华尔街最受热议且对市场影响显著的研报评级观点现已汇总于此。以下是《The Fly》整理的、投资者 需关注的当日研报评级变动。 五大评级上调 五大评级下调 五大首次覆盖评级 1. 杰富瑞将露露乐蒙（LULU）的评级从 "跑输大盘" 上调至 "持有"，目标价从 120 美元上调至 170 美元。该机构在研报中向投资者表示，公司首席执行官即将离任这一事件是 "重大利好"。 2. 瑞银在分析师团队接手研报覆盖后，将美国航空（AAL）的评级从 "中性" 上调至 "买入"，目标 价从 14 美元上调至 20 美元。瑞银在研报中称，市场尚未充分认识到，随着企业客户营收逐步复 苏，美国航空未来几年有望 "大幅提升" 利润。 3. 摩根大通将花旗集团（C）的评级从 "中性" 上调至 "增持"，目标价从 107 美元上调至 124 美元。 该机构认为，2026 年稳健的经济环境以及强劲的市场相关业务活动，将令花旗相较同行获益更 多。 4. 古根海姆将百时美施贵宝（BMY）的评级从 "中性" 上调至 "买入"，并给出 2026 年 62 美元的目 标价。古根海姆认为，这一目标价对应的投资性价比和管线驱动的风险收益比 "颇具吸引力" ...

Over 20 million of Allegiant's Allways Rewards members gain access to a new worldwide hotel platform where they can earn points on stays or redeem their points to book   SINGAPORE, Dec. 9, 2025 /PRNewswire/ -- Allegiant, ranked as 2025's Best Low-Cost Airline in North America in the Skytrax World Airline Awards, has partnered with Rocket Travel by Agoda, the strategic partnerships arm of Agoda. The agreement will introduce the airline's customers to a new hotel booking platform. The platform, Allegiant Hot ...

It has been about a month since the last earnings report for Allegiant Travel (ALGT) . Shares have added about 10.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Allegiant Travel due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts ...

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Core Insights - Allegiant has launched a custom-crafted wine named Altus Sol in partnership with Sonoma Bespoke, becoming the first airline to create a wine specifically designed for high-altitude consumption [1][2][3] Product Development - Altus Sol is specially crafted to counteract the effects of high altitude, where cabin pressure and dry air can dull the senses, suppress sweetness, and mute aromas [2] - The wine includes a Cabernet Sauvignon with cigar-box aromas rated 93 and a fruit-forward Pinot Grigio rated 92 by wine critic Jonathan Cristaldi [3] Collaboration Details - The partnership between Allegiant and Sonoma Bespoke is unique as it involves creating a wine from scratch rather than selecting from existing bottles [3] - The selection process focused on aromatic grapes with natural sweetness to enhance flavor perception at altitude [3] Packaging and Branding - The 187mL bottle design features a sun motif and textured labels, with the name Altus Sol meaning "high sun," reflecting Allegiant's branding [4] - The Cabernet label is navy, while the Pinot Grigio label has a warm parchment tone, symbolizing the transition from day to night [4] Market Positioning - Altus Sol is exclusively available on Allegiant flights, marking a new chapter in airline hospitality [5] - Allegiant aims to enhance the leisure travel experience by offering unique products that set the tone for memorable journeys [3]

Core Viewpoint - Allegiant Travel Company (ALGT) has experienced a significant decline in share price, underperforming compared to its industry and competitors like Southwest Airlines and Ryanair [1][7]. Group 1: Stock Performance - ALGT shares have dipped 17.5% year-to-date, indicating a poor performance relative to the transportation-airlines industry [7]. - The stock's disappointing performance has led to speculation about whether it is a good time to buy [4]. Group 2: Challenges Facing ALGT - The company is facing headwinds from a challenging macroeconomic environment, including tariff-induced economic uncertainties that may reduce domestic air travel demand [5]. - Production delays at Boeing due to quality control checks and regulatory reviews are impacting ALGT's fleet expansion plans, leading to lower expected profitability and increased maintenance costs [6]. - Rising labor costs are a significant concern, with a projected increase of 19.2% in 2024, overshadowing the decrease in aircraft fuel costs [7][8]. Group 3: Earnings Estimates and Guidance - ALGT has raised its full-year earnings guidance, expecting adjusted consolidated earnings per share (EPS) to exceed $3.00 for 2025, up from a previous estimate of above $2.25 [9]. - The Zacks Consensus Estimate for ALGT's 2025 EPS is currently pegged at $3.04 per share, reflecting positive sentiment around the stock [10]. Group 4: Positive Factors - Improvement in air travel demand post-pandemic has led to a 3.5% year-over-year increase in ALGT's top line during the first nine months of 2025, primarily driven by a 3.9% rise in passenger revenues [11]. - The company is modernizing its fleet to meet increased travel demand, with plans to maintain a fleet size of 123 by the end of 2025 [12]. - ALGT's liquidity position is strong, with cash and cash equivalents of $985.32 million, significantly higher than its current debt level of $270.63 million [13]. Group 5: Shareholder Initiatives - The company has engaged in shareholder-friendly initiatives, including dividends totaling $21.9 million and share repurchases worth $12.95 million in 2025 [14][15]. Group 6: Valuation - ALGT is currently trading at a discount compared to the industry based on its trailing 12-month price-to-book (P/B) ratio, indicating an attractive valuation [16].

Allegiant Travel Company Performance - Allegiant Travel Company reported a 25.8% increase in scheduled traffic (measured in revenue passenger miles) for October 2025 compared to October 2024 [1] - Capacity for scheduled service rose by 20.6% year over year, leading to an improved load factor of 81.9%, up from 78.5% a year ago [1][10] - Total departures for scheduled services increased by 21.6% in October 2025 compared to the previous year [2] - The total system carried 27.6% more passengers in October 2025 than the same month last year, with system-wide capacity improving by 20.2% [2][10] - The estimated fuel price per gallon in October 2025 was $2.61 [2] Competitor Performance - Copa Holdings reported a year-over-year increase in revenue passenger miles, with a 9.6% rise in available seat miles, but the load factor decreased slightly to 87.2% [5][6] - LATAM Airlines experienced a 7.4% increase in consolidated capacity and a 7.2% rise in consolidated traffic, although the load factor fell to 85.5% [8][9] - Ryanair transported 19.2 million passengers in October 2025, reflecting a 5% year-over-year increase, with a stable load factor of 93% [12][13]

Core Points - Allegiant Travel Company is launching 30 new nonstop routes connecting 35 cities, including four new markets, to enhance its network for leisure travelers [1][2] - The new routes will begin in the first half of 2026, with one-way fares starting as low as $39, reflecting the company's commitment to affordable travel options [1][4] - Allegiant aims to connect small to mid-size cities to popular destinations, catering to the increasing demand for value-driven travel [1][10] Route Details - New routes include connections from La Crosse, Wisconsin, Trenton, New Jersey, Columbia, Missouri, and Philadelphia, Pennsylvania [2][3] - Specific routes and starting fares include: - Mesa, Arizona to La Crosse, Wisconsin with fares starting at $69 [4] - Sanford, Florida to Des Moines, Iowa with fares starting at $49 [4] - Chicago, Illinois to Destin, Florida with fares starting at $59 [6] - The airline's strategy focuses on all-nonstop flights, allowing passengers to spend less time at the airport [7] Customer Focus - Allegiant's mission is to provide affordable travel options to world-class destinations, reflecting strong demand in the leisure travel market [2][10] - The company emphasizes excellent customer service alongside budget-friendly fares [1][2]

Core Insights - Allegiant Travel Company (ALGT) shares have increased by 19% following the release of its third-quarter 2025 earnings, primarily due to an upward revision of its full-year earnings guidance [1] - The adjusted consolidated earnings per share (EPS) for 2025 is now expected to exceed $3.00, up from a previous estimate of above $2.25 [1] - The adjusted EPS for the airline segment is anticipated to be above $4.35, compared to the prior estimate of above $3.25 [1] Financial Performance - ALGT reported a third-quarter 2025 loss of $2.09 per share, which was wider than the Zacks Consensus Estimate of a loss of $1.84 per share and greater than the loss of $2.02 per share in the same quarter last year [2][9] - Operating revenues for the quarter were $561.9 million, missing the Zacks Consensus Estimate of $580.4 million and reflecting a 0.1% year-over-year decline [2] - Passenger revenues, which constituted 87.9% of total revenues, increased by 1.1% year-over-year [2] Operational Metrics - Air traffic, measured in revenue passenger miles, grew by 8.7% year-over-year, while capacity, measured in available seat miles (ASMs), increased by 10.2% [3] - The load factor decreased to 84.3% from 85.6% as traffic growth did not keep pace with capacity expansion [3] - Airline operating costs per available seat mile, excluding fuel, fell by 4.7% year-over-year to 8.47 cents [4] Cost and Liquidity - The average fuel cost per gallon decreased by 4.9% year-over-year to $2.55 [4] - As of September 30, 2025, Allegiant's total unrestricted cash and investments amounted to $991.2 million, up from $852.7 million at the end of the previous quarter [5] - Long-term debt and finance lease obligations totaled $1.78 billion, slightly up from $1.77 billion in the prior quarter [5] Future Guidance - For the fourth quarter of 2025, scheduled service ASMs are expected to increase by 10% year-over-year, with total system ASMs projected to rise by 9.5% [6] - Adjusted earnings per share for Q4 is anticipated to be in the range of $1.50 to $2.50, with an expected adjusted operating margin of 10% to 12% [6] - For the full year 2025, scheduled service ASMs are expected to increase by 13%, and total system ASMs are projected to rise by 12.5% [7]

Group 1 - Allegiant Travel Company (ALGT) stock has increased by 25% since the last report, significantly outperforming the S&P 500, which gained 6.8% [1] - The positive stock performance is attributed to the divestiture of the Sunseeker Resort, which has improved market sentiment [1] - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline sectors, providing insights into investment opportunities and industry developments [1] Group 2 - The Aerospace Forum is highlighted as a leading investment research service focused on the aerospace, defense, and airline industries, offering access to data analytics [1]