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⁠JP Morgan Just Upgraded The Stock It Thinks Is Most Shielded From Geopolitical Crises
Insider Monkey29d agobullish
⁠JP Morgan Just Upgraded The Stock It Thinks Is Most Shielded From Geopolitical Crises

Geopolitical crises often create winners and losers in the stock market, but for a certain set of investors, investing remains more about surviving the uncertainties. The conflict in Iran is one such crisis that has significantly disrupted global supply chains, forcing even the most durable of American businesses to deal with delays and uncertain prices. […]

American Express (AXP) Gets A JPMorgan Upgrade As Consumer Spending Concerns Build
Simply Wall St.30d agobullish
American Express (AXP) Gets A JPMorgan Upgrade As Consumer Spending Concerns Build

JPMorgan upgraded American Express (NYSE:AXP) to Overweight, naming it its preferred sector pick. The call highlights American Express’s card business and revenue model during a period of geopolitical tension involving the US and Iran. The upgrade comes as concerns build around a cooling consumer outlook and pressure on household spending. American Express remains closely tied to global consumer and business spending, from premium charge cards to corporate travel and expense services. In a...

JPMorgan Upgrades American Express Despite Rising Geopolitical Risks (AXP)
InvestorsHub30d agobullish
JPMorgan Upgrades American Express Despite Rising Geopolitical Risks (AXP)

American Express Earns UpgradeJPMorgan has upgraded American Express (NYSE:AXP) to Overweight in its second-quarter consumer finance outlook, identifying the company as its preferred name in the sector despite mounting geopolitical and economic uncertainty. American Express shares rose around 1% in premarket trading following the analyst upgrade.

Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation
24/7 Wall St.93d 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

UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS
24/7 Wall St.97d 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