Strong Q4 results for ALK and TRV with significant EPS beats lead to optimistic analyst outlook

From Nasdaq: 2025-01-24 18:20:00

The Q4 earnings season shows strong results with a 19.2% increase from S&P 500 members. Alaska Air Group (ALK) reported a 106% EPS beat with earnings of $0.97 per share. The Travelers Companies (TRV) saw a 39% EPS surprise at $9.15 per share. Analysts are optimistic about both stocks after stellar Q4 performances.

Alaska Air Group anticipates FY25 EPS of over $5.75, with expected 21% growth. EPS is projected to rise 29% in FY26. The Travelers Companies attributes its success to premium growth and net investment income. Zacks estimates a -6% dip in annual earnings for TRV in FY25, but a 9% increase in FY26.

A new top semiconductor stock, 1/9,000th the size of NVIDIA, offers significant growth potential in AI, ML, and IoT markets. Global semiconductor manufacturing is forecasted to reach $803 billion by 2028. Analysts are recommending this stock for investors looking to capitalize on this growing industry.



Read more at Nasdaq: 2 Stocks to Watch After Crushing Q4 EPS Expectations: ALK, TRV