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Today's Exclusive News 3 Stocks to Play the Summer Travel Boom as Demand Surges AgainReported by Dan Schmidt. Originally Published: 2/10/2026. 
Key Points - A potential 2026 travel rebound is being fueled by improving demand drivers, including higher-end spending and a business travel recovery.
- Several travel names are already showing technical momentum, suggesting investors may be rotating into the group early.
- Hilton, Delta Air Lines, and Marriott are positioned to benefit if premium travel demand stays resilient.
- Special Report: I'm honestly surprised you haven't taken this $5 deal (From MarketBeat)
 The world is gearing up for a travel boom in 2026, and investors are starting to take notice with their stock rotations. Travel is moving from a laggard to a leadership group as demand drivers reaccelerate and visibility improves across airlines and hotels. With several major events on deck and premium spending holding up, the setup is improving even before the peak travel months arrive. The travel industry was formerly downtrodden but has produced outsized gains to start 2026, driven by several fundamental factors fuelling the rally. I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement. Click Here to See How to Secure Your "SpaceX Access Code" Three stocks could stand out as potential leaders if the 2026 travel boom materializes. Global Travel Demand Expected to be Strong in 2026 Pent-up demand, several catalysts, and favorable economic dynamics are converging to create a strong environment for global travel. Many stocks in this space have already begun breaking out, and the outlook has improved after 2025's weak travel season. Some of the key factors attracting investor interest include: - Return of Business Travel: The so-called K-shaped recovery is boosting a lagging area of the industry: business travel. Corporate clients tend to spend more and choose premium options. Analysts at Morgan Stanley anticipate corporate travel budgets growing 5% in 2026, while hotel room rates are projected to increase 3.9%.
- Global Sporting Events: 2026 is shaping up to be a big year for international sports, with several major spectator events occurring within months of each other. The Winter Olympics in Milan are underway, followed next month by the World Baseball Classic (WBC). The biggest event, the 2026 FIFA World Cup, is scheduled for this summer across the U.S., Canada, and Mexico. It's been more than 20 years since the U.S. last hosted a World Cup, but the 1994 tournament attracted more than 3.5 million attendees.
- Sector Rotation: Market mechanics are also at play. The AI rally is showing signs of cooling as investors seek safer sectors such as consumer staples and financials. Travel stocks, with several catalysts on the horizon, are a natural landing spot for some of the capital rotating out of tech.
3 Travel Stocks Breaking Out This Month If a breakout in travel stocks is imminent, it will likely start with these three companies. Each benefits from increased spending by more affluent clientele and shows technical momentum behind its breakout. Hilton: Stock Breaking Out of Year-Long Consolidation Hilton Worldwide Holdings Inc. (NYSE: HLT) is a premium brand with an asset-light business model that makes it an intriguing option in the current market environment. The company reported more than 515,000 rooms in its development pipeline during its Q3 2025 report in October, and is targeting 6–7% annual growth in 2026 and 2027. Management projects 2–3% RevPAR growth in 2026; RevPAR was flat in 2025. Hilton will report Q4 and full-year 2025 results on February 11 before the opening bell, and investors will be watching for 2026 RevPAR guidance. Analysts are bullish ahead of the print: the stock received five price target boosts last week, including new $330 targets from TD Cowen and Goldman Sachs. 
The chart shows clear bullish momentum. After a lengthy consolidation through much of the second half of 2025, HLT broke above the 50-day simple moving average (SMA) in November and has since hit several all-time highs. Strong earnings this week could extend the upside. Delta Air Lines: Corporate Travel Boosting Earnings Growth Delta Air Lines Inc. (NYSE: DAL) has risen to new all-time highs this year, powered by earnings growth driven in part by corporate travel. The company released its Q4 2025 earnings report on January 13, posting a slight EPS beat and a modest revenue miss—attributable in large part to the government shutdown. More importantly, Delta reported a record $4.6 billion free cash position and projects 20% year-over-year (YOY) EPS growth in 2026, driven by higher premium-cabin revenue. 
If economy-class travel recovers more broadly, the 20% EPS growth estimate could prove conservative. The breakout is supported by technical signals, including strong support at the 50-day SMA and an uptrending Relative Strength Index (RSI). Marriott: High-End Clientele and Loyalty Program Provide Solid Floor Marriott International Inc. (NASDAQ: MAR) is another global premium hotel brand, and its Bonvoy loyalty program is widely regarded as the industry standard, with nearly 237 million members. The company projects 2026 revenue will grow more than 6% year over year, and its RevPAR outlook is improving after just 0.5% growth in Q3 2025. MAR shares spent most of the fall consolidating around the $270 mark in a tight range before breaking out above the 50-day SMA in November. The 50-day moving average now acts as support, while the RSI is trending upward—providing strong bullish momentum to the rally. Marriott reported its Q4 results on Feb. 10, posting a strong revenue beat and a slight earnings miss; optimistic 2026 guidance sent the stock up about 8% after the release. 
Exclusive Story Insiders Piled Into These 3 Stocks in Q4—One Stands OutAuthor: Thomas Hughes. Posted: 2/17/2026. 
Key Points - Insider purchases accelerated in late 2025 across three names, with directors and executives adding exposure.
- One pick pairs heavy insider ownership with a tightly held float, which could amplify moves if commercialization ramps.
- The group includes a high-yield turnaround story, a steady med-tech compounder, and a speculative efficiency play.
- Special Report: I'm honestly surprised you haven't taken this $5 deal (From MarketBeat)
Insider buying heated up in Q4 2025, directing capital into several underappreciated names. The perennial question is whether these purchases signal genuine value investors should own or if executives are simply trying to prop up their shares. In this case, insider activity highlights opportunities in three stocks — and one stands out. Its technology is simple, effective and in rising demand, positioning it as a potential disruptive force in a fast-growing industry. Tightly Held Alight Accumulated by Insiders Alight (NYSE: ALIT) is a cloud-based employee engagement platform. Its services help employers and employees connect after hiring is complete, offering scheduling, time-off requests, financial services and full benefits management. Insiders, including a slate of directors, increased purchases throughout 2025 and peaked in Q4. The group owns roughly 2% of the shares — not large, but notable given the concentrated buying and institutional holdings. Institutions own the vast majority of the remaining float and have been accumulating as well, absorbing much of what the market offers. I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement. Click Here to See How to Secure Your "SpaceX Access Code"Short interest has contributed to the stock's decline. While institutions are buying, their activity hasn't been aggressive enough to counteract short sales. Short interest has eased from peak levels but remains elevated, near 7%, which weighs on the market. Other headwinds include tepid, erratic growth and high debt. Offsetting factors are profitability and a sizable dividend, which yielded about 12% annualized in early 2026. This small-cap stock carries risks, but the dividend itself appears sustainable. It also stacks up reasonably against the EPS outlook, which projects a low 28% payout ratio in 2026 with improvement in coming years. Price action has been choppy, but some indicators suggest a potential rebound. Although the shares have declined, volume is rising and indicators such as the MACD point to bulls regaining some control. Trading near $1.30, the stock sits below analysts' lowest targets and implies as much as 200% upside relative to the consensus. 
The Cooper Companies Insiders Affirm Growth Outlook The Cooper Companies (NASDAQ: COO) doesn't pay dividends, opting instead to reinvest in growth. The company's outlook isn't explosive, but it shows steady improvements in revenue and earnings that drive shareholder value. As a med-tech firm, Cooper focuses on vision and women's health, and insiders have been adding shares. The CEO and several directors purchased roughly $2.6 million in Q4 2025, bringing their collective holdings to about 3% of the stock. Institutions and analysts also show conviction. Institutions, which own about 24% of the shares, increased buying through 2025 and appear on track for another high in Q1 2026. Sell-side analysts rate the stock a Moderate Buy, with steady coverage and price-target trends suggesting roughly 12% upside. That projected move would place the stock near a long-term high — around the midpoint of its multi-year trading range and above key moving averages — conditions that often support further gains. 
AirJoule: Technology Data Centers (and Other Industries) Will Need to Own AirJoule Technologies (NASDAQ: AIRJ) is a straightforward business that manufactures industrial dehumidifiers. Its advanced designs are roughly 75%–90% more efficient than standard refrigerant-based systems, delivering significant utility savings and much lower operating costs across multiple industries. While many sectors rely on humidity control, the data center industry stands out as a particularly large addressable market. Data centers are proliferating, with top-tier, 1-gigawatt facilities built at multibillion-dollar scales. Their components are highly sensitive to humidity: corrosion can cause catastrophic failures, and condensation or droplets can damage optical data transmission and other critical equipment. Insiders at AirJoule — including the CEO, CFO and several directors — bought heavily in Q4 2025. That buying is notable given insiders' substantial holdings, which approach the 40% range. At the same time, institutions are accumulating, owning roughly 60% of the stock, which makes the float tightly held. Analysts collectively rate the stock a Moderate Buy on average and see more than 100% upside at the low end of target ranges and roughly 200% at consensus. The biggest catalysts for that upside will likely arrive as commercialization and broader sales ramp later in the year. 
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