Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the GMO U.S. Quality ETF (Symbol: QLTY), we found that the implied analyst target price for the ETF based upon its underlying holdings is $37.61 per unit.
With QLTY trading at a recent price near $34.34 per unit, that means that analysts see 9.52% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of QLTY’s underlying holdings with notable upside to their analyst target prices are Amazon.com Inc (Symbol: AMZN), Uber Technologies Inc (Symbol: UBER), and Apple Inc (Symbol: AAPL). Although AMZN has traded at a recent price of $223.19/share, the average analyst target is 11.61% higher at $249.11/share. Similarly, UBER has 10.06% upside from the recent share price of $90.75 if the average analyst target price of $99.88/share is reached, and analysts on average are expecting AAPL to reach a target price of $230.92/share, which is 9.88% above the recent price of $210.16. Below is a twelve month price history chart comparing the stock performance of AMZN, UBER, and AAPL:
Combined, AMZN, UBER, and AAPL represent 7.80% of the GMO U.S. Quality ETF. Below is a summary table of the current analyst target prices discussed above:
| Name | Symbol | Recent Price | Avg. Analyst 12-Mo. Target | % Upside to Target |
|---|
| GMO U.S. Quality ETF | QLTY | $34.34 | $37.61 | 9.52% |
| Amazon.com Inc | AMZN | $223.19 | $249.11 | 11.61% |
| Uber Technologies Inc | UBER | $90.75 | $99.88 | 10.06% |
| Apple Inc | AAPL | $210.16 | $230.92 | 9.88% |
See also <!DOCTYPE html><html><head><meta charset="UTF-8"><meta name="viewport" content="width=device-width, initial-scale=1.0"><title>Insights into Social Security's 2025 Cost-of-Living Adjustment and Its Impact on Retirees</title></head><body><h2>The Integral Role of Social Security COLA for Retirees</h2><p>Retired Americans rely on their Social Security checks not just as a sheet of paper, but as a vital financial resource. Figures indicate that this leading retirement program was instrumental in lifting a significant portion of the elderly out of poverty, with 22.7 million individuals benefiting in 2022 alone. Among them, 16.5 million were aged 65 and above.</p><p>Statistics from a recent Gallup survey underscore the profound reliance on Social Security income, revealing that merely 11% of retirees can cover their expenses without it. Consequently, the annual cost-of-living adjustment (COLA) announcement becomes a highly anticipated event, given its direct impact on the financial well-being of millions.</p><h2>The Fundamentals of Social Security's COLA Mechanism</h2><p>Since the mid-1970s, Social Security has employed the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) as the yardstick for its COLA calculations. This index encapsulates eight major spending categories and a multitude of subcategories, thus providing a comprehensive snapshot of inflationary trends.</p><p>In contrast to the pre-1975 era of sporadic benefit adjustments at Congress's discretion, the current system ensures a transparent and structured approach to maintaining retirees' purchasing power. Furthermore, the exclusive use of trailing 12-month data from the third quarter for COLA computations adds a layer of precision to the process.</p><h2>Understanding the 2025 COLA Predictions</h2><p>Following a series of robust COLAs in recent years, forecasts for the 2025 adjustment are gaining clarity. Notable deviations from the historical trends have raised hopes among retirees, with three consecutive years witnessing above-average increases. Should the 2025 adjustment exceed 3%, it would signify a notable milestone, not seen in over three decades.</p><p>The release of the June inflation figures by the U.S. Bureau of Labor Statistics has prompted experts to fine-tune their predictions. The Senior Citizens League (TSCL) has cautiously raised its forecast to align with the two-decade average, while independent analyst Mary Johnson has adjusted her estimate downward, in light of the evolving inflationary landscape.</p></body></html><!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Social Security COLA Concerns for 2025</title></head><body> <article> The Looming Storm: Social Security COLA Concerns for 2025
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock’s trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
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10 ETFs With Most Upside To Analyst Targets »