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  • Company Logo for TRV

    Beating S&P500 BY 11% YTD, What To Expect From Travelers Stock?

    Travelers’ stock  (NYSE: TRV) has gained 20% YTD, as compared to the 9% rise in the S&P500 index over the same period. Further, it is currently trading at around $229 per share, which is 4% above its fair value of $220 – Trefis’ estimate fo...


  • Company Logo for H

    Up 50% Over The Last 12 Months, Is Hyatt Stock Still Attractive?

    Hyatt stock (NYSE:H) has rallied by almost 22% since early 2024, outperforming the broader S&P 500 which remains up by about 10% over the same period.  There are a couple of trends driving the recent price appreciation. Travel and leisure dem...


  • Company Logo for COF

    Capital One Stock Gained 44% In The Last 6 Months, What’s Next?

    Capital One’s stock  (NYSE: COF) has gained 7% YTD, as compared to the 9% rise in the S&P500 over the same period. Further, at its current price of $141 per share, the stock is trading 3% below its fair value of $145 – Trefis’ estimate for ...



  • Company Logo for BK

    Up 32% In The Last 12 Months, Where Is BNY Mellon Stock Headed?

    BNY Mellon stock  (NYSE: BK) has gained 9% YTD which is at par with the S&P500 index over the same period. Further, at its current price of $57 per share, it is trading 10% below its fair value of $63 – Trefis’ estimate for  BNY Mellon’s v...



  • Company Logo for UPS

    Will UPS Stock Recover To Its Pre-Inflation Shock High of $230?

    UPS stock  (NYSE: UPS) currently trades at $156 per share, 32% below the peak level of $232 seen in February 2022, and it seems appropriately priced, in our view. UPS stock was trading at around $182 in early June 2022, just before the Fed start...


  • Company Logo for BA

    Should You Pick Boeing Stock At $190?

    Boeing stock (NYSE: BA) has seen a decline of 10% from levels of $215 in early January 2021 to around $190 now, vs. an increase of about 40% for the S&P 500 over this roughly three-year period. This underperformance can be attributed to a 3...


  • Company Logo for MU

    Up 30% This Year, Will AI Tailwinds Drive Micron Stock Higher?

    Micron Technology (NASDAQ: MU) posted a solid set of Q2 FY’24 results last week and provided upbeat guidance, as the company benefited from higher memory prices and rising demand for High Bandwidth Memory (HBM) targeted at AI applications...




  • Company Logo for FDX

    Should You Pick FedEx Stock At $300 After Q3 Earnings Beat?

    FedEx stock (NYSE: FDX) recently reported its Q3’24 results (fiscal ends in May), with revenue falling short and earnings exceeding our expectations . The company reported revenue of $21.7 billion and adjusted earnings of $3.86 per share,...


  • Company Logo for STT

    Trailing S&P500 By 14% YTD, What To Expect From State Street Stock?

    State Street’s stock  (NYSE: STT) has lost 5% YTD, as compared to the 9% rise in the S&P500 over the same period. Further, the stock is currently trading at $74 per share, which is 14% below its fair value of $85 – Trefis’ estimate for  St...


  • Company Logo for BP

    BP Stock Up 7% This Year, What’s Next?

    After a 7% increase so far this year, at the current price of around $38 per share, we believe BP plc stock (NYSE: BP), a European integrated energy major, could go higher in the long term. BP’s underlying replacement cost (RC) operating p...


  • Company Logo for EBAY

    Up 19% YTD, Where Is eBay Stock Headed?

    eBay’s stock  (NASDAQ: EBAY) has gained roughly 19% YTD, as compared to the 9% rise in the S&P500 index. However, at its current price of $52, the stock is trading 6% above its fair value of $49 – Trefis’ estimate for  eBay’s valuation ....

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