3 Stocks to Watch Near All-Time Highs: COF, MAR, TSLA

Group 1: Capital One (COF) - Capital One's stock reached an all-time high of $244 following the acquisition of Discover Financial, enhancing its market position [2][3] - The acquisition has positioned Capital One as a market leader, with a stock increase of 35% in 2025 and significant earnings per share (EPS) revisions due to strong financial results and buybacks [3] - Annual earnings are projected to increase by 41% in fiscal 2025 to $19.77 per share, with FY26 EPS expected to exceed $20.00, trading at an attractive 12X forward earnings multiple [4] Group 2: Marriott International (MAR) - Marriott's stock reached a record of $311 but has shown less captivating performance, with a year-to-date increase of 10% and a modest annual dividend yield of 0.86% [5][6] - The company has increased its dividend by 28% over the last five years, with a payout ratio of 27%, indicating potential for future hikes [6][8] - FY25 EPS estimates have seen minimal increases in the last 90 days, and FY26 revisions are slightly down, suggesting stagnant stock performance may continue [7] Group 3: Tesla (TSLA) - Tesla's stock hit fresh highs of $495, driven by excitement around its robotaxi program, AI integration, and robotics ambitions, despite a slowdown in EV sales [8][9] - The company is testing driverless robotaxis and integrating an AI chatbot, Grok, into its systems, which enhances confidence in its growth potential beyond just EVs [9] - EPS revisions have been modestly lower for FY25 and FY26, indicating that recent stock momentum may be short-lived, although a rebound in financial performance is expected next year [10]