United Airlines Holdings, Inc. (NASDAQ:UAL) is included among the 14 Best GARP Stocks to Buy According to Analysts. Jefferies Cuts United Airlines (UAL) Target to $148, Sees Strong Travel Demand On February 19, Jefferies analyst Sheila Kahyaoglu lowered the price recommendation on United Airlines Holdings, Inc. (NASDAQ:UAL) to $148 from $154. The analyst reiterated a Buy rating on the shares. After reviewing the company’s 10-K filing, the firm said first-quarter performance appears to be tracking toward ...

Alaska Air Group, Inc. (NYSE:ALK) is one of the best transportation stocks to buy according to Wall Street analysts. Alaska Air Group, Inc. (NYSE:ALK) released its fiscal Q4 and full year 2025 results on January 22, with reported EPS of $0.18 and adjusted earnings per share of $0.43, ahead of expectations and previous guidance range. The company generated $1.2 billion in operating cash flow for the full year. In addition, Alaska Air Group, Inc. (NYSE:ALK) achieved a single operating certificate for Hawaiia ...

Article contentWe set all-time records for every key financial metric for the fiscal year and fourth quarter. Of equal and perhaps greater importance, we achieved several strategic initiatives during the year that sets EIC up for long-term success and prosperity. We spoke in the past about our desire to simplify our capital structure and we accomplished that goal by the end of 2025 with the redemption of the last series of convertible debentures. Furthermore, subsequent to year end, we announced an investme ...

Group 1 - American Airlines Group Inc. (NASDAQ:AAL) is considered one of the most undervalued travel stocks by hedge funds, with Citi placing an "upside 90-day catalyst watch" and maintaining a Buy rating with a $21 price target [1] - TD Cowen has reduced its price target for American Airlines from $19 to $17 while keeping a Buy rating, citing Q1 EPS expectations near the low end due to Winter Storm Fern complications [2] - The company reported record Q4 revenue of $14.0 billion for fiscal year 2025, despite a $325 million negative impact from the government shutdown, and reduced total debt by $2.1 billion [3] Group 2 - American Airlines operates as a network carrier through its wholly owned subsidiary, providing air transportation services for both cargo and passengers, with operations segmented into Domestic, Latin America, Atlantic, and Pacific regions [4]

Group 1 - Alaska Air Group, Inc. (NYSE:ALK) is considered one of the most undervalued travel stocks by hedge funds, with TD Cowen cutting the price target to $63 from $64 while maintaining a Buy rating [1] - Morgan Stanley also holds a bullish view on Alaska Air Group, maintaining a Buy rating and noting that the company exceeded earnings expectations in fiscal Q4, supported by favorable fuel expenses, a reduced tax rate, and improved cost control [2][3] - The company reported fiscal Q4 and full year 2025 results on January 22, with an EPS of $0.18 and adjusted EPS of $0.43, surpassing expectations, and generated $1.2 billion in operating cash flow for the full year [4] Group 2 - Alaska Air Group operates through segments including Alaska Airlines, Hawaiian Airlines, and Regional, providing air transportation services [5] - Morgan Stanley highlighted that synergies are ahead of plan, with strong booking trends for early 2026, and sees a credible path to earnings of $6.50 per share without needing additional macro or industry tailwinds [3]

Core Viewpoint - United Airlines Holdings, Inc. (UAL) has a market capitalization of $33.7 billion and provides various air transportation services, including passenger and cargo transport, ground handling, flight academy, and maintenance services for third parties [1] Group 1: Stock Performance - UAL has underperformed the broader market over the past 52 weeks, with shares declining 1.3%, while the S&P 500 Index gained 15% [2] - Year-to-date, UAL's stock is down 6.2%, compared to a 1.9% return for the S&P 500 [2] - UAL has also lagged behind the State Street SPDR S&P Transportation ETF (XTN), which rose 6.4% over the past 52 weeks and 5.7% year-to-date [3] Group 2: Financial Performance - In Q4, UAL reported total operating revenue of $15.4 billion, a quarterly record, which is up 4.8% year-over-year and in line with Wall Street expectations [4] - The adjusted EPS for UAL declined 4.9% year-over-year to $3.10, but still exceeded analyst estimates [4] Group 3: Future Earnings Expectations - Analysts project UAL's EPS to grow 25.6% year-over-year to $13.34 for fiscal 2026 [5] - UAL has a strong earnings surprise history, exceeding consensus estimates in each of the last four quarters [5] Group 4: Analyst Ratings and Price Targets - Among 25 analysts covering UAL, the consensus rating is a "Strong Buy," with 21 "Strong Buy," two "Moderate Buy," and two "Hold" ratings [5] - AllianceBernstein maintained an "Outperform" rating on UAL and raised its price target to $136, indicating a potential upside of 29.6% from current levels [6] - The mean price target of $136.31 represents a 29.9% premium over UAL's current price, while the highest price target of $156 suggests a potential upside of 48.7% [6]

Group 1: Company Performance - American Airlines Group closed at $13.55, down 7.00% after fourth-quarter results missed profit expectations [1] - The company reported Q4 earnings that fell short on both revenue and profit, with a $325 million impact from the U.S. government shutdown and an estimated $175 million impact from winter storm Fern on Q1 results [3][4] - Trading volume reached 100.9 million shares, about 82% above its three-month average of 55.5 million shares [1] Group 2: Future Outlook - Management is focusing on 2026 guidance, aiming for $2 billion in free cash flow and plans to reduce over $2 billion of its long-term debt, which exceeds $30 billion [4] - Investors are closely monitoring the company's future earnings and revenue growth potential [1][3] Group 3: Industry Comparison - In the airline sector, Delta Air Lines closed at $66.14, down 2.01%, and United Airlines finished at $104.04, down 3.45%, as investors compared recent earnings and outlooks across the industry [2]

Group 1 - United Airlines Holdings Inc. (NASDAQ:UAL) is considered one of the best large cap value stocks to buy in 2026, with price targets raised by multiple analysts [1][2][3] - Goldman Sachs raised its price target for United Airlines to $129 from $115 while maintaining a Buy rating, citing a 15% reduction in Q4 2025 net income forecast for the industry due to the government shutdown [1] - Barclays increased its price target for United Airlines to $150 from $135, suggesting that airline guidance may exceed conservative consensus estimates driven by strong demand momentum [2] Group 2 - Susquehanna raised its price target for United Airlines to $150 from $117, anticipating favorable conditions for the airline industry heading into 2026 [3] - The government shutdown has disrupted federal spending and impacted consumer liquidity, leading to more conservative earnings expectations for the airline sector [1]

Core Viewpoint - JetBlue Airways Corporation (NASDAQ:JBLU) has faced significant challenges, including a recent drop in stock value due to poor earnings and outlook, leading to a loss of over 25% in a single session [2]. Group 1: Stock Performance - The stock of JetBlue has declined by over 8% since the negative earnings report was aired [3]. - The company experienced a dramatic loss of over 25% in stock value in one trading session following disappointing earnings and outlook [2]. Group 2: Market Comparison - Jim Cramer expressed a preference for owning shares in cruise lines over airlines, indicating a lack of confidence in JetBlue compared to other companies in the sector [2]. - Cramer highlighted United Airlines as a strong competitor, praising its CEO Scott Kirby, which suggests a competitive disadvantage for JetBlue [1]. Group 3: Investment Perspective - While JetBlue is acknowledged as a potential investment, there are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk [3].

证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2026-006 海南航空控股股份有限公司 2025 年 12 月主要运营数据公告 临时公告 临时公告 | 地区 | 88.55 | 3.39pts | 88.28 | 3.06pts | | --- | --- | --- | --- | --- | | 国际 | 86.36 | -0.64pts | 86.49 | 2.93pts | | 合计 | 88.08 | 0.27pts | 87.58 | 2.10pts | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 12 月，海南航空控股股份有限公司及所属子公司（以下简称"本集团"） 合并主要运营数据如下： | 载运量 | 年 2025 12 | 月 | 年累计 2025 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | ...