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3 Reasons COF is Risky and 1 Stock to Buy Instead
StockStory66d agobullish
3 Reasons COF is Risky and 1 Stock to Buy Instead

Capital One has gotten torched over the last six months - since December 2025, its stock price has dropped 23% to $183.03 per share. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Capital One Financial (COF): Anticipating Valuation Uplift From Transformative Transaction
Insider Monkey68d agoneutral
Capital One Financial (COF): Anticipating Valuation Uplift From Transformative Transaction

Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed skepticism about the durability of the earnings flowing to its market participants and suppliers. The main challenge during capex […]

A Look At Capital One Financial (COF) Valuation After Q1 2026 Miss And Post Discover Integration Updates
Simply Wall St.71d agobearish
A Look At Capital One Financial (COF) Valuation After Q1 2026 Miss And Post Discover Integration Updates

Capital One Financial (COF) has filed a shelf registration for US$609.2 million in common shares linked to an employee stock ownership plan, as investors reassess the stock following recent earnings and strategic updates. See our latest analysis for Capital One Financial. At a share price of US$183.20, Capital One Financial has seen short term pressure, with the share price return down 26.11% year to date, while the 3 year total shareholder return of 72.22% reflects much stronger long term...

Alkami Technology Touts $500M ARR, AI Upside and Bank Demand at Fintech Event
MarketBeat74d agoneutral
Alkami Technology Touts $500M ARR, AI Upside and Bank Demand at Fintech Event

Alkami Technology (NASDAQ:ALKT) executives outlined the company’s growth strategy, financial outlook and market positioning during a William Blair fintech and payments event, emphasizing demand from regional banks and credit unions seeking digital capabilities comparable to large banks and fintechs.

Does Nubank’s New Visa-Veteran CFO Reshape the Strategic Playbook for Nu Holdings (NU)?
Simply Wall St.74d agoneutral
Does Nubank’s New Visa-Veteran CFO Reshape the Strategic Playbook for Nu Holdings (NU)?

Nubank has announced that Rob Livingston, a former senior executive at Visa and Capital One, will assume the role of Chief Financial Officer on July 13, 2026, succeeding longtime CFO Guilherme Lago, who shifted to a Special Advisor position and will continue to support the finance and strategy function. This handover marks a shift from a finance leader who oversaw Nubank’s evolution into a large digital banking platform to an incoming CFO with deep global payments and credit experience...

1 Value Stock with Promising Prospects and 2 We Find Risky
StockStory78d agoneutral
1 Value Stock with Promising Prospects and 2 We Find Risky

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Capital One’s Discover Card Migration Reshapes Payments Economics And Merger Story
Simply Wall St.79d agoneutral
Capital One’s Discover Card Migration Reshapes Payments Economics And Merger Story

Capital One Financial (NYSE:COF) is preparing to migrate Discover credit cards onto its own back-office systems starting July 2026. The migration is a core operational step in the Discover integration and is expected to be a key source of planned merger synergies. Fidelity National Information Services is reassessing options for its NYCE debit network following the Discover acquisition, reflecting wider payments ecosystem adjustments. For you as an investor, this sits at the heart of how...

Why Broadcom (AVGO) Remains One of Goldman’s Strongest AI Infrastructure Bets
Insider Monkey85d agoneutral
Why Broadcom (AVGO) Remains One of Goldman’s Strongest AI Infrastructure Bets

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy according to Goldman Sachs’ Conviction List. Goldman added Broadcom to its U.S. Conviction List on January 5, alongside Dick’s Sporting Goods, while removing Capital One, Cadence Design Systems, and Houlihan Lokey. Goldman’s list is meant to highlight 20 to 25 differentiated Buy-rated U.S. ideas, […]

Do Capital One’s (COF) Dividends and Discover Integration Reveal a New Capital Allocation Playbook?
Simply Wall St.86d agoneutral
Do Capital One’s (COF) Dividends and Discover Integration Reveal a New Capital Allocation Playbook?

Earlier in May, Capital One Financial declared quarterly dividends across its common stock and multiple preferred series, payable on June 1, 2026, to holders of record on May 19, 2026, while shareholders also voted down a proposal to require investor approval of golden parachute arrangements. These dividend affirmations, alongside ongoing Discover integration and plans to expand its physical presence with a new Capital One Café in Charlotte, highlight how the company is pairing shareholder...

Capital One Investors Reject Golden Parachute Proposal As Risks Stay In Focus
Simply Wall St.86d agoneutral
Capital One Investors Reject Golden Parachute Proposal As Risks Stay In Focus

Shareholders at Capital One Financial's (NYSE:COF) recent annual meeting voted on a proxy proposal addressing golden parachute arrangements for executives. The proposal, which sought changes to these change of control compensation provisions, was not approved. For investors watching Capital One Financial at a share price of $186.66, this vote adds useful context around how current executive pay structures are being viewed. The stock is up 96.0% over the past 3 years and 26.5% over the past...

3 Out-of-Favor Stocks with Warning Signs
StockStory88d agoneutral
3 Out-of-Favor Stocks with Warning Signs

Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?

My Spouse Has Been Fired 4 Times and We’re $4,000 in Debt: Am I Enabling a Lost Cause?
24/7 Wall St.89d agoneutral
My Spouse Has Been Fired 4 Times and We’re $4,000 in Debt: Am I Enabling a Lost Cause?

On a recent episode of Financial Audit, host Caleb Hammer looked across the table at a young couple with an infant and delivered one of the more memorable lines in his catalog: “You might be the first guy in human history getting nagged fairly.” The target was Michael, a husband who has been fired from ... My Spouse Has Been Fired 4 Times and We’re $4,000 in Debt: Am I Enabling a Lost Cause?

Here’s What TD Cowen Thinks About Capital One Financial Corporation (COF)
Insider Monkey89d agoneutral
Here’s What TD Cowen Thinks About Capital One Financial Corporation (COF)

​Capital One Financial Corporation (NYSE:COF) is one of the Best Value Stocks to Buy for Long Term Investment. On May 15, Hoang Nguyen from TD Cowen maintained a Buy rating on Capital One Financial Corporation (NYSE:COF) with a price target of $260. Earlier, on May 13, Donald Fandetti from Wells Fargo also reiterated a Buy […]

I earn thousands yearly from credit card rewards: should I count them as income in my budget?
24/7 Wall St.90d agoneutral
I earn thousands yearly from credit card rewards: should I count them as income in my budget?

A listener named Suzanne from Austin wrote into the How to Money podcast with a question I think a lot of points-and-miles people quietly wrestle with: she earns “several thousand dollars every year” from cashback cards, signup bonuses, drugstore and grocery store points, and loyalty programs. She views the haul as “windfalls earned through organic ... I earn thousands yearly from credit card rewards: should I count them as income in my budget?