Alaska Air Group, Inc. (NYSE:ALK) is one of the most undervalued travel stocks to buy according to hedge funds. TD Cowen cut the price target on Alaska Air Group, Inc. (NYSE:ALK) to $63 from $64 on January 30, reaffirming a Buy rating on the shares and telling investors that it updated its estimates to take into account guidance for Q1/FY26. Jim Cramer on Alaska Air Group (ALK): “Well-Run, But Airlines? Wrong to Own Right Now!” In addition to TD Cowen, Morgan Stanley also maintained a bullish stance on A ...

每经AI快讯，周二，航空股走强，捷蓝航空(JBLU.US)涨近8%，阿拉斯加航空(ALK.US)涨超6%，美国 航空(AAL.US)、联合大陆航空(UAL.US)涨超3%。 ...

智通财经APP获悉，周二，航空股走强，捷蓝航空(JBLU.US)涨近8%，阿拉斯加航空(ALK.US)涨超 6%，美国航空(AAL.US)、联合大陆航空(UAL.US)涨超3%。消息面上，美国众议院议长约翰逊表示， 众议院将于周二批准推进相关立法进程，以结束短暂的政府停摆状态。 ...

The share price of Alaska Air Group ( ALK ) has fallen 37% from its February 2025 peak. Since then, the share price has traded in a wide range between $37 and $66, standing today at $53 per share. This description of events is reflected inAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...

The share price of Alaska Air Group ( ALK ) has fallen 37% from its February 2025 peak. Since then, the share price has traded in a wide range between $37 and $66, standing today at $53 per share. This description of events is reflected inAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...

Alaska Air Group (ALK) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this airline have returned +6%, compared to the Zacks S&P 500 composite's +0.9% change. During this period, the Zacks Transportation - Airline industry, which Alaska Air falls in, has gained 1.1%. The key question now is: What could be the stock's future direction? ...

SEATTLE, Jan. 30, 2026 /PRNewswire/ -- Thousands of Alaska Airlines and Hawaiian Airlines employees will now undergo training in a new 660,000 square foot, state-of-the-art facility, which officially opened its doors today. The facility will be a hub for flight attendants, pilots, customer service agents and more, and will centralize operations into one space. Continue Reading Global Training Center Global Training Center "The Global Training Center is spectacular and worthy of our amazing frontline employe ...

Core Insights - The article emphasizes a fundamental, valuation-driven investment approach focused on identifying businesses with potential for long-term growth and significant terminal value [1] Investment Philosophy - The investment strategy is centered around understanding core business economics, including competitive advantages, unit economics, reinvestment opportunities, and management quality [1] - The goal is to translate these factors into long-term free cash flow generation and shareholder value creation [1] Target Sectors - The focus is on sectors that exhibit strong secular tailwinds, indicating a preference for industries poised for sustained growth [1] Professional Background - The investor has a decade of self-education in investment banking and currently manages personal funds sourced from friends and family [1] - The motivation for sharing insights on Seeking Alpha is to provide valuable analysis and receive feedback from the investment community [1] Analytical Approach - The analysis aims to be both analytical and accessible, targeting readers interested in high-quality, long-term investment opportunities [1]

Core Insights - Alaska Air Group (ALK) reported fourth-quarter 2025 earnings of 43 cents per share, exceeding the Zacks Consensus Estimate of 11 cents but down 55.7% year over year due to high operating costs [1][10] - Operating revenues reached $3.63 billion, slightly below the Zacks Consensus Estimate of $3.65 billion, with total revenues increasing 2.8% year over year [2][10] Revenue Breakdown - Passenger revenues constituted 89.4% of total revenues, rising 2% to $3.25 billion, although it fell short of the estimate of $3.35 billion [2] - Cargo and other revenues increased 11% to $146 million, surpassing the estimate of $138 million, while loyalty program revenues grew 6% to $238 million, exceeding the estimate of $197 million [3] - Corporate travel saw a 9% increase, and premium revenues grew by 7% [3] Operational Metrics - Revenue per available seat mile (RASM) increased by 0.6% to 15.63 cents, while yield rose by 2.9% to 17.15 cents [4] - Consolidated traffic decreased by 0.7% to 18.94 billion revenue passenger miles, while capacity increased by 2.2% to 23.23 billion available seat miles [5] - Load factor fell to 81.5% from 83.8% in the prior year, indicating a decline in efficiency [5] Cost and Liquidity - Total operating expenses rose by 3% to $3.56 billion, with economic fuel prices increasing by 1.2% to $2.57 per gallon [5][6] - As of December 31, 2025, Alaska Air had $627 million in cash and cash equivalents, down from $778 million in the previous quarter, and long-term debt increased to $4.83 billion [7] Future Outlook - For the first quarter of 2026, ALK anticipates an adjusted loss per share between 50 cents and $1.50, with a capacity increase projected at 1% to 2% [8] - For the full year 2026, adjusted earnings per share are expected to range from $3.5 to $6.5, with a capacity increase of 2% to 3% and capital expenditures estimated between $1.4 billion and $1.5 billion [9]

As you can see in the chart below, the past 52 weeks haven't been particularly kind to Alaska Air Group, Inc. ( ALK ). The stock has seen declines of 28% even after the December rally, andI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to ...