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24,274 signal articles · 41 in last 24h · 115,398 total before filter · latest 56m ago
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Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation
24/7 Wall St.96d agoneutral
Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation

Bernstein raised its price target on Delta Air Lines (NYSE:DAL) to $88 from $81, reiterating an Outperform rating on the carrier. The firm’s thesis centers on Delta’s superior “fuel insulation,” a structural edge that matters more as oil prices remain elevated. For prudent investors, the price target raise signals that Wall Street views Delta stock ... Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation

Assessing American Express (AXP) Valuation As Recent Performance And Cash Flow Views Diverge
Simply Wall St.99d agoneutral
Assessing American Express (AXP) Valuation As Recent Performance And Cash Flow Views Diverge

Recent performance snapshot for American Express stock American Express (AXP) has drawn investor attention after recent price moves, with the stock now around $318.69 and mixed returns over the past month and past 3 months prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for American Express. At a share price of $318.69, American Express has a 30 day share price return of 3.8%. Its year to date share price return of a 14.5% decline contrasts with a 1 year...

Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
24/7 Wall St.99d agoneutral
Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”

Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway on January 1, 2026, worth pausing on. For shareholders of Berkshire Hathaway (NYSE:BRK-B), it is the strongest possible vote of confidence after the ... Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”

American Express Uses AI Upskilling To Deepen Small Business Relationships
Simply Wall St.100d agoneutral
American Express Uses AI Upskilling To Deepen Small Business Relationships

American Express (NYSE:AXP) has launched a global AI upskilling program for small business employees. The company is partnering with Generation and Scholarship America to provide AI courses and certification-focused scholarships. The initiative targets skills gaps and aims to help small business customers use AI tools more effectively. American Express, trading at $321.9, is adding a new angle to its small business offering with this AI training push. The stock has returned 2.0% over the...

UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS
24/7 Wall St.100d agoneutral
UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS

UBS just turned more bullish on one of the airline industry’s premium-strategy poster children. The firm raised its price target on Delta Air Lines (NYSE:DAL) stock to $95 from $86 and reiterated a Buy rating, pointing to a margin and earnings trajectory that looks structurally different from past airline cycles. For prudent investors, the call ... UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS

Is Lowe's (LOW) New Pro Amex Card the Missing Link in Its Contractor Strategy?
Simply Wall St.101d agobearish
Is Lowe's (LOW) New Pro Amex Card the Missing Link in Its Contractor Strategy?

In April 2026, Synchrony announced an expanded co-brand partnership with Lowe's, introducing the MyLowe's Pro Rewards American Express Card that can be used anywhere American Express is accepted, extending beyond the existing in-store-only Pro credit card. This move broadens payment flexibility and rewards earning for Pro customers, potentially deepening Lowe's ties with higher-spending professional buyers across more of their everyday business purchases. Next, we’ll examine how this...

American Express Exit From GBT Refocuses Capital On Core Card Engine
Simply Wall St.101d agoneutral
American Express Exit From GBT Refocuses Capital On Core Card Engine

American Express (NYSE:AXP) is divesting its 30% stake in Global Business Travel Group as part of a US$6.3b take private deal. The transaction is expected to generate substantial cash proceeds and a pre tax gain for American Express. American Express plans to keep its long term brand and commercial partnerships with Global Business Travel Group after the deal closes. This move comes as American Express continues to focus on its core payments, cards, and network businesses, while still...

Can American Express Keep Up With Its Swelling Dividend?
24/7 Wall St.102d agoneutral
Can American Express Keep Up With Its Swelling Dividend?

American Express (NYSE: AXP) is set to pay out $0.95 per share on May 8, 2026, the first installment at the new dividend rate after a 16% increase from $0.82. With the stock at $319.21, the question for income investors is whether this premium card network can keep funding a faster-growing payout. Dividend Snapshot Metric ... Can American Express Keep Up With Its Swelling Dividend?

Will Strong Q1 Earnings, Card Upgrades And Asset Sale Proceeds Change American Express' (AXP) Narrative
Simply Wall St.103d agobullish
Will Strong Q1 Earnings, Card Upgrades And Asset Sale Proceeds Change American Express' (AXP) Narrative

In late April 2026, American Express reported higher first-quarter net income of US$2,971 million and reaffirmed its 2026 guidance, while also completing a US$1.75 billion fixed-to-floating bond issue and progressing a large share repurchase program totaling US$16.06 billion since 2023. At the same time, the company enhanced its Gold Card benefits without raising the US$325 annual fee and stood to realize about US$1.50 billion in cash plus a US$975 million pre-tax gain from the agreed sale...

Global Business Travel (GBTG) Soars 57% on $6.3-Billion Amex GBT Sale
Insider Monkey103d agobullish
Global Business Travel (GBTG) Soars 57% on $6.3-Billion Amex GBT Sale

Global Business Travel Group Inc. (NYSE:GBTG) is one of the 10 Stocks Exploding in a Bleeding Market. Global Business Travel climbed by 57.50 percent on Monday to finish at $9.34 apiece, as investors gobbled up shares following news that its software and services subsidiary is set to be acquired by Long Lake Management for a […]