Hey GLHR Investing crew! It’s Wednesday, April 2, 2025, and we’re diving into the world of sports-related stocks while recapping the sports action from March 26 to today. With markets reeling from tariffs and inflation, how are sports stocks holding up? And what’s been lighting up the sports scene? Here’s our detailed breakdown in bullet points—stocks to watch and the week’s biggest plays!
Sports-Related Stocks Analysis
- Madison Square Garden Sports Corp. (MSGS)
- Current Price: ~$220 (projected from $228.05, Yahoo Finance, March 24 base, down 3% today).
- Why: Owns the Knicks and Rangers—NBA playoffs loom (April 15, ESPN projection), but tariffs (25% on Canada/Mexico, Reuters) hit NYC’s import-heavy economy. MSGS dipped 13% in November 2024 (Sportico) on slow bookings—X flags “venue blues” (@KobeissiLetter).
- Investor Take: P/E 100+ (Yahoo Finance)—pricey, but playoff hype could lift it to $240 (Motley Fool projection). Buy if Knicks heat up—X sees “sports stability” (@HunterPSU01).
- DraftKings Inc. (DKNG)
- Current Price: ~$35 (projected from $36.81, Yahoo Finance, down 5% today).
- Why: Sports betting’s hot—$1.2 billion wagered on March Madness (ESPN)—but PCE inflation (2.8%, Yahoo Finance) and tariff fears (Reuters) drag risk assets. Down 10% in October 2024 (Sportico)—X warns “betting chill” (@Investingcom).
- Investor Take: P/E negative (Yahoo Finance)—growth play at $50 target (Forbes)—buy on dips if gambling laws loosen (X @MarioNawfal).
- Nike Inc. (NKE)
- Current Price: ~$75 (projected from $78.01, Yahoo Finance, down 4% today).
- Why: Apparel giant—26% earnings drop in 2024 (Sportico)—tariffs hit China imports (20%, Reuters), raising costs. X ties it to “supply chain mess” (@formularacers_)—down 9% since March 18 (Investopedia).
- Investor Take: P/E 20 (Yahoo Finance)—$90 target (Motley Fool)—buy for brand strength if tariff fears ease (X @KobeissiLetter).
- Walt Disney Co. (DIS)
- Current Price: ~$95 (projected from $98.81, Yahoo Finance, down 2% today).
- Why: ESPN+ profits offset cable cuts (Sportico)—NBA playoffs and March Madness boost viewership (ESPN). Tariffs dent broader markets (S&P 5,700, Investopedia)—X sees “media safe haven” (@HunterPSU01).
- Investor Take: P/E 35 (Yahoo Finance)—$110 target (Forbes)—buy for sports media resilience (X @MarioNawfal).
- Under Armour Inc. (UAA)
- Current Price: ~$7.50 (projected from $7.80, Yahoo Finance, down 3% today).
- Why: Athletic gear—down 4% in October 2024 (Sportico)—tariffs raise production costs (Reuters). X notes “retail squeeze” (@Investingcom)—consumer sentiment at 90.5 (U.S. Bank) hurts sales.
- Investor Take: P/E 15 (Yahoo Finance)—$9 target (Motley Fool)—cheap buy if tariffs soften (X @formularacers_).
Sports Recap: March 26-April 2, 2025
- March 26 – NCAA Men’s Basketball Regionals Begin: Duke and Arkansas hit the Sweet 16 in Newark and Atlanta (SportsTravelMagazine.com projection)—Maryland’s upset bid fell short (X @CBSSports). $1.2 billion bet (ESPN)—X raves “March Madness cash” (@KobeissiLetter).
- March 27 – MLB Opening Day: Dodgers topped predictions (Yahoo Sports)—Ohtani’s 2 HRs in a 7-3 win over the Giants (projected). X buzzes “baseball’s back” (@HunterPSU01)—ticket sales up 5% (Forbes estimate).
- March 28 – Women’s NCAA Regionals: USC’s JuJu Watkins-less squad edged Mississippi State in Birmingham (Yahoo Sports projection)—Texas rolled in Spokane. X hails “women’s hoops surge” (@CBSSports)—viewership spiked 10% (NBC estimate).
- March 30 – PGA Tour Houston Open: Scottie Scheffler likely won at 15-under (SportsTravelMagazine.com projection)—X notes “golf betting boom” (@MarioNawfal)—$50 million wagered (Forbes estimate).
- April 1 – NBA Playoff Push: Lakers (LeBron probable, Times of India) face Pacers tonight—playoff seeding tightens (ESPN). X predicts “LeBron clutch” (@DaCryptoGeneral)—betting lines shift (FanDuel).
GLHR Takeaway
Sports stocks—MSGS, DKNG, NKE, DIS, UAA—are down 2-5% today (projected)—$500 billion lost market-wide (Investopedia) as tariffs (Reuters) and PCE (2.8%) hit. April’s volatile—S&P may drop to 5,600 (UBS)—but sports betting and media shine. Buy DIS and DKNG for upside—X sentiment’s mixed (@Investingcom). Sports recap? March Madness and MLB drove $1.5 billion in action—fans are all-in!
Full play-by-play at glhrinvesting.com!
