Actualités

INSW's Q2 earnings and revenues beat estimates as stronger tanker rates drive record net income, EBITDA and free cash flow.

Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, the Delta SkyMiles and United MileagePlus loyalty programs could each be worth $30 billion or more, which would be a significant chunk of each airline’s market values, Jefferies analyst Sheila Kahyaoglu wrote after the sale.

Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.

Heather Garboden's role is expanding to include reservations, contact centers, service recovery and catering, as the airline announced a series of leadership changes.

Abel is making his mark on the company, but he's not veering too far away from Buffett.

American Express trades at a lower valuation multiple, while SoFi is scaling faster, but one carries hidden concentration risk.

Michael Burry cites concerns that Abel is deploying the company’s large cash reserves too aggressively instead of waiting for exceptional opportunities.

United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta’s leadership discussed the proposal as part of preliminary due diligence, but the talks never progressed, and both airlines moved […]

Insider activity at Delta Air Lines stock Recent insider sales at Delta Air Lines (DAL) have put executive trading activity in focus. Investors are assessing what these transactions might signal about incentives, timing and overall alignment with shareholder interests. See our latest analysis for Delta Air Lines. Despite a small 0.70% decline in the latest trading day, Delta Air Lines’ share price has gained 4.46% over the past week and 28.29% over 90 days. Its 1 year total shareholder return...

Insider liquidated 28% of equity holdings following option exercise at $51.23 strike, capturing gains as stock surged 76% over one year.

Airlines are thriving in 2026 due to robust demand for air travel.

Analyst John Godyn cuts his rating for the low-cost airline to Sell, warning that shares are likely to drop due to the war in Iran.

LATAM Airlines' Q2 earnings top estimates as passenger and cargo revenues surge, lifting its 2026 EBITDA outlook despite steep fuel costs.

CPA's Q2 earnings decline 53.9% as soaring jet fuel costs squeeze margins, despite revenue increase 25.7% on stronger traffic and pricing.

The airline reported a notable insider sale amid a 77% surge in share price over the past year.

The winner has a key loyalty program differentiator.

Greg Abel just made three bold moves that signal where Berkshire Hathaway sees the market's biggest opportunities right now, and one of them bets on a sector the firm swore off just a few years ago.

SNDR's Q2 earnings beat estimates as pricing, productivity and cost cuts lift profits and raise its 2026 outlook.

GRAB's second-quarter 2026 revenues benefit from growth across its On-Demand and Financial Services segments.

Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.

Scott Kirby approached both Delta and American about blockbuster mergers, and both turned him down. Now the question is whether United's real competitive weapon was never a deal at all.

Delta's 7.9% net margin and $3.8B free cash flow dwarf Advance Auto Parts' 0.5% margin and negative cash flow, but valuation tells a different story.

The VistaShares Target 15 Berkshire Select Income ETF has topped Berkshire stock’s return of 3% since March 2025.

KEX's Q2 revenues beat estimates on strong marine demand, but higher fuel costs and shipyard activity kept earnings below expectations.

Berkshire's new CEO is bullish on the tech giant's future.

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

United Airlines' failed approaches to Delta and American appear to make little sense. Investors should trust the CEO anyway.

One funds electric air taxis with a $1.5 billion airline order; the other generates $3.8 billion in annual free cash flow.

Delta Air Lines recently reported second-quarter 2026 earnings of US$1.56 per share, topping consensus estimates despite higher fuel costs and revenue coming in slightly below expectations, while premium and diversified revenue streams continued to expand. Analysts have responded to this performance with upgraded earnings estimates and a strong consensus rating, highlighting growing confidence in Delta’s ability to leverage premium, loyalty, and international revenue to support its profit...

Delta Air Lines stock has delivered a strong 124.7% return over the past 5 years, yet today's mixed valuation checks leave investors weighing how much upside is already reflected in the current US$87.44 share price. Over 5 years, a 124.7% total return suggests the market has already reassessed Delta Air Lines more positively and may now be more sensitive to changes in expectations. Recent headlines about United Airlines having explored a merger with Delta Air Lines highlight how...