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Hi everyone, this is Dolphin Research! $Meta Platforms(META.US) Q1 itself was not the problem; the issue is that the new guidance failed to ease fears of margin erosion. That diverged from pre-earnings chatter about tighter cost controls, which had led investors to expect spending cuts.At bottom, investors are again losing patience because there is still no visible second growth curve to monetize the AI story. Specifically, we note:1) No spending pullback; more investment ahead. META raised full-year Capex guidance by $10bn to $125–145bn, driven by higher prices for memory and other components...

Meta Platforms

Alphabet - C

Alphabet

METLIFE INC PRF SERIE 'A' FLOATING RATE USD25

METLIFE INC 5.625% NON CUM PRD STK SER E

METLIFE INC 4.75% DEP SHS EA REP NN CUM PFD ST SER F

Single-track strategy limits Meta AI's imagination

Today’s Key News Recap

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0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET on Apr 6.He had earlier moved the 48-hour ultimatum issued on Mar 21 out by five days to Mar 27. Iran denied making a direct request, saying there had only been indirect information exchanges, per today's headlines.Given the current setup, a substantive agreement before Apr 6 looks unlikely. Even after the extension, military escalation could still resume, and the geopolitical risk premium has not fully cleared...

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U Surges on Strong Results; META Doubles Down on AI Race | Daily News Recap

MetLife EVP Marlene Debel Sells 21,312 Shares for $1.74 Million

MetLife Reports Strong Q1 2026 Performance: Adjusted Earnings Up 18% to $1.6 Billion

MetLife Reports 30% Net Income Growth, EPS Surpasses Expectations

TD Cowen analyst reiterates buy rating on Metlife

MetLife released FY2026 Q1 earnings on May 6 After-Market (EST), actual revenue USD 19.07 B (forecast USD 19.42 B), actual EPS USD 1.7395 (forecast USD 2.1484)

MetLife Reports Significant Q1 Profit Growth

D.A. Davidson & CO. Increased Holdings in MetLife in Q4

Japanese Financial Services Agency Orders MetLife to Report on Data Handling Issues

MetLife China's Premium Income Up 40% in 2025

MetLife to Release FY2026 Q1 Earnings on May 6 After-Market (EST), Forecast Revenue USD 19.4 B, EPS USD 2.1261

MetLife CEO says private credit has cracks but is not a bubble

MetLife Projects Variable Investment Income for Q1 2026

Aberdeen Group Increases Stake in MetLife

Russell Investments Increased Holdings in MetLife in Q3

Wells Fargo Downgrades MetLife Price Target to $93, Maintains Overweight Rating

MetLife Submits Final Term Sheet for $1 Billion Bond

CITIC Life Launches Tax-Advantaged Long-Term Care Insurance

Wells Fargo Raises Met Target Price to $856

MetLife Announces 2025 Fiscal Year Revenue Below Expectations and Continues 'New Frontier' Strategy

MetLife's Stock Performance Undervalued Attracts Investors

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Autozi Internet Tech Global

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Smart Logistics Global

MetLife Inc. (MET) shares rose 1.41% to $85.57, hitting a new 52-week high. Despite this gain, the stock underperformed compared to some competitors on Tuesday; Cigna Group rose 1.86%, while AIG and Prudential Financial fell slightly. Trading volume of 3.8 million exceeded the 50-day average. The broader market showed mixed results with the Dow Jones rising and the S&P 500 falling.

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Cigna

American International Group

Prudential financial

Prudential Financial Pref Share PRS 5.625 08/15/58

Prudential Financial Pref Share PFH 4.125 09/01/25

Prudential Financial Pref Share PRH 5.95 09/01/62

MetLife Inc. Stock Underperforms Tuesday When Compared To Competitors Despite Daily Gains

MetLife, Globe Life, and Unum Group hit 52-week highs as insurers with life and health exposure outperform those in property and casualty (P&C). Commercial P&C premiums declined in Q1 2026, dragging down P&C-heavy indices. Conversely, these three stocks benefited from insulation from P&C price cycles, reporting strong Q1 earnings, dividend increases, and technical breakouts, making them attractive defensive plays amid market bifurcation.

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Progressive

Chubb

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GLOBE LIFE INC 4.25% JUNIOR SUB DEB DUE 15/06/2061

Unum Group Pref Share 6.25 UNMA 06/15/2058

These 3 Insurance Stocks Made New 52-Week Highs: Still Time to Buy?

MetLife Inc. (MET) shares rose 1.23% to $84.49 on Friday, marking its second consecutive day of gains despite a broader market decline. However, the stock underperformed relative to competitors like Cigna, AIG, and Prudential Financial, which posted larger percentage increases. MetLife closed just below its 52-week high, with trading volume slightly exceeding its 50-day average.

Factset Research

MetLife Inc. Stock Underperforms Friday When Compared To Competitors Despite Daily Gains

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Is MetLife Stock Outperforming the S&P 500?

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Is MetLife Stock Outperforming the S&P 500?

Pfizer Inc. (PFE) shares rose 1.38% to $25.69 on Thursday, snapping a three-day losing streak amid broader market gains. However, the stock underperformed compared to key competitors like Johnson & Johnson, Eli Lilly, and Abbott Laboratories, which saw larger percentage increases. Pfizer remains 10.63% below its 52-week high of $28.75. Trading volume was lower than the 50-day average.

- Pfizer Inc. (PFE) shares increased by 1.38% to $25.69, marking the end of a three-day losing streak.  
- The S&P 500 Index rose 0.41% and the Dow Jones Industrial Average climbed 1.73% during a favorable trading session.  
- Despite the gains, Pfizer's stock remains 10.63% below its 52-week high, underperforming compared to competitors like Johnson & Johnson and Eli Lilly, which saw higher percentage increases.

Pfizer

Johnson & Johnson

Eli Lilly

Abbott Laboratories

Pfizer Inc. Stock Underperforms Thursday When Compared To Competitors Despite Daily Gains

MetLife Inc. (MET) shares fell 2.25% to $80.96 on Wednesday, underperforming competitors like Cigna, AIG, and Prudential Financial during a broader market decline. The stock closed 5.08% below its 52-week high of $85.29. Trading volume matched its 50-day average at 3.4 million shares.

MetLife Inc. Stock Underperforms Wednesday When Compared To Competitors

MetLife Inc. (MET) stock rose 1.20% to $82.82 on Tuesday, outperforming the broader market's modest gains. While competitors like Cigna fell and Prudential rose more sharply, MetLife closed near its 52-week high. Trading volume was below the 50-day average.

MetLife Inc. Stock Outperforms Competitors On Strong Trading Day

MetLife Inc. (MET) shares fell 1.03% to $81.84, underperforming the broader market as the S&P 500 and Dow Jones rose. Despite this daily loss, MetLife outperformed key competitors Cigna, AIG, and Prudential Financial, which also declined. The stock remains 4.05% below its 52-week high of $85.29 set in May. Trading volume was lower than the 50-day average.

MetLife Inc. Stock Outperforms Competitors Despite Losses On The Day

MetLife(MET.US)

MetLife Inc. Stock Underperforms Tuesday When Compared To Competitors Despite Daily Gains

These 3 Insurance Stocks Made New 52-Week Highs: Still Time to Buy?

MetLife Inc. Stock Underperforms Friday When Compared To Competitors Despite Daily Gains

Is MetLife Stock Outperforming the S&P 500?

Pfizer Inc. Stock Underperforms Thursday When Compared To Competitors Despite Daily Gains

MetLife Inc. Stock Underperforms Wednesday When Compared To Competitors

MetLife Inc. Stock Outperforms Competitors On Strong Trading Day

MetLife Inc. Stock Outperforms Competitors Despite Losses On The Day