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
Should l Buy SPOT?
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: 514.940
Low
525.00
Averages
750.79
High
900.00
Current: 514.940
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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- Cloudflare Earnings Highlights: Cloudflare reported a 34% revenue growth in its latest earnings, exceeding its own guidance, showcasing strong performance in cybersecurity and application development, with expectations of maintaining a 28% growth in the coming year, indicating the company's increasing competitiveness in the market.
- Significant Contribution from Large Customers: Revenue contribution from Cloudflare's large customers (paying over $100,000 annually) grew by 42%, now accounting for 73% of total revenue, up from 69% a year ago, demonstrating the company's appeal and enhanced customer stickiness within high-value client segments.
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- Revenue Growth Slowdown: According to quarterly reports, The Trade Desk's revenue growth rate has declined for three consecutive quarters, with expectations of only 10% growth in the first quarter, which will significantly impact the company's future profitability.
- Intensified Competition: Amazon's newly launched demand-side platform has significantly improved user experience, leading to a loss of market share for The Trade Desk in retail media and Connected TV, highlighting its competitive disadvantages in the advertising market.
- Industry Comparison: While The Trade Desk faces challenges, other digital advertising platforms like Google, Meta, and Amazon have all reported strong growth during the same period, further emphasizing The Trade Desk's market predicament.
See More
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- Market Share Erosion: The launch of Amazon's new demand-side platform has eroded The Trade Desk's market share, leading to its revenue growth rate hitting an all-time low, reflecting an increasingly competitive market environment.
- Significant Stock Decline: The Trade Desk's stock has plummeted 83% from its peak in 2024, and although its price-to-earnings ratio has dropped to 27, investors should remain cautious due to ongoing revenue decline risks.
- Weak Revenue Outlook: Management expects revenue growth of only 10% in the current quarter, translating to at least $678 million, highlighting the company's struggles with macroeconomic challenges and execution issues.
- Intense Advertising Competition: Despite The Trade Desk's challenges, other major digital advertising platforms like Google, Meta, and Amazon reported strong growth in Q4, with increases of 13.6%, 24.3%, and 23% respectively, further intensifying the market pressure on The Trade Desk.
See More
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- Industry Application Cases: Spotify reduces engineering time on complex code migrations using Claude Cowork, Novo Nordisk improves clinical study documentation timelines, and Salesforce shortens timelines in Slack, showcasing the potential of AI tools across various sectors.
- Software Ecosystem Reality: Wedbush notes that despite the impressive capabilities of these AI tools, they will not completely replace existing software ecosystems, stressing that the effectiveness of AI tools relies on the data they can access.
- Importance of Cybersecurity: Wedbush argues that cybersecurity will become the enforcement layer in the AI landscape rather than a casualty, with CrowdStrike, Palo Alto Networks, and Zscaler identified as winners in the AI era, indicating a misunderstanding in the market regarding enterprise software replacement.
See More
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- Product Launch: Anthropic's updates to Claude Cowork enable companies to integrate productivity tools into various applications like Salesforce and Intuit, enhancing applicability in sectors such as financial analysis and human resources, which contributed to stock price increases for related firms.
- Analyst Insights: Analysts at Wedbush Securities noted that the competitive risk posed by AI to the software industry is overstated, asserting that existing software ecosystems and data environments will not be fully replaced by new AI tools, which helps stabilize market sentiment.
- Market Reaction: Despite recent pressures from AI tools on software and cybersecurity stocks, companies like CrowdStrike and Okta saw slight gains on Tuesday, reflecting a gradual market adaptation and rebound from AI-related fears.
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