Spotify, Sabra Health Care, Apollo Global Management, and Others Featured in CNBC's 'Final Trades'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Source: Benzinga
Investment Insights: Jenny Van Leeuwen Harrington highlighted Sabra Health Care REIT's 6.3% dividend yield, supported by Wells Fargo's Overweight rating and a price target increase from $20 to $21.
Apollo Global Management: Kari Firestone selected Apollo Global Management as her final trade, with Morgan Stanley upgrading the stock from Equal-Weight to Overweight and raising the price target from $151 to $180.
ETF and Spotify Picks: Liz Thomas chose the iShares Russell 1000 Value ETF, while Joseph M. Terranova expressed interest in buying Spotify, which reported strong Q3 earnings exceeding expectations.
Market Performance: On the trading day, Sabra Health Care shares fell 1.6%, Apollo Global Management rose 3.6%, the iShares Russell 1000 Value ETF gained 1.4%, and Spotify jumped 3.4%.
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Analyst Views on SPOT
Wall Street analysts forecast SPOT stock price to rise
21 Analyst Rating
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 489.930
Low
525.00
Averages
750.79
High
900.00
Current: 489.930
Low
525.00
Averages
750.79
High
900.00
About SPOT
Spotify Technology SA a Luxembourg-based company, which offers digital music-streaming services. The Company enables users to discover new releases, which includes the latest singles and albums; playlists, which includes ready-made playlists put together by music fans and experts, and over millions of songs so that users can play their favorites, discover new tracks and build a personalized collection. Its users can either select Spotify Free, which includes only shuffle play or Spotify Premium, which encompasses a range of features, such as shuffle play, advertisement free, unlimited skips, listen offline, play any track and audio. The Company operates through a number of subsidiaries, including Spotify LTD and is present in over 20 countries. Its service offers a music listening experience without commercial breaks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Crocs Brand Challenges: Einhorn's new investment in Crocs shows steady international sales, but ongoing inventory issues with the HeyDude brand pose challenges; if the company stabilizes this brand, significant upside potential exists for the stock.
- Deckers Outdoor Stake Increase: Einhorn increased his stake in Deckers Outdoor by over 60%, and despite concerns about waning brand popularity, the company's strong revenue growth history positions it as a potential bargain buy given its low valuation.
- Peloton's Strategic Shift: Einhorn's stake in Peloton surged by over 4,000%, and while the company has faced declining revenues for four years, its improved gross margin and focus on the commercial gym market could lead to substantial stock price recovery if revenue growth resumes.
See More
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- Victoria's Secret Revival: Billionaire investor David Einhorn increased his stake in Victoria's Secret by 30% in Q1, noting that new management is restoring the brand's identity, resonating well with customers and stabilizing traffic, indicating strong growth potential ahead.
- Crocs Brand Challenges: Einhorn's investment in Crocs comes despite the underperformance of its HeyDude brand since its 2022 acquisition; however, the company reported an 8% increase in direct-to-consumer sales last quarter and raised its full-year sales forecast, suggesting a potential rebound opportunity.
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See More
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- Stock Surge: Peloton Interactive's shares spiked 10.23% to $5.71 on Friday, following the announcement of its inclusion in the S&P SmallCap 600 index, which is expected to increase demand from passive funds and further drive up the stock price.
- Index Change Impact: Peloton will replace Enviri, which is being acquired by Veolia Environment, with this change scheduled to take effect before trading begins on May 27, prompting market speculation and preemptive buying behavior that exacerbates stock price volatility.
- Short-Selling Pressure: With a relatively high short interest, the news of index inclusion may force some short sellers to cover their positions to limit potential losses, necessitating share repurchases that could amplify upward price fluctuations.
- Improved Financials: Peloton's recent financial report showed a 59% year-over-year increase in free cash flow to $151 million, driven by price hikes and a new content licensing partnership with Spotify, enhancing market confidence in its future growth prospects.
See More
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- Investigation Launched: The Schall Law Firm has announced an investigation into Spotify, focusing on whether the company issued false or misleading statements and failed to disclose information critical to investors, potentially impacting shareholder rights.
- Disappointing Earnings: Spotify's Q1 2026 financial results, released on April 28, revealed ad revenues that fell short of market expectations, undermining investor confidence and exacerbating concerns about its future performance.
- Subscriber Growth Downgrade: The company projected subscriber growth for Q2 2026 to be below consensus estimates, indicating challenges in a competitive landscape that could affect future revenues and market share.
- Severe Stock Reaction: Following the news, Spotify's shares dropped by over 12.4% on the same day, reflecting strong market concerns regarding its financial health and potentially leading to further declines in investor confidence.
See More
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See More
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- User Growth Expectations: Spotify anticipates double-digit engagement growth on its free tier, aiming to reach 1 billion monthly average users by 2030, which would significantly enhance the company's market share and advertising revenue potential.
- New Product Launch: Spotify introduced a new Remix add-on in partnership with Universal Music Group (UMGNF), aimed at enhancing creator tools for incremental monetization, further diversifying its revenue streams and improving user experience.
- Market Reaction Analysis: While analysts express optimism about Spotify's future, some argue that its 23x forward adjusted EBITDA multiple is excessive, especially given the backdrop of slowing growth and declining gross margins, which could undermine investor confidence.
See More
