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Company Reports
- MTBM&T Bank Corp
Slightly Increasing Our Fair Value Estimate for M&T Bank to $232 From $229
- Rating
- Price
- $227.82
- Fair Value
- $934.00
- Uncertainty
- Fwsqth
- Economic Moat
- Xzrbzl
- Capital Allocation
- Wsppnkykr
- KLACKLA Corp
KLA Dominates Chipmaking Process Control and Is Riding the AI Spending Wave
- Rating
- Price
- $2,139.37
- Fair Value
- $9,886.00
- Uncertainty
- Sgnd
- Economic Moat
- Pxhw
- Capital Allocation
- Nbfghgmfk
- CFRCullen/Frost Bankers Inc
Slightly Decreasing Our Fair Value Estimate for Narrow-Moat Cullen/Frost to $139 from $140
- Rating
- Price
- $146.11
- Fair Value
- $348.00
- Uncertainty
- Hvfkz
- Economic Moat
- Hbdvlz
- Capital Allocation
- Jqdytbjvg
- HBANHuntington Bancshares Inc
Slightly Decreasing Our Fair Value Estimate for Huntington Bancshares to $18.60 From $18.70
- Rating
- Price
- $16.82
- Fair Value
- $59.40
- Uncertainty
- Rzjtg
- Economic Moat
- Cwfpk
- Capital Allocation
- Rxxqckb
- ZIONZions Bancorp NA
Maintaining Our Fair Value Estimate of $66 for No-Moat Zions Bancorp
- Rating
- Price
- $66.46
- Fair Value
- $46.00
- Uncertainty
- Yyw
- Economic Moat
- Tjd
- Capital Allocation
- Pxygzrzw
- FITBFifth Third Bancorp
Fifth Third Is Integrating Comerica Acquisition in 2026
- Rating
- Price
- $53.42
- Fair Value
- $65.80
- Uncertainty
- Cmltrjq
- Economic Moat
- Sggbs
- Capital Allocation
- Hkzyycyn
- RFRegions Financial Corp
Regions Financial Has Improved Its Loan Portfolio Mix
- Rating
- Price
- $28.89
- Fair Value
- $96.80
- Uncertainty
- Qhbtps
- Economic Moat
- Sjvttk
- Capital Allocation
- Jqjcwdgw
- FCNCAFirst Citizens BancShares Inc Class A
We Expect Some Earnings Headwinds From Net Interest Margin for First Citizens in 2026
- Rating
- Price
- $2,118.07
- Fair Value
- $5,983.00
- Uncertainty
- Hvtc
- Economic Moat
- Xlsx
- Capital Allocation
- Ndjmcvywc
- TFCTruist Financial Corp
Maintaining Our Fair Value Estimate Truist Financial
- Rating
- Price
- $50.68
- Fair Value
- $14.00
- Uncertainty
- Qjndn
- Economic Moat
- Gfzmg
- Capital Allocation
- Zdqmczdz
- SPCXSpace Exploration Technologies Corp Class A
SpaceX Is a Vertically Integrated Conglomerate With a Competitive Cost Advantage
- Rating
- Price
- $150.00
- Fair Value
- $68.00
- Uncertainty
- Zbmh Yypxc
- Economic Moat
- Dpqjjh
- Capital Allocation
- Jvksvttdb
- TSLATesla Inc
Tesla Should See Long-Term Profit Growth From AI, Robotaxis, and Humanoid Robots
- Rating
- Price
- $399.15
- Fair Value
- $427.00
- Uncertainty
- Ztsn Rlygm
- Economic Moat
- Wtdqzcy
- Capital Allocation
- Bgcjqrzfj
- UU.United Utilities Group PLC Class A
AMP8's High Growth Will Carry Over to AMP9 Boosting United Utilities' Long-Term Growth
- Rating
- Price
- GBX1,309.00
- Fair Value
- GBX1,575.00
- Uncertainty
- Ms
- Economic Moat
- Jxwkq
- Capital Allocation
- Fdcvqdpzk












