Analysis of Reddit's 'Black Friday Sale' Stock List & Market Implications

2025-11-22 21:06 EST (Source: User Input)

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On November 22, 2025, a Reddit post framed 6 stocks as “Black Friday sales” due to significant declines from their record highs:

[5]. The post sparked discussion with:

• Bearish takes
  : UNH (reputation damage, potential “death spiral”), UBER (regulation, autonomous competition).
• Bullish takes
  : UBER (long-term growth to $500B valuation), ASTS/RKLB (massive discounts, future potential), UNH (long-term recovery).
• Cautious notes
  : Price decline alone is not a valid investment thesis; need to address root causes of drops.
• Ethical concerns
  : UNH (premium hikes/coverage denials) and UBER (driver compensation issues) [User Input].

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On the day of the post (22 Nov 2025), most mentioned stocks saw positive price movements, potentially reflecting market reaction to the “sale” narrative or broader sector trends:

• UNH
  : +2.71% (closed at $319.97) [0].
• ACN
  : +4.59% (closed at $251.85) [0].
• ADBE
  : +3.77% (closed at $324.19) [0].
• ASTS/RKLB
  : +1.32% ($51.37) and +2.08% ($40.30) respectively [0].

Key sectors affected:

• Managed Healthcare (UNH)
• Ride-hailing (UBER)
• Space/Rocket Technology (ASTS, RKLB)
• IT Consulting (ACN)
• Software (ADBE)
• Insurance (PGR)
• Restaurant Tech (TOST)

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Stock	Current Price	52-Week Range	Market Cap	P/E Ratio	Decline from 52-Week High
TOST	$33.95	$28.12-$49.66	$19.96B	77.16	~31.6%
UBER	$83.87	$59.33-$101.99	$174.27B	10.79	~17.7%
UNH	$319.97	$234.60-$622.83	$289.84B	16.67	~48.6%
PGR	$226.91	$199.90-$292.99	$133.04B	12.45	~22.5%
ACN	$251.85	$229.40-$398.35	$157.38B	20.71	~36.8%
ADBE	$324.19	$311.58-$557.90	$135.71B	20.20	~41.9%
ASTS	$51.37	$17.50-$102.79	$15.34B	-45.06	~50.0%
RKLB	$40.30	$14.71-$73.97	$20.67B	-106.05	~45.5%

Source: Real-time quotes [0]; Decline calculated as (52-week high - current price)/52-week high.

• UNH
  : Reputation damage from CEO resignation (May 2025), cyberattack on Change Healthcare (Feb 2024), and margin compression (net margin fell from ~6.9% in 2023 to ~3.6% in2024) [1].
• RKLB
  : Significant cash burn ($207.6M YTD as of Q32025) and delayed Neutron rocket launch (from late2025 to2026) [4].
• ASTS
  : $1B in carrier deals and $1.2B cash buffer, but negative EPS (-$1.14 TTM) [3].

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1. Reddit Post Validity
   : Exact source of the “Black Friday sale” list (tool11’s image description mentions StyleForum but no direct link to the Reddit thread) [5].
2. Root Cause of Declines
   : Need to verify if recent earnings or regulatory news (e.g., UNH’s rate cuts claim, UBER’s autonomous competition) directly caused price drops.
3. Ethical Claims
   : Confirm UNH’s premium hikes/coverage denials and UBER’s driver compensation practices via official reports.

• For Value Investors
  : Focus on whether price declines reflect temporary issues (e.g., ASTS’s growth potential) or structural problems (e.g., UNH’s reputation damage).
• For Growth Investors
  : Monitor ASTS/RKLB’s execution (launch timelines, contract wins) and UBER’s autonomous vehicle deployment [2].

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1. UNH
   :
   • Reputation damage and margin compression may impact customer retention [1].
   • “Users should be aware that UNH’s ~48% decline from its 52-week high and historical margin compression warrant careful evaluation of its long-term recovery thesis.”

2. RKLB
   :
   • Significant cash burn and delayed Neutron launch could hinder short-term growth [4].
   • “This development raises concerns about Rocket Lab’s ability to meet growth targets that warrant careful consideration.”

3. ASTS
   :
   • Negative EPS (-$1.14 TTM) and high valuation (P/E: -45.06) pose risks [0].

4. Ethical Risks
   :
   • UNH and UBER’s ethical concerns (as per user input) may lead to regulatory scrutiny or brand damage.

• UNH
  : Q42025 earnings (margin trends, reputation recovery plans).
• RKLB
  : Neutron launch timeline updates and cash burn reduction efforts [4].
• ASTS
  : Carrier deal execution and path to profitability [3].
• UBER
  : Autonomous vehicle deployment progress and regulatory updates [2].

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[0] Ginlix Analytical Database (Real-time quotes, 23 Nov2025).
[1] Investors Grow: UnitedHealth (UNH) Stock Analysis – Value or Trap? (URL: https://investorsgrow.com/unitedhealth-unh-stock-analysis-value-or-trap/).
[2] Uber Investor Press Release: Deploying Autonomous Vehicles (URL: https://investor.uber.com/news-events/news/press-release-details/2025/Uber-to-Deploy-One-of-the-Worlds-Largest-Networks-of-Autonomous-Vehicles-Powered-by-NVIDIA-AI-Architecture/default.aspx).
[3] Motley Fool: ASTS Stock Could Soar50% by2026 (URL: https://www.fool.com/investing/2025/11/19/prediction-asts-stock-could-soar-50-by-2026/).
[4] Forbes: What’s the Downside Risk for RKLB Stock? (URL: https://www.forbes.com/sites/greatspeculations/2025/11/21/whats-the-downside-risk-for-rklb-stock/).
[5] Web Search Result: StyleForum Black Friday List (URL: https://external-preview.redd.it/kEimZ5e3RQwlI4D6DrVWQhsdUPUXjh3VyWicegF8DEg.jpg?auto=webp&s=07f43244bedfc9bf7831afb5166debf223152e8d).

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: This analysis is for informational purposes only and not investment advice. Always conduct independent research before making decisions.
Prepared by Financial Market Analyst (23 Nov2025 UTC)