Netflix’s growing subscriber base, driven by content strength, focus on originals across various genres and languages, rapid international expansion and partnerships with telcos are key drivers.

Gap has been gaining from lower operating costs, improved promotions and cost-management actions. The company is on track with the reinvigoration of its brands.

Oceaneering owns a geographically diversified asset base spread across the United States and rest of the world.

Improving interest income and digital transformation efforts remain long-term growth drivers for the company.

LendingTree's reduced dependence on mortgage-related sources of revenues is expected to support its financials. Also, its inorganic growth moves have strengthened its online lending platform.

Investment securities portfolio repositioning & Fed rate cuts will aid NII growth. Rising loans and deposits balance, decent liquidity and steady capital deployment plans are other major tailwinds.

Veeva Systems’ continued focus on R&D and a strong product portfolio buoy optimism on the stock. Robust customer adoption of its products and recent alliances also looks impressive.

A robust loan balance, a solid balance sheet, relatively higher rates and business simplification efforts will aid Zions. Also, its capital distribution plans seem sustainable in terms of earnings strength.

Global footprint, relatively higher rates and a solid balance sheet position are likely to keep supporting BNY Mellon’s revenues. The company's enhanced capital distributions look sustainable.

Strong air-travel demand and fleet additions represent the major tailwinds at ALGT.