Southwest Airlines stock heads toward October 21 results
Southwest Airlines stock is heading towards its Q3 2026 earnings release on October 21, with its stock trading at $42.47 after a 1.51% gain. Analysts are split on its valuation, with price targets ranging from $34 to $47, and the stock remains below its yearly high. The upcoming earnings call on October 22 will provide further clarity on the company's performance.
American Airlines adds cash-and-miles bookings as loyalty battle heats up (AAL:NASDAQ)
American Airlines is enhancing its AAdvantage loyalty program by allowing members to combine cash and miles for flight bookings. This move comes as major U.S. carriers intensify competition for frequent travelers, with American Airlines aiming to offer more flexibility to its loyalty members. The new feature is designed to boost engagement and potentially drive more spending within the program.
TD Cowen Cuts Alaska Air, Delta And United Price Targets Ahead Of Q3 Earnings
TD Cowen has lowered price targets for Alaska Air, Delta, and United Airlines ahead of their Q3 earnings reports, citing fuel price volatility as a cloud over future earnings and free cash flow. Despite the cuts, the firm maintained 'Buy' ratings on all three stocks, expressing a preference for United and Delta. Alaska Air is also expanding its premium and international operations, with plans to increase intercontinental destinations from Seattle.
LUV Maintained by TD Cowen -- Price Target Lowered to $47
TD Cowen has maintained its 'Buy' rating for Southwest Airlines (LUV) but lowered the price target from $48.00 to $47.00. Despite this adjustment, GuruFocus indicates LUV is approximately 6.4% undervalued, with a GF Value™ of $45.12 against a current price of $42.23. The company holds a strong GF Score™ of 85/100, though it faces challenges in financial strength due to unprofitability and cash flow issues.
Elon Musk warns Delta CEO 'will lose his job' over Starlink snub
Elon Musk has publicly criticized Delta Air Lines CEO Ed Bastian for choosing Amazon's Leo satellite internet service over SpaceX's Starlink for in-flight Wi-Fi. Musk claimed Bastian "will lose his job over this," while Delta defended its decision by citing Leo's improved bandwidth and lower price. This rivalry highlights the increasing competition among airlines to offer superior in-flight connectivity, with other airlines like United and American capitalizing on the dispute by promoting their Starlink partnerships.
Analysts Are Bullish on These Industrial Goods Stocks: Alaska Air (ALK), Brookfield Business Corp. Class A (BBUC)
Goldman Sachs and BMO Capital analysts have issued bullish sentiments on Alaska Air (ALK) and Brookfield Business Corp. Class A (BBUC) respectively. Alaska Air received a Buy rating and a $63.00 price target from Catherine O’Brien, while Brookfield Business Corp. Class A was given a Buy rating and a $45.00 price target by Devin Dodge. Both stocks currently hold a Strong Buy consensus among analysts, with significant upside potential.
Southwest Airlines' New #1 Busiest Airport Revealed 2026: Denver Loses Top Spot
Las Vegas' Harry Reid International Airport (LAS) has surpassed Denver International Airport (DEN) as Southwest Airlines' busiest airport for the period between October 2026 and May 2027. This shift is attributed to an increase in Southwest's departures from Las Vegas, which added seven new nonstop routes, while Denver experienced a slight decrease. The article also details Southwest's top 10 busiest airports and highlights growth in cities like Nashville, Orlando, and San Diego.
Alaska Air eyes 50% share of intra-island Hawaii cargo market
Alaska Airlines aims to achieve a 50% share of the intra-island Hawaii cargo market by leveraging its acquisition of Hawaiian Airlines and introducing dedicated freighter service. The company expects cargo revenue to reach $750 million by 2030, driven by international expansion and optimized fleet deployment. Alaska Air plans to operate two new dedicated freighters within Hawaii, painted in Hawaiian Air Cargo livery, to tap into this underpenetrated market.
DAL Stock Heads For Red Week: Elon Musk's Feud With Delta Air Lines Over Starlink Intensifies Even As CEO Ed Bastian Hits Back
Delta Air Lines (DAL) stock is experiencing a down week amidst an escalating public feud between CEO Ed Bastian and Elon Musk. The conflict stems from Delta's decision to use Amazon's Leo WiFi instead of Musk's Starlink for in-flight internet, leading to Musk's criticism of Delta's internet service and Bastian's defensive remarks. The article highlights that Starlink offers faster and more readily available internet, suggesting Delta's choice could put it at a disadvantage compared to rivals equipping their fleets with Starlink.
1 Bank Stock to Consider Right Now and 2 Facing Challenges
This article from StockStory evaluates the banking sector, identifying one bank stock with a strong advantage and two that face challenges. Triumph Financial (TFIN) and Lake City Bank (LKFN) are highlighted as risky due to muted growth, less profitable incremental sales, and insufficient capital ratios. Conversely, First BanCorp (FBP) is presented as a stock to watch due to its differentiated product suite, strong net interest margin, and effective share repurchases.
BMO cuts Southwest Airlines stock target to USD 50.00
BMO Capital Markets has reduced its stock target for Southwest Airlines (LUV) from USD 60.00 to USD 50.00, while maintaining an outperform rating. This adjustment follows Southwest Airlines' strong second-quarter performance, where the company exceeded earnings per share and revenue expectations. Investors are now looking to the third-quarter results, scheduled for October 22, 2026, for further insight into the airline's performance against its updated guidance.
XCF Highlights Elevated Jet Fuel Cost Pressure on Airline
XCF Global, Inc. highlighted the sustained high cost of jet fuel, which reached $4.18 per gallon on May 5, 2026, putting significant pressure on the commercial aviation sector. The company emphasizes the strategic importance of expanding domestic sustainable aviation fuel (SAF) production capacity to enhance supply resilience and help manage costs. XCF's New Rise Renewables Reno facility is expected to resume operations in June 2026, aiming to contribute to a broader and more stable aviation fuel supply base.
Delta Air Lines, Inc. (DAL) stock price, news, quote and history - Yahoo Finance
This Yahoo Finance page provides a comprehensive overview of Delta Air Lines, Inc. (DAL) stock, including its current price, recent news, dividend information, and performance metrics. It shows that DAL closed at $84.87, up 1.00%, and announced a cash dividend of $0.215. The stock has demonstrated strong performance, with a YTD return of +23.25% and a 3-year return of +137.14%, outperforming the S&P 500.
American Airlines and Alaska Airlines announce plans for Alaska to join the Atlantic and Pacific Joint Businesses
American Airlines and Alaska Airlines have announced their intent for Alaska Airlines to join American’s Atlantic and Pacific Joint Businesses. This move aims to expand international travel opportunities for customers and enhance access to global travel experiences. The carriers plan to file for approval with the U.S. Department of Transportation and other international regulators in the coming months.
QXO Stock Slides As Traders Weigh Losses And Leverage
QXO Inc. shares have fallen by 3.34% due to reports of delayed integration in its latest acquisition, with the stock currently in a short-term downtrend. Despite generating $3.246 billion in revenue, the company posted a net loss of $55 million, indicating it is still in a turnaround phase with negative margins but strong top-line growth. Traders are closely monitoring whether QXO can transition from a revenue-driven story to one of profitability, with key technical levels and financial health remaining central to its future price action.
Southwest Airlines stock gets BMO target cut at EUR 36.93
BMO Capital Markets has cut its price target for Southwest Airlines stock from $60.00 to $50.00, though it maintained an outperform rating. Despite the target cut, Southwest Airlines reported a 16.4% rise in Q2 revenue, reaching $8.72 billion, with EPS beating consensus estimates. The airline is focusing on new revenue initiatives like assigned seating and extra-legroom products to offset higher fuel costs, with Q3 results expected on October 22, 2026.
A Look At The Salaries Of The US Big 3 Airline Pilots
Pilot salaries at American Airlines, Delta Air Lines, and United Airlines have reached record highs in 2025 due to a persistent pilot shortage and strong union negotiations. First officers can earn six figures, while captains can make nearly half a million dollars annually. This shift reflects a revaluation of pilots' roles and increased leverage in their careers, making the profession more attractive.
Why Southwest Airlines (LUV) Is Back In The Spotlight
Southwest Airlines (LUV) has recently updated its flight credit rules, sparking renewed investor interest. While the stock has seen a 6.66% increase over 30 days, it's down 17.78% over 90 days, with its 1-year total return cooling off. The company is exploring premium seating and basic economy options to boost revenue, with one valuation model suggesting it's 16% undervalued, while another highlights its high P/E ratio compared to industry averages.
Boeing slides 6% as FAA halts Max 10 cert, 31% of undelivered orders at risk
Boeing shares fell 6% after the FAA delayed certification of the 737 Max 10 due to a software glitch that could increase pilot workload during landing. This delay impacts 31% of Boeing's undelivered 737 orders and raises concerns for airlines like Alaska Air Group, which had a significant number of Max 10s on order. A permanent software fix is not expected until 2028, despite Boeing working to accelerate the timeline.
Indian executives are gaining clout in U.S. corporate boardrooms
Indian men are increasingly filling executive board positions in U.S. companies, with a record 16 joining S&P 500 boards this year. Their representation among directors at Fortune 500 and S&P 500 companies has tripled since 2018, surpassing increases for women, Black, and Hispanic directors. This trend signifies a significant shift in corporate leadership dynamics.
Dycom Industries undervalued with strong growth, $12.2B backlog, and resilient margins; rated Buy despite risks.
Dycom Industries (DY) is considered undervalued due to strong growth, stable EBITDA margins, and a surging $12.2 billion backlog. The company's diversified customer base and outperforming segments like Building Systems and Power Solutions contribute to its positive outlook. Despite potential near-term margin pressures and data center project risks, its current enterprise value undervalues its core and acquired businesses, leading to a "Buy" rating.
Boeing 737 MAX Software Glitch Triggers FAA Probe A Month After MAX 7 Approval — And Airlines Are Pushing Back: Report
Boeing is facing a new FAA probe into a software glitch affecting an automated navigation feature on its 737 MAX aircraft, just a month after the MAX 7 received approval. The issue could require pilots to fly manually during certain landing scenarios, increasing their workload. Some airlines, including Southwest and United, are already pushing back, requesting earlier software versions for new aircraft deliveries.
Delta (DAL) Stock May Be Reasonable After Fresh Dividend News
Delta Air Lines (DAL) has seen a 137.3% return over the past 3 years, prompting questions about its current valuation. Despite trading slightly above the industry P/E average, a recent quarterly dividend declaration suggests management views its earnings and cash generation as stable. A "Fair Ratio" model indicates the stock may be undervalued when considering its growth profile, profitability, and risk, despite differing analyst narratives on its future prospects.
Boeing Discloses 737 MAX Software Flaw That Can Disable Automated Landing Guidance
Boeing has revealed a software glitch in certain 737 MAX aircraft that can disable automated landing guidance after a missed approach, an issue that emerged from a cockpit software update. While Boeing states it doesn't pose an immediate safety risk and has informed operators, the flaw complicates certification timelines for the MAX 7 and MAX 10 models. Airlines like Southwest and United are requesting new MAX jets with older software versions, and the FAA is reviewing the situation and Boeing's proposed fix.
Boeing identifies 737 MAX software glitch that could impact navigation: WSJ
Boeing has reportedly identified a software glitch in its 737 MAX aircraft that could cause the automated navigation system to fail during certain landings. This issue arises when pilots alter their flight paths. The company is working to address this potential problem.
American Airlines Stock Grinds Higher As Traders Weigh Fuel Risks
American Airlines (AAL) stock is trending higher, driven by strong Q3 revenue growth expectations and increased premium seating capacity. Despite this positive outlook, the airline faces challenges from high fuel costs and substantial debt, leading to cautious price target adjustments by analysts. The stock's performance reflects a balance between robust demand and macro risks, making it a focus for active traders monitoring both revenue momentum and potential fuel shocks.
Delta Air Lines Stock Rises Friday: What's Going On?
Delta Air Lines (DAL) shares are trading higher due to a diplomatic breakthrough in the Middle East, which led to a retreat in global crude oil and jet fuel prices. Lower fuel costs are expected to boost profitability for airlines, especially heading into the holiday travel season, mitigating concerns about oversupply and margin compression.
American Airlines Stock Grinds Higher As Growth Story Builds
American Airlines (AAL) stock has seen a 3.48% increase following positive news regarding travel demand and strategic shifts. The airline plans to boost premium seating capacity by 50% by decade-end and has secured a deal for sustainable aviation fuel, positioning it for higher-yield travelers and decarbonization efforts. Despite rising fuel costs and analysts trimming price targets, management's optimistic outlook on Q3 revenue growth and record AAdvantage enrollments are driving investor confidence.
Why Berkshire Hathaway Sold Oil and Bought Delta Air Lines
Berkshire Hathaway, now run by Greg Abel, has significantly increased its stake in Delta Air Lines while reducing its position in Chevron, a move that contrasts with Warren Buffett's previous aversion to airline investments. This shift comes amidst high jet fuel prices, which have severely impacted the airline industry, yet Berkshire Hathaway appears to be betting on Delta's strategic advantages, such as owning its own refinery, to navigate the challenging market. The article suggests that while fuel costs remain a threat, the futures market anticipates some relief, and Delta is well-positioned among its peers.
Alaska Airlines Expands Seattle-Area Network With Paine Field Growth
Alaska Airlines is expanding its Seattle-area network by increasing seats by 50% from Seattle/Everett and adding new nonstop service to San Jose, CA, starting this fall and continuing through summer 2027. This move aims to provide more flight options to popular destinations and strengthen the airline's position on the West Coast. Additionally, Alaska Airlines plans to expand its presence in Hawaii with new daily Boeing 737-800 service on select Honolulu-Kahului flights beginning October 3, 2026.
Seaport Global Securities Adjusts United Airlines Price Target to $134 From $150, Maintains Buy Rating
Seaport Global Securities has lowered its price target for United Airlines Holdings, Inc. (UAL) to $134 from $150, while reiterating a Buy rating on the stock. This adjustment reflects an updated outlook from the financial firm regarding the airline's valuation. The report was published on September 25, 2026.
US Airlines Waive Change Fees as Storm Strengthens in Northeast
United Airlines, American Airlines, and JetBlue Airways are waiving change fees for flights in the Northeast due to an early-season nor'easter. The storm is expected to bring heavy rain, strong winds, and coastal flooding through the weekend. This allows eligible passengers flying from major airports like JFK, LaGuardia, Newark, and Boston Logan to change their travel plans without additional charges.
Southwest Airlines stock gains 1.24 percent as fuel risk persists
Southwest Airlines stock rose 1.24% to USD 41.55 on September 24, 2026, despite ongoing concerns about fuel costs impacting its earnings. The airline's Q2 adjusted EPS reached USD 0.94, but full-year guidance was lowered due to the fuel burden. Analysts maintain a "Hold" consensus, with UBS cutting its price target to USD 49, though strong autumn demand is supporting the third-quarter outlook.
US Airlines Oppose More China-US Flights as Xi Jinping Pushes for Expanded Air Links: Report
US airline trade group Airlines for America has urged the Trump administration to reject increasing China-U.S. flights, citing competitive disadvantages due to limited Russian airspace access for U.S. carriers. This opposition comes as Chinese President Xi Jinping advocates for expanded air links to facilitate travel and trade between the two countries. The current framework allows for approximately 50 weekly round-trip flights, a significant reduction from pre-COVID-19 levels, with U.S. airlines facing extra expenses by rerouting around Russia, unlike some Chinese flights.
Delta Air Lines' New 'Buy Your Status' Offer Is Priced So High Almost No One Will Use It
Delta Air Lines reintroduced its "Elevate Your Status" program in late 2025, allowing eligible Medallion members to purchase Medallion Qualification Dollars (MQDs) to reach the next elite tier. The program, which directed all proceeds to sustainable aviation fuel initiatives, was criticized for its high 3:1 purchase ratio (costing $3 for every 1 MQD) and strict eligibility requirements, making it largely impractical for many members. While presented as a way to personalize loyalty experiences and fund SAF, commentators viewed it more as a costly top-up mechanism rather than a genuine opportunity to buy status outright, noting that Delta has not disclosed how many members utilized the offer.
Is Delta Air Lines (DAL) Fairly Valued Following Redburn's Reaffirmed Buy Rating?
Delta Air Lines (DAL) is receiving renewed attention after Redburn reaffirmed its Buy rating, driven by easing oil prices. While the stock has shown strong long-term returns, recent trading has been mixed, and some valuation models conflict. One narrative suggests DAL is 29% overvalued at $81.75 compared to a fair value of $63.21, citing high P/E multiples and past high profitability, while a discounted cash flow model indicates it is significantly undervalued at $230.25.
Southwest CFO reveals customer feedback on changes, provides details on first lounges
Southwest Airlines CFO Tom Doxey is engaging directly with customers on flights to gather feedback on recent changes, including bag fees and assigned seating. He reports that these transformations are being embraced by even long-time loyalists and are expected to boost earnings by over $2 billion. Doxey also mentioned upcoming initiatives such as airport lounges and Starlink-equipped aircraft.
United Airlines stock heads into the open after a 3.95 percent drop
United Airlines stock dropped 3.95 percent to USD 110.66 on September 23, 2026, underperforming both the S&P 500 and Nasdaq Composite. This decline was attributed to higher oil prices, rising Treasury yields, and stronger economic data, which fueled inflation concerns. The company's next quarterly results are scheduled for October 21, 2026.
Redburn Says Its Southwest Sell Thesis Has “Played Out.” So Why Does It Still Prefer Delta and United?
Redburn has upgraded Southwest Airlines (LUV) to Neutral from Sell, stating its bearish thesis has "played out" due to valuation reverting to acceptable levels and stronger-than-expected gains from Southwest's product pivot, including reserved seating and ancillary revenue. Despite this upgrade, Redburn maintains Buy ratings on Delta Air Lines (DAL) and United Airlines (UAL), preferring them for their stronger long-term prospects, particularly due to anticipated continued strong leisure and premium demand, capacity restrictions, and their global reach compared to Southwest's domestic focus. Investors are advised to monitor Southwest's ancillary revenue momentum and Delta and United's international capacity and wide-body delivery timelines.
Redburn Says Its Southwest Sell Thesis Has “Played Out.” So Why Does It Still Prefer Delta and United?
Redburn upgraded Southwest Airlines Co. to Neutral from Sell, stating its bearish thesis had "played out" due to valuation adjustments and stronger-than-expected product pivot gains. Despite this, Redburn maintains Buy ratings on Delta Air Lines Inc. and United Airlines Holdings, Inc., favoring their long-term prospects due to strong leisure/premium demand, capacity restrictions, and their international networks. The firm sees Southwest's product pivot as compelling but views its structural disadvantage in a globally focused framework as a limiting factor compared to its preferred network carriers.
Check Out Boeing in ‘Freefall’
The Netflix documentary "Freefall: A Reckoning for Boeing" by Rory Kennedy exposes critical safety and manufacturing failures at Boeing, building on her previous work. The film highlights accounts from whistleblowers, particularly John Barnett, and connects corporate cost-cutting measures to tragic incidents like the 737 MAX crashes and the Alaska Airlines door plug blowout. It argues that Boeing's problems stem from a corporate culture prioritizing profit over safety, raising concerns about accountability and the current state of commercial aviation safety.
Southwest Airlines stock gains 0.71 percent as earnings beat estimates
Southwest Airlines stock rose by 0.71% after reporting Q3 earnings per share (EPS) of $0.94, significantly beating the consensus estimate of $0.52. Revenue also exceeded expectations, reaching $8.72 billion. Despite the strong earnings beat, the stock remains below its yearly high, with future guidance and the next earnings date on October 21, 2026, being key factors for its performance.
Surf Air signs first OperatorOS contract, part of its software push
Surf Air Mobility has signed SprintBach Aviation as its first customer for OperatorOS, a software platform designed for private aviation operators. This move is part of Surf Air's strategy to diversify revenue and invest in new technologies, building on its in-house software SurfOS, which is powered by Palantir Technologies. SprintBach Aviation expects the software to streamline its operations and reduce manual work by providing a unified system for dispatchers, pilots, and mechanics.
United Airlines Holdings, Inc. (UAL) latest stock news and headlines
This article provides a compilation of recent news and headlines regarding United Airlines Holdings, Inc. (UAL), including stock performance data and various analyst reports. It highlights recent events such as the airline receiving its first A321XLR aircraft, collaboration with DISH to enhance in-flight experience, and analyst opinions on its investment potential. The summary also includes UAL's trailing total returns compared to the S&P 500.
Southwest Airlines stock gains as earnings beat estimates
Southwest Airlines stock gained 0.71% to USD 41.27 on September 22, 2026, after reporting Q2 earnings per share of USD 0.94, significantly beating the USD 0.52 consensus. The company's revenue increased by 16.4% year-over-year, supported by new revenue streams from higher fares and fees. Despite fuel costs, operating income rose, with the next earnings report expected on October 21, 2026, to assess pricing and ancillary revenue's impact on cost volatility.
Southwest Airlines stock heads into the open after a 1.93 percent gain
Southwest Airlines stock closed at USD 41.77 on September 21, 2026, marking a 1.93 percent gain, though it trailed the S&P 500's 1.49 percent rise. The company's shares recorded a third consecutive daily gain. A dividend payment is scheduled for September 24, 2026, and the next earnings date is October 21, 2026.
Airline Stocks Unbothered by Ground Stop Delays: UAL Up 5%
Airline stocks, including United Airlines, Delta, American Airlines, and Southwest, saw gains despite a significant ground stop at NYC-area airports caused by a telecom circuit failure. Investors viewed lower oil prices as a more impactful positive catalyst for the sector, outweighing concerns about flight delays. While these stocks have generally been weaker over the past three months due to rising oil prices, Delta has performed best year-to-date, with United showing modest gains, and American Airlines lagging.
Delta Air Lines Launches 5 New U.S. Routes After Canceling 17 Others
Delta Air Lines is revamping its network by adding five new routes from Los Angeles International Airport (LAX) while simultaneously discontinuing 17 international routes. This strategic shift aims to reallocate capacity to markets with higher business demand and focus on more competitive routes. The new routes include both domestic and international destinations like Monterey, Vancouver, Manila, Palm Beach, and Newark, with some resuming after long hiatuses.
Does Lounge Push Change The Bull Case For Southwest Airlines (LUV)?
Southwest Airlines is shifting its strategy from a pure low-cost model to include premium services like lounges, assigned seating, and a co-branded credit card, aiming to boost profitability amidst rising fuel costs. This pivot could offer new revenue streams and financial levers beyond fare increases. The article examines whether this move will enhance Southwest's investment narrative and future earnings, despite potential challenges to its long-standing brand goodwill and customer patience regarding new fees.
American, United and Southwest are all cutting ‘marginal routes’ as jet fuel prices spike
American Airlines, United Airlines, and Southwest Airlines are cutting "marginal routes" and reducing capacity due to a significant spike in jet fuel prices, which are nearing record highs. This surge in fuel costs, exacerbated by the war in Iran, has added billions to airline expenses, forcing them to re-evaluate less profitable flights. As a result, travelers can expect fewer flight options, potentially higher fares, and fewer convenient routes in the future.
