Analyst Downgrades: AT&T, Dow, SMCI, UNH

AinvestFriday, Apr 25, 2025 6:13 pm ET

1min read

Seeking Alpha analysts have downgraded AT&T (T), Dow (DOW), Super Micro Computer (SMCI), and UnitedHealth Group (UNH) stocks. AT&T's fresh capital allocation is unjustified, while Dow and Super Micro Computer face challenges. UnitedHealth Group is expected to face pressure from regulatory changes.

Seeking Alpha analysts have recently downgraded several prominent stocks, including AT&T (T), Dow (DOW), Super Micro Computer (SMCI), and UnitedHealth Group (UNH). These downgrades reflect varying concerns and challenges faced by these companies.

AT&T (T) has been downgraded by Seeking Alpha analyst Ahan Vashi, who maintains a "Buy to hold" rating but questions the fresh capital allocation. While AT&T is seen as a recession-safe stock, the analyst believes the new capital allocation is unjustified given the significant challenges the company faces [1].

Dow (DOW) and Super Micro Computer (SMCI) are also facing challenges, with analysts expressing concerns about their current financial situations. The specific issues are not detailed in the provided materials, but the downgrades indicate that these companies may be struggling to meet investor expectations.

UnitedHealth Group (UNH), on the other hand, is expected to face pressure from regulatory changes. The company reported mixed first-quarter earnings, with revenue and earnings per share missing analyst estimates. While the company has been making progress in terms of debt repayments and growing its broadband subscriber base, the regulatory challenges could pose significant risks [2].

These downgrades come at a time when investors are closely monitoring the performance of these companies. The stock market has been volatile, and investors are looking for companies that can weather the current economic conditions. The downgrades by Seeking Alpha analysts may influence investor decisions, leading to potential sell-offs or changes in investment strategies.

References:

[1] https://seekingalpha.com/news/4435802-sa-analyst-downgrades-t-dow-smci-unh
[2] https://seekingalpha.com/article/4778249-at-and-t-8-percent-earnings-yield-safe-dividend-broadband-growth?source=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com&affid=858&oid=16&transaction=b198bffc127f41b4a42988e9fe7ce7e1

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rip_rft

04/26

$SMCI Can Trump keep his mouth shut for a whole weekend? They should be hesitant about adding more tariffs but you never know with this guy.

careyectr

@rip_rft Good.

DrMoveit

$SMCI Earnings might be out on Monday and a call could be set for Tuesday. Since Google doesn't mention advance notice, I think Charlie might surprise us.

Holdingtillworthless

$SMCI They'll give out the $100-130 price targets when market makers finish buying and are ready to sell to retail. That's how Wall Street works. You won't see the "right" price target now. No way. And yes, PLTR is a great example.