The Good Brigade/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12) This is an abridged transcript of the podcast: Our top story so far, with libations already flowing around the globe to ring in the New Year, it’s a good time to ask what 2026 holds for craft beer. The industry is still in the shakeout phase that began in 2023, with volumes falling and brewery ...

LATAM Airlines Group S.A. (NYSE:LTM) is one of the best affordable stocks with good earnings growth for 2026. Barclays reaffirmed a Buy rating on LATAM Airlines Group S.A. (NYSE:LTM) on December 10 and set a price target of $60.00. The rating update came after the company reported its preliminary monthly statistics for November 2025 on December 8, reporting that it transported 7.4 million passengers, reflecting a 4.9% year-over-year growth. Furthermore, it transported 79.6 million passengers between Januar ...

Core Insights - The year 2025 began with strong optimism for stock prices, but this was quickly challenged by low-cost AI initiatives from China, tariff issues, high inflation, and elevated interest rates [1] - Investor sentiment improved midyear as trade tensions eased and the Federal Reserve cut interest rates three times, but a U.S. government shutdown and concerns over AI sector valuations dampened enthusiasm [2] Investment Opportunities - Despite market volatility, investing in stocks remains viable; following broker recommendations and maintaining a watchlist of broker-favorite stocks can be beneficial [3][4] - A screening strategy was developed to identify stocks with improving broker recommendations and upward earnings estimate revisions, utilizing the price/sales ratio as a complementary valuation metric [5][6] Stock Highlights - Bunge Global SA (BG) is undergoing a strategic overhaul with the Viterra merger to enhance global scale and long-term returns; it has surpassed earnings estimates in three of the last four quarters with an average beat of 11.75% [8][9] - Air Canada (ACDVF) has seen a 98.9% increase in earnings estimates for 2026 due to strong travel demand and lower fuel costs, surpassing earnings estimates in two of the last four quarters [9][10] - Adient (ADNT), a major automotive seating supplier, has a strong market position with a 23.62% average earnings beat over the last four quarters [11] - Arrow Electronics (ARW) has a projected EPS growth rate of 10.7% over the next 3-5 years and has consistently surpassed earnings estimates, with an average beat of 14.6% [12][13] - ChargePoint Holdings (CHPT) is a leader in EV charging, recently launching a next-gen software platform; its earnings estimates for fiscal 2026 and 2027 suggest year-over-year improvements of 32.4% and 35.8%, respectively [14][15]

Core Insights - The transportation sector in 2025 has faced challenges due to tariff issues, supply-chain crises, and low freight demand, compounded by geopolitical tensions and a prolonged U.S. government shutdown. However, declining oil prices and cost-cutting measures have positively impacted profitability [1]. Industry Overview - Oil prices are expected to remain low in 2026, benefiting transportation stocks as fuel costs are a significant expense for these companies. The average price of West Texas Intermediate crude is projected at $65.32 per barrel in 2026, down from $76.60 in 2025. Jet fuel costs are also expected to decrease to $88 per barrel in 2026 from $90 in 2025, with the total fuel bill anticipated to be $252 billion in 2026 [2][3]. Macroeconomic Factors - The macroeconomic environment is showing signs of improvement as inflation in the U.S. is declining, despite remaining above the Federal Reserve's 2% target. The Fed has implemented three rate cuts in 2025, which may support the transportation sector [4]. Shipping Industry Insights - The shipping industry is expected to benefit from a supportive macro backdrop, with capsize bulk carriers positioned well due to strong demand for iron ore and bauxite. The recent increase in dry bulk rates is likely to continue into the next year [5]. Cost Control and E-commerce - Ongoing cost-control efforts amid soft freight demand are expected to enhance profitability. The strength of e-commerce continues to be a significant tailwind for the sector, while steady air travel demand is encouraging for airlines despite economic headwinds [6]. Stock Recommendations - Three transportation stocks are highlighted for potential investment: Expeditors International of Washington (EXPD), Global Ship Lease (GSL), and LATAM Airlines (LTM). These stocks carry Zacks Rank 1 (Strong Buy) or 2 (Buy) and are expected to deliver healthy returns [6]. Company Performance - Expeditors is benefiting from cost cuts and e-commerce strength, with a 7.6% EPS estimate increase for 2026. The company has a strong earnings surprise history, with an average surprise of 13.9% over the last four quarters [9][11]. - Global Ship Lease has a diversified fleet and has consistently outperformed earnings estimates, with a 16.8% average earnings beat and a 3.1% upward revision to its 2026 EPS view [9][12]. - LATAM Airlines is experiencing growth due to its lean cost structure and improved air travel demand, with a 4.5% upward revision to its 2026 EPS estimates and an average earnings surprise of 29.8% over the last four quarters [9][14].

Core Viewpoint - Air China has entered into an agreement to purchase 60 Airbus A320NEO series aircraft, with a total list price of approximately $9.53 billion, benefiting from significant price concessions from Airbus [1] Group 1: Aircraft Purchase Agreement - The agreement involves the purchase of 60 Airbus A320NEO series aircraft from Airbus [1] - The total list price for the aircraft is approximately $9.53 billion [1] - Airbus has provided considerable price concessions, which will be in the form of credit memoranda that can be applied towards the final payment or used for purchasing goods and services from Airbus [1] - The actual consideration for the aircraft purchase will be lower than the list price due to these negotiated concessions [1]

LATAM Airlines Group ( LTM ), like a phoenix, has risen from the ashes of the post-pandemic and Chapter 11 period as a company that is structurally different from what the market used toEquity Research Analyst at DM Martins Research.The best opportunities often don’t scream for attention. I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global large caps. My work can also be found on TipRanks, where I contribute regularly, and o ...

American Airlines Group Inc. (NASDAQ:AAL) is one of the new stocks David Tepper has bought. As of December 29, the average price target for AAL suggests an upside of 4%; however, the Street high indicates an upside of 30%. In Q3 2025, David Tepper opened a new position in AAL, buying nearly 1.4 million shares worth $104 million. On December 18, Wells Fargo initiated coverage of American Airlines Group Inc. (NASDAQ:AAL) with an Equal Weight rating and a $17 price target. The firm said that the airline’s n ...

Legal Developments in the Delhi High Court - The Delhi High Court was involved in high-profile cases, including the suspension of the life sentence of expelled BJP leader Kuldeep Sengar, which was later stayed by the Supreme Court amid public uproar [2][3][22] - Corporates like Apple Inc challenged the Competition Commission of India's directive to furnish audited financial statements, while Indigo sought a refund of over ₹900 crore for customs duties on re-imported aircraft parts [15][22] - The high court dismissed petitions from restaurant bodies against the Central Consumer Protection Authority's guidelines prohibiting mandatory service charges, deeming it against public interest [18][23] Celebrity and Political Cases - Several Bollywood stars and politicians approached the high court for protection of their personality rights, including Aishwarya Rai Bachchan, Salman Khan, and Andhra Pradesh Deputy Chief Minister Pawan Kalyan [4][6][22] - Karisma Kapoor's children contested the authenticity of their late father's will, claiming their stepmother was "greedy," while Priya Kapur defended the will, stating the children had already received ₹1,900 crore from the family trust [7][8][22] Educational and Social Issues - The high court emphasized the need for a functional anti-ragging helpline due to increasing student suicides and directed that no law college can bar students from exams due to attendance issues [12][13][22] - The court also agreed to hear a plea from the Popular Front of India against a tribunal order upholding a five-year ban on the group [14][22]

In this article, we will look at the 7 Affordable Stocks With Good Earnings Growth for 2026.On December 29, Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania and chief economist at WisdomTree, appeared on CNBC’s “Squawk Box” to talk about the outlook for 2026. He stated that there are a few potential bumps in January, including the Supreme Court perhaps announcing its decision on tariffs, another potential government shutdown, and a potential announcement from President Trump ab ...

Core Viewpoint - Ryanair Holdings (RYAAY) has shown strong stock performance, outperforming the Zacks Airline industry and other competitors, with a notable increase in passenger traffic and revenue due to rising travel demand [1][4]. Group 1: Positive Factors - Ryanair's passenger traffic grew by 9% to 183.7 million in fiscal 2024, and it is projected to reach 207 million passengers in fiscal 2026, up from a previous estimate of 206 million, driven by strong demand and early Boeing deliveries [5][6]. - The company has a solid financial position, ending the second quarter of fiscal 2026 with cash and cash equivalents of $3.58 billion against a debt level of $1.40 billion, indicating strong liquidity [9]. - Ryanair is actively engaged in share buybacks, having repurchased and canceled 7% of its issued share capital during fiscal 2025, with ongoing buyback programs totaling €750 million approved in May 2025 [12]. Group 2: Fleet Modernization - Ryanair is modernizing its fleet to meet increasing travel demand, having taken delivery of 30 new Boeing 737-8200 aircraft in fiscal 2025, which enhance fuel efficiency [8]. - The company expects to receive the remaining six aircraft from its 210 orderbook before the summer of fiscal 2026, and it has placed orders for 300 new Boeing 737-MAX-10 aircraft for delivery between 2027 and 2033 [8][13]. Group 3: Challenges - Production delays at Boeing are impacting Ryanair's fleet expansion plans, with ongoing discussions to expedite aircraft deliveries [13]. - Rising operating expenses due to increased staff costs and higher air traffic control fees have pressured Ryanair's margins, with total operating expenses growing by 4% year over year [14][15]. - Earnings estimates have been revised downward, reflecting the challenges faced by the company, with current quarter estimates at $0.15 and next quarter at -$0.94 [16].