Allison Transmission (ALSN) 2026 stock analysis: the near-monopoly in medium- and heavy-duty automatic transmissions, aftermarket and defense recurring revenue, buyback-driven capital return, and the long-term electrification threat versus the eGen pivot.
DVA (DaVita) stock outlook for 2026. A qualitative deep dive into the US dialysis clinic duopoly, how the commercial-versus-Medicare payer mix drives margins, the long-run volume risks from GLP-1s, kidney transplants and home dialysis, plus Berkshire ownership and the aggressive buyback engine.
A qualitative 2026 outlook on Loews Corporation (NYSE: L): the sum-of-the-parts discount across CNA Financial insurance, Boardwalk gas pipelines, and Loews Hotels, plus the Tisch family's countercyclical capital allocation, relentless share buybacks, and modest dividend.
DBX (Dropbox) stock outlook 2026: deep analysis of Dropbox's free cash flow story, aggressive buyback program, Microsoft and Google bundling threat, Dash AI universal search bet, paying-user stagnation, and ARPU dynamics. Qualitative investor framework with bull, base, and bear scenarios.