Tema GLP-1, Obesity & Cardiometabolic ETF (NASDAQ: HRTS)

에 대한 최신 뉴스 Tema GLP-1, Obesity & Cardiometabolic ETF (NASDAQ:HRTS)

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TEMA ETFs

The investment seeks to provide long-term growth of capital by investing in companies leading the fight against diabetes, obesity and cardiovascular diseases. Obesity is on the cusp of a revolution in therapeutics, while heart disease, the most common cause of death, is witnessing a renaissance of therapies driven by genetic insights and tools.

Tema Cardiovascular and Metabolic ETF

Valparaiso,In,Usa,-,March,21,,2024:,Wegovy,Auto,Injector

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HRTS

테마(Tema) ETFs의 설립자이자 CEO인 마우리츠 팟(Maurits Pot)은 비만 치료를 위한 GLP-1 약물 시장은 1조 달러 이상으로 급등할 것으로 예상된다고 벤징가(Benzinga)와의 독점 인터뷰에서 그의 낙관적인 예측을 공유했다. 

단독: GLP-1 체중 감량 약물은 수조 달러 규모의 시장 가능성, 테마 ETFs CEO의 전망

Tema GLP-1, Obesity & Cardiometabolic ETF

JMP Securities analyst Steven DeLaney reiterates Apollo Comml Real Est (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARI#NYSE">ARI</a>) from Market Perform to Market Perform.

News

Reiteration

Analyst Ratings

JMP Securities Reiterates Market Perform on Apollo Comml Real Estto Market Perform

Citigroup analyst Bryan Burgmeier maintains Waste Connections (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WCN#NYSE">WCN</a>) with a Neutral and raises the price target from $209 to $212.

Price Target

Citigroup Maintains Neutral on Waste Connections, Raises Price Target to $212

We all know that first impressions matter, especially in the digital world. When someone downloads a mobile app, they decide in seconds whether it&#8217;s worth their time. That moment—that split-second judgment—often depends on user experience (UX). And in today&#8217;s fast-paced, tech-driven world, artificial intelligence (AI) is playing an increasingly important role in shaping that experience.
This isn&#8217;t about robots taking over your app. It&#8217;s about smarter, smoother, and more intuitive experiences for users. And for businesses? It&#8217;s a game-changer.
<h3 class="wp-block-heading">The UX Problem AI is Solving</h3>
Let&#8217;s start with the basics: what exactly makes a good mobile app UX? It&#8217;s more than just a clean design. It&#8217;s about relevance, speed, personalization, and ease of use. These are the things that keep users coming back, instead of deleting your app after one use.
Here&#8217;s where AI steps in. Traditional UX design relies heavily on human assumptions—what we think users want. But AI can analyze actual user behavior, in real time, and adjust the app experience accordingly. That means fewer guesses and more data-driven decisions.
Imagine you&#8217;re running a fitness app. With AI, the app can learn that a user prefers morning workouts and start surfacing relevant content around that time. Or if someone often skips certain features, the app can minimize or hide them, streamlining the interface.
AI helps remove the friction points in the user journey—the annoying little things that often make people quit using an app.
<h3 class="wp-block-heading">Personalization That Feels Personal (Not Creepy)</h3>
One of the biggest wins for AI in UX is personalization. But here&#8217;s the key: it has to feel helpful, not intrusive.
We&#8217;ve all experienced apps that seem to &#8220;know&#8221; us. Like music apps that predict the next song you'll love or shopping apps that remember your style. That's AI at work, quietly sorting through your preferences, habits, and patterns to serve up a better experience.
The trick is balance. If the app gets too aggressive, it feels creepy. But when done right, AI makes your app feel smarter and more relevant without crossing that line. This kind of personalization keeps users engaged longer and builds trust—two things that directly impact retention and revenue.
<h3 class="wp-block-heading">Smarter Search and Navigation</h3>
Ever typed something into an app&#8217;s search bar and gotten completely irrelevant results? Frustrating, right?
AI fixes that. Modern apps use AI to understand the intent behind your search, not just the keywords. That means better results, quicker suggestions, and even voice-activated search that actually works.
AI can also make navigation smoother. Think of an app that rearranges its layout based on what you use most often. Or a chatbot that understands your question the first time. It's about making the experience feel effortless.
<h3 class="wp-block-heading">Real-Time Adaptation</h3>
Here&#8217;s another powerful way AI is improving UX: adapting in real time.
Let's say you&#8217;re using a language learning app. You start struggling with a lesson. The app notices and offers a simpler explanation or an alternate exercise right away. That's AI adjusting the experience on the fly to keep you engaged and progressing.
This adaptability is a huge leap from static user flows. It means the app grows with the user, rather than forcing the user to adapt to the app.
<h3 class="wp-block-heading">Accessibility for All Users</h3>
AI is also making apps more inclusive.
From voice recognition for hands-free use, to image recognition for visually impaired users, AI is helping bridge the gap between usability and accessibility. This isn't just good ethics—it's good business. More inclusive apps reach broader audiences and improve brand reputation.
For example, AI-powered voice assistants can help users with limited mobility navigate apps effortlessly. Real-time translation features can make apps usable for global audiences. These features used to be high-cost, high-effort add-ons. AI is making them standard.
<h3 class="wp-block-heading">What This Means for Businesses</h3>
If you&#8217;re building an app or managing a digital product, here&#8217;s the bottom line: investing in AI-driven UX isn't just a tech upgrade. It&#8217;s a strategic business decision.
Better UX means higher user retention, increased customer satisfaction, and ultimately, better revenue. And in crowded app marketplaces, good UX is often the difference between an app that thrives and one that flops.
Think of it this way: AI doesn't replace designers or developers. It enhances their work. It helps product teams make smarter decisions, faster. It provides insights that were impossible to gather manually. And it lets businesses respond to user needs in real time.
Especially when it comes to <a href="https://www.weblineglobal.com/ai-development-company-usa.html">AI development in USA</a>, companies are racing to incorporate smarter UX practices into their mobile strategies. Staying competitive means tapping into the latest AI innovations tailored specifically for mobile app development.
<h3 class="wp-block-heading">The Competitive Edge</h3>
We're now in an era where users expect apps to be intuitive, responsive, and personalized from day one. If your app isn't, they&#8217;ll quickly move on to one that is.
This is especially true in industries like e-commerce, fintech, health, and education—spaces where app performance directly impacts user trust and business outcomes.
Companies that embrace AI in <a href="https://www.weblineindia.com/mobile-app-development.html">mobile app development</a> are gaining a clear competitive edge. They're not just building apps. They're building intelligent experiences.
<h3 class="wp-block-heading">Getting Started Without Getting Overwhelmed</h3>
If you're not an AI expert, don't worry. You don't have to dive into deep learning algorithms or hire a team of data scientists right away. Start small.
Here are a few simple ways to introduce AI into your app&#8217;s UX:
<ul>
<li>Use an AI-powered analytics tool to understand user behavior.</li>
<li>Implement a basic chatbot to improve customer support.</li>
<li>Add predictive text or smart search to make navigation easier.</li>
<li>Use recommendation engines to personalize content.</li>
</ul>
There are plenty of tools and platforms that make these features accessible, even for small teams.
<h3 class="wp-block-heading">The Future Is Already Here</h3>
AI in mobile UX isn&#8217;t a futuristic concept. It&#8217;s already shaping the apps you use every day. And for businesses, the question isn&#8217;t if you should integrate AI—it&#8217;s how soon you can do it effectively.
By embracing AI now, you're not just keeping up with trends. You're positioning your business for long-term success in a digital-first world.
In the end, it all comes down to creating better experiences. And that's what users remember.

Opinion

General

How AI Is Reshaping Mobile App UX — And What That Means for Business

U.S. stocks traded higher midway through trading, with the Dow Jones index gaining over 250 points on Tuesday.
The Dow traded up 0.70% to 40,507.41 while the NASDAQ rose 0.30% to 17,417.49. The S&amp;P 500 also rose, gaining, 0.37% to 5,548.98.
Check This Out: <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>
Leading and Lagging Sectors Materials shares jumped by 0.6% on Monday.
In trading on Monday, consumer discretionary fell by 0.5%.
Top Headline
Shares of Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) gained around 3% on Tuesday after the company reported better-than-expected earnings for its first quarter.
Pfizer posted quarterly earnings of 92 cents per share, beating market estimates of 67 cents per share. The company's quarterly sales came in at $13.71 billion, missing expectations of $13.95 billion.
Equities Trading UP &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul>
<li>Hims &amp; Hers Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) shares shot up 18% to $33.69 after the company announced a collaboration with Novo Nordisk to offer a bundled package of all dose strengths of Wegovy on its platform.</li>
<li>Shares of Leggett &amp; Platt, Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEG#NYSE">LEG</a>)got a boost, surging 24% to $9.02 after the company reported better-than-expected first-quarter EPS results and raised its FY25 EPS guidance.</li>
<li>WW International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WW#NASDAQ">WW</a>) shares were also up, gaining 86% to $0.7723 after the company announced a pharmacy integration with Eli Lilly&#8217;s LillyDirect pharmacy provider, Gifthealth.</li>
</ul>
Equities Trading DOWN
<ul>
<li>NeoGenomics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEO#NASDAQ">NEO</a>) shares dropped 22% to $7.75 following a first-quarter revenue miss.</li>
<li>Shares of Piedmont Office Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PDM#NYSE">PDM</a>) were down 17% to $5.66 after the company posted first-quarter results.</li>
<li>Insperity, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSP#NYSE">NSP</a>) was down, falling 15% to $66.88 following weaker-than-expected quarterly earnings.</li>
</ul>
Commodities In commodity news, oil traded down 2.4% to $60.54 while gold traded down 0.6% at $3,327.80.
Silver traded up 1.6% to $33.545 on Tuesday, while copper fell 0.2% to $4.8780.
Euro zone
European shares were mixed today. The eurozone's STOXX 600 gained 0.21%, Germany's DAX 40 gained 0.55% and France's CAC 40 fell 0.28%. Spain's IBEX 35 Index fell 0.80%, while London's FTSE 100 rose 0.28%.
Asia Pacific Markets
Asian markets closed mixed on Tuesday, with China's Shanghai Composite falling 0.05%, Hong Kong's Hang Seng Index gaining 0.16% and India's BSE Sensex gaining 0.09%.
Economics
<ul>
<li>The number of job openings in the U.S. declined by 288,000 to 7.192 million in March, compared to market estimates of 7.48 million.</li>
<li>The S&amp;P CoreLogic Case-Shiller Home Price Index increased 4.5% year-over-year in February.</li>
<li>The FHFA house price index increased by 0.1% in February versus a revised 0.3% rise in January.</li>
<li>U.S. wholesale inventories climbed 0.5% month-over-month to $908 billion during March.</li>
<li>The U.S. trade deficit in goods increased to $162 billion in March compared to market estimates of a $146 billion gap. </li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/04/45065334/amazon-com-to-253-here-are-10-top-analyst-forecasts-for-tuesday">Amazon.com To $253? Here Are 10 Top Analyst Forecasts For Tuesday</a> </li>
</ul>
Photo via Shutterstock

Earnings

Eurozone

Commodities

Markets

Trading Ideas

Hims & Hers Health, Inc. Class A Common Stock

HIMS

Crude Oil Down Over 2%; Pfizer Shares Gain After Q1 Earnings

Clothing major Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>) shareholders <a target="_blank" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0000094845/000009484525000026/levi-20250423.htm" rel="noreferrer noopener">rejected a proposal to halt</a> the company's diversity, equity, and inclusion (DEI) initiatives, according to a regulatory filing released Monday.
About 2.7 billion votes were cast to reject the proposal to dismantle the DEI program, compared to 5.67 million votes in favor.
The vote occurred against the backdrop of President Donald Trump's broader <a href="https://www.benzinga.com/news/25/01/43214683/target-ends-dei-program-following-trumps-call-to-eliminate-illegal-preferences-expert-calls-it-brand-suicide-for-retail-giant-with-diverse-customer-base" target="_blank" rel="noreferrer noopener">effort to roll back DEI policies </a>in both government and the private sector following a January executive order.
Following the order, major corporations, including Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and McDonald's Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) discontinued and rolled back several diversity initiatives.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44752453/bofa-turns-bullish-on-levi-strauss-with-strong-sales-and-low-china-exposure" rel="noreferrer noopener">Beyoncé Partnership, Strong Sales And Low China Exposure &#8211; Analyst Upgrades Levi Strauss To Buy</a>
The National Institutes of Health (NIH) has recently started <a href="https://www.benzinga.com/25/03/44344917/trumps-ban-on-dei-programs-allowed-for-now-by-appeals-court" target="_blank" rel="noreferrer noopener">reducing funding for research grants </a>that fall outside its current priorities, with a particular focus on studies involving transgender communities and DEI initiatives.
Meanwhile, Costco Wholesale Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>) is holding firm on its DEI policies, as shareholders overwhelmingly backed the company's current DEI policies in a recent vote.
This decision came despite a proxy proposal from the National Center for Public Policy Research, which had urged the company to conduct an audit to evaluate potential legal, reputational, and financial risks.
Levi reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44674732/levi-strauss-shares-rise-after-mixed-q1-results-details" rel="noreferrer noopener">first-quarter adjusted earnings</a> of 38 cents per share, which beat the 28 cent analyst consensus estimate and said that the company does not reflect any impact from the recently announced tariffs.
Price Action: LEVI shares traded higher by 0.13% to $15.90 at last check on Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/25/04/45039495/dominos-pizza-q1-operating-margin-shrinks-as-lower-income-consumers-feel-the-pinch" target="_blank" rel="noreferrer noopener">Domino's Pizza Q1 Operating Margin Shrinks As Lower-Income Consumers Feel the Pinch</a></li>
</ul>
Photo: Shutterstock

Politics

AMZN

COST

LEVI

Levi Strauss Shareholders Stand By DEI Policy Amid Political Pushback

Citigroup analyst Michael Rollins maintains SBA Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBAC#NASDAQ">SBAC</a>) with a Buy and raises the price target from $250 to $265.

SBAC

Citigroup Maintains Buy on SBA Communications, Raises Price Target to $265

Live On CNBC Jason Snipe Announces Sold Caterpillar

Argus Research analyst Kevin Heal maintains Celestica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLS#NYSE">CLS</a>) with a Buy and lowers the price target from $150 to $120.

Argus Research Maintains Buy on Celestica, Lowers Price Target to $120

<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2025/04/2025-04-29_08h22_52.png" alt="" /></figure>
To gain an edge, this is what you need to know today.
<h4 class="wp-block-heading">Tariff Pull Forward</h4>
Please <a href="https://thearorareport.com/stock-market-chart-analysis-tariff-pull-forward-spy-mc-04292025">click here</a> for an enlarged chart of SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) which represents the benchmark stock market index S&amp;P 500 (SPX).
Note the following:
<ul>
<li>The chart shows that the stock market previously touched the low band of support zone 3 on April 7.</li>
<li>The chart shows that the stock market quickly rebounded to the low band of resistance zone 2.</li>
<li>The chart shows that after the first quick rebound, the stock market pulled back to support zone 2 and then started rallying again.</li>
<li>The chart shows that the stock market is now knocking at the door of the low band of resistance zone 2 again.</li>
<li>Stock market bulls are predicting that the market will move rapidly towards resistance zone 3.&nbsp; Stock market bears are predicting the market is likely to pull back to support zone 2.</li>
<li>In our analysis, both of the foregoing scenarios have a fair probability.  Further, the near term direction will be determined by earnings.  In the longer term, the stock market is ignoring tariff pull forward.</li>
<li>In our analysis, there has been significant positive economic activity from tariff pull forward.  
<ul>
<li>Consumers bought ahead of tariffs going into effect.&nbsp;&nbsp;</li>
<li>Businesses bought ahead of tariffs to build inventories.&nbsp;&nbsp;</li>
<li>Importers imported to build inventories ahead of tariffs.&nbsp;&nbsp;</li>
</ul>
</li>
<li>We previously shared with you that there is over 70% probability that earnings this season will be better than consensus.&nbsp; One of the reasons is tariff pull forward.&nbsp;</li>
<li>Here is the question prudent investors need to ask: What will be the impact of tariff pull forward on economic activity now and earnings for the next earnings season?&nbsp;</li>
<li>The answer to the foregoing question is that the impact of the tariff pull forward will be negative</li>
<li>Sentiment remains positive due to expectations that President Trump will announce several trade deals soon.</li>
<li>The stock market is very optimistic about a deal with China.  However, in our analysis, investors should differentiate between a potential positive headline and a substantive deal.  Even if there is a positive headline, the probability of a substantive deal is nowhere near what the stock market expects.  
<ul>
<li>Indications coming out of China are that negotiations will not be easy.&nbsp;</li>
<li>President Xi of China is attempting to turn several countries against the U.S.&nbsp;</li>
</ul>
</li>
<li>Treasury Secretary Bessent is focused on lowering the 10 year Treasury yield.&nbsp; This focus is understandable considering the heavy borrowing needs of the U.S.&nbsp; The Treasury has just announced that details of borrowings:
<ul>
<li>Q1 $369B</li>
<li>Q2 $514B</li>
<li>Q3 $554B</li>
</ul>
</li>
<li>JOLTS job openings and consumer confidence was released at 10am ET.</li>
</ul>
<h4 class="wp-block-heading">Canada</h4>
Not long ago when Justin Trudeau announced his resignation, liberals were not in a strong position.&nbsp; In a dramatic turn around, liberals led by Mark Carney won the election.&nbsp; Liberals were helped by the anti-Trump sentiment. Conservative leader Pierre Poilievre lost his own seat.
From investors' perspective, there are two key points:
<ul>
<li>Carney's victory is narrow.</li>
<li>Under Carney, Canada is expected to be the leader of the anti-Trump mantle in the West.&nbsp;&nbsp;</li>
</ul>
<h4 class="wp-block-heading">Magnificent Seven Money Flows</h4>
In the early trade, money flows are positive in Amazon.com, Inc. (AMZN).
In the early trade, money flows are neutral in Apple Inc (AAPL), Alphabet Inc Class C (GOOG), Meta Platforms Inc (META), Microsoft Corp (MSFT), and Tesla Inc (TSLA).
In the early trade, money flows are negative in NVIDIA Corp (NVDA).
In the early trade, money flows are negative in S&amp;P 500 ETF (SPY) and Invesco QQQ Trust Series 1 (QQQ).
<h4 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h4>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (GLD).  The most popular ETF for silver is iShares Silver Trust (SLV).  The most popular ETF for oil is United States Oil ETF (USO).
<h4 class="wp-block-heading">Bitcoin</h4>
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is range bound.
<h4 class="wp-block-heading">Arora Protection Band And What To Do Now</h4>
It is important for investors to look ahead and not in the rearview mirror.  Our proprietary Protection Band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h4 class="wp-block-heading">Traditional 60/40 Portfolio</h4>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

Market Summary

Broad U.S. Equity ETFs

$BTC

Stock Market Ignoring Tariff Pull Forward But Prudent Investors Should Not

Citigroup analyst Bryan Burgmeier maintains Republic Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>) with a Buy and raises the price target from $265 to $278.

Citigroup Maintains Buy on Republic Services, Raises Price Target to $278

B of A Securities maintains Domino's Pizza (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NASDAQ">DPZ</a>) with a Buy and raises the price target from $520 to $549.

B of A Securities Maintains Buy on Domino's Pizza, Raises Price Target to $549

Macro Economic Events

Rumors

Economics

STLA

TSLA

Watching Auto Stocks; U.S. Secretary Of Commerce Lutnick Reportedly Says Auto Manufacturers Will Pay For Either Steel Or Auto Tariff, Whichever Is Higher

Citigroup analyst Chasen Bender maintains Valvoline (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VVV#NYSE">VVV</a>) with a Neutral and lowers the price target from $41 to $38.

Citigroup Maintains Neutral on Valvoline, Lowers Price Target to $38

Altria Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>) shares are<a href="https://www.benzinga.com/movers"> trading higher on Tuesday</a> after the first-quarter full-year 2025 earnings.
The company reported a <a href="https://www.benzinga.com/pressreleases/25/04/b45062408/altria-reports-2025-first-quarter-results-reaffirms-full-year-guidance">first-quarter FY25 sales decline of 5.7%</a> year-on-year to $5.26 billion, beating the analyst consensus estimate of $4.62 billion.
The decrease in revenue was primarily driven by lower net revenues in the smokeable products segment.
Revenue for smokeable products decreased by 5.8%, and oral tobacco products grew by 0.5%.
Smokeable products segment reported domestic cigarette shipment volume decrease of 13.7%, with Marlboro down 13.3%.
Gross profit fell 0.9% Y/Y to $3.24 billion. The operating income for the quarter plunged by 32.9% to $1.88 billion.
Also Read: <a href="https://www.benzinga.com/movers-shakers/25/04/45066484/royal-caribbean-cruises-q1-benefits-from-strong-demand-stock-surges">Royal Caribbean Cruises&#8217; Q1 Benefits From Strong Demand, Stock Surges</a>
Adjusted EPS of $1.23 <a href="https://www.benzinga.com/earnings">beat the consensus </a>estimate of $1.18. Altria paid dividends of $1.7 billion in the first quarter.
In the first quarter of 2025, the company repurchased 5.7 million shares at an average price of $56.97, for a total cost of $326 million.
As of March 31, 2025, Altria had $674 million remaining under the current authorized $1 billion share repurchase program, which is expected to be completed by the end of December.
Altria held $4.72 billion in cash and equivalents as of March-end and the total debt of Altria amounted to $26.05 billion.
"Our highly profitable traditional tobacco businesses performed well in a challenging environment in the first quarter," said CEO Billy Gifford.
Outlook: Altria raised FY25 adjusted EPS guidance from <a href="https://investor.altria.com/press-releases/news-details/2025/Altria-Reports-2024-Fourth-Quarter-and-Full-Year-Results-Provides-2025-Full-Year-Earnings-Guidance-Announces-New-1-Billion-Share-Repurchase-Program/default.aspx">$5.22–$5.37 </a>to $5.30–$5.45 versus an estimate of $5.32. 
This represents a growth rate of 2% to 5% from a base of $5.19 in 2024.
MO Price Action: Altria shares traded higher by 0.82% at $58.66 at last check on Tuesday.
Read Next: • <a href="https://www.benzinga.com/news/25/04/45011035/meta-booz-allen-launch-space-llama-ai-system-for-space-station-operations">Meta, Booz Allen Launch &#8216;Space Llama&#8217; AI System For Space Station Operations</a>
Photo: NguyeningMedia via Shutterstock

Guidance

Movers

Why Is Marlboro-Maker Altria's Stock Ticking Higher Today?

B of A Securities analyst Michael Cherny maintains Envista Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVST#NYSE">NVST</a>) with a Buy and lowers the price target from $26 to $23.

NVST

B of A Securities Maintains Buy on Envista Holdings, Lowers Price Target to $23

Argus Research analyst Kevin Heal reiterates AGNC Investment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGNC#NASDAQ">AGNC</a>) from Hold to Hold.

AGNC

Argus Research Reiterates Hold on AGNC Investmentto Hold

Citigroup analyst Peter Christiansen maintains Nerdwallet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRDS#NASDAQ">NRDS</a>) with a Neutral and lowers the price target from $14 to $11.

NRDS

Citigroup Maintains Neutral on Nerdwallet, Lowers Price Target to $11

Highlights:
<ul>
<li>Significantly expanded portfolio of Cadence design IP optimized for Intel's advanced technologies</li>
<li>AI-driven digital and analog/custom EDA solutions certified for Intel 18A technology PDK, delivering optimized PPA</li>
<li>Co-developed advanced packaging reference design flow for Intel Foundry's EMIB and EMIB-T technology certified for latest PDK</li>
<li>Engagement underway on early design technology co-optimization for Intel 14A-E</li>
<li>Joins the Intel Foundry Chiplet Alliance as a founding member</li>
</ul>

CDNS

Cadence Expands Portfolio Of Design IP Optimized For Intel 18A, Intel 18A-P Technologies And Certification Of Cadence Digital And Analog/Custom Design Solutions For Intel 18A PDK

INTC

SNPS

Synopsys Announces Broad Eda And Ip Collaborations With Intel Foundry, Including Availability Of Its Certified AI-driven Digital And Analog Design Flows For The Intel 18a Process Node And Production-Ready EDA Flows For The Intel 18a-p Process Node

Citigroup analyst Steven Enders maintains Paylocity Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCTY#NASDAQ">PCTY</a>) with a Buy and lowers the price target from $246 to $225.

PCTY

Citigroup Maintains Buy on Paylocity Holding, Lowers Price Target to $225

Tema ETF Trust Tema Obesity & Cardiometabolic ETF

테마(Tema) ETFs의 설립자이자 CEO인 마우리츠 팟(Maurits Pot)은 비만 치료를 위한 GLP-1 약물 시장은 1조 달러 이상으로 급등할 것으로 예상된다고 <a href="https://www.benzinga.com/exclusives">벤징가(Benzinga)와의 독점 인터뷰</a>에서 그의 낙관적인 예측을 공유했다. 
마우리츠는 &#8220;장기적으로 이것은 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)와 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) 사이의 양대 경쟁이 아니라고 생각한다&#8221;고 말하며, 체중 감량 시장에서 널리 퍼져 있는 두개의 기업이 전체 시장을 과점(duopoly)하는 개념에 도전했다.
Pot은 체중 감량 치료제에 대한 수요 증가와 GLP-1 약물의 적용 확대가 이 1조 달러 규모의 시장 기회를 주도할 것이라고 예측한다.
2023년 11월, 테마 ETFs는 체중 감량에 초점을 맞춘 최초의 ETF인 Tema GLP-1, Obesity and Cardiometabolic ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRTS#NYSE">HRTS</a>)를 출시했다. SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)에서 추적한 바와 같이, 이 펀드는 개시 이후 25% 상승하여 S&amp;P 500의 성과를 약간 앞섰다.
이 ETF의 주요 보유 종목으로는 일라이 릴리, 암젠(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>), 노보 노디스크, 앨라일람 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALNY#NASDAQ">ALNY</a>)가 있으며 각각 약 5~6%의 비중을 갖고 있다. 이 HRTS 포트폴리오는 또한 40개 이상의 기타 체중 감량 관련 회사들로 구성되어 있다.
차트: Tema GLP-1, Obesity and Cardiometabolic ETF는 설정 이후 S&amp;P 500을 능가
<figure class="wp-block-image size-large"><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070524&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-422177" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-1024x652.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-1024x652.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-300x191.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-768x489.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-1536x978.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10.png 1662w" alt="" width="1024" height="652" /></a></figure>
차트: <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070524&amp;t=be2bearmibe3na1">벤징가 프로</a> 
<h3 class="wp-block-heading">체중 감량 치료: 응용 분야 및 혁신 확대</h3>
팟(Pot)에 따르면, GLP-1 약물은 곧 체중 감량을 넘어 당뇨병, 심장, 간 및 신장 질환에 적용되고 암, 알츠하이머병, 파킨슨병 및 기타 신경성 질환과 같은 질환을 치료할 수 있는 가능성이 있다고 한다.
기존 주사 방법은 경구 투여 또는 투여 빈도 감소에 초점을 맞춘 새로운 접근법으로 인해 어려움을 겪고 있다. 혁신의 목표는 주 1회 주사에서 잠재적으로 2개월에 한 번으로 전환하는 등 치료법을 덜 침습적으로 만들거나 경구 정제 생산과 같이 제조하기를 훨씬 쉽게 만드는 것이다.
비만은 당뇨병, 심장병, 암 등 다양한 질병을 유발한다. 따라서 비만을 해결하면 여러 가지 건강 문제를 완화하고 GLP-1 약물의 시장 잠재력을 증폭시킬 수 있다.
이 시장은 일라이 릴리 및 노보 노디스크를 넘어 다양한 질병 영역을 다루게 될 것으로 예상된다.
팟은 비만, 당뇨병, 잠재적으로 알츠하이머병이나 암에 대한 용도를 언급하면서 &#8220;세계 인구의 절반이 GLP-1이나 다른 체중 감량 약물을 1차 예방 등의 다른 이유로 복용하는 세상을 볼 수 있다&#8221;라고 말했다.
<h3 class="wp-block-heading">1조 달러 예상의 배경</h3>
전 세계 비만 인구는 2035년까지 10억 명에서 20억 명으로 두 배로 늘어날 것으로 예상된다. 이러한 성장이 없더라도 기존 10억 명의 비만 인구는 상당한 시장을 대표한다.
장기 치료가 현재 비만 인구의 20%에게만 도달한다면, 이는 현재 당뇨병 약물의 보급률과 유사하게 2억 명에 해당한다. 연간 1인당 약가가 12,000달러에서 6,000달러로 인하된다고 가정하면 GLP-1 의약품 시장은 1조 달러를 넘어설 수 있다고 팟이 설명했다.
골드만삭스는 시장 규모를 1,000억~1,300억 달러로 추정하지만 팟은 암, 알츠하이머병, 파킨슨병에 대한 투기적 적용을 고려하기 전에도 시장이 1조 달러에 도달할 수 있다고 믿고 있다. 시장 규모는 지속적으로 과소평가되어 왔으며 추정치는 몇 달마다 증가하고 있다.
특허 만료는 또한 시장을 형성할 것이다. 미국에서는 오젬픽(Ozempic)/위고비(Wegovy)의 특허가 2032년에 만료되고, 유럽에서는 2031년, 중국에서는 2026년에 만료된다.
"특허가 만료되기 전에는 1조 달러 규모의 시장이 될 것이라고 생각한다"라고 팟은 말했다.
<h3 class="wp-block-heading">중소형주에 초점 맞추기</h3>
왜 투자자들이 소수의 대형주 대신 다양한 체중 감량 관련 주식에 집중해야 하는지 묻는 질문에 팟은 일라이 릴리와 같은 대기업들과 달리 &#8220;이 거대한 중소형 생명공학 시장에서 긍정적인 임상 결과의 영향이 훨씬 더 높다&#8221;고 설명했다. 
그는 포트폴리오 균형으로 대형주를 보유하는 것의 중요성을 강조했지만 소규모 회사들이 장기적으로 더 높은 수익을 제공할 수 있다고 지적했다.
팟은 생명공학 부문이 인수합병으로 성숙해 있음을 강조했다. 지난해에만 가치가 10억 달러를 초과하는 생명공학 M&amp;A 거래가 22건 있었다.
머크 앤드 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), 또는 애브비(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)와 같이 비만 사업이 없는 주요 헬스케어 회사들이 인수를 모색할 가능성이 높다.
지금 읽기
<ul>
<li><a href="https://www.benzinga.com/markets/asia/24/06/39143220/exclusive-tema-american-reshoring-etf-outshines-s-p-500-without-owning-magnificent-7-stocks-they-can">단독: Tema American Reshoring ETF는 7개 주식을 보유하지 않고도 S&amp;P 500을 능가</a></li>
</ul>
사진: 셔터스톡


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Tema GLP-1, Obesity & Cardiometabolic ETF

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에 대한 최신 뉴스 Tema GLP-1, Obesity & Cardiometabolic ETF (NASDAQ:HRTS)

일요일, 7월 07, 2024

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