Core Viewpoint - SkyWest, Inc. (NASDAQ:SKYW) is considered one of the most undervalued travel stocks, receiving a Buy rating from Evercore ISI with a price target of $130.00 [1] Financial Performance - For fiscal Q4 2025, SkyWest reported a net income of $91 million, or $2.21 per diluted share, down from $97 million, or $2.34 per diluted share in the same quarter of the previous year [2] - The full year 2025 net income was $428 million, or $10.35 per diluted share, representing a 33% increase from $323 million, or $7.77 per diluted share in 2024 [2] - Year-over-year block hour growth was reported at 15% [2] Operational Developments - SkyWest took delivery of five new E175 aircraft in Q4 2025 under an agreement with United Airlines and secured a multi-year contract extension for 40 E175 aircraft with United, effective January 2026 [3] - Additionally, a multi-year contract extension was reached with Delta Air Lines for 13 E175 aircraft, also effective January 2026 [3] Company Overview - SkyWest, Inc. provides scheduled passenger services across the United States, Mexico, Canada, and the Caribbean, with operations divided into SkyWest Airlines, SWC, and SkyWest Leasing segments [4]

Core Viewpoint - Sun Country Airlines Holdings Inc. (NASDAQ:SNCY) is currently viewed as a stock with limited upside potential following recent downgrades by multiple firms, primarily due to its merger with Allegiant Travel Company (NASDAQ:ALGT) and the perceived full valuation of the stock [1][2][3]. Group 1: Downgrades and Price Targets - TD Cowen downgraded Sun Country Airlines from Buy to Hold, lowering the price target from $21 to $18, indicating that the stock is fully valued based on the anticipated merger with Allegiant [1]. - Wolfe Research downgraded Sun Country Airlines from Outperform to Peer Perform after the merger announcement, with an implied acquisition value of $18.89 per share [2]. - JPMorgan also downgraded Sun Country Airlines from Overweight to Neutral, setting a price target of $19 following the merger news [3]. Group 2: Company Overview - Sun Country Airlines operates scheduled passenger, air cargo, charter air transportation, and related services in the US, Latin America, and internationally, with two segments: Passenger and Cargo [3].