에 대한 최신 뉴스 Mesa Air Gr (NASDAQ:MESA) 주식

Mesa Air Gr

Mesa Air Group Inc is a regional air carrier providing scheduled passenger service. It provides scheduled passenger service to 86 cities in 36 states, the District of Columbia, Canada, Cuba, and Mexico as well as cargo services out of Cincinnati/Northern Kentucky International Airport. Flights are operated as American Eagle, United Express, or DHL Express flights to the terms of capacity purchase agreements with American and United and a flight services agreement with DHL. The business has a presence in domestic hubs and cities, including Dallas, Houston, Phoenix, and Washington-Dulles and other regions.

Mesa Air Group Inc

MESA HOME RESOURCES by Mesa Home Resources Inc.

Mesa Home Resources Inc

Mesa Laboratories Inc

Mesa Royalty Trust

Mesabi Trust

NorthWestern (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NWE#NASDAQ">NWE</a>) reported quarterly earnings of $1.22 per share which beat the analyst consensus estimate of $1.19 by 2.52 percent. This is a 11.93 percent increase over earnings of $1.09 per share from the same period last year. The company reported quarterly sales of $466.60 million which missed the analyst consensus estimate of $494.65 million by 5.67 percent. This is a 1.83 percent decrease over sales of $475.30 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

News

NorthWestern Q1 Adj. EPS $1.22 Beats $1.19 Estimate, Sales $466.60M Miss $494.65M Estimate

Macro Economic Events

Econ #s

Economics

France Harmonised Index of Consumer Prices (MoM) Preliminary For April 0.6% Vs. 0.3% Est.; 0.2% Prior

France Consumer Price Index (MoM) Preliminary For April 0.5% Vs. 0.4% Est.; 0.2% Prior

Snap Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>) My AI, which faced significant backlash upon its launch, has now experienced a surge in daily active users, growing 55% year-over-year in the U.S.
What Happened: On Tuesday, during<a href="https://www.benzinga.com/general/social-media/25/04/45084721/snap-hits-900-million-users-beats-q1-estimates-but-stock-slides-on-uncertainty"> Snap's first-quarter 2025 earnings</a> call, CEO Evan Spiegel highlighted how the feature's improvements, such as enhanced multimodal capabilities, have fueled its growing popularity.
&#8220;These improvements in My AI responsiveness resulted in an increase of more than 55% year-over-year in the number of My AI daily active users in the U.S,&#8221; he said.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44831264/microsoft-debuts-computer-use-tool-for-copilot-studio-ceo-satya-nadella-says-anyone-can-build-agents-that-take-action-on-the-ui-across-desktop-and-web-apps" target="_blank" rel="noreferrer noopener">Satya Nadella Says Microsoft&#8217;s New Tool Allows Anyone To Create AI Agents That Click, Type, And Navigate On Your Computer For You</a>
When asked where Snapchat's My AI is headed, the CEO said Snap wants to stand out by focusing on visual communication.
In the long term, Snap is heavily investing in the integration of AI with augmented reality, he said. &#8220;We&#8217;ll have more announcements around that later this year because we really do believe that augmented reality is the ideal interface for AI.&#8221;
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It&#8217;s Important: Snapchat&#8217;s My AI, powered by OpenAI's GPT models, was initially met with criticism, particularly due to its unavoidable presence at the top of chats for paying users.
Some parents also expressed concerns about the difficulty of teaching kids to differentiate between human interactions and AI, especially since the chatbot appears so lifelike, <a href="https://edition.cnn.com/2023/04/27/tech/snapchat-my-ai-concerns-wellness/index.html">reported</a> CNN.
Snap reported first-quarter revenue of $1.36 billion, marking a 14% increase year-over-year and surpassing Wall Street expectations, which had pegged revenue at $1.35 billion.
The company also saw strong user growth, reaching 460 million daily active users by the end of the first quarter, up 9% from the same period last year. It also crossed a key milestone with over 900 million monthly active users, bringing the platform closer to its long-term target of one billion MAUs.
Price Action: Snap shares have fallen 19.13% year-to-date in 2025 and are down 39.6% over the past 12 months. While the stock rose 2.94% during Tuesday's regular trading session, it plunged 14.41% in after-hours trading, dropping to $7.78, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
In Benzinga Edge's Stock Rankings, Snap holds a growth score of 41.30% and a momentum score of 18.48%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares with competitors</a>.
Photo Courtesy: dennizn on Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/personal-finance/24/07/39842841/charlie-munger-said-getting-rich-is-harder-than-ever-but-heres-the-beauty-of-it-you-only-have-to" target="_blank" rel="noreferrer noopener">Charlie Munger Said Getting Rich Is Harder Than Ever, But Here's ‘The Beauty Of It' — You Only Have To Do It Once</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with&nbsp;the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was&nbsp;reviewed and published by Benzinga editors.

Tech

SNAP

Snapchat's My AI, Once Controversial, Sees 55% Year-Over-Year Growth In Daily Active Users: CEO Evan Spiegel Says, 'Augmented Reality Is The Ideal Interface'

Barclays (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BCS#NYSE">BCS</a>) reported quarterly earnings of $0.65 per share which beat the analyst consensus estimate of $0.58 by 12.07 percent. This is a 25 percent increase over earnings of $0.52 per share from the same period last year. The company reported quarterly sales of $9.70 billion which beat the analyst consensus estimate of $9.62 billion by 0.87 percent. This is a 10.05 percent increase over sales of $8.82 billion the same period last year.

Barclays Q1 EPS $0.65 Beats $0.58 Estimate, Sales $9.70B Beat $9.62B Estimate

House Republicans unveiled legislation on Monday aimed at overhauling the federal student loan system, promising over $330 billion in savings while supporting President Donald Trump&#8216;s <a href="https://www.benzinga.com/markets/25/04/44944580/trump-says-tariffs-could-replace-income-tax-experts-warn-the-math-doesnt-work">tax cut extension agenda</a>.
What Happened: Education and Workforce Committee Chairman Tim Walberg (R-MI) introduced the &#8220;Student Success and Taxpayer Savings Plan,&#8221; which focuses on reforming postsecondary education through strengthened accountability, streamlined loan options, and simplified repayment structures.
&#8220;For decades Congress has responded to the student loan crisis by throwing more taxpayer dollars at the problem—never addressing the root causes of skyrocketing college costs,&#8221; Walberg said. &#8220;It&#8217;s time to fix this broken cycle that is costly to taxpayers and leaves students worse off.&#8221;
The proposal comes amid major changes to federal education oversight. Trump has already reduced the Department of Education&#8217;s workforce by nearly half since beginning his second term and announced <a href="https://www.benzinga.com/general/education/25/03/44444175/trump-orders-steps-to-dismantle-department-of-education-what-it-means-for-student-loans">plans to transfer federal student loan</a> servicing to the Small Business Administration.
See Also: <a href="https://www.benzinga.com/markets/equities/25/04/45091479/teslas-marketing-skills-remain-its-achilles-heel-says-gary-black-as-robotaxi-valuations-ignore-market-limitsfull-uber-lyft-profits-still-fall-short-of-2000-target">Tesla&#8217;s &#8216;Marketing Skills Remain Its Achilles Heel,&#8217; Says Gary Black As Robotaxi Valuations Ignore Market Limits—Full Uber, Lyft Profits Still Fall Short Of $2,000 Target</a>
Why It Matters: Analysis from the Student Borrower Protection Center suggests the legislation would significantly increase costs for borrowers. A typical college graduate would pay an additional $2,928 annually compared to the current SAVE repayment plan, while a family of four headed by a degree-holder would pay $4,786 more per year.
The legislation impacts approximately 42.7 million Americans holding $1.7 trillion in federal student loan debt. Eight million borrowers whose payments are currently paused due to litigation would collectively face about $41.5 billion in additional <a href="https://www.benzinga.com/personal-finance/25/02/43893926/you-can-be-a-student-without-a-student-loan-dave-ramseys-advice-to-paying-cash-for-college">payments in the first year alone</a>.
The House committee is scheduled to mark up the bill today. The legislation aligns with broader Republican economic priorities, including extending Trump-era <a href="https://www.benzinga.com/markets/25/04/44944580/trump-says-tariffs-could-replace-income-tax-experts-warn-the-math-doesnt-work">tax cuts while reducing federal spending</a>.
Read Also: 
<ul>
<li><a href="https://www.benzinga.com/tech/25/04/45090992/mark-zuckerberg-warns-of-serious-disadvantage-as-chinas-data-center-blitz-could-let-deepseek-leapfrog-us-ai-labs">Mark Zuckerberg Warns Of &#8216;Serious Disadvantage&#8217; As China&#8217;s Data-Center Blitz Could Let DeepSeek Leapfrog US AI Labs</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Government

Regulations

Education

GOP Lawmakers Target 'Skyrocketing College Costs' With Sweeping Student Loan Overhaul, Promise $330 Billion In Savings While Pushing Trump Tax Cut Extension

UBS Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBS#NYSE">UBS</a>) reported quarterly earnings of $0.51 per share which beat the analyst consensus estimate of $0.41 by 24.39 percent. This is a 1.92 percent decrease over earnings of $0.52 per share from the same period last year. The company reported quarterly sales of $12.56 billion which missed the analyst consensus estimate of $12.99 billion by 3.30 percent. This is a 1.43 percent decrease over sales of $12.74 billion the same period last year.

UBS Gr Q1 EPS $0.51 Beats $0.41 Estimate, Sales $12.56B Miss $12.99B Estimate

<ul>
<li>Full results from the completed dose escalation part and dose expansion parts of a Phase 1 study evaluating JNJ-1900 (NBTXR3) after induction chemotherapy for patients with locally advanced or borderline resectable pancreatic cancer to be presented by Principal Investigator Eugene Koay, MD, at ESTRO 2025 on Sunday, May 4th at 11:00 AM EDT / 5:00 PM CEST</li>
<li>Nanobiotix will host an event on Monday, May 5th at 8:00&nbsp;AM EDT / 2:00&nbsp;PM CEST to review the presented results</li>
</ul>

NBTX

Nanobiotix To Present Full Phase 1 Results Of NBTXR3 (JNJ-1900) In Locally Advanced Pancreatic Cancer At ESTRO 2025

PureTech Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRTC#NASDAQ">PRTC</a>) reported quarterly earnings of $0.21 per share. This is a 187.5 percent increase over losses of $(0.24) per share from the same period last year. The company reported $4.83 million in sales this quarter. This is a 44.98 percent increase over sales of $3.33 million the same period last year.

PRTC

PureTech Health FY EPS $0.21 Up From $(0.24) YoY, Sales $4.83M Up From $3.33M YoY

Western Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) will release earnings results for the third quarter, before the <a href="https://www.benzinga.com/quote/WDC/earnings">opening bell on Wednesday, April 30.</a>
Analysts expect the San Jose, California-based company to report quarterly earnings at $1.11 per share, up from 63 cents per share in the year-ago period. Western Digital projects to report quarterly revenue at $2.48 billion, compared to $3.46 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On Feb. 24, Western Digital announced the completion of the planned separation of the flash business Sandisk.
Western Digital shares fell 0.7% to close at $40.62 on Tuesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/wdc/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul>
<li>Rosenblatt analyst Kevin Cassidy maintained a Buy rating and cut the price target from $76 to $50 on April 29, 2025. This analyst has an accuracy rate of 66%.</li>
<li>Morgan Stanley analyst Joseph Moore maintained an Overweight rating and slashed the price target from $93 to $46 on April 16, 2025. This analyst has an accuracy rate of 69%.</li>
<li>Benchmark analyst Mark Miller upgraded the stock from Hold to Buy with a price target of $55 on April 10, 2025. This analyst has an accuracy rate of 66%.</li>
<li>Mizuho analyst Vijay Rakesh maintained an Outperform rating and cut the price target from $82 to $68 on April 10, 2025. This analyst has an accuracy rate of 73%.</li>
<li>UBS analyst Timothy Arcuri maintained a Neutral rating and cut the price target from $74 to $50 on March 17, 2025. This analyst has an accuracy rate of 75%.</li>
</ul>
Considering buying WDC 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/2025/04/30024747/image-221-1024x588.png" alt="" class="wp-image-894172" style="width:523px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30024747/image-221-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30024747/image-221-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30024747/image-221-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30024747/image-221.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul>
<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

Price Target

Pre-Market Outlook

Markets

Analyst Ratings

Trading Ideas

Western Digital Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

ASE Tech Holding Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASX#NYSE">ASX</a>) reported quarterly earnings of $0.10 per share. This is a 21.95 percent increase over earnings of $0.08 per share from the same period last year. The company reported $4.52 billion in sales this quarter. This is a 6.53 percent increase over sales of $4.24 billion the same period last year.

ASE Tech Holding Co Q1 EPS $0.10 Up From $0.08 YoY, Sales $4.52B Up From $4.24B YoY

NCNO

nCino Disclosed That Banque Raiffeisen, Luxembourg's Only Cooperative Bank, Has Chosen The Ncino Platform To Digitize Its Loan And Credit Chain Management

TotalEnergies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTE#NYSE">TTE</a>) reported quarterly earnings of $1.83 per share which missed the analyst consensus estimate of $1.88 by 2.66 percent. This is a 14.49 percent decrease over earnings of $2.14 per share from the same period last year. The company reported quarterly sales of $52.25 billion which beat the analyst consensus estimate of $44.91 billion by 16.35 percent. This is a 7.15 percent decrease over sales of $56.28 billion the same period last year.

TotalEnergies Q1 Adj. EPS $1.83 Misses $1.88 Estimate, Sales $52.25B Beat $44.91B Estimate

Fintech giant PayPal Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) said Tuesday it was committed to boosting cryptocurrency adoption, with a particular emphasis on its PayPal USD (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">PYUSD</a>) stablecoin.
What Happened:&nbsp;During the company&#8217;s first-quarter&nbsp;earnings call, CEO Alex Chriss said PayPal was &#8220;making strides&#8221; and &#8220;moving quickly&#8221; to bring the benefits of cryptocurrency and stablecoins to its user base.
&#8220;Last week, we introduced the ability to earn rewards for holding PYUSD. This will increase the adoption and use of digital currencies for everyday commerce, from sending money internationally to making purchases and more,&#8221; Chriss stated.
Regarding PYUSD, the top executive said PayPal has been strengthening its ties with cryptocurrency industry giants such as Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) to facilitate easier access and usage.
Moreover, the company&#8217;s strategic move to add PYUSD to the Solana blockchain is seen as an attempt to expand its crypto-related services. This move is in line with the rising dominance of stablecoins in the global financial system, as highlighted by tech investor Chamath Palihapitiya. He noted that the weekly transaction volumes of stablecoins have surpassed that of Visa Inc.
See Also: <a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock"></a><a href="https://www.benzinga.com/25/04/44971891/sec-teams-up-with-nayib-bukele-led-el-salvador-for-a-crypto-regulatory-sandbox">SEC Zooms In On Nayib Bukele-Led El Salvador&#8217;s Crypto Regulation Model</a>
Why It Matters: PayPal has strategically invested in digital assets, particularly stablecoins, to capitalize on their growing importance in the global financial system.
Last year, it launched <a href="https://www.benzinga.com/markets/cryptocurrency/24/05/39068774/paypal-launches-pyusd-stablecoin-on-solana">PYUSD</a>, a dollar-backed cryptocurrency, on the Solana (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/sol/usd">SOL</a>) blockchain. As of this writing, the stablecoin had a market capitalization of $880 million, making it the sixth-largest overall.
Additionally, PayPal allows customers to buy and sell cryptocurrencies such as Bitcoin (BTC) and Ethereum (ETH), as well as use them for online purchases.
The company <a href="https://www.benzinga.com/news/earnings/25/04/45067312/paypal-earnings-beat-but-slower-spending-and-checkout-use-weigh-on-results">reported its first-quarter financials</a> on Tuesday, beating earnings predictions but falling short of revenue expectations.
Price Action: Shares of PayPal dipped 0.24% in after-hours trading after closing up 2.14% at $66.32 during Tuesday's regular trading session, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>. Year-to-date, the stock has lost over 22% of its value.
PayPal recorded a moderate reading on some of its key indicators, including momentum, growth, and quality. Check out the <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge Stock Rankings</a> to see how rival fintech firms stack up.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="498" height="186" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30015747/Screenshot-2025-04-30-112732.png" alt="" class="wp-image-894103" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30015747/Screenshot-2025-04-30-112732.png 498w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30015747/Screenshot-2025-04-30-112732-300x112.png 300w" sizes="(max-width: 498px) 100vw, 498px" /></figure>
Photo Courtesy: Michael Vi on Shutterstock.com
Read Next: 
<ul>
<li><a href="https://benzinga.com/news/legal/25/04/45077156/trump-affiliated-world-liberty-financial-defies-ethics-concerns-raises-550-million" target="_blank" rel="noreferrer noopener">Trump-Affiliated World Liberty Financial Defies Ethics Concerns, Raises $550 Million</a></li>
</ul>

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$PYUSD

$SOL

COIN

PYPL

PayPal CEO Says 'Moving Quickly' To Bring Crypto, Stablecoin Benefits To Users — Fintech Giant Partners With Coinbase To Boost Solana-based PYUSD

CORRECTION: Piper Sandler analyst Derek Podhaizer maintains Schlumberger (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>) with a Neutral and lowers the price target from $46 to $44.

CORRECTION: Piper Sandler Maintains Neutral on Schlumberger, Lowers Price Target to $44

<ul>
<li>SEC Comment Letter Cleared</li>
<li>Publication Delay of Annual Financial Report to on or around 9 May 2025
<ul>
<li>2024 Preliminary Unaudited Financial Highlights</li>
</ul>
</li>
</ul>

ARBK

Argo Blockchain Postpones 2024 Financials, Requests Trading Suspension Amid Audit Completion; Provides Preliminary 2024 Revenue $47M Down From $50.6M YoY, Loss Widens To $54.4M From $34.6M YoY

Capital Markets Days Following the <a href="https://www.globenewswire.com/Tracker?data=0GD_YlLwZJdkTn_SnNiXtsEsNfdfv-lAyn7SauZZGxzbh9vKqmhJAZ7o3Ln7Ro8Y5MBbTL6fa4b1QaZesrR2qm4zNgLxOBnN8p26ggC9N8FkbW9raYbIDCvfTqLti80Sp50HaixkkpI9rEZoSlw7PVwqfNCn6yHullhpRlbUQjI=">announcement on 22 April</a> of the signed term sheet for a stock-for-stock merger with Golden Ocean, with &nbsp;CMB.TECH as surviving entity, both companies have hosted Capital Markets Days in Antwerp, Belgium on 24 April 2025 and in Oslo, Norway on 29 April 2025 together. The presentations, recordings and transcripts of these Capital Markets Days are available on the <a href="https://www.globenewswire.com/Tracker?data=KqcPdpNcHe249MUpMK85AhBz5OedPubJ7-J2vUpiKsLKqy8A0wxX1vJaqk_-bj3OBWRhtAIRUUO6T75BuqMNvmsaEQDoYLmRyPMToctty0H8YMD_zWRtPpdxP3J_GjNK4lz2pWt9Jg3LyzAKDR2V_LAd3zjuRwu_SMbDWHmAtsw=">CMB.TECH website.</a>

CMBT

CMB.TECH Announces VLCC Sales, Merger Milestones, And New Earnings Calendar Amid Golden Ocean Integration

SDZNY

Sandoz Q1 Revenue Rises 3% To $2.48B, Boosted By Volume Growth Despite Pricing Pressure; For 2025, Expects Mid-Single-Digit Sales Growth And ~21% Core EBITDA Margin

The Future Fund Managing Partner, Gary Black, cautioned investors on Tuesday against Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) robotaxi valuations that project share prices of $2,000 or higher, arguing that such forecasts ignore market realities and competition.
What Happened: Black criticized supply-based approaches that assume Tesla will capture nearly all ride-hailing business from Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and Lyft Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>), noting that even if Tesla captured the entire profits of Uber and Lyft combined, the impact on its earnings would be minimal—adding $1.50 per share to Tesla's Earnings Per Share.
&#8220;Tesla doesn&#8217;t have a first-mover advantage, has no ride-hailing marketing, and hasn&#8217;t been approved for a single autonomous deployment license in any state yet,&#8221; Black wrote on X, adding that both Uber and Lyft will likely offer fully autonomous rides concurrently with Tesla.
Black&#8217;s skepticism extends to Tesla&#8217;s <a href="https://www.benzinga.com/markets/25/04/44979720/teslas-robotaxi-launch-in-june-will-likely-be-a-non-event-says-gary-black-this-isnt-really-a-test-market-its-an-experiment">upcoming Austin robotaxi launch</a>, which he recently described as an &#8220;experiment&#8221; rather than a true market test, with only 10-20 vehicles initially deployed.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I keep seeing <a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a> price targets that incorporate Robotaxi valuations of $2,000/share, $3,000/share or more. Most erroneously assume TSLA somehow takes 99% of the ride-hailing business away from UBER and LYFT once TSLA is approved for unsupervised autonomy and is awarded…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1917345526837830080?ref_src=twsrc%5Etfw">April 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/04/45090925/trumps-call-to-jeff-bezos-over-amazons-tariff-display-plans-draws-criticism-from-peter-schiff-this-is-the-type-of-stuff-you-might-expect-to-see-in-china">Trump&#8217;s Call To Jeff Bezos Over Amazon&#8217;s Tariff Display Earns Peter Schiff&#8217;s Ire: &#8216;Type Of Stuff You Might Expect To See In China&#8217;</a>
Why It Matters: Black&#8217;s concerns contrast sharply with ARK Invest CEO Cathie Wood&#8216;s bullish $2,600 price target, which values <a href="https://www.benzinga.com/news/25/03/44345980/cathie-wood-stands-by-teslas-2600-price-target-despite-40-stock-drop-its-winner-take-most">Tesla at over $9 trillion by 2029</a>. Wood views robotaxis as an &#8220;$8 trillion to $10 trillion opportunity&#8221; that could transform Tesla from a manufacturer to a software company with margins approaching 90%.
Despite recent positive movement after Tesla&#8217;s quarterly earnings call, where CEO Elon Musk announced he would &#8220;significantly&#8221; reduce his time at the Department of Government Efficiency, Black maintains that regulatory realities will prevent Tesla from dominating the <a href="https://www.benzinga.com/25/04/44945402/wedbushs-dan-ives-raises-teslas-price-target-to-350-as-musk-promises-to-significantly-reduce-doge-time">autonomous ride-hailing market.</a>
&#8220;Despite Tesla&#8217;s fleet, data, and compute advantages,&#8221; Black wrote, &#8220;regulators will ensure that others are approved soon after. And Tesla&#8217;s lack of marketing skills remains its Achilles heel.&#8221;
Benzinga Edge&#8217;s Stock Rankings indicate that while Tesla faces a short- to long-term negative price trend, it still outperforms Lucid Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), and Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) in terms of momentum. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up for more insights</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/04/45089307/trump-says-hes-already-ended-inflation-at-michigan-rally-held-to-mark-100-days-in-office-promises-to-protect-medicare-and-social-security-democrats-plan-senate-ba" target="_blank" rel="noreferrer noopener">Trump Says He's ‘Already Ended Inflation' At Michigan Rally Held To Mark 100 Days In Office, Promises To Protect Medicare And Social Security — Democrats Plan Senate Barrage</a></li>
</ul>
Photo Courtesy: Ian Dewar Photography On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

LCID

LYFT

RIVN

TSLA

UBER

Tesla's 'Marketing Skills Remain Its Achilles Heel,' Says Gary Black As Robotaxi Valuations Ignore Market Limits—Full Uber, Lyft Profits Still Fall Short Of $2,000 Target

Economist Justin Wolfers pushed back against President Donald Trump&#8217;s inconsistent recent remarks on trade deals, taxes, and tariff revenue, calling his position "fundamentally incoherent."
What Happened: On Tuesday, the Australian economist dismissed Trump's claim that tariff revenue could be used to reduce or eliminate income taxes. Speaking on Yahoo Finance's The Morning Brief, Wolfers was blunt: &#8220;The president is lying, it's that simple,&#8221; he said, adding that there is &#8220;no bill, process, or proposal to Congress&#8221; backing such a plan.
What&#8217;s more concerning than the claim itself is the "fundamental incoherence" of Trump's position, arguing that tariff revenue could replace income taxes, while simultaneously pushing for trade deals that would reduce those very tariffs, Wolfers says.
See More: <a href="https://www.benzinga.com/media/25/04/45089307/trump-says-hes-already-ended-inflation-at-michigan-rally-held-to-mark-100-days-in-office-promises-to-protect-medicare-and-social-security-democrats-plan-senate-ba">Trump Says He&#8217;s &#8216;Already Ended Inflation&#8217; At Michigan Rally Held To Mark 100 Days In Office, Promises To Protect Medicare And Social Security — Democrats Plan Senate Barrage</a>
&#8220;The president's got a choice,&#8221; Wolfers says. He can either strike trade deals that open global markets to American businesses and give U.S. consumers access to international goods, or &#8220;stick with very high tariffs and get some revenue out of it — you cannot have both.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The President has a choice: Deals, or tariff revenue. You can have one, but you can&#39;t have both. <a href="https://t.co/eZuMBurvmt">pic.twitter.com/eZuMBurvmt</a>
&mdash; Justin Wolfers (@JustinWolfers) <a href="https://twitter.com/JustinWolfers/status/1917195865602593178?ref_src=twsrc%5Etfw">April 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
&#8220;That's the whole problem with this tariff policy, what the president wants has changed day to day,&#8221; Wolfers says. He noted that the rationale behind it all has shifted repeatedly, from national security and reshoring manufacturing to raising revenue and cutting the trade deficit.
This uncertainty, Wolfers says, is making it difficult for businesses to plan ahead, much like America's foreign trade partners, who need clarity on whether and how to engage in negotiations with the U.S.
Why It Matters: Wolfers has been a <a href="https://benzinga.com/markets/equities/25/04/44620423/trumps-sweeping-tariffs-could-cost-us-20-trillion-crash-markets-warn-economists-monstrously-destructive">vocal critic of Trump&#8217;s tariffs</a> and chaotic economic policies since the very beginning, posting just a day after &#8220;Liberation Day&#8221; that the tariffs would be &#8220;monstrously destructive,&#8221; and would ultimately hurt &#8220;working Americans more than anyone else.&#8221;
Several other leading experts have been <a href="https://benzinga.com/markets/25/04/44944580/trump-says-tariffs-could-replace-income-tax-experts-warn-the-math-doesnt-work">skeptical of Trump&#8217;s proposal</a> to replace income tax with tariffs over the past week. Mark Zandi, the chief economist at Moody&#8217;s stated that the IRS has already collected $1.14 trillion in income taxes this year, and that &#8220;If you get to $100 billion to $200 billion [in tariff revenue], you&#8217;ll be pretty lucky.&#8221;
The administration's &#8220;shock and awe&#8221; tariff strategy has <a href="https://www.benzinga.com/25/04/44680956/billionaire-banker-backs-trumps-shock-and-awe-tariff-policies-slams-bill-ackmans-call-for-90-day-pause">drawn some support</a>, including from Andrew Beal, founder of Beal Financial Corporation, who argued that the tariffs are necessary to promote fair trade and redefine America's role in the global economy.
Photo Courtesy: Evan El-Amin On Shutterstock.com
Read More: <a href="https://www.benzinga.com/markets/equities/25/04/45090925/trumps-call-to-jeff-bezos-over-amazons-tariff-display-plans-draws-criticism-from-peter-schiff-this-is-the-type-of-stuff-you-might-expect-to-see-in-china">Trump&#8217;s Call To Jeff Bezos Over Amazon&#8217;s Tariff Display Earns Peter Schiff&#8217;s Ire: &#8216;Type Of Stuff You Might Expect To See In China&#8217;</a>

Trump Can Either Have His Cake Or Eat It, Economist Justin Wolfers Calls Out President's 'Fundamental Incoherence' On Trade Deals And Tariffs

Press Releases

Mesa Air Group Discloses Notice from Nasdaq

Republic Airways and Mesa Air Group to Combine, Creating America's Regional Airline of Choice

MESA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Mesa Air Group, Inc. Is Fair to Shareholders

Legal

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates DADA, MESA, COOP on Behalf of Shareholders

MESA AIR INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Merger of Mesa Air Group, Inc. - MESA

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates OPTN, COOP, MESA on Behalf of Shareholders

SHAREHOLDER ALERT: The M&A Class Action Firm Investigates the Merger of Mesa Air Group, Inc. - MESA

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ICAD, XAGE, DADA, MESA on Behalf of Shareholders

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates COOP, OPTN, AZEK, MESA on Behalf of Shareholders

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates COOP, MESA, DADA on Behalf of Shareholders

AZEK

COOP

DADA

ICAD

MESA

OPTN

XAGE

American Airlines Group, Inc. - Common Stock

American Airlines Group

Allegiant Travel

Alaska Air Gr

Azul S.A. American Depositary Shares (each representing three preferred shares)

Azul

Blade Air Mobility, Inc. - Class A Common Stock

Blade Air Mobility

Copa Holdings

Delta Air Lines

flyExclusive

JetBlue Airways Corporation - Common Stock

JetBlue Airways

Joby Aviation

Jet AI

LATAM Airlines Group S.A. American Depositary Shares (each representing two thousand (2,000) shares of Common Stock)

LATAM Airlines Group

Southwest Airlines

Ryanair Holdings plc - American Depositary Shares, each representing five Ordinary Shares

Ryanair Hldgs

SkyWest

Sun Country Airlines Holdings, Inc. - Common Stock

Sun Country Airlines

Volato Group

Surf Air Mobility

United Airlines Holdings, Inc. - Common Stock

United Airlines Holdings

Frontier Group Holdings, Inc. - Common Stock

Frontier Group Holdings

Wheels Up Experience Inc. Class A Common Stock

Wheels Up Experience

Controladora Vuela Compania de Aviacion, S.A.B. de C.V. American Depositary Shares, each representing ten (10) Ordinary Participation Certificates

Comments

Mesa Air Gr

뉴스

에 대한 최신 뉴스 Mesa Air Gr (NASDAQ:MESA) 주식

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌