RJ Hamster
End the Year Strong With These 3 Comeback Champions
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Brett Eversole
Senior Analyst, Stansberry Research
Further Reading from MarketBeat Media
End the Year Strong With These 3 Comeback Champions
Written by Nathan Reiff. Published 11/19/2025.

Key Points
- Delta Air Lines has logged strong margins and continued premium travel demand, which could lift shares into year-end as the holiday rush ramps up and political uncertainty fades.
- Diamondback Energy might get a year-end boost from rising natural gas prices and its pivot toward data center partnerships in the Permian Basin.
- HEICO’s recent acquisitions have expanded its reach across aerospace and defense, helping to position the company for renewed growth into 2026.
As cracks have started to show in the S&P 500 over the past several weeks—after an impressive rally since the tariff-linked plunge in early April—investors may look to companies bucking the broader trend. A handful of firms that experienced volatility earlier in the year are positioned to finish 2025 on a high note.
Companies like Delta Air Lines Inc. (NYSE: DAL), Diamondback Energy Inc. (NASDAQ: FANG), and HEICO Corp. (NYSE: HEI) represent three different share-price trajectories this year, but each has a disciplined strategy and potential for renewed momentum as 2025 closes out.
Delta’s Margins, Strong Loyalty Program, and Business Travel Demand Could Fuel Resurgence
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Like the broader airline industry, Delta has been in a holding pattern for much of the fall amid an extended government shutdown that disrupted travel across the United States. That external factor may have interrupted the company’s recovery, which began after the stock dipped below $36 in April. Shares have largely traded sideways since August.
While Delta beat EPS estimates in its third-quarter earnings report, revenue rose only 4% year-over-year (YOY), falling short of some analyst expectations. Still, Delta’s operating margin remains healthy at 11.2% in the latest period, and the company has seen meaningful growth in its premium offerings.
With the government shutdown behind it and the holidays approaching, Delta should see stronger demand into year-end and—thanks to growth in business travel—into the new year. Its loyalty program continues to aid customer retention. Executives are forecasting sustained double-digit operating margins in the current quarter and free cash flow potentially as high as $4 billion.
Delta carries a unanimous Buy rating from all 21 analysts covering the stock. With a price-to-earnings ratio of 7.9, it appears undervalued relative to many peers in the transportation sector. Analysts project upside potential of more than 28%, making Delta a top candidate for a year-end comeback.
Rising Gas Prices and a Strong Earnings Report Could Initiate Diamondback’s Return
Permian Basin-focused Diamondback Energy struggled through much of 2025, particularly after the pullback in early April. The stock has been mostly range-bound since then but began to rebound in recent weeks, climbing more than 4% in the past month. The catalyst was a robust third-quarter earnings report, which beat analyst expectations on both EPS and revenue. The results also highlighted Diamondback’s capital discipline, with a 36% reinvestment rate year-to-date.
Diamondback could get an additional lift from rising natural gas prices, which surged roughly 21% over the last quarter. Its involvement in projects with partners such as Competitive Power Ventures and its focus on data center contracts could further boost demand if those opportunities materialize.
FANG shares have nearly unanimous analyst supportand more than 28% upside potential, signaling strong growth may be on the horizon.
Acquisitions Could Send HEICO Shares Upward, But Debt Management Is Key
Unlike the other names on this list, aerospace components maker HEICO has already performed well this year, delivering a year-to-date return of 31%. However, looking at share-price action since late June shows that HEI has been essentially flat for several months.
HEICO has been active on the acquisition front, most recently announcing plans to acquire Axillon Aerospace’s Fuel Containment Business. Between that deal and a dividend increase in June, the company’s cash position has come under pressure, although operating cash flow has remained strong in recent quarters.
These acquisitions help diversify HEICO’s aerospace and defense offerings amid favorable industry trends, but investors will want to see evidence that the company can manage rising debt and sustain cash generation when it reports earnings in mid-December. Ten of 17 analysts maintain Buy ratings, and Wall Street assigns HEI more than 11% upside potential.
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