Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Sunday's Bonus Article GM, TRV & ASML: 3 Industry Giants Boosting Buybacks in 2026Reported by Leo Miller. Published: 1/30/2026. Some of the market's biggest names in automobiles, insurance and semiconductors have just announced sizable boosts to their buyback programs. These companies aim to continue lowering their share counts and build on their impressive 2025 performances in the new year. All data is as of the Jan. 30 close unless otherwise indicated. After Spending Big in 2025, GM Authorizes New $6 Billion Buyback Program First up is U.S. auto giant General Motors (NYSE: GM). In 2025, GM shares delivered a very strong performance, producing a total return of 54%. Supporting the company's share price was its prolific use of buybacks: the firm spent $6 billion in 2025, reducing its outstanding share count by about 18%. GM recently replenished its buyback capacity, announcing a $6 billion share repurchase authorization on Jan. 27. That represents roughly 7.9% of the firm's $76 billion market capitalization. It remains unclear how much GM will actually spend on buybacks in 2026; by comparison, the company authorized $6 billion in February last year and spent the same amount. Chief Financial Officer Paul Jacobson also emphasized buybacks during the company's earnings call. The #1 Way To Play Gold Right Now
We're witnessing the greatest gold rush in over 50 years...
But one gold asset has outperformed miners, typical stocks, and gold itself for the last two decades. Click to discover this little-known gold investment now Quick LookAfter reducing its share count by over 15% in 2025, General Motors is loading up on buyback capacity again. Travelers outperformed the market last year, and is signallying confidence with a new repurchase plan. Semiconductor giant ASML is adding buyback capacity too, announcing a new +$10 billion program. Jacobson said the share performance "reinforces our conviction that repurchasing GM stock at current valuation levels, which are back to historical norms but remain well below our peers, represents one of the most compelling opportunities to continue to generate long-term shareholder value." In other words, management still sees significant value in GM shares. Travelers' Buyback Capacity Now Exceeds 11% of Its Market Cap Property-and-casualty insurance leader Travelers Companies (NYSE: TRV) also delivered a strong 2025 performance. The stock returned 22% on the year, outpacing the S&P 500's 18% gain. The company spent $3.1 billion on buybacks in 2025, lowering its outstanding share count by about 4%. On Jan. 21, Travelers added significant buyback firepower by authorizing an additional $5 billion share repurchase program. That adds to $2.015 billion of remaining capacity from prior authorizations, bringing total buyback capacity to roughly 11.3% of its $62 billion market capitalization. This is a meaningful level, giving the company flexibility to continue reducing its share count. The company has already indicated it will spend $1.8 billion on buybacks in Q1, up from prior expectations of $1.6 billion. Management declined to comment on buyback cadence for the rest of the year. The increased Q1 expectation is reassuring, but growth in net premiums earned was just 2.6% last quarter — its weakest growth since Q1 2021. ASML Adds $14 Billion to Buyback Chest Finally, wafer fabrication equipment (WFE) stalwart ASML (NASDAQ: ASML) is boosting buybacks after a stellar 2025. Shares returned just under 56% for the year, and the company repurchased about $7 billion of stock in 2025, trimming its outstanding shares by roughly 1.7%. ASML exhausted its previous buyback program in December 2025 and on Jan. 28 authorized a new program. The new authorization is for 12 billion euros (approximately $14.2 billion), equal to about 2.5% of the firm's $558 billion market capitalization. The company also said it will buy back up to 2 million shares to cover employee share plans; those purchases offset dilution and do not reduce the outstanding share count. At current levels, repurchases reserved for this purpose represent about 20% of ASML's buyback capacity. That leaves roughly 80% available to actually lower ASML's outstanding share count. While the capacity is not enormous relative to the company's size, buybacks can still provide a meaningful tailwind. Many expect solid growth for the WFE industry in 2026, which supports ASML's outlook. Still, the stock trades at a forward price-to-earnings ratio of about 42x — roughly 25% above its three-year average — so valuation will be important to watch. GM: Big Buybacks and Upside Potential Among these companies, General Motors stands out for its aggressive use of buybacks and the conviction management has shown. The MarketBeat consensus price target on GM stood near $86, implying only about 2% upside. However, analyst targets updated after the company's Jan. 27 earnings release are more optimistic: they average $97, suggesting roughly 15% upside even after an already strong run.
|
Post a Comment
Post a Comment