ONEOK(US:OKE) Insider Monkey·2026-02-06 15:22Core Viewpoint - Kevin Warsh's potential appointment as the next chair of the Federal Reserve may positively impact the stock market in the near term due to his belief in AI as a deflationary force, which could lead to lower interest rates and higher stock trading multiples [1][2]. Stock Analysis ONEOK Inc. (NYSE:OKE) - ONEOK has a forward P/E ratio of 13.23x and an upside of 4.81%, with 42 hedge fund holders [8][13]. - Recent target price adjustments include a downgrade by JPMorgan to $84 from $87, while Morgan Stanley lowered its target to $104 from $107, and UBS cut its target to $103 from $114 [9]. - Despite these adjustments, 14 out of 24 analysts (~58%) maintain a "Buy" rating, with a median target price of $83, indicating a potential upside of 4.81% [11]. American Airlines Group Inc. (NASDAQ:AAL) - American Airlines has a forward P/E of 6.66x and an upside of 27.30%, with 43 hedge fund holders [13][17]. - The company reported record Q4-2025 revenue of $14 billion and full-year revenue of $54.6 billion, despite a $325 million impact from a government shutdown [14]. - Management projects a revenue growth of 7-10% in Q1 2026, with expected EPS of ~$1.70 to $2.70 per share, significantly higher than 2025 results [15]. - Analysts show a favorable outlook, with 15 out of 28 (~54%) having a "Buy" rating and a median target price of $17.32, suggesting a potential upside of 27.30% [17].