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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

Is Lowe's (LOW) New Pro Amex Card the Missing Link in Its Contractor Strategy?
Simply Wall St.99d 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.99d 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.100d 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.100d 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 Monkey100d 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 […]

DEI Programs Are Dwindling But the Trump Administration Isn't Done
Bloomberg101d agoneutral
DEI Programs Are Dwindling But the Trump Administration Isn't Done

(Bloomberg) -- After a remarkably successful effort to extinguish diversity, equity and inclusion programs at US employers, federal officials are stepping up their push against corporate America’s remaining DEI initiatives.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysWorld’s Largest Container Carrier Plans Route Avoiding HormuzPhilippines Says

Is American Express Company (AXP) A Good Stock To Buy Now?
Insider Monkey104d agobullish
Is American Express Company (AXP) A Good Stock To Buy Now?

Is AXP a good stock to buy? We came across a bullish thesis on American Express Company on r/ValueInvesting by Vig_Newtons. In this article, we will summarize the bulls’ thesis on AXP. American Express Company’s share was trading at $329.87 as of April 20th. AXP’s trailing and forward P/E were 21.45 and 18.83 respectively according to Yahoo Finance. American Express Company, […]