Goldman Sachs Cuts Industry Outlook as Government Shutdown Drags on United Airlines’ (UAL) Q4 Earnings Expectations

United Airlines Holdings Inc. (NASDAQ:UAL) is one of the best large cap value stocks to buy in 2026. On January 13, Goldman Sachs analyst Catherine O’Brien raised the firm’s price target on United Airlines to $129 from $115, while keeping a Buy rating. The firm has reduced the Q4 2025 net income forecast for the industry by 15% due to the significant economic drag from the government shutdown. Goldman Sachs specifically highlighted that the 43-day impasse disrupted federal spending and hit consumer liquidi ...