에 대한 최신 뉴스 Garmin (NYSE:GRMN) 주식

Garmin

Garmin produces GPS-enabled hardware and software for five verticals: fitness, outdoors, auto, aviation, and marine. The company relies on licensing mapping data to enable its hardware specialized for often niche activities like scuba diving or sailing, among many others. Garmin operates in 100 countries and sells its products via distributors as well as relationships with original equipment manufacturers.

Hawthorne,,California,,Usa,-,July,5,,2022:,Spacex,Headquarters,In

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GRMN

TSLA

캐시 우드가 가장 좋아하는 일론 머스크의 두 가지 사업인 테슬라(NASDAQ:TSLA)와 스페이스X는 성층권으로 향하고 있지만, 그 속도는 동일하지 않다.

캐시 우드의 2030년 예측: 테슬라 시총, 5조 7천억 달러 이상 스페이스X 밸류에이션 앞설 것

1. Apple Watch Ultra 2

News

Media

AAPL

GSAT

애플(NASDAQ:AAPL)은 곧 출시될 워치 울트라(Watch Ultra)에 위성 메시징과 비침습적 혈압 측정 도구를 도입할 것으로 알려졌다.

애플 워치 울트라, 위성 메시징·혈압 측정 기능을 갖출 수도

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Sector ETFs

Broad U.S. Equity ETFs

ETFs

BKNG

DECK

EXPE

Select Sector SPDR-Consumer Discretionary

연말 쇼핑 시즌이 시작되면서 소비재 섹터가 주목받고 있다. 소비재 섹터는 S&amp;P 500 지수보다 훨씬 높은 성과를 기록 중이다. 11월에 무려 11.02% 상승하며 S&amp;P 500 지수의 3.42% 상승률을 크게 초과했다.

홀리데이 모멘텀 속 소매·레저주 S&amp;P 500 넘어서: 테슬라, 가민, 태피스트리 주목

Garmin Ltd

<a href="https://www.benzinga.com/topic/cathie-wood">Cathie Wood</a>'s two favorite <a href="https://www.benzinga.com/topic/elon-musk">Elon Musk ventures</a>—Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and <a href="https://www.benzinga.com/topic/spacex">SpaceX</a> &#8211; are heading for the stratosphere, but not at the same speed.
According to Wood's latest projections, Tesla stock could hit <a href="https://www.barchart.com/story/news/31623928/why-cathie-wood-thinks-tesla-stock-can-still-hit-2-600-by-2030">$2,600</a> by 2030 &#8211; that&#8217;s a jaw-dropping $8.19 trillion market cap (assuming no change in shares outstanding). On the other hand, she sees SpaceX at a lofty <a href="https://unusualwhales.com/news/ark-invest-estimates-spacexs-value-could-grow-from-350-billion-today-to-2-5-trillion-by-2030">$2.5 trillion</a> by 2030.
That means SpaceX, even after launching thousands of satellites and pioneering global broadband via Starlink, would be valued at just 30.5% of Tesla, giving investors a dramatically lower-cost way to bet on Musk's empire.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/06/46095199/netflix-meta-microsoft-power-qqqs-golden-cross-is-the-rally-just-beginning">Netflix, Meta, Microsoft Power QQQ&#8217;s Golden Cross – Is The Rally Just Beginning?</a>
<h2 class="wp-block-heading">Starlink Lifts Off, But Tesla Stays ARK's Crown Jewel</h2>
ARK's thesis? Starlink's constellation &#8211; en route to 42,000 satellites &#8211; could haul in $300 billion annually, putting it in Apple Inc territory. "Starlink will be the primary driver of SpaceX's growth," ARK notes, seeing it capture 15% of global communications spending.
Yet even with that, Tesla's innovation stack &#8211; from EVs to Optimus robots and energy storage &#8211; remains unmatched in ARK's model. "Tesla aligns perfectly with our disruptive innovation framework," ARK says, sticking to its $2,600/share target despite political drama surrounding Musk's controversial role in President Donald Trump&#8216;s administration.
<h2 class="wp-block-heading">Public Exposure? Tesla's Easy. SpaceX? Not So Much.</h2>
While Tesla trades on the Nasdaq, SpaceX remains private, forcing investors to access it via its suppliers, such as Garmin Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) and Wistron NeWeb, both riding the Starlink expansion wave.
The big picture? Wood expects both companies to dominate their domains. But if you&#8217;re looking for the cheaper Musk stock, SpaceX might just be the bargain, assuming it ever goes public.
Until then, investors will have to choose: the headline-hogging Tesla, or the stealthy satellite surge of Starlink's mothership.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46075062/why-this-fidelity-fund-manager-is-buying-china-tech-over-the-magnificent-seven">Why This Fidelity Fund Manager Is Buying China Tech Over The Magnificent Seven</a></li>
</ul>
Photo: JHVEPhoto/Shutterstock

Cathie Wood's 2030 Math: Tesla Rockets Past SpaceX By $5.7T

Garmin Expands FAA Data Comm Solution To Now Include Broad Retrofit Market With Over 25 Makes And Models Added To FAA Data Comm Participation List

Garmin Unveils Tacx Alpine Gradient Simulator To Deliver Realistic Indoor Cycling Experience With Climb Replication And Steering

Garmin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) today announced the <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4451151-1&amp;h=3318746050&amp;u=https%3A%2F%2Fwww.garmin.com%2Fen-US%2Fp%2F1650098&amp;a=Index%E2%84%A2+Sleep+Monitor">Index&#x2122; Sleep Monitor</a>, an ultra-comfortable and lightweight smart sleep band that tracks sleep for a more comprehensive view of overall fitness and recovery. Featuring up to 7 nights of battery life with continuous Pulse Ox tracking, the Index Sleep Monitor is worn on the upper arm and tracks sleep stages, heart rate variability (HRV) status, breathing variations, skin temperature and more to calculate a sleep score for users and provide valuable insights about their health1. After a night of sleep, the data seamlessly syncs to the Garmin Connect&#x2122; smartphone app and can be combined with metrics from a compatible Garmin smartwatch to fill in gaps in data for users who don't wear their watch at night or are looking to better understand how well they recovered.
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Garmin Launches Smart Sleep Band That Tracks Breathing, Heart Rate, and Recovery While You Sleep

Garmin Builds Its First-Ever Bike Computer For Mountain Trails With Edge MTB's Rugged Design And 26-Hour Battery Life

Ultrawide and simplified to deliver a more streamlined and immersive experience at the helm

Garmin Unveils GPSMAP 15x3 With Ultrawide 15-Inch Touchscreen For Streamlined And Immersive Helm Experience

Garmin Announces Tread 2 - Overland Edition And Tread 2 - SxS Edition Navigators To Enrich Off-Road Adventures

Garmin Develops SmartCharts To Simplify Terminal Procedures For Pilots

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GSX Techedu Inc. American Depositary Shares

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Market Index Target Term Securities Linked To The Dow Jones Industrial Average

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Shares of companies within the broader consumer discretionary sector are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could alleviate supply chain uncertainty in the sector.

Garmin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) today announced expanded coverage of the Garmin Navigation Database to include the South Pacific region, including Australia, New Zealand and surrounding countries. Previously available to aircraft owners and operators in the Americas and Europe, the Garmin Navigation Database delivers a new option for South Pacific region customers to incorporate the latest aviation navigation information into their Garmin avionics. Offered for a variety of Garmin aviation products, including integrated flight decks, navigators, flight displays, portables and more, the new Garmin Navigation Database for the South Pacific region introduces a variety of cost-effective ways to purchase database updates. This includes single updates, annual bundle options and OnePak&#x2122; subscriptions for all compatible avionics in an aircraft.
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Garmin Expands Aviation Navigation Coverage to Include South Pacific, Offering Cost-Effective Updates

JP Morgan analyst Joseph Cardoso maintains Garmin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) with a Neutral and lowers the price target from $220 to $215.

Price Target

Analyst Ratings

JP Morgan Maintains Neutral on Garmin, Lowers Price Target to $215

Morgan Stanley analyst Erik Woodring maintains Garmin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) with a Underweight and raises the price target from $159 to $172.

Morgan Stanley Maintains Underweight on Garmin, Raises Price Target to $172

KeyBanc Capital Markets analyst Noah Zatzkin <a href="https://www.benzinga.com/quote/GRMN/analyst-ratings" target="_blank" rel="noreferrer noopener">reiterated a Sector Weight</a> rating on Garmin Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) on Wednesday.
Garmin reported on Wednesday <a href="https://www.benzinga.com/news/earnings/25/04/45107024/garmin-lifts-sales-outlook-but-tightening-margin-sends-stock-sliding" target="_blank" rel="noreferrer noopener">first-quarter 2025</a> revenue growth of 11% to $1.54 billion, beating the analyst consensus estimate of $1.50 billion. 
The GPS navigation and wearable technology company&#8217;s adjusted EPS of $1.61 missed the&nbsp;consensus estimate&nbsp;of $1.67.&nbsp;
Also Read: <a href="https://www.benzinga.com/25/02/43812509/garmin-q4-earnings-wearables-and-adventure-watches-drive-growth-raises-dividend-20-projects-68-billion-revenue-for-2025" target="_blank" rel="noreferrer noopener">Garmin Q4 Earnings: Wearables and Adventure Watches Drive Growth, 20% Dividend Hike, Stock Soars</a>
Garmin&nbsp;now expects fiscal 2025 revenue of $6.85 billion versus the&nbsp;analyst consensus estimate of $6.83 billion. It&nbsp;reiterated an adjusted EPS&nbsp;outlook of $7.80&nbsp;against the&nbsp;analyst consensus estimate of $7.92.&nbsp;
Garmin delivered slightly softer EPS versus the Street on a top-line beat and adjusted the fiscal 2025 revenue guide upward, with EPS guidance unchanged.
The top-line beat was driven by stronger Auto OEM (+$25.1 million versus consensus) and Outdoor strength (+$2.8 million versus consensus) via adventure watch growth, partially offset by slightly softer revenue in Aviation (-$1.3 million versus consensus), Fitness (-$4.6 million versus consensus), and Marine (-$7.3 million).
Garmin tweaked its fiscal 2025 guide, now looking for revenue of $6.85 billion (versus $6.8 billion prior, versus consensus at ~$6.82 billion), but maintaining adjusted EPS guidance of $7.80 (versus consensus at ~$7.87), including gross margin of 58.5% (versus 58.7% prior, consensus at ~58.6%) and operating margin of 24.8% (versus 25% prior, consensus at ~25%). 
By segment, Garmin expects the following revenue growth breakdown: Fitness +15% Y/Y (versus +10% Y/Y prior); Outdoor unchanged at +10% Y/Y; Aviation unchanged at +5% Y/Y; Marine ~flat Y/Y (versus +4% Y/Y prior) and Auto unchanged at +7% Y/Y.
Zatzkin&#8217;s fiscal 2025 EPS changed to $7.80 (from $7.71) to reflect the guide, and his fiscal 2026 EPS changed to $8.28 (from $8.16), reflecting continued resilience, momentum and tariff mitigation efforts.
GRMN Price Action: Garmin stock is down by 0.32% at $186.28 at publication on Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45117360/spotify-stock-gets-boost-as-analyst-cites-growth-in-music-podcasts-and-audiobooks" target="_blank" rel="noreferrer noopener">Spotify Stock Gets Boost As Analyst Cites Growth In Music, Podcasts, And Audiobooks</a></li>
</ul>
Photo: Jeppe Gustafsson via Shutterstock

Reiteration

Garmin's Strong Auto, Outdoor Growth Drives Analyst Rating, Despite Softer Fitness, Marine Sales

Barclays analyst George Wang maintains Garmin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) with a Underweight and lowers the price target from $188 to $152.

Barclays Maintains Underweight on Garmin, Lowers Price Target to $152

Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the <a href="https://www.benzinga.com/topic/donald-trump">impact of Trump tariffs.</a>
U.S. GDP shrank by 0.3% in the last quarter, marking the first economic contraction since 2022 and missing forecasts for a 0.4% expansion. The decline was driven by a surge in imports and reduced government spending.
Labor market data also disappointed. The ADP National Employment Report showed private employers added just 62,000 jobs in April—the weakest gain in nine months and well below the expected 108,000.
By midday in New York, the S&amp;P 500 was down 1% to 5,500, on pace to end a six-day winning streak. Tech stocks in the Nasdaq 100 lagged ahead of earnings from industry titans Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) and Meta Platforms Inc.
Nine of the S&amp;P 500's eleven sectors were in the red, with only consumer staples and health care posting modest gains. Energy and consumer discretionary led the losses, falling 3.3% and 2.7%, respectively.
Commodities were broadly lower. Oil tumbled 3.7% to $58 a barrel, approaching its lowest close since March 2021. Copper—often seen as a gauge of global growth—plunged 5.2% to $4.60 per pound. Natural gas declined 2.5% to $3.17 per million British thermal units.
Bond markets were steady, with the 10-year Treasury yield hovering at 4.17%. Gold dipped 0.3% to $3,330 per ounce, while the U.S. dollar index (DXY) strengthened by the same margin.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) showed resilience, holding steady at around $93,000 despite broader market weakness.
<h3 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>40,325.88</td>
<td>-0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,515.27</td>
<td>-0.8%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,330.85</td>
<td>-1.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,953.01</td>
<td>-1.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 1:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 0.9% to $549.56.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.5% to $403.24.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;eased 1% to $470.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 1.1% to $193.82.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports included:
<ul>
<li>Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>): down 0.0%</li>
<li>Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>): down 0.1%</li>
<li>Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>): down 1.5%</li>
<li>Illinois Tool Works Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITW#NYSE">ITW</a>): down 2.4%</li>
<li>Automatic Data Processing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADP#NASDAQ">ADP</a>): up 1.2%</li>
<li>Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>): down 1.3%</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>): up 7.6%</li>
<li>Martin Marietta Materials, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MLM#NYSE">MLM</a>): up 2.9%</li>
<li>Vulcan Materials Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>): up 6.3%</li>
<li>Mondelez International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>): up 4.4%</li>
<li>PPG Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>): up 4.0%</li>
<li>GE HealthCare Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEHC#NASDAQ">GEHC</a>): up 3.8%</li>
<li>Arch Capital Group Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACGL#NASDAQ">ACGL</a>): down 3.1%</li>
<li>Fair Isaac Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>): down 0.6%</li>
<li>Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>): down 7.0%</li>
<li>Yum! Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>): up 0.7%</li>
<li>Costar Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>): down 9.7%</li>
<li>Veralto Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLTO#NYSE">VLTO</a>): up 2.1%</li>
<li>Seagate Technology Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>): up 8.8%</li>
<li>Western Digital Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>): up 6.4%</li>
<li>Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>): down 9.2%</li>
<li>Generac Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>): up 0.0%</li>
<li>First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>): down 9.5%</li>
<li>Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>): down 15.7%</li>
<li>Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>): down 9.1%</li>
<li>American Electric Power Company Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>): down 0.9%</li>
<li>Public Service Enterprise Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>): down 2.3%</li>
<li>PPL Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPL#NYSE">PPL</a>): down 0.1%</li>
<li>Oneok Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>): down 7.5%</li>
<li>Hess Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>): down 3.2%</li>
<li>International Paper Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IP#NYSE">IP</a>): down 5.3%</li>
<li>Stanley Black &amp; Decker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>): down 4.2%</li>
<li>Essex Property Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>): up 0.1%</li>
<li>Equity Residential Properties Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQR#NYSE">EQR</a>): up 0.2%</li>
<li>Regency Centers Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REG#NASDAQ">REG</a>): down 0.8%</li>
<li>Extra Space Storage Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXR#NYSE">EXR</a>): up 3.1%</li>
<li>BXP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>): down 3.7%</li>
<li>Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>): down 3.9%</li>
<li>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>): down 8.9%</li>
<li>Amcor Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>): down 1.2%</li>
<li>Expand Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXE#NYSE">EXE</a>): down 3.5%</li>
</ul>
Stocks slated to report earnings after the bell include The Allstate Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>), Host Hotels &amp; Resorts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HST#NASDAQ">HST</a>), MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>), Everest Group Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EG#NYSE">EG</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), ANSYS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANSS#NASDAQ">ANSS</a>), Public Storage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSA#NYSE">PSA</a>), Globe Life Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GL#NYSE">GL</a>), PTC Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTC#NASDAQ">PTC</a>), Cognizant Technology Solutions Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), UDR Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UDR#NYSE">UDR</a>), American Water Works Company Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AWK#NYSE">AWK</a>), Invitation Homes Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INVH#NYSE">INVH</a>), VICI Properties Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VICI#NYSE">VICI</a>), AvalonBay Communities Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVB#NYSE">AVB</a>), Prudential Financial Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRU#NYSE">PRU</a>), Crown Castle Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCI#NYSE">CCI</a>), Align Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGN#NASDAQ">ALGN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Equinix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQIX#NASDAQ">EQIX</a>), Aflac Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AFL#NYSE">AFL</a>), Ventas Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTR#NYSE">VTR</a>), Albemarle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>), Mid-America Apartment Communities Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAA#NYSE">MAA</a>), MetLife Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MET#NYSE">MET</a>), C.H. Robinson Worldwide Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHRW#NASDAQ">CHRW</a>), and KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>).
Read now: 
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<li><a href="https://www.benzinga.com/news/econ-s/25/04/45108426/as-growth-falters-sentiment-slips-economist-says-risks-to-the-economic-outlook-are-increasing">As Growth Falters, Sentiment Slips, Economist Says &#8216;Risks To The Economic Outlook Are Increasing&#8217;</a></li>
</ul>
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Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday

Garmin Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>)&nbsp;stock declined on Wednesday after it reported <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n45095626/garmin-announces-first-quarter-2025-results" rel="noreferrer noopener">first-quarter 2025</a> results.
The company reported quarterly revenue growth of 11% year-on-year to $1.54 billion, beating the&nbsp;analyst consensus estimate of $1.50 billion.&nbsp;
The GPS navigation and wearable technology company's adjusted EPS of $1.61 missed the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus estimate</a> of $1.67.&nbsp;
Segments: Revenue from Fitness grew by 12%&nbsp;year over year&nbsp;to $384.72 million, led by growth in advanced wearables. Outdoor revenue increased by 20%&nbsp;year over year&nbsp;to $438.5 million, primarily due to growth in adventure watches.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44876406/retail-slowdown-and-tariff-turbulence-hit-leisure-stocks-says-analyst" rel="noreferrer noopener">Retail Slowdown, Tariffs Jolt Leisure Stocks: Analyst Revises Estimates For Topgolf, Harley-Davidson And More</a>
Aviation revenue rose 3% year over year&nbsp;at $223.11 million,&nbsp;driven by the OEM product categories. Marine revenue decreased by 2%&nbsp;year over year&nbsp;to $319.44 million due to the timing of promotions that affected revenue across several product categories in the quarter. Auto OEM&nbsp;grew 31% year over year&nbsp;to $169.33 million, primarily driven by growth in domain controllers.
The gross margin decreased to 57.6%, down from 58.1% year over year. The&nbsp;operating margin was 21.7% compared to 21.6% a year ago.
Garmin generated $380.73 million in free cash flow for the quarter, compared to $402.14 million a year ago.&nbsp;As of March 29, 2025, it&nbsp;held $3.9 billion in cash and equivalents.
FY25 Outlook: Garmin&nbsp;now expects revenue of $6.85 billion (<a target="_blank" href="https://www.benzinga.com/25/02/43812509/garmin-q4-earnings-wearables-and-adventure-watches-drive-growth-raises-dividend-20-projects-68-billion-revenue-for-2025" rel="noreferrer noopener">up from prior</a> $6.80 billion) versus the&nbsp;analyst consensus estimate of $6.83 billion. It&nbsp;reiterated an adjusted EPS&nbsp;outlook of $7.80&nbsp;against the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst consensus estimate of $7.92</a>.&nbsp;
In its forward outlook, the company said, &#8220;The forward-looking financial measures in our 2025&nbsp;guidance include certain economic assumptions such as foreign currency exchange rates and tariffs which are fluid and can rapidly change favorably or unfavorably.&#8221;
Price Action: GRMN stock is down 7.39% at $189.02 at the last check on Wednesday.
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<li><a href="https://www.benzinga.com/news/earnings/25/04/45067312/paypal-earnings-beat-but-slower-spending-and-checkout-use-weigh-on-results" target="_blank" rel="noreferrer noopener">PayPal Earnings Beat, But Slower Spending And Checkout Use Weigh On Results</a></li>
</ul>
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Earnings

Guidance

Movers

Garmin Lifts Sales Outlook, But Tightening Margin Sends Stock Sliding

Wall Street is set for a volatile Wednesday after first-quarter GDP data showed an unexpected economic contraction, stoking fears that a recession <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/45098824/tariffs-hit-hard-as-us-economy-shrinks-for-first-time-since-2022">may already be underway. </a>
The U.S. economy shrank by 0.3% on an annualized basis last quarter, down from 2.4% growth in the previous quarter and well below the expected 0.4% growth, official advance statistics showed.
The outcome marked the first quarterly contraction since the second quarter of 2022. 
In addition, U.S. private employers added 62,000 jobs in April, according to ADP National Employment Report, the lowest since July 2024 and well below predictions of 108,000. 
Broad-based equity losses followed during premarket trading in New York as investors digested signs of weakening growth, elevated inflation, and deteriorating trade balances.
Futures on the S&amp;P 500 fell 1.28% to 5,489.61 by 9:00 a.m. ET, shedding 71 points. 
Contracts on the Dow Jones Industrial Average declined by 336 points, or 0.8%, to 40,191. The tech-heavy Nasdaq 100 underperformed, plunging 1.9% to 19,184, while the small-cap Russell 2000 index dropped 1.7% to 1,944.
Recession odds for 2025 climbed to 74%, their highest level yet, according to data from CFTC-regulated betting platform Kalshi. Under Kalshi&#8217;s terms, a $100 bet on a recession now yields $131 if the U.S. sees two consecutive quarters of negative GDP growth.
<iframe loading="lazy" src="https://kalshi.com/external-widgets/events/RECSSNBER-25/markets/RECSSNBER-25?color_scheme=light&#038;widget_size=medium&#038;variant=a&#038;utm_campaign=benzinga_widget" width="488px" height="242px" style="border:0"></iframe>
<h3 class="wp-block-heading">Economists Divided On US Economic Performance</h3>
David Russell, global head of market strategy at TradeStation, noted the growing stagflation risk: "Today's data shows more stagflation, with the economy shrinking and prices rising more than expected. Trade was a huge drag as imports jumped ahead of tariffs. Combined with the weak ADP payrolls growth and yesterday's weak JOLTs data, the numbers increasingly suggest a recession may have begun."
Economist Joseph Brusuelas of RSM US LLP offered a more tempered view: "The trade shock caused a large change in behavior that resulted in that large drag due to a larger trade deficit. However, the economy did not slide into recession in Q1 2025." 
He expects a recession more likely by midyear, citing a $140 billion inventory swing that temporarily padded GDP by 2.25 percentage points.
Robin Brooks, a senior fellow at the Brookings Institution, echoed concerns about the unusual nature of the trade dynamics, calling the current environment "a huge natural experiment," with ballooning imports and swelling inventories reflecting a widespread effort to front-run tariffs.
<h3 class="wp-block-heading">Trump Responds: &#8216;This Is Biden&#8217;s Stock Market, Not Trump&#8217;s&#8217;</h3>
"This is Biden's Stock Market, not Trump's. I didn't take over until January 20th," Trump wrote on social media X, shortly after the GDP release.
Trump denied that his trade policies were responsible for the weak GDP figures, attributing the slowdown to the economic legacy of President Joe Biden. 
"This will take a while, has nothing to do with tariffs, only that he left us with bad numbers," Trump posted. 
"But when the boom begins, it will be like no other. Be patient!!!"
<h3 class="wp-block-heading">Top Premarket Gainers In The S&amp;P 500</h3>
<ul>
<li>Western Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) up 7.5% to $43.7</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) up 6.3% to $375.6</li>
<li>Seagate Technology Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>) up 5.9% to $86.4</li>
<li>Live Nation Entertainment, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>) up 5.6% to $139.7</li>
<li>Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) up 5.5% to $273.5</li>
</ul>
<h3 class="wp-block-heading">Top Premarket Decliners In The S&amp;P 500</h3>
<ul>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) down 19.3% to $29.1</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) down 12.8% to $119.6</li>
<li>Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) down 10.0% to $76.4</li>
<li>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) down 8.4% to $15.9</li>
<li>Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) down 8.1% to $187.5</li>
</ul>
By 8:52 a.m. ET, according to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data, the stocks falling most over the past 30 minutes of premarket trading included:
<ul>
<li>AppLovin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) down 6.2% to $242.0</li>
<li>Apollo Global Management Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>) down 3.6% to $133.1</li>
<li>Atlassian Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) down 3.5% to $220.8</li>
<li>Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) down 3.3% to $95.0</li>
<li>KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) down 3.0% to $111.0</li>
<li>Eaton Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) down 2.5% to $283.1</li>
<li>Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) down 2.4% to $111.4</li>
<li>Southern Copper Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>) down 2.2% to $87.5</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>) down 2.1% to $34.5</li>
<li>Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) down 2.1% to $312.0</li>
</ul>
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</ul>
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PLTR

SCCO

SHOP

TEAM

Recession Odds Spike, Wall Street Tumbles As Q1 GDP Surprisingly Contracts: 'Be Patient,' Trump Responds

U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Wednesday.
Shares of Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) fell sharply in today's pre-market trading as the company reported weaker-than-expected <a href="https://www.benzinga.com/25/04/45090652/starbucks-says-simple-everyday-luxury-is-here-to-stay-as-people-still-want-small-indulgences-amid-belt-tightening">second-quarter financial results</a>.
The coffee giant reported second-quarter adjusted earnings of 41 cents per share, missing analyst estimates of 50 cents per share.
Starbucks shares dipped 6.5% to $79.33 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul>
<li>InnovAge Holding Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INNV#NASDAQ">INNV</a>) shares dipped 17.4% to $2.52 in pre-market trading. InnovAge will announce fiscal third quarter 2025 financial results and host conference call Tuesday, May 6.</li>
<li>Tenable Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TENB#NASDAQ">TENB</a>) shares fell 17% to $27.95 in pre-market trading after the company cut its FY25 sales guidance.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) declined 15.1% to $30.57 in pre-market trading after the company lowered its preliminary guidance.</li>
<li>Snap Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>) dipped 13.5% to $7.87 in pre-market trading as the company reported first-quarter financial results and announced it will not provide second-quarter guidance.</li>
<li>Wabash National Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WNC#NYSE">WNC</a>) fell 13.3% to $8.64 in pre-market trading following weaker-than-expected quarterly results.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) dipped 13.1% to $119.25 in pre-market trading after the company reported worse-than-expected first-quarter EPS results and cut its FY25 guidance.</li>
<li>Unum Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) tumbled 9.1% to $72.00 in pre-market trading after the company reported worse-than-expected first-quarter financial results.</li>
<li>Vicor Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VICR#NASDAQ">VICR</a>) fell 7.3% to $48.12 in pre-market trading after the company reported worse-than-expected first-quarter financial results.</li>
<li>Garmin Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NASDAQ">GRMN</a>) declined 5.4% to $193.00 in pre-market trading after posting weak earnings.</li>
<li>Bausch + Lomb Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLCO#NYSE">BLCO</a>) fell 5.3% to $12.99 in pre-market trading following downbeat first-quarter results.</li>
</ul>
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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>
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Pre-Market Outlook

Markets

BLCO

INNV

SNAP

TENB

VICR

Starbucks Posts Weak Earnings, Joins Super Micro Computer, Snap And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

Garmin shares are trading lower after the company reported worse-than-expected Q1 earnings.

Garmin Q1 Gross Margin 57.6% vs 58.1% YoY

Press Releases

Bigger and brighter, Garmin introduces Tread 2 - Overland and SxS Editions to confidently roam the unknown

Garmin unveils G5000 PRIME integrated flight deck

Introducing Venu X1: Garmin's ultrathin smartwatch with an industry-leading 2-inch display

Garmin debuts the GPSMAP 15x3 chartplotter with a 15" ultrawide premium display

Meet Edge MTB, Garmin's first-ever bike computer made for mountain bikers

Rest easy with the Index Sleep Monitor smart sleep band from Garmin

Entertainment

General

Garmin unveils flagship Apollo RA800 marine stereo

Bring your cycling climbs inside with the Tacx Alpine from Garmin

Garmin brings FAA Data Comm to market through GTN 750Xi series certification

Meet quatix 8: the most advanced purpose-built smartwatch for mariners from Garmin

JP Morgan

Morgan Stanley

Barclays

Tigress Financial

B of A Securities

<a href="https://www.benzinga.com/topic/cathie-wood" target="_blank" rel="noopener">캐시 우드</a>가 가장 좋아하는 <a href="https://www.benzinga.com/topic/elon-musk" target="_blank" rel="noopener">일론 머스크의 두 가지 사업</a>인 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)와 <a href="https://www.benzinga.com/topic/spacex" target="_blank" rel="noopener">스페이스X</a>는 성층권으로 향하고 있지만, 그 속도는 동일하지 않다.
캐시 우드의 최근 예측에 따르면, 테슬라 주가는 2030년까지 <a href="https://www.barchart.com/story/news/31623928/why-cathie-wood-thinks-tesla-stock-can-still-hit-2-600-by-2030" target="_blank" rel="noopener">2,600달러</a>에 달할 것이며, 이는 발행 주식 수에 변동이 없다고 가정하면 시가총액 8조 1,900억 달러라는 놀라운 수치를 의미한다.
반면에 우드는 스페이스X가 2030년까지 <a href="https://unusualwhales.com/news/ark-invest-estimates-spacexs-value-could-grow-from-350-billion-today-to-2-5-trillion-by-2030" target="_blank" rel="noopener">2조 5천억 달러</a>라는 엄청난 밸류에이션을 달성할 것으로 본다.
이는 스페이스X가 수천 개의 위성을 발사하고 스타링크를 통해 글로벌 광대역의 선구자 역할을 수행한 후에도 테슬라의 가치의 30.5%에 불과한 가치를 평가받게 됨을 의미한다.
<h3>테슬라, 여전히 아크 인베스트의 핵심 자산으로 남을 것</h3>
아크 인베스트의 주장은, 스타링크의 위성 네트워크(42,000개 위성 목표)는 연간 3,000억 달러를 창출할 수 있어 밸류에이션이 애플 수준에 도달할 수 있다. "스타링크는 스페이스X의 성장 주요 동력이 될 것"이라고 강조하면서, 글로벌 통신 지출의 15%를 차지할 것으로 예상했다.
그러나 전기차부터 옵티머스 로봇과 에너지 저장 기술까지 테슬라의 혁신 포트폴리오는 아크 인베스트의 모델에서 여전히 가장 중요하다. 아크 인베스트는 "테슬라는 우리의 파괴적 혁신 프레임워크와 완벽히 일치한다&#8221;고 강조하면서 여러 논란에도 불구하고 테슬라 목표주가 2,600달러를 유지한다.
<h3>스페이스X 상장</h3>
테슬라는 나스닥에 상장되어 있지만, 스페이스X는 여전히 비공개 기업으로, 투자자들은 가민(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>)와 위스트론 네웹(Wistron NeWeb) 같은 공급업체를 통해 접근해야 하며, 두 회사 모두 스타링크 확장 붐을 타고 있다.
전체적인 전망은 어떨까? 캐시 우드는 두 기업이 각자의 분야에서 지배적 위치를 차지할 것으로 예상한다. 하지만 머스크의 주식을 더 저렴하게 찾고 있다면, 스페이스X가 공개 상장될 경우 할인된 가격으로 구매할 수 있을 것이다.
그 이전까지는 투자하고자 하는 사람들은 헤드라인을 독차지하는 테슬라인지, 아니면 스타링크 모회사인 스페이스X가 이끄는 은밀한 위성 붐에 베팅할지 선택해야 할 것이다.
사진: JHVEPhoto/Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 곧 출시될 워치 울트라(Watch Ultra)에 위성 메시징과 비침습적 혈압 측정 도구를 도입할 것으로 알려졌다.
무슨 일 있었나: 블룸버그는 이 문제에 대해 잘 알고 있는 소식통을 인용해, 위성 메시징 기능으로 사용자들은 셀룰러나 와이파이 없이 글로벌스타(AMEX:<a class="ticker" href="https://www.benzinga.com/stock/GSAT#AMEX">GSAT</a>)의 위성을 통해 문자를 보낼 수 있게 된다고 <a href="https://www.bloomberg.com/news/articles/2024-12-10/apple-plans-apple-watch-ultra-3-next-year-with-satellite-texting-and-5g" target="_blank" rel="noopener">보도했다</a>
이러한 개발 덕분에 울트라는 위성 통신 기능을 탑재한 최초의 주류 스마트워치가 되어서 가민(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>)의 인리치(inReach)와 같은 독립형 기기의 필요성이 줄어들 가능성이 있다.
2025년에 출시될 것으로 예상되는 혈압 모니터링 도구는 사용자에게 잠재적인 고혈압을 경고하는 것을 목표로 하고 있지만, 구체적인 수치는 제공하지 않을 것이라고 보도되었다. 그러나 이 기능은 이전에 연기된 적이 있다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%A0%ED%94%8C-%EC%98%A8%EB%9D%BC%EC%9D%B8-%EC%8A%A4%ED%86%A0%EC%96%B4%EB%A1%9C-%EC%82%AC%EC%9A%B0%EB%94%94%EC%95%84%EB%9D%BC%EB%B9%84%EC%95%84-%EC%A7%84%EC%B6%9C-%EC%98%88%EC%A0%95-%EC%97%AC/" target="_blank" rel="noopener">애플: 온라인 스토어로 사우디아라비아 진출 예정, 여러 플래그십 매장 계획</a>
왜 중요한가: 애플은 침체기를 겪은 후 새로운 기능을 도입하여 스마트워치 판매를 늘리려는 의도를 가지고 있다. 워치를 포함하는 애플의 웨어러블, 홈, 액세서리 사업부는 지난 2년 동안 매출이 감소했다.
애플이 10월에 <a href="https://www.benzinga.com/news/earnings/24/10/41666494/apple-q4-earnings-revenue-beat-eps-beat-installed-base-hits-new-highs-iphone-sales-rise-as-apple-in" target="_blank" rel="noopener">4분기 매출</a>을 보고했을 때 해당 사업부는 전년의 93억 2천만 달러에서 감소한 90억 4천만 달러의 매출을 기록했다.
지난 달, 애플은 11억 달러 규모의 서비스 계약 연장을 통해 글로벌스타와의 <a href="https://www.benzinga.com/news/24/11/41688837/apple-satellite-connectivity-provider-globalstar-stock-surges-after-deal-extension" target="_blank" rel="noopener">파트너십을 확대했다</a>.
스태티스타(Statista)에 따르면, 2024년 2분기 기준, 애플은 전 세계 출하량의 19%를 차지하며 스마트워치 시장을 선도하고 있다.
애플 주가 움직임: 화요일 애플의 주가는 0.41% 상승하여 247.77달러로 마감했다. 그러나 시간외 거래에서는 추가로 0.028% 하락하여 247.70달러로 마감했다.
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

연말 쇼핑 시즌이 시작되면서 소비재 섹터가 주목받고 있다. 소비재 섹터는 <a href="https://www.benzinga.com/topic/s-p-500-index" target="_blank" rel="noopener">S&amp;P 500 지수</a>보다 훨씬 높은 성과를 기록 중이다. 11월에 무려 11.02% 상승하며 S&amp;P 500 지수의 3.42% 상승률을 크게 초과했다.
Consumer Discretionary Select Sector SPDR ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)는 미국 소비재 섹터의 기업들을 측정하는 바로미터 역할을 한다. 또한 SPDR S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), iShares Core S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>), Vanguard S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>)는 전체 시장을 아우르는 S&amp;P 500 지수를 추적한다.
소비재 섹터의 강세를 이끄는 주요 기업들은 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), 가민(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>), 태피스트리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPR#NYSE">TPR</a>)이다. 이들 기업은 모두 11월에 큰 폭의 상승률을 기록하며 소비자 지출 트렌드와 연말 쇼핑에 대한 낙관론을 보여 주었다.
<h2 class="wp-block-heading">33% 급등한 테슬라</h2>
소비재 지수(<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)에서 17.51%의 비중을 차지하고 있는 일론 머스크의 테슬라는 11월에 33% 상승하며 여전히 강력한 존재감을 나타냈다. 전기차의 혁신과 시장 주도력, 그리고 강한 투자자 심리가 테슬라를 선두로 이끌었다.
신차 모델이나 글로벌 시장 확장 등 테슬라의 급성장은 무시할 수 없는 현상이다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C%EC%9D%98-%EA%B2%AC%ED%95%B4-%EB%A8%B8%EC%8A%A4%ED%81%AC%EC%99%80-%ED%8A%B8%EB%9F%BC%ED%94%84%EC%9D%98-%EC%9E%A0%EC%9E%AC%EC%A0%81-%EA%B0%88%EB%93%B1%EC%9D%B4/" target="_blank" rel="noopener">캐시 우드의 견해: 머스크와 트럼프의 잠재적 갈등이 테슬라와 스페이스X에 미칠 영향</a>
<h2 class="wp-block-heading">새로운 고점 향하는 가민</h2>
가민도 27.86%의 견고한 상승률을 기록하며 큰 주목을 받았습. 비중이 0.82%로 다소 적지만, 가민의 강력한 성장은 브랜드의 충성 고객층과 GPS 기술 및 피트니스 웨어러블에서의 지속적인 혁신을 증명한다.
소비자들이 건강, 운동, 여행 계획을 기록하려는 수요가 증가함에 따라 가민이 주도권을 잡고 있다.
<h2 class="wp-block-heading">패셔너블한 트렌드세터, 태피스트리</h2>
태피스트리는 코치(Coach), 케이트 스페이드(Kate Spade) 등 럭셔리 브랜드의 모회사로, 11월에 27.02%의 강력한 상승률을 기록하며 주요 성과 종목으로 자리 잡았다. 태피스트리의 강력한 제품군과 럭셔리 상품에 대한 소비자 수요 증가 덕분에 멋진 연말 시즌에 맞추어 좋은 입지를 다지고 있다.
태피스트리는 지수에서 0.36%의 비중을 차지하고 있지만, 소비자들이 고급 패션에 기꺼이 지출하고 있다는 것을 증명하면서 주목받고 있다.
<h2 class="wp-block-heading">기타 주목할 만한 기업</h2>
유명한 기업 외에 다른 소비재 주식들도 11월에 견고한 상승률을 기록다. 부킹 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>)는 17.49% 상승했고, 익스피디아 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>)은 16.22% 상승하며 연말 여행 수요 증가의 혜택을 받았다.
여행 예약에 대한 낙관론 속에서 크루즈 운영사인 로얄 캐리비안 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>)은 16.16% 상승했고, 카니발(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>)은 15.07% 상승했다. 아웃도어 의류 제조업체인 데커스 아웃도어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>)는 15.58% 상승했고, 도미노 피자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NYSE">DPZ</a>)는 15.26% 상승해 소비자들이 여가 및 소비 지출을 늘리고 있음을 나타냈다.
소비재 섹터의 강력한 성과는 미국인들이 연말 쇼핑 시즌을 맞아 소비 습관에 대해 자신감을 느끼고 있음을 나타낸다.
테슬라, 가민, 태피스트리 등 좋은 성과를 낸 기업들이 이끌고 있는 소비재 섹터는 상승세를 계속 이어갈 것으로 보인다. 연말이 다가오면서 투자자들은 이러한 기업들을 주의 깊게 살펴봐야 할 것이다.
사진: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

홀리데이 모멘텀 속 소매·레저주 S&P 500 넘어서: 테슬라, 가민, 태피스트리 주목

이들 10개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?



1. 레딧(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>)의 주가는 회사가 3분기 실적을 보고하고 예상보다 높은 4분기 매출 지침을 발표한 후 38.86% 상승했으며 많은 분석가들이 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%A0%88%EB%94%A7%EC%9D%98-%EC%A3%BC%EC%8B%9D%EC%9D%B4-%EA%B0%95%EB%A0%A5%ED%95%9C-3%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81%EA%B3%BC-4%EB%B6%84%EA%B8%B0-%EC%A0%84%EB%A7%9D%EC%9C%BC%EB%A1%9C-%EC%8B%9C/" target="_blank" rel="noreferrer noopener">주가 예측</a>을 상향했다.



2. 페이컴 소프트웨어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAYC#NYSE">PAYC</a>)의 주가는 회사가 3분기 실적을 보고하고 분석가들이 <a href="https://www.benzinga.com/quote/payc/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측</a>을 높인 후 27.95% 상승했다.



3. 모빌아이 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>)의 주가는 회사가 분석가 예상치를 뛰어넘는 <a href="https://www.benzinga.com//node/41653083" target="_blank" rel="noreferrer noopener">3분기 이익과 매출</a>을 보고한 후 지난주에 22.89% 상승했다. 많은 분석가들이 주식 <a href="https://www.benzinga.com/quote/mbly/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측</a>을 수정했다.



4. 엑셀리시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>)의 주식은 예상보다 나은 3분기 실적을 보고하고 FY24 매출 전망을 상향 조정한 후 22.43% 상승했다. 많은 분석가들도 해당 주식에 대한 <a href="https://www.benzinga.com/quote/EXEL/analyst-ratings" target="_blank" rel="noreferrer noopener">가격 예측</a>을 높였다.



5. 가민(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>)의 주식은 회사가 3분기 재무 결과를 보고하고 <a href="https://www.benzinga.com//node/41625504" target="_blank" rel="noreferrer noopener">연간 전망을 상향</a> 조정한 후 주가는 22.11% 급등했다.



6. 로블록스 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>)의 주식은 회사가 예상보다 나은 3분기 실적을 보고하고 일일 <a href="https://www.benzinga.com//node/41654520" target="_blank" rel="noreferrer noopener">활성 사용자 및 참여 시간</a>이 전년 대비 증가한 후 주가는 22.07% 증가했다. 많은 분석가들이 <a href="https://www.benzinga.com/quote/rblx/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측</a>을 높였다.



7. 트윌리오(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>)의 주식은 회사가 예상보다 나은 <a href="https://www.benzinga.com//node/41639676" target="_blank" rel="noreferrer noopener">재무 결과</a>를 보고한 후 주가는 20.39% 증가했다. 몇몇 분석가는 <a href="https://www.benzinga.com/quote/twlo/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측</a>을 상향 조정했다.



8. 스냅(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>)의 주식은 회사가 분기별 실적을 보고하고 여러 분석가가 <a href="https://www.benzinga.com//node/41633681" target="_blank" rel="noreferrer noopener">주가 예측</a>을 수정한 후 주가는 19.90% 상승했다.



9. 워터스 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAT#NYSE">WAT</a>)의 주식은 지난주 주가는 19.31% 상승했다. 회사는 예상보다 나은 3분기 실적을 발표하고 연간 전망을 상향 조정했다.



10. 아틀라시안 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>)의 주식은 지난주 1분기 실적과 2분기 전망이 좋아 18.87% 상승했다. 회사 이사회는 15억 달러 규모의 새로운 자사주 매입 프로그램을 승인했고, 많은 분석가들은 <a href="https://www.benzinga.com/quote/team/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측</a>을 상향 조정했다.







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