/warner-bros-streaming-growth-cost-cuts-highlighted-analysts-stay-cautious" target="_blank" rel="noreferrer noopener">Warner Bros&#8217; Streaming Growth, Cost Cuts Highlighted, Analysts Stay Cautious</a></li>
</ul>
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News

Movers

Tech

CHTR

NFLX

TMUS

Charter Seals $34.5 Billion Cox Merger Deal, Creating Powerhouse To Battle Streaming, Wireless Rivals

As legendary investor Warren Buffett prepares to step down as CEO of Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) by <a href="https://www.benzinga.com/25/05/45184410/warren-buffett-to-step-down-as-berkshire-hathaway-ceo-by-end-of-year-asks-board-to-confirm-greg-abel-as-successor">the end of 2025</a>, a 13F filing released on Thursday reveals how his team reshaped the firm's portfolio in the first quarter.
What Happened: The 13F <a href="https://www.sec.gov/Archives/edgar/data/1067983/000095012325005701/0000950123-25-005701-index.html">filing </a>from Berkshire Hathaway Inc., showing the firm&#8217;s holdings as of March 31, reveals several stocks positioned exited completely, with no new stock purchases in the quarter.
Buffett and team exited positions in financial companies Citigroup (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) and Nu Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>) completely in the quarter.
The exit of Nu Holdings stock in the quarter could be a significant storyline as the investment gave Buffett exposure to digital banks in Latin America and also gave the famous Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) skeptic <a href="https://www.benzinga.com/markets/cryptocurrency/22/05/27208096/warren-buffett-now-owns-bitcoin-heres-how-the-oracle-of-omaha-got-exposure-3" target="_blank" rel="noopener">exposure to Bitcoin.</a> Nu holds the leading cryptocurrency on its balance sheet and has several crypto platforms for investors.
Here are the top decreased <a href="https://13f.info/manager/0001067983-berkshire-hathaway-inc">stakes </a>by Berkshire Hathaway in the first quarter by percentage:
<ul class="wp-block-list">
<li>Citigroup: -100%</li>
<li>Nu Holdings: -100%</li>
<li>Formula One (NASDA:FWONK): -48%</li>
<li>T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>): -11%</li>
<li>Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>): -7%</li>
<li>Capital One Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>): -4%</li>
<li>DaVita Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVA#NYSE">DVA</a>): -3%</li>
<li>Charter Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>): declined by less than 1%</li>
</ul>
Read Also:<a href="https://www.benzinga.com/general/education/25/05/45208955/warren-buffetts-giant-berkshire-portfolio-top-10-includes-banks-oil-and-apple"> Warren Buffett&#8217;s Giant Berkshire Portfolio: Top 10 Includes Banks, Oil, And Apple</a>
Top Additions: While Berkshire Hathaway did not make new stock purchases in the quarter, the conglomerate added to several existing positions,<a href="https://www.benzinga.com/markets/equities/24/11/41993666/warren-buffetts-berkshire-hathaway-slashes-apple-bofa-holdings-adds-dominos-pizza-in-q3"> including recent holdings</a> like Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>) and Constellation Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STZ#NYSE">STZ</a>).
Here are the top additions in the first quarter by percentage:
<ul class="wp-block-list">
<li>Pool Corporation: +145%</li>
<li>Constellation Brands: +114%</li>
<li>Heico Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>): +11%</li>
<li>Domino's Pizza (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NASDAQ">DPZ</a>): +10%</li>
<li>Sirius XM Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIRI#NASDAQ">SIRI</a>): +2%</li>
<li>Occidental Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>): increased by less than 1%</li>
<li>VeriSign Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>): increase by less than 1%</li>
</ul>
Berkshire's top five holdings remain the same in Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Coca-Cola Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), Bank of America and Chevron (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>). Of the five, only Bank of America was changed in the quarter with the decrease.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45232692/if-you-invested-1000-in-berkshire-hathaway-stock-when-warren-buffett-did-heres-how-much-youd-have-now">If You Invested $1,000 In Berkshire Hathaway Stock When Warren Buffett Did, Here&#8217;s How Much You&#8217;d Have Now</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Management

Trading Ideas

$BTC

AAPL

FWONK

POOL

SIRI

VRSN

Warren Buffett Ditches Bitcoin-Linked Nu Holdings, Adds To Constellation Brands, Domino's Pizza, Pool Corp Stakes

Berkshire Hathaway Cuts Stake In T-Mobile From ~4.35M Shares To ~3.88M Shares

T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>)&nbsp;and cybersecurity provider Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45435467/t-mobile-and-palo-alto-networks-to-launch-managed-sase-offering-for-wireless-devices" rel="noreferrer noopener">on Thursday introduced</a> &#8216;T-Mobile SASE, with Palo Alto Networks,&#8217; a new managed offering that combines a&nbsp;5G advanced network, T-Mobile&#8217;s T-SIMsecure with T-Mobile Security Slice, and Palo Alto Networks&#8217; Prisma SASE 5G.
The offering will deliver enhanced protection, performance, and simplicity to T-Mobile for Business customers.
Palo Alto Networks Prisma SASE 5G, the cloud-native Zero Trust security solution, expands T-Mobile&#8217;s security portfolio, enabling organizations to better protect their networks and devices without needing extra equipment or software.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45018003/t-mobile-slides-after-q1-but-analyst-still-bullish-on-broadband-growth-and-wireless-strength" rel="noreferrer noopener">T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst</a>
It empowers businesses and government agencies to connect users and devices to private more securely, Software as a Service (SaaS), and internet applications while maintaining strict security policies and visibility.
Integrating Alto Networks&#8217; SASE capabilities into T-Mobile&#8217;s network protects customer data more effectively across endpoints.
The number of business 5G IoT connections in North America is expected to grow from five million in 2025 to 39 million by 2030.
Palo Alto Networks surged 23% in the last 12 months. The company snapped up an AI security startup called Protect AI at a <a href="https://www.benzinga.com/personal-finance/25/05/45184304/palo-alto-networks-acquires-protect-ai-for-500m-a-startup-backed-by-salesforce-samsung-and-01-advisors-in-ai-security-push" target="_blank" rel="noreferrer noopener">valuation of over</a> $500 million. The deal is expected to close later this year.
Wedbush analyst Dan Ives <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44670176/nvidia-apple-top-names-to-own-cybersecurity-stocks-to-outperform-tech-analyst-dan-ives-says" target="_blank" rel="noreferrer noopener">named it among</a> his defensive picks, suggesting investors could rotate from semis to software to hunker down amid the current market volatility.
T-Mobile US stock surged 48% in the last 12 months. Scotiabank analyst Maher Yaghi upgraded the rating, citing <a href="https://www.benzinga.com/25/04/45119505/t-mobiles-consistent-subscriber-growth-and-strong-market-trends-prompt-analyst-upgrade" target="_blank" rel="noreferrer noopener">healthy subscriber growth</a> and strong industry trends despite a recent stock drop.
Price Actions: T-Mobile US stock is up 2.63% to $241.49 at last check on Thursday. PANW is up 1.45%.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45298528/comcast-gains-analyst-praise-for-parks-expansion-and-strong-wireless-despite-broadband-hurdles" target="_blank" rel="noreferrer noopener">Comcast Growth Steps Will Take &#8216;A Minimum Of Several Quarters&#8217; To Generate Returns: Analyst</a></li>
</ul>
Image via Shutterstock

PANW

T-Mobile, Palo Alto Partner To Enhance 5G Cybersecurity For US Businesses

New solution unites America's only nationwide 5G Advanced network with industry-leading Prisma SASE 5G to offer more secure, comprehensive connectivity for businesses and government agencies
Today, T-Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) and Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) introduced ‘T-Mobile SASE, with Palo Alto Networks' — a new managed offering that brings together <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.t-mobile.com%2Fnews%2Fnetwork%2Ft-mobile-reaches-5g-advanced-nationwide-milestone-unlocks-the-modern-wireless-network-for-consumers-businesses-and-developers&amp;esheet=54255536&amp;newsitemid=20250515144479&amp;lan=en-US&amp;anchor=America%26%238217%3Bs+only+nationwide+5G+Advanced+network&amp;index=1&amp;md5=9446c88e82de55d98bfa5aff4ac88267">America's only nationwide 5G Advanced network</a>, T-Mobile's T-SIMsecure with T-Mobile Security Slice and Palo Alto Networks' industry-leading <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.paloaltonetworks.com%2Fsase%2F5G-for-service-providers&amp;esheet=54255536&amp;newsitemid=20250515144479&amp;lan=en-US&amp;anchor=Prisma+SASE+5G&amp;index=2&amp;md5=f73fbde5bc7f1cdee82d4dc408cba17c">Prisma SASE 5G</a>. The offering will deliver enhanced protection, performance and simplicity to T-Mobile for Business customers.
Palo Alto Networks Prisma SASE 5G, the cloud-native Zero Trust security solution, expands T-Mobile's security portfolio enabling organizations to better protect their networks and devices without the need for extra equipment or additional software. It empowers businesses and government agencies to more securely connect users and devices to private, Software as a Service (SaaS) and internet applications while maintaining strict security policies and visibility. By integrating Palo Alto Networks' SASE capabilities into T-Mobile's network, customer data has increased protection across endpoints.

T-Mobile And Palo Alto Networks Introduce Managed SASE Offering For Wireless Devices

T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) has outperformed the market over the past 10 years by 11.61% on an annualized basis producing an average annual return of 21.92%. Currently, T-Mobile US has a market capitalization of $280.97 billion. 
Buying $1000 In TMUS: If an investor had bought $1000 of TMUS stock 10 years ago, it would be worth $7,290.89 today based on a price of $247.45 for TMUS at the time of writing.
<h3>T-Mobile US's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746799220_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In T-Mobile US 10 Years Ago Would Be Worth This Much Today

Today at IAB NewFronts, T-Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) announced a landmark strategic partnership with IPG Mediabrands, the media holding company within the Interpublic Group of Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>). This partnership with T-Mobile Advertising Solutions (T-Ads) creates a direct path for IPG Mediabrands agencies and clients to activate campaigns with T-Ad's first-party data and product suite, while also opening up opportunities for shared innovation and test-and-learn initiatives.

T-Mobile Announces Strategic Partnership With IPG Mediabrands To Activate Campaigns With T-Ad's First-Party Data And Product Suite

Scotiabank analyst Maher Yaghi upgraded T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) from Sector Perform to Sector Outperform and raised the price target <a href="https://www.benzinga.com/quote/TMUS/analyst-ratings">to $277.50 from $275</a>. The stock traded higher Wednesday following the call.
Despite earlier fears of a slowdown in the U.S. wireless market, recent earnings from mobile operators and cable companies show industry loading remains healthy, with an annual run rate of about 8.5 million.
Yaghi called last week's 10% drop in T-Mobile shares an overreaction. He emphasized that T-Mobile's share of phone net adds is consistent with its four-year average, indicating steady performance.
Also Read: <a href="https://www.benzinga.com/25/04/45018003/t-mobile-slides-after-q1-but-analyst-still-bullish-on-broadband-growth-and-wireless-strength" target="_blank" rel="noreferrer noopener">T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst</a>
The analyst downgraded the stock a few months back due to valuations, but the scenario is different today. Valuations are supportive; hence, the stock was upgraded with a slightly increased target due to higher estimates.
Earlier this year, T-Mobile peers commented that the US wireless market was seeing a slow start. Yaghi noted that the US market should see phone subscriber growth of 1.5-2% annually in 2025.
T-Mobile&#8217;s share of phone net adds was 35% in the first quarter of 2025. That&#8217;s the same as the first quarter of 2024 and in line with the four-year average of 36% for the first quarter. This shows consistency in loading within a very dynamic market.
The analyst expects loading at T-Mobile US to accelerate as the year progresses, similar to normal seasonality. The company&#8217;s financial guidance actually provides a great hint that management expects strong loading in the second half.
In the first quarter, core adjusted EBITDA growth was 8%, while guidance implies that growth will decelerate. Some of that deceleration in growth is due to increased investments in AI and customer service, but also, very importantly, higher loading costs to support the company&#8217;s highest-ever annual postpaid guide. In summary, Yaghi noted that the path for growth in front of T-Mobile US has not diminished.
Yaghi projected second-quarter of $20.81 billion and EPS of $2.63.
Price Action: T-Mobile US stock is up 2.19% to $246.88 at last check Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/45047933/charters-strong-network-new-bundles-drive-analyst-optimism-for-long-term-growth" target="_blank" rel="noreferrer noopener">Charter&#8217;s Strong Network, New Bundles Drive Analyst Optimism For Long-Term Growth</a></li>
</ul>
Image: Shutterstock

Upgrades

Price Target

Analyst Ratings

CMCSA

T-Mobile Stock Gets A Lift As Subscriber Growth Holds Steady

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Wells Fargo analyst Michael Sison upgraded the rating for The Sherwin-Williams Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>) from Equal-Weight to Overweight and raised the price target from $350 to $420. Sherwin-Williams shares closed at $348.13 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Scotiabank analyst Maher Yaghi upgraded the rating for T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) from Sector Perform to Sector Outperform and raised the price target from $275 to $277.5. T-Mobile shares closed at $241.59 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Paul Lejuez upgraded Warby Parker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRBY#NYSE">WRBY</a>) from Sell to Neutral but lowered the price target from $23 to $17. Warby Parker shares closed at $15.80 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Tim Long upgraded the rating for NetApp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) from Equal-Weight to Overweight and maintained the price target of $115. NetApp shares closed at $87.86 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>DA Davidson analyst Tom White upgraded Airbnb, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) from Neutral to Buy but lowered the price target from $170 to $155. Airbnb shares closed at $125.49 on Tuesday.  <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NTAP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="588" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-1024x588.png" alt="" class="wp-image-894690" style="width:545px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/25/04/45064976/top-3-industrials-stocks-which-could-rescue-your-portfolio-in-q2">Top 3 Industrials Stocks Which Could Rescue Your Portfolio In Q2</a> </li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

Markets

ABNB

NTAP

WRBY

This NetApp Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Piper Sandler raised Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) price target from $383 to $384. Piper Sandler analyst Arvind Ramnani maintained an Overweight rating. Visa shares closed at $341.52 on Tuesday. See how other analysts <a href="https://www.benzinga.com/quote/V/analyst-ratings">view this stock</a>.</li>
<li>TD Securities cut the price target for Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) from $102 to $90. TD Securities analyst Agnes Lim maintained a Buy rating. Starbucks shares closed at $84.85 on Tuesday. See how other analysts <a href="https://www.benzinga.com/quote/SBUX/analyst-ratings">view this stock</a>.</li>
<li>Needham cut AtriCure, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATRC#NASDAQ">ATRC</a>) price target from $51 to $44. Needham analyst Mike Matson maintained a Buy rating. AtriCure shares closed at $34.65 on Tuesday. See how other <a href="https://www.benzinga.com/quote/ATRC/analyst-ratings">analysts view this stock</a>.</li>
<li>DA Davidson cut the price target for Airbnb, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) from $170 to $155. DA Davidson analyst Tom White upgraded the stock from Neutral to Buy. Airbnb shares closed at $125.49 on Tuesday. <a href="https://www.benzinga.com/quote/ABNB/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan cut the price target for PACCAR Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) from $105 to $90. JP Morgan analyst Tami Zakaria downgraded the stock from Overweight to Neutral. PACCAR shares closed at $90.29 on Tuesday. <a href="https://www.benzinga.com/quote/PCAR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Leerink Partners lowered NeoGenomics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEO#NASDAQ">NEO</a>) price target from $25 to $9. Leerink Partners analyst Puneet Souda downgraded the stock from Outperform to Market Perform. NeoGenomics shares settled at $6.58 on Tuesday. <a href="https://www.benzinga.com/quote/NEO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Leerink Partners cut Quanterix Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTRX#NASDAQ">QTRX</a>) price target from $12 to $8. Leerink Partners analyst Puneet Souda downgraded the stock from Outperform to Market Perform. Quanterix shares closed at $6.05 on Tuesday. <a href="https://www.benzinga.com/quote/QTRX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co. cut Zynex, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZYXI#NASDAQ">ZYXI</a>) price target from $15 to $8. HC Wainwright &amp; Co. analyst Yi Chen maintained a Buy rating. Zynex shares closed at $2.23 on Tuesday.  <a href="https://www.benzinga.com/quote/ZYXI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup lowered the price target for Warby Parker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRBY#NYSE">WRBY</a>) from $23 to $19. Citigroup analyst Paul Lejuez upgraded the stock from Sell to Neutral. Warby Parker shares settled at $15.80 on Tuesday. <a href="https://www.benzinga.com/quote/WRBY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Scotiabank increased T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) price target from $275 to $277.5. Scotiabank analyst Maher Yaghi upgraded the stock from Sector Perform to Sector Outperform. T-Mobile US shares closed at $241.59 on Tuesday. <a href="https://www.benzinga.com/quote/TMUS/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying Visa stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="593" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30073519/image-231-1024x593.png" alt="" class="wp-image-894667" style="width:532px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30073519/image-231-1024x593.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30073519/image-231-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30073519/image-231-768x444.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30073519/image-231.png 1106w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

ATRC

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SBUX

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Visa To Rally More Than 12%? Here Are 10 Top Analyst Forecasts For Wednesday

Scotiabank analyst Maher Yaghi upgrades T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) from Sector Perform to Sector Outperform and raises the price target from $275 to $277.5.

Scotiabank Upgrades T-Mobile US to Sector Outperform, Raises Price Target to $277.5

Throughout the last three months, 16 analysts have evaluated T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), offering a diverse set of opinions from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">6</td>
<td align="right">4</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">4</td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for T-Mobile US, presenting an average target of $266.56, a high estimate of $305.00, and a low estimate of $235.00. Marking an increase of 5.89%, the current average surpasses the previous average price target of $251.73. 
<img src="https://www.benzinga.com/files/images/story/2025/1745964014_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
A clear picture of T-Mobile US's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$305.00</td>
<td>$290.00</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$275.00</td>
<td>$275.00</td>
</tr>
<tr>
<td>Jonathan Atkin</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$260.00</td>
<td>$245.00</td>
</tr>
<tr>
<td>Sebastiano Petti</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$270.00</td>
<td>$265.00</td>
</tr>
<tr>
<td>Michael Rollins</td>
<td>Citigroup</td>
<td>Announces</td>
<td>Neutral</td>
<td>$268.00</td>
<td>-</td>
</tr>
<tr>
<td>Maher Yaghi</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$275.00</td>
<td>$247.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$290.00</td>
<td>$280.00</td>
</tr>
<tr>
<td>Kannan Venkateshwar</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$250.00</td>
<td>$230.00</td>
</tr>
<tr>
<td>Timothy Horan</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$275.00</td>
<td>$250.00</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$275.00</td>
<td>$255.00</td>
</tr>
<tr>
<td>David Barden</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$255.00</td>
<td>$240.00</td>
</tr>
<tr>
<td>Jonathan Atkin</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$245.00</td>
<td>$240.00</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$275.00</td>
<td>$255.00</td>
</tr>
<tr>
<td>Sebastiano Petti</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$265.00</td>
<td>$250.00</td>
</tr>
<tr>
<td>Maher Yaghi</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$247.00</td>
<td>$234.00</td>
</tr>
<tr>
<td>Eric Luebchow</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$235.00</td>
<td>$220.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to T-Mobile US. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of T-Mobile US compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of T-Mobile US's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of T-Mobile US's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TMUS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on T-Mobile US analyst ratings.</a>
<h2>All You Need to Know About T-Mobile US</h2>
Deutsche Telekom merged its T-Mobile USA unit with prepaid specialist MetroPCS in 2013, and that firm merged with Sprint in 2020, creating the second-largest wireless carrier in the US. T-Mobile now serves 80 million postpaid and 25 million prepaid phone customers, equal to around 30% of the US retail wireless market. The firm entered the fixed-wireless broadband market aggressively in 2021 and now serves 7 million residential and business customers. In addition, T-Mobile provides wholesale services to resellers.
<h3>Breaking Down T-Mobile US's Financial Performance</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Revenue Growth: T-Mobile US's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 6.59%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Communication Services sector.
Net Margin: T-Mobile US's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 14.14%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): T-Mobile US's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 4.81% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.4%, the company showcases effective utilization of assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.98.
<h2>The Basics of Analyst Ratings</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying T-Mobile US: Insights From 16 Analyst Reviews

Tigress Financial analyst Ivan Feinseth maintains T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) with a Buy and raises the price target from $290 to $305.

Tigress Financial Maintains Buy on T-Mobile US, Raises Price Target to $305

Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) shares are trading marginally higher at $42.17 during Monday&#8217;s session, recovering after Friday&#8217;s drop.
The stock dropped last week in reaction to rival T-Mobile US Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), which fell 11% despite reporting record-breaking <a href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details">first-quarter results</a>.
What To Know: T-Mobile's surge in postpaid phone additions and a 29% jump in diluted earnings per share intensified investor concerns about competitive dynamics in the wireless industry. 
For Verizon, the nation's largest wireless carrier by revenue, the market's response signals growing anxiety over subscriber retention and service revenue stability.
Although Verizon has steadily focused on expanding its premium 5G network, investing heavily in C-band spectrum deployment and premium service offerings like its myPlan customizable wireless plans, <a href="https://www.benzinga.com/pressreleases/25/04/b44994646/t-mobile-leads-the-industry-once-again-with-continued-durable-customer-growth-including-best-ever-">T-Mobile's momentum raises fears</a> that Verizon's pricing power could erode. 
T-Mobile's aggressive subscriber gains, especially in lucrative urban and suburban markets, put pressure on Verizon's high-margin wireless and broadband segments — key drivers of its earnings.
Investors could be worried that Verizon, traditionally viewed as the &#8220;network quality&#8221; leader, may need to offer steeper promotions or risk further churn, challenging its strategy of protecting margins over chasing volume.
Read Also: <a href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1">Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1</a>
<h2 class="wp-block-heading">How To Buy VZ Stock</h2>
By now you're likely curious about how to participate in the market for Verizon &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
In the case of Verizon, which is trading at $42172 as of publishing time, $100 would buy you about 2.37 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, VZ has a 52-week high of $47.36 and a 52-week low of $37.58.

What's Going On With Verizon (VZ) Stock During Monday's Session?

Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly considering a shift of iPhone assembly to India. However, a renowned analyst has expressed skepticism about the potential effectiveness of this move in mitigating the impact of China tariffs.
What Happened: Craig Moffett, a partner and senior managing director at MoffettNathanson, questioned the feasibility of Apple&#8217;s plans on Friday. He argued that the shift to India wouldn&#8217;t significantly reduce costs related to tariffs, though it would help to some extent, as iPhone components would still be manufactured in China, <a href="https://www.cnbc.com/2025/04/26/apple-iphone-assembly-in-india-wont-cushion-china-tariffs-moffett.html">reported</a> CNBC.
&#8220;You have a tremendous menu&nbsp;of problems created by tariffs,&nbsp;and moving to India doesn&#8217;t&nbsp;solve all the problems,&#8221; Moffett told CNBC&#8217;s &#8220;Fast Money&#8221;. &nbsp;"I would question how that's going to work,&#8221; stated the analyst. 
He added that a trade war impacts both the cost of goods and demand and iPhone may face issues on the latter.
Last week, in a note to clients, MoffettNathanson reasoned that India has enough capacity to fulfill up to half of the U.S. demand for iPhones. Moreover, as the parts would still be from China, there remains an uncertainty over whether the iPhones would face Indian or Chinese tariff rates — or possibly an expensive mix of both.
Moffett told CNBC that the backlash against Apple in China, triggered by U.S. tariffs, will negatively impact iPhone sales. "Volumes are really going to the Huaweis and the Vivos and the local competitors in China rather than to Apple,&#8221; stated the analyst. 
Moffett points out that Apple also isn't receiving support from its carriers AT&amp;T (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>), Verizon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), and T. Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) to help soften the impact of tariffs, after they declared that they won&#8217;t be absorbing the additional costs of tariffs on handsets.
Moffett slashed his price target on Apple stock on Apr 21 to $141 from $184 a share.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/25/04/45029504/elon-musks-ex-wives-missed-out-on-his-billion-dollar-wealth-heres-why" target="_blank" rel="noreferrer noopener">Elon Musk's Ex-Wives Missed Out on His Billion-Dollar Wealth — Here's Why &#8211; Benzinga</a>
Why It Matters: This skepticism on the heels of previous week&#8217;s report that&nbsp;Apple plans to import most of the iPhones&nbsp;it sells in the U.S. <a href="https://www.benzinga.com/25/04/45014074/apple-plans-iphone-shift-from-china-to-india-amid-tariff-pressures-geopolitical-risks">from India</a> by the end of 2026. This would require the company to double its annual iPhone output in India to over 80 million units.
UBS analyst David Vogt <a href="https://www.benzinga.com/25/04/44973883/analysts-slash-aapl-stock-price-target-amid-anticipated-tariffs-supply-chain-concerns-a-lose-lose-choice">lowered his price target&nbsp;</a>for Apple from $236 to $210 in anticipation of widespread tariffs. Vogt noted that Apple seemed to have expedited the shipment of around one million iPhones, leading to a year-over-year rise in iPhone revenue for the March quarter.
That being said, Moffett is not completely bearish on the iPhone maker. "I think quite highly of Apple. My concern about Apple has been the valuation more than the company."
Benzinga&#8217;s Edge Rankings&nbsp;highlight strong momentum and quality rankings for Apple in the 76th and 85th percentiles, respectively. Curious how other stocks stack up?&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Click here</a>&nbsp;to uncover growth and momentum scores for top stocks.
Over the past month, Apple stock declined nearly 4%, as per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. 
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<li>READ MORE:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/04/45017261/bitcoin-mining-costs-jump-to-137000-per-coin-when-accounting-for-non-cash-expenses-coinshares" target="_blank" rel="noreferrer noopener">Bitcoin Mining Costs Jump To $137,000 Per Coin When Accounting For Non-Cash Expenses: CoinShares &#8211; Benzinga</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

General

Analyst Casts Doubt On Apple's Reported Move To Shift iPhone Production To India Amid Rising China Tariff Pressures: 'Doesn't Solve All The Problems'

President Donald Trump&#8216;s ongoing tariff policy changes have resulted in persistent market volatility and uncertainty. This has increased investors' appetite for stable, defensive stocks paying steady dividends. Dividend stocks have <a href="https://www.hartfordfunds.com/dam/en/docs/pub/whitepapers/WP106.pdf">contributed</a> significantly to overall market returns during the 1940s, 1960s, and 1970s, when average annual total returns were lower.
About seven months ago, a dividend investor <a href="https://www.reddit.com/r/dividends/comments/1fldncg/finally_hit_300k_goal/">shared</a> his monthly dividend income details and portfolio on r/Dividends — a Reddit discussion board with over 700,000 followers. The income report shared by the investor showed his monthly dividend income was $23,800, with a projected annual dividend income of just over $300,000.
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The investor, in his mid-50s, said he had about 150 holdings in his portfolio worth roughly $4.4 million. Asked how he was able to accumulate wealth to build such a large portfolio, he said it took him years to reach this milestone:
"Started at $3.50 per hour. Went back to school in my early 30s as did my wife. Definitely no inheritance and student loans to boot. Just 35 years of investing."
The investor said over $2 million of his wealth came from "decades of trading" biotech company Immunomedics, which was <a href="https://www.gilead.com/news/news-details/2020/gilead-sciences-to-acquire-immunomedics">bought</a> by Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) in 2020 for $88 per share.&nbsp;
Trending: The secret weapon in billionaire investor portfolios that you almost certainly don't own yet. <a href="https://www.benzinga.com/money/masterworks">See which asset class has outpaced the S&amp;P 500 (1995-2024) – and with near-zero correlation.</a>
Let's take a look at some of the biggest holdings of the investor.
BlackRock Science and Technolgy Term Trust
BlackRock Science and Technology Term Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSTZ#NYSE">BSTZ</a>) was the biggest holding of the investor. The closed-end equity fund invests in science and technology companies and also generates income by selling call options on stocks in its portfolio. It has a dividend yield of about 9%.&nbsp;
Nuveen Real Asset Income and Growth Fund
The Nuveen Real Asset Income and Growth Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JRI#NYSE">JRI</a>) invests in companies related to infrastructure projects, facilities, and services, as well as REITs. Among the top holdings of the fund are Enbridge (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ENB#NYSE">ENB</a>), Energy Transfer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ET#NYSE">ET</a>), Gaming and Leisure Properties (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLPI#NASDAQ">GLPI</a>), Simon Property (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPG#NYSE">SPG</a>) and Omega Healthcare Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OHI#NYSE">OHI</a>).
DoubleLine Income Solutions Fund
DoubleLine Income Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DSL#NYSE">DSL</a>) is a closed-end fund focusing on income-generating fixed-income securities. It yields about 12% and pays monthly.
See Also: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.60 per share now</a>.
Kayne Anderson Energy Infrastructure Fund&nbsp;
The Kayne Anderson Energy Infrastructure Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KYN#NYSE">KYN</a>) invests in midstream, natural gas &amp; LNG infrastructure, and power infrastructure companies. The fund has a dividend yield of over 8%.
Western Asset High Income Opportunity Fund
Another closed-end fund in the portfolio, Western Asset High Income Opportunity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIO#NYSE">HIO</a>) primarily invests in high-yield corporate debt securities and preferred stocks for income generation and capital appreciation. The fund has a distribution rate of over 10%.&nbsp;
Voya Infrastructure, Industrials and Materials Fund
The Voya Infrastructure, Industrials and Materials Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IDE#NYSE">IDE</a>) invests in companies in the infrastructure, industrials and materials sectors. Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Verizon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), Sherwin-Williams (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>), Uber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and T-Mobile US (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) are among the fund's biggest holdings.
Read Next:
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Image: Shutterstock

Personal Finance

BSTZ

CSCO

GILD

GLPI

UBER

Dividend Investor in Mid-50s Making $23,800 A Month Shares Portfolio, Says He Started with $3.50/hour  —  'Just 35 Years of Investing'

These twelve large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>) stock tumbled 14.92% after the company issued FY25 adjusted EPS guidance with its midpoint below estimates. Analysts changed <a href="https://www.benzinga.com//node/45013364" target="_blank" rel="noreferrer noopener">their price forecasts</a>.</li>
<li>Northrop Grumman Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) shares dipped 12.43% after the company reported worse-than-expected results and lowered its FY25 EPS guidance. Several analysts <a href="https://www.benzinga.com//node/44965915" target="_blank" rel="noreferrer noopener">lowered their price forecasts</a>.</li>
<li>Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>) stock plummeted 11.95% after it reported financial results <a href="https://www.benzinga.com//node/44995337" target="_blank" rel="noreferrer noopener">and missed its EPS estimate</a>.</li>
<li>T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) shares fell 11.17% last week following the <a href="https://www.benzinga.com//node/44995935" target="_blank" rel="noreferrer noopener">first-quarter financial results</a>.</li>
<li>Watsco, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSO#NYSE">WSO</a>) shares dipped 9.98% after the company reported first-quarter results and <a href="https://www.benzinga.com//node/44945784" target="_blank" rel="noreferrer noopener">missed its EPS and sales estimates</a>. Analysts <a href="https://www.benzinga.com/quote/wso/analyst-ratings" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>Gold Fields (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFI#NYSE">GFI</a>) shares decreased 9.13%, probably because gold prices dropped after President Trump said he had no intention of firing Fed Chair Powell and indicated that the final tariff rate with China would be &#8220;substantially&#8221; lower than the current 145%.</li>
<li>Aon plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) stock fell 8.59% after the company reported financial results and missed its adjusted <a href="https://www.benzinga.com//node/45003204" target="_blank" rel="noreferrer noopener">EPS and revenue estimates</a>.</li>
<li>AngloGold Ashanti PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AU#NYSE">AU</a>) shares fell 8.44%, probably because gold prices dropped after President Trump said he had no intention of firing Fed Chair Powell and indicated that the final tariff rate with China would be &#8220;substantially&#8221; lower than the current 145%.</li>
<li>Ryan Specialty Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RYAN#NYSE">RYAN</a>) stock was down 8.17%. The company inked a deal to acquire certain assets of USQRisk <a href="https://www.benzinga.com//node/44910617" target="_blank" rel="noreferrer noopener">Holdings for an undisclosed amount</a>.</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>) stock fell 7.99% last week after the company reported first-quarter results. Several analysts <a href="https://www.benzinga.com/quote/TYL/analyst-ratings" target="_blank" rel="noreferrer noopener">lowered their price forecasts</a>.</li>
<li>Kimberly-Clark Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>) stock declined 7.84% after it reported weaker-than-expected first-quarter sales, and several <a href="https://www.benzinga.com//node/44959233" target="_blank" rel="noreferrer noopener">analysts slashed their price forecast</a>.</li>
<li>UnitedHealth Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares decreased 7.81%. The company reported disappointing first-quarter results last week, and <a href="https://www.benzinga.com//node/44913470" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
</ol>
Photo by Ken Wolter via Shutterstock

Earnings

Large Cap

ERIE

RYAN

UnitedHealth, T-Mobile And Fiserv Are Among Top 12 Large-Cap Losers Last Week (Apr 21-Apr 25): Are The Others In Your Portfolio?

Sen.&nbsp;Elizabeth Warren&nbsp;(D-Mass.) requested answers from&nbsp;Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO&nbsp;Tim Cook, citing a&nbsp;pattern of &#8220;influence-peddling&#8221;&nbsp;between the&nbsp;iPhone-maker and the&nbsp;Donald Trump&nbsp;administration over the <a href="https://www.benzinga.com/tech/25/04/44970168/elizabeth-warren-slams-tim-cook-over-alleged-backdoor-deal-with-trump-to-shield-apple-from-crushing-china-tariffs-creates-the-appearance-of-impropriety" target="_blank" rel="noreferrer noopener">trade negotiations with China</a>.
Amid escalating trade tensions between the U.S. and China, tech bull&nbsp;Dan Ives thinks the time is &#8220;ticking&#8221; for trade deals as Wall Street reels from the aftermath of a tug-of-war <a target="_blank" href="https://www.benzinga.com/25/04/44891715/tech-bull-says-time-ticking-for-trade-deals-as-earnings-season-gathers-steam-calls-nvidias-china-disclosure-a-game-of-who-blinks-first" rel="noreferrer noopener">between the world&#8217;s top two economies</a>.
Earnings
STMicroelectronics N.V.&#8216; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>) first-quarter FY25 net revenues of $2.52 billion represented a 27.3% year-over-year decline, beating the&nbsp;analyst consensus estimate of $2.51 billion. EPS of $0.06&nbsp;beat&nbsp;the&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978860/stmicro-calls-out-bottom-in-q1-forecasts-q2-rebound-focusing-on-cost-cuts" rel="noreferrer noopener">analyst consensus estimate&nbsp;of $0.04</a>.
Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) reported first-quarter revenue of $90.23 billion, up 12% year-over-year, beating a Street consensus estimate of $89.2 billion and EPS of $2.81, beating a Street <a target="_blank" href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum" rel="noreferrer noopener">consensus estimate of $2.01</a>.
T-Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) reported first-quarter EPS of&nbsp;$2.58, which beat the analyst consensus estimate of&nbsp;$2.44, and revenue of&nbsp;$20.89 billion, beating the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details" rel="noreferrer noopener">consensus estimate of&nbsp;$20.62 billion</a>.
VinFast Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>) reported&nbsp;quarterly&nbsp;earnings per share of 54 cents loss, missing the street view&nbsp;of 23 cents loss and, revenues of $677.89 million missed the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44989420/vinfast-auto-maintains-ev-delivery-outlook-amid-macro-uncertainty-despite-q4-margin-drag" rel="noreferrer noopener">consensus estimate of $859.08 million</a>.
International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) reported quarterly earnings of $1.60 per share, which beat the analyst consensus estimate of $1.40 and revenue of $14.54 billion beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details" rel="noreferrer noopener">consensus estimate of $14.4 billion</a>.
Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) reported first-quarter revenue of&nbsp;$4.07 billion, versus&nbsp;estimates&nbsp;of $3.91 billion, and EPS of&nbsp;$1.28, <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44966804/texas-instruments-q1-earnings-revenue-beat-eps-beat-strong-guidance-prepared-to-navigate-the-evolving-supply-chain-dynamics" rel="noreferrer noopener">versus estimates of $1.07</a>.
Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) reported quarterly earnings of&nbsp;$1.04&nbsp;per share, which beat the analyst consensus estimate of&nbsp;98 cents, and, revenue of $4.72 billion,&nbsp;which beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44965339/lam-research-stock-climbs-after-strong-q3-results-q4-guidance-above-estimates" rel="noreferrer noopener">consensus estimate of&nbsp;$4.59 billion</a>.
Check Point Software Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) reported quarterly revenue growth of 7% year over year to $637.8 million, topping the&nbsp;analyst consensus estimate of $636.2 million and adjusted EPS of $2.21, beat the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/25/04/44962682/check-point-q1-earnings-revenue-beats-expectations-ceo-highlights-strong-demand-for-quantum-force-and-ai-platform" rel="noreferrer noopener">consensus estimate of $2.19.</a>
AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) reported operating revenues of $30.63 billion beating the&nbsp;analyst consensus estimate of $30.35 billion and adjusted EPS of $0.51 also beat&nbsp;the&nbsp;analyst<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44947739/att-adds-324-thousand-postpaid-subscribers-in-q1-outpaces-verizons-289-thousand-loss" rel="noreferrer noopener"> consensus estimate of $0.49</a>.
SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) reported quarterly revenue of 9.01 billion euros ($9.48 billion), beating analyst estimates and earnings of 1.44 euros ($1.54) per share <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44938879/sap-shares-climb-on-better-than-expected-q1-results" rel="noreferrer noopener">also came in ahead of estimates</a>.
Verizon Communications (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) reported&nbsp;fiscal&nbsp;first-quarter revenue growth was 1.5% year-over-year, reaching $33.49 billion, topping the&nbsp;analyst consensus estimate of $33.24 billion. Adjusted EPS of $1.19 topped the&nbsp;<a target="_blank" href="https://www.benzinga.com/25/04/44920917/verizon-struggles-with-subscriber-losses-from-price-increases-competition-and-lower-government-support" rel="noreferrer noopener">analyst&nbsp;consensus estimate of $1.15</a>.
Smartphones &amp; Technology
The&nbsp;iPhone 17 series, the latest smartphone line-up from&nbsp;Apple, is reportedly facing significant stock shortages, and CEO&nbsp;Tim Cook&nbsp;is worried about it. The scarcity of Low CTE fiberglass cloth is reportedly causing a strain <a href="https://www.benzinga.com/25/04/44917129/apple-ceo-tim-cook-gets-anxious-over-this-issue-threatening-the-inventory-of-iphone-17-he-is-pushing-suppliers-every-day" target="_blank" rel="noreferrer noopener">on the&nbsp;stock of the iPhone 17&nbsp;series.</a>
Elon Musk&nbsp;says that&nbsp;Neuralink, which specializes in creating Brain-Computer Interfaces (BCI), will help <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44892867/elon-musk-says-neuralink-will-help-blind-people-see-again-will-exceed-the-best-human-eyes" rel="noreferrer noopener">‘completely blind&#8217; people see again</a>.
Elon Musk&#8216;s BCI (Brain-Chip Interface) company&nbsp;Neuralink&nbsp;is reportedly eyeing an $8.5 billion pre-money valuation<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44972585/elon-musks-neuralink-eyes-8-5-billion-pre-money-valuation-in-latest-funding-round-report" rel="noreferrer noopener"> amid talks with potential investors</a>.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) introduced a newly redesigned version of <a target="_blank" href="https://www.benzinga.com/25/04/44973292/satya-nadella-calls-it-scaffolding-for-my-workday-introduces-microsoft-365-copilots-ai-glow-up-to-reshape-how-we-work" rel="noreferrer noopener">its Microsoft 365 Copilot app</a>.
Automotive
Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has reportedly pivoted its marketing for the Cybertruck as CEO&nbsp;Elon Musk&#8216;s EV giant rebrands the vehicle <a href="https://www.benzinga.com/markets/25/04/44919745/cybertruck-gets-a-down-to-earth-redesign-as-tesla-shifts-to-traditional-pickup-marketing-amid-poor-sales" target="_blank" rel="noreferrer noopener">to showcase its utilitarian quotient</a>.
Tesla plans to ramp up production of its&nbsp;humanoid robot&nbsp;Optimus&nbsp;are facing significant roadblocks due to supply chain constraints and China&#8217;s new export <a target="_blank" href="https://www.benzinga.com/25/04/44941025/tesla-optimus-robot-hit-by-chinas-rare-earth-magnet-crackdown-elon-musk-says-thousands-may-be-ready-by-year-end-but-no-guarantees-when-you-have-a-complex-manufactured-product" rel="noreferrer noopener">restrictions on rare earth materials</a>.
Elon Musk&nbsp;shared a comprehensive list of updates on the company&#8217;s FSD (Full Self-Driving) technology, crucial <a href="https://www.benzinga.com/news/earnings/25/04/44943387/elon-musk-shares-fsd-update-at-tesla-earnings-call-10-to-20-model-ys-will-offer-paid-robotaxi-rides-in-june" target="_blank" rel="noreferrer noopener">for Tesla&#8217;s Cybercab ambitions</a>.
Tesla has revealed that the company is running its autonomous ride-hailing service in Austin, as well as<a target="_blank" href="https://www.benzinga.com/tech/25/04/44972108/tesla-quietly-launched-robotaxi-service-for-employees-before-june-debut-now-reports-1500-completed-trips" rel="noreferrer noopener"> the San Francisco Bay Area</a>.
Chinese battery manufacturer&nbsp;CATL&nbsp;(Contemporary Amperex Technology Co. Limited) has launched the second-generation <a target="_blank" href="https://www.benzinga.com/markets/25/04/44894382/tesla-battery-supplier-catl-unveils-new-fast-charging-battery-with-323-mile-range-in-five-minutes" rel="noreferrer noopener">‘Shenxing&#8217; fast-charging battery</a>.
Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) has announced it will delay the launch of its Firefly EV in Europe to the third quarter after it claimed to launch <a target="_blank" href="https://www.benzinga.com/25/04/44915240/tesla-rival-nio-delays-the-european-launch-of-firefly-ev-report" rel="noreferrer noopener">the product in the first half of 2025</a>.
General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) will continue to produce its Ultium architecture-based EVs like the Chevrolet Equinox at its production <a target="_blank" href="https://www.benzinga.com/markets/25/04/44916042/general-motors-has-no-plans-to-move-ev-production-away-from-mexico-despite-tariff-uncertainty" rel="noreferrer noopener">facility in Ramos Arizpe, Mexico</a>.
Geely Automobile Holdings&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYF#OTC">GELYF</a>) announced that the company will share its battery safety <a target="_blank" href="https://www.benzinga.com/25/04/44945220/chinas-geely-announces-it-will-share-battery-safety-patents-safety-lab-with-the-auto-industry" rel="noreferrer noopener">patents at the Shanghai Auto Show</a>.
BYD Co., Ltd (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) is pivoting its European strategy as the Chinese EV manufacturer looks <a href="https://www.benzinga.com/25/04/44946809/byd-rejigs-european-strategy-amid-lack-of-market-knowledge-and-modest-dealer-network-report" target="_blank" rel="noreferrer noopener">to expand into the market</a>.
Image: Shutterstock

Mid Cap

BYDDY

CHKP

GELYF

GOOG

LRCX

MSFT

TSLA

Consumer Tech News (Apr 21-Apr 25): Microsoft's Copilot Gets a Sleek New Look, Apple Under Fire For 'Influence-Peddling' In US-China Trade & More

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets rebounded this week as President Donald Trump softened his stance on trade and monetary policy. He indicated that tariffs on Chinese imports could decrease from the current 145% and affirmed his support for Federal Reserve Chair Jerome Powell, alleviating investor concerns about central bank independence.
The S&amp;P 500 regained nearly 80% of its post-April 2 losses, with notable gains in technology stocks. ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) led with a 20% weekly increase, while Tesla (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NYSE">TSLA</a>) surged 9.9% after CEO Elon Musk announced a reduced focus on the Department of Government Efficiency (DOGE).
Despite the rally, economic indicators signaled caution. U.S. private sector growth slowed to a 16-month low, and consumer sentiment declined sharply. Inflation expectations rose, with one-year forecasts reaching 6.5%, the highest since 1981, suggesting persistent economic uncertainty.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.
The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44935008/netflix-stock-nears-all-time-high-whats-going-on">"Netflix stock nears all-time high: What's going on?"</a>, by Adam Eckert, reports that Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) shares approached record highs following strong Q1 earnings—$10.54 billion in revenue and $6.61 EPS—driven by robust subscription and advertising growth, with analysts raising price targets up to $1,514 and highlighting the company's insulation from global tariffs due to its digital-only business model.
<a href="https://www.benzinga.com/general/biotech/25/04/44963467/why-is-summit-therapeutics-stock-soaring-on-wednesday">"Why Is Summit Therapeutics Stock Soaring On Wednesday?"</a>, by Vandana Singh, reports that Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) shares surged after partner Akeso, Inc. announced that their Phase 3 HARMONi-6 trial met its primary endpoint, with ivonescimab plus chemotherapy showing a statistically significant improvement in progression-free survival over BeiGene Ltd.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONC#NASDAQ">ONC</a>) tislelizumab combo in patients with advanced squamous non-small cell lung cancer.
<a href="https://www.benzinga.com/general/biotech/25/04/44966369/novavaxs-covid-19-vaccine-nears-fda-full-approval-stock-jumps">"Novavax's COVID-19 Vaccine Nears FDA Full Approval, Stock Jumps"</a>, by Vandana Singh, reports that Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) shares rose after the company stated its Biologics License Application is approvable and awaits FDA response following a post-marketing data request.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/04/44998075/celestica-beats-q1-estimates-raises-fy-outlook-on-strengthening-demand-shares-slide">Celestica Beats Q1 Estimates, Raises FY Outlook On ‘Strengthening Demand,' Shares Slide</a>
<a href="https://www.benzinga.com/25/04/44927300/this-nvidia-backed-ai-upstart-boasts-extremely-rapid-revenue-growth-analyst-initiates-overweight">Nvidia-Backed AI Startup Boasts ‘Extremely Rapid Revenue Growth' &#8211; JPMorgan Initiates With Overweight</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/04/44995270/why-is-rocket-lab-stock-trading-higher-on-thursday">Why Is Rocket Lab Stock Trading Higher On Thursday?</a>
The Bears
<a href="https://www.benzinga.com/news/earnings/25/04/44996628/intel-q1-earnings-revenue-beat-eps-beat-shares-tumble-on-weak-guidance-chipmaker-plans-swift-actions-to-drive-efficiency">"Intel Q1 earnings: Revenue beat, EPS beat, shares tumble on weak guidance, chipmaker plans ‘swift actions' to drive efficiency"</a>, by Adam Eckert, reports that Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) shares fell after the company reported first-quarter revenue of $12.67 billion and adjusted earnings of 13 cents per share, both surpassing analyst expectations, but issued a disappointing second-quarter revenue forecast of $11.2–$12.4 billion, prompting CEO Lip-Bu Tan to announce organizational streamlining and cost-cutting measures to enhance efficiency.
<a href="https://www.benzinga.com/25/04/44903087/amazon-stock-downgraded-price-target-slashed-as-tariffs-create-uncertainty">"Amazon stock downgraded, price target slashed as tariffs create uncertainty"</a>, by Erica Kollmann, reports that Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) shares fell after Raymond James analyst Josh Beck downgraded the stock from Strong Buy to Outperform and cut the price target from $275 to $195, citing underestimated EBIT pressures from tariffs and macroeconomic headwinds.
<a href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details">"IBM Shares Slide Despite Better-Than-Expected Q1: Details"</a>, by Erica Kollmann, reports that International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares fell despite beating Q1 expectations with $1.60 EPS and $14.54 billion in revenue, as investors reacted to CEO Arvind Krishna's warning that economic uncertainty may cause clients to pause spending.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44962797/enphase-energy-stock-is-tumbling-wednesday-why-investors-are-selling-shares">Enphase Energy Stock Is Tumbling Wednesday: Why Investors Are Selling Shares</a>
<a href="https://www.benzinga.com/analyst-ratings/reiteration/25/04/44965222/metas-fundamentals-look-fragile-heading-into-q1-report-analyst-warns">Meta's Fundamentals Look Fragile Heading Into Q1 Report, Analyst Warns</a>
<a href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details">T-Mobile Shares Drop Despite Better-Than-Expected Q1 Report: Details</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
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Benzinga Bulls And Bears: Netflix, Novavax, Intel — And The Market Begins To Bounce Back

Goldman Sachs analyst James Schneider maintained a Buy rating on T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) on Thursday, with a <a href="https://www.benzinga.com/quote/T/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $285</a>, up from $280.
Schneider expects the stock to trade lower following results that reflected relatively in-line financial metrics and postpaid phone net additions despite a modest uptick in financial guidance.&nbsp;&nbsp;
The analyst noted that, based on his conversations, investors expected a greater upside in postpaid phone net additions and an uptick in guidance, following the company&#8217;s historical pattern, especially in light of the acquisitions closed in the quarter.  
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44978343/comcast-hit-hard-by-subscriber-exodus-nearly-630000-customers-gone-in-q1" target="_blank" rel="noreferrer noopener">Comcast Hit Hard By Subscriber Exodus, Nearly 630,000 Customers Gone In Q1</a>
Despite the higher promotional activity and churn metrics reported by all wireless carriers in the quarter, Schneider continues to see the wireless market backdrop as very healthy, given the ongoing plan price increases implemented by all carriers in recent months.&nbsp;&nbsp;
The analyst expects the company to continue its core wireless growth algorithm, with broadband driving the next chapter of growth.&nbsp;&nbsp;
Between AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>), Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), Comcast, and T-Mobile, industry phone net additions are +853k in first-quarter of 2025 or 203k Y/Y which compares to +1,056k in first-quarter of 2024. This implies that industry growth remains relatively healthy but with a slowing growth rate.
On the residential broadband side, AT&amp;T (including DSL), Verizon (total consumer fixed + FWA), Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), and T-Mobile US, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) (FWA) net additions were +596k in the first quarter of 2025 or -33k Y/Y, compared to 629k in the first quarter of 2024.
This implies that the industry is slowing somewhat.
Schneider does not expect the tower stocks to move significantly, as CapEx guidance was consistent with prior commentary.
T-Mobile <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details" rel="noreferrer noopener">reported revenue of $20.89 billion</a>, just above Schneider&#8217;s estimate of $20.78 billion and above the Street (VA) at $20.64 billion, with an upside in equipment revenue.
Postpaid phone net additions came in at +495k, which is just above Schneider&#8217;s estimate of +486k but below the Street estimate of +499k. Meanwhile, high-speed internet net additions of +424k were above the analyst estimate of +399k and the Street estimate of +396k.
T-Mobile updated guidance for 2025. Postpaid net customer addition guidance remains 5.5-6.0 million (5.5-6.0 million prior), versus the analyst estimate of 6.03 million and the Street at 5.87 million.&nbsp;&nbsp;
TMUS Price Action: T-Mobile US stock is down 11% to $233.10 at last check Friday.
Read Next:
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