The sudden progress toward a US Iran peace deal and the potential reopening of the Strait of Hormuz has pulled oil prices lower and shifted attention to companies that are sensitive to fuel costs and global stability. For investors, this is a moment to reassess which stocks might benefit if cheaper energy and reduced geopolitical risk persist, and which could lose some pricing power. This article highlights 3 stocks from a Global Airlines and Travel screener that appear positively exposed to the latest news, helping you decide whether they deserve a closer look in your watchlist or portfolio research.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.

FirstSun Capital Bancorp (FSUN)

Overview: FirstSun Capital Bancorp is a regional bank holding company for Sunflower Bank that provides a full suite of commercial and consumer banking, mortgage, and wealth management services to small and mid-sized businesses and households across Texas, Kansas, Colorado, New Mexico, Arizona, California, and Washington.

Operations: FirstSun generates the bulk of its US$403.97 million in revenue from Banking activities at about US$324.62 million, with Mortgage Operations contributing roughly US$83.17 million and a small loss reported in Corporate.

Market Cap: US$1.73b

FirstSun operates as a regional bank with exposure to Sun Belt and Western markets, supported by a mix of traditional lending, fee income from mortgage and wealth services, and a relationship banking model that aims to deepen customer ties. The stock currently trades below some fair value estimates, while analysts expect revenue and earnings growth. Recent dilution, higher net charge offs, and a younger board highlight governance and credit risks for you to weigh. If you are looking for exposure to US regional banking with specific growth forecasts and clear trade offs on risk, this is an opportunity to research more closely before deciding how it fits your portfolio.

FirstSun’s mix of regional reach, mortgage income, and relationship banking could make the current pricing gap more interesting than it looks on the surface, especially once you see the 3 key rewards and 1 important major warning sign

Inter & Co (INTR)

Overview: Inter & Co is a Brazil based digital financial platform that offers everyday banking, credit cards, loans, investments, insurance, and a built in online marketplace to millions of customers in Brazil and the United States.

Operations: Inter & Co generates most of its roughly R$6.3b in revenue from Banking & Spending at about R$5.2b, with additional contributions from Other services, Inter Shop, Investments, and Insurance Brokerage, all currently reported in Brazil.

Market Cap: US$2.55b

Inter & Co gives you exposure to Latin America’s shift toward mobile banking and digital payments, with reported user growth, adoption of features like PIX, and cross sell into higher margin products such as investments and insurance. Recent Miami branch approvals extend its regulated US footprint, which can support cross border clients and funding. The stock is currently described by some market commentators as trading on a single digit P/E relative to analyst targets. The trade off is elevated credit risk, with bad loans reported around 10% and relatively low coverage, along with competition and cost of risk flagged by some analysts. For investors willing to study those factors, there is more to evaluate on growth, profitability quality, and valuation that may warrant closer attention.

Inter & Co’s accelerating digital banking footprint, combined with a single digit P/E, has many investors focused on growth. However, the real tension sits in its credit quality and profitability mix, captured in the 4 key rewards and 2 important warning signs

Live Oak Bancshares (LOB)

Overview: Live Oak Bancshares is a US bank holding company focused on lending and banking services for small businesses, combining traditional deposit products with government guaranteed loans, niche industry verticals, and wealth and investment services for clients. It also supports financial technology companies through venture style funds and advisory services.

Operations: Live Oak Bancshares generates around US$512.21 million in revenue from its banking platform for small businesses in the United States.

Market Cap: US$1.81b

Live Oak stands out if you want targeted exposure to small business lending and aviation and travel borrowers at a time when lower fuel costs could support credit demand and loan performance. Earnings have recently rebounded, revenue is forecast to grow faster than the wider US market, and analysts expect margin improvement, yet the stock is described as trading well below some fair value estimates. The trade off is a relatively high bad loans ratio and modest loan loss coverage, plus ongoing investment in digital platforms and niche sectors that can pressure earnings if conditions turn. If you want to understand whether that mix justifies a higher valuation, the 3 key rewards and 3 important warning signs

Live Oak’s rebound story and focus on small business lending could be only half the picture, especially if aviation and travel borrowers reshape the risk profile. In that case, the 3 key rewards and 3 important warning signs

The 3 stocks in this article are just a starting point. The full Global Airlines and Travel screener surfaces 23 more companies in airlines and travel that carry equally compelling stories around scale, balance sheet strength, and sector exposure. Use Simply Wall St to identify, compare, and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction ideas in this theme.

Take Control of Your Investment Journey

If FirstSun Capital Bancorp or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.