Aberdeen Group plc Sells 26,708 Shares of United Airlines Holdings Inc $UAL
Aberdeen Group plc reduced its stake in United Airlines Holdings Inc (UAL) by 26.5%, selling 26,708 shares and now holding 74,234 shares valued at $7.16 million. This follows significant insider sales by CEO J. Scott Kirby and President Brett J. Hart. Despite these sales, United Airlines beat quarterly EPS estimates, provided strong FY-2026 EPS guidance, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $137.32.
Why Delta (DAL) Stock Is Up Today
Delta Air Lines (DAL) stock rose by 3.1% after the Supreme Court struck down sweeping Trump tariffs, a decision seen as beneficial for companies relying on global supply chains by potentially lowering operating costs. This positive news offset earlier concerns about slowing economic growth and rising inflation. The stock closed up 3% at $69.46, with additional news of new global tariffs announced by the Trump administration.
Skandinaviska Enskilda Banken AB publ Has $4.70 Million Stock Position in United Airlines Holdings Inc $UAL
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in United Airlines Holdings Inc (UAL) by 43.7% in the third quarter, holding shares valued at $4.7 million. Despite this, United Airlines surpassed earnings expectations with strong Q3 results and provided positive guidance for Q1 and FY2026. The article also notes significant insider selling by the company's president and CEO, alongside various analyst upgrades and a "Moderate Buy" consensus rating for UAL stock.
NEOS Investment Management LLC Boosts Holdings in United Airlines Holdings Inc $UAL
NEOS Investment Management LLC significantly increased its stake in United Airlines Holdings Inc (UAL) by 51% during Q3, now owning 38,730 shares worth approximately $3.74 million. This move comes as institutional investors hold nearly 70% of the stock, despite recent insider selling by the CEO and President. United Airlines recently surpassed EPS expectations, provided strong FY26 EPS guidance, and maintains a "Moderate Buy" consensus analyst rating.
Middle East Tensions Drive Oil Prices Up, Sending American Airlines, Delta, and JetBlue Fares Soaring – Are You Ready for the Price Hike?
Escalating tensions in the Middle East are causing oil prices to surge to a seven-month high, putting significant pressure on airline stocks like American Airlines, Delta, and JetBlue. This increase in fuel costs is threatening airline profit margins and operational expenses, potentially leading to higher ticket prices for consumers and creating a volatile environment for investors. Airlines are grappling with managing these rising costs amid geopolitical instability and other financial pressures while the market monitors the situation for further impacts on the industry's profitability and traveler demand.
UAL Stock Heads to $100 as Oil Spikes and United Airlines Rewards Shift Raise Concerns
United Airlines (UAL) shares dropped nearly 6% following a sharp increase in oil prices and changes to its MileagePlus loyalty program, unsettling investors. The rise in crude oil, fueled by geopolitical tensions, threatens airline profit margins due to higher fuel costs. The overhauled rewards program, while beneficial for cardholders, risks alienating non-cardholding customers, causing investor caution until oil prices stabilize and the program's impact becomes clear.
Jefferies Maintains Buy on UAL (United Airlines Holdings, Inc.) Feb 2026
Jefferies has maintained a "Buy" rating for United Airlines Holdings, Inc. (UAL) but reduced its price target from $154 to $148 as of February 19, 2026. This adjustment reflects updated company or market assumptions, signaling continued bullishness but with a slightly lowered expectation for upside. Investors are advised to consider this maintained rating and revised target alongside other financial indicators and market trends.
United Airlines Holdings Inc. stock underperforms Thursday when compared to competitors
United Airlines Holdings Inc. (UAL) stock fell by 5.88% on Thursday, closing at $110.05, despite a broader market decline with the S&P 500 and Dow Jones also falling. This performance marked the end of a two-day winning streak for UAL. The article highlights the company's underperformance compared to its competitors during a generally poor trading session.
United Airlines stock slides as oil rally pressures airline margins; MileagePlus overhaul adds uncertainty
United Airlines stock (UAL) fell 5.9% due to rising oil prices impacting airline margins and investor uncertainty surrounding new MileagePlus program changes. The article details insider transactions, institutional holdings, government contracts, congressional trading, and analyst ratings, with a median price target of $137.5 from 14 analysts.
UAL Stock Heads to $100 as Oil Spike and United Airlines Rewards Shift Raise Concerns
United Airlines Holdings, Inc. (UAL) shares dropped nearly 6% due to a surge in oil prices and changes to its MileagePlus loyalty program. Rising crude oil prices, driven by geopolitical tensions, increase fuel costs and pressure airline profit margins. The revamp of the rewards program, which favors cardholders, could alienate non-cardholding customers, adding further uncertainty for investors.
Jefferies Cuts Price Target on United Airlines to $148 From $154, Maintains Buy Rating
Jefferies has adjusted its price target for United Airlines Holdings, Inc. (UAL) to $148, down from the previous $154, while reaffirming a Buy rating on the stock. This update reflects a re-evaluation by the firm's analysts. The article also provides a brief overview of United Airlines' business segments and recent news related to the company.
United Airlines Unveils New MileagePlus Rewards Program Features
United Airlines has enhanced its MileagePlus rewards program, significantly increasing mileage earning potential and offering discount benefits for cardholders. While cardholders, especially 1K members, will earn more miles and receive discounts on award tickets and expanded access to Saver Award inventory, non-cardholders will earn fewer miles, particularly on Basic Economy tickets, which incentivizes credit card applications. This strategic move aims to boost customer loyalty and sales for United Airlines.
GE United Engine Deal Deepens Growth Story For Aerospace Revenues
GE Aerospace has secured a significant deal with United Airlines to supply 300 GEnx engines for its Boeing 787 Dreamliner fleet, making United the largest global GEnx operator. This agreement not only strengthens the existing relationship between the companies but also underscores GE's strong performance, with its stock up 57.5% over the past year. The deal is expected to contribute to GE Aerospace's long-term revenue, particularly through recurring maintenance and services, reinforcing the company's focus on cash flow and expanding its installed engine base.
GE United Engine Deal Deepens Growth Story For Aerospace Revenues
GE Aerospace has secured a significant deal to supply 300 GEnx engines to United Airlines for its Boeing 787 Dreamliner fleet, making United the largest GEnx operator globally. This agreement reinforces GE's strong performance, with its stock up 57.5% over the past year, and highlights the ongoing importance of long-term engine and services commitments for its revenue and cash flow. The deal strengthens GE's position in the widebody aircraft engine market and supports its focus on free cash flow and capacity expansion, while also emphasizing its dependency on commercial aviation cycles.
United Airlines Stock Falls As Oil Rally Threatens Margins
United Airlines Holdings (UAL) stock fell as strong crude oil gains, driven by geopolitical tensions, threaten the airline's profit margins. Rising fuel costs, a major variable expense for airlines, cannot be immediately offset by ticket price adjustments, squeezing earnings expectations. Despite short-term strength and bullish analyst ratings, the stock remains vulnerable to energy price spikes and market volatility.
Frontier bets on budget travelers as other airlines focus on premium market
Frontier Airlines is banking on a strategy targeting budget travelers, even as other airlines pursue the premium market. CEO James Dempsey believes that flying more on off-peak days and cutting fares can capture market share, refuting bankruptcy rumors and focusing on profitability despite Wall Street's skepticism. The airline also plans to introduce first-class seats and Wi-Fi by 2027 while aiming for $200 million in annual cost savings.
Hyperscale Data’s askROI app exceeds 1.3 million downloads
Hyperscale Data's subsidiary, askROI, has surpassed 1.3 million app downloads. The app offers various generative AI systems within a single interface, supporting multi-model comparison, context-aware reasoning, and collaborative AI workspaces. Despite the app's growth, Hyperscale Data's stock has declined significantly over the past year.
GE Aerospace Readies Takeoff With Its 'AI Wingmate' In Tow
GE Aerospace (GE) has significantly soared since its split from General Electric in April 2024, showing a 147% increase in stock value. The company is poised for another record high breakout, especially after receiving a boost this week from United Airlines. This success highlights GE Aerospace's strong performance as a pure-play aviation giant.
Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
Ryder System, Inc. (R) reported Q4 2025 earnings and revenues that missed Zacks Consensus Estimates but showed year-over-year growth in earnings per share due to share repurchases. Despite weaker rental demand and a prolonged freight market downturn impacting some segments, SCS and DTS met their target pre-tax earnings. The company provided an outlook for 2026, including adjusted EPS expectations and projected revenue and free cash flow increases.
Chicago Seeks $476 Million From Muni Market for O’Hare Airport Revamp
Chicago O’Hare International Airport is seeking to borrow approximately $476 million from the municipal bond market to help fund its multi-billion dollar overhaul. The funds are intended to support terminal redevelopment and capacity enhancements, as the airport adds new routes and flights. This borrowing is part of O’Hare's larger $12 billion capital plan, which has exceeded its initial budget.
Morning Business Report: FAA orders merit-based pilot certification as Apple expands and Wendy’s closes stores
The FAA has mandated that U.S. airlines certify pilots based solely on merit, moving away from DEI initiatives, a decision supported by Sean Duffy for safety reasons. Concurrently, Apple is venturing into video podcasting to compete with existing platforms, and Wendy's plans to close approximately 350 U.S. locations while expanding its value menu to combat declining sales.
Assessing Southwest Airlines (LUV) Valuation After A Strong Multi‑Period Share Price Rally
This article analyzes Southwest Airlines (LUV) valuation after significant share price gains, noting a discrepancy between a popular narrative estimating the company as 14.3% overvalued at $54.26, and a DCF model suggesting a 59.9% discount. The narrative anticipates strong earnings growth from loyalty program optimization and partnership agreements, while the DCF model projects a fair value of $135.47 per share. The article encourages investors to examine the underlying assumptions to form their own conclusions.
Major airline's flight delayed after ‘no smoking’ signs are discovered missing
An American Airlines flight was recently delayed because a "no smoking" sticker was missing from a row of seats, rendering the plane unable to legally fly. Federal regulations mandate specific cabin signage, and despite suggestions for a simple fix like a Sharpie, the airline had to wait for a new sticker. This incident highlights the strict adherence required to FAA regulations, even for minor issues, and echoes a previous grounding of United Airlines planes over similar "no smoking" sign requirements.
Atria Investments Inc Reduces Stock Position in United Airlines Holdings Inc $UAL
Atria Investments Inc. reduced its stake in United Airlines Holdings Inc. (NASDAQ:UAL) by 34.2% in the third quarter, selling 9,755 shares and leaving it with 18,728 shares valued at approximately $1.807 million. Despite insider selling by CEO J. Scott Kirby and President Brett J. Hart, analysts maintain a broadly positive outlook with an average target price of $135.97, following United's recent beat on quarterly EPS estimates and strong FY2026 guidance.
Yale Dean’s Bizarre Defense of American Airlines 'Beloved' CEO Backfires—Embarrassingly Wrong On The Facts
A Yale Dean published an article defending American Airlines CEO Robert Isom, praising his leadership and accomplishments. However, the author of this article, Gary Leff, systematically refutes each of the Dean's claims, presenting evidence that Isom's achievements are overstated, misattributed, or based on incorrect facts. Leff suggests the Dean's article is poorly researched and merely launders American Airlines' talking points.
Analysts Offer Insights on Industrial Goods Companies: Ingersoll Rand (IR) and Howmet Aerospace (HWM)
Analysts from Citi have issued bullish sentiments on Ingersoll Rand (IR) and Howmet Aerospace (HWM) within the Industrial Goods sector. Andrew Kaplowitz maintained a Buy rating and a $117.00 price target for Ingersoll Rand, while John Godyn maintained a Buy rating and a $283.00 price target for Howmet Aerospace. Both companies show strong analyst consensus ratings, with slight downside potential mentioned for Ingersoll Rand and upside for Howmet Aerospace from current levels.
Stocks Recover on Strength in Apple and Airline Stocks
Stock indexes experienced a mixed trading session, recovering from early losses, with Apple and airline stocks showing strength. The broader market was influenced by Apple's announcement of a product launch and new devices, while AI-related concerns and mixed economic news, alongside hawkish Fed comments, also played a role. Investors are now focusing on upcoming corporate earnings, economic data releases, and remarks from the Federal Reserve.
Analysts Offer Insights on Industrial Goods Companies: CAE (CAE) and Frontier Group Holdings (ULCC)
Analysts have issued neutral ratings for CAE (CAE) and Frontier Group Holdings (ULCC), indicating that they are neither bullish nor bearish on the stocks. Jefferies maintained a Hold rating on CAE with a price target of $31.00, while Seaport Global maintained a Hold rating on Frontier Group Holdings. Both companies have a consensus Hold rating from analysts, suggesting limited upside from current levels.
United Airlines Holdings Inc. stock underperforms Tuesday when compared to competitors despite daily gains
United Airlines Holdings Inc. (UAL) stock advanced 4.33% to $114.02 on Tuesday, breaking a three-day losing streak, despite underperforming compared to some competitors. The overall market saw gains, with the S&P 500 Index rising 0.10% and the Dow Jones Industrial Average rising 0.07%.
Delta (DAL) Is Considered a Good Investment by Brokers: Is That True?
This article examines the reliability of brokerage recommendations for Delta Air Lines (DAL), noting that while brokers rate DAL highly, these recommendations often have a positive bias. It introduces the Zacks Rank as a more dependable indicator of stock performance, emphasizing its reliance on earnings estimate revisions rather than potentially biased brokerage opinions. The article concludes by suggesting caution with DAL's "Buy-equivalent" average brokerage recommendation, given its current Zacks Rank #3 (Hold).
United just changed how you fly economy – here’s what to know now
United Airlines has introduced new routes, stricter seat fees, and updated cabins, significantly altering the economy flying experience. The airline is expanding its premium offerings while implementing tighter Basic Economy rules, urging passengers to pay more for flexibility and enhanced amenities. This analysis details the different fare types, their associated costs and benefits, and provides guidance for US travelers on choosing the most suitable United fare based on their needs, emphasizing the importance of understanding the fare structure to avoid frustration.
Tragedy: American Express May Have Closed United Airlines Travel Bank "Loophole"
American Express appears to have closed a loophole allowing cardmembers to receive credit for United Airlines "Travel Bank" purchases, which previously counted towards the $200 annual airline credit. The author, while acknowledging the explicit exclusion of gift cards and similar purchases in AMEX terms, notes the outrage among cardholders who previously benefited from this workaround. Despite the perceived "tragedy," the article suggests that the terms and conditions always made it clear such purchases were ineligible, and questions the cardholders' complaints while still advocating for the value of the AMEX Platinum card.
United Airlines Holdings Inc $UAL Shares Bought by GSA Capital Partners LLP
GSA Capital Partners LLP significantly increased its stake in United Airlines Holdings Inc (UAL) by 830.7% in Q3, now owning 36,679 shares valued at $3.54 million. This move contradicts recent insider selling, as CEO J. Scott Kirby and President Brett J. Hart both pared down their holdings. Despite the insider sales, United Airlines recently surpassed Q4 earnings estimates and provided strong FY2026 guidance, maintaining a "Moderate Buy" consensus rating from analysts with an average target price of $135.97.
Understanding Momentum Shifts in (UAL)
This article analyzes momentum shifts for United Airlines Holdings Inc. (NYSE: UAL) based on AI models from Stock Traders Daily. It identifies a weak near-term sentiment that could precede shifts in mid and long-term outlook and highlights an exceptional short setup with a 38.5:1 risk-reward ratio. The analysis provides specific trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels.
The Truth About Lands' End Inc: Why Everyone Is Suddenly Paying Attention
Lands' End Inc., once known for its catalog presence, is experiencing a resurgence in popularity, especially on social media platforms like TikTok, due to its focus on "quiet quality," durable basics, and aggressive discounting strategy. The article explores why the brand is gaining attention from consumers seeking practical, long-lasting fashion and also touches on its stock performance (LE) for potential investors. It positions Lands' End as a legacy player undergoing reinvention, offering value in both wardrobe and a diversified investment portfolio.
United Airlines Selects GE Aerospace GEnx Engines to Power New 787 Dreamliners
United Airlines has chosen GE Aerospace's GEnx engines to power its new Boeing 787 Dreamliners, an agreement that includes 300 engines and additional spares. This deal, making United the largest GEnx operator globally, further solidifies the long-standing relationship between the two companies. The GEnx engine, known for its durability and reliability, currently powers two-thirds of all 787 aircraft in operation.
Legal Battle Intensifies as Boeing Seeks to Block Last-Minute Claim
Boeing is attempting to block LOT Polish Airlines from submitting a revised damages report totaling $203.6 million just hours before a trial related to the 737 MAX grounding. The aerospace giant accuses the airline of a "last-minute ambush," arguing the new figures were submitted past deadlines. This legal battle unfolds as Boeing reports strong operational performance, including 107 orders in January, despite ongoing legal fallout from the MAX crisis.
The skies for American Airlines are clearer than you think
This article argues that American Airlines CEO Robert Isom is successfully leading the company despite critical media narratives and unique challenges. It highlights American's strong network, investment in its highly unionized workforce, and strategic partnerships, while also acknowledging disproportionate impacts from external factors like Boeing's production issues and severe weather. The authors assert that a superficial comparison with competitors overlooks Isom's significant accomplishments in debt reduction, fleet modernization, and technological innovation.
United Airlines Holdings Inc $UAL Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC reduced its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 23.1% in the third quarter, selling 88,317 shares and retaining 294,834 shares valued at $28.45 million. The article also highlights recent insider selling by President Brett J. Hart and CEO J. Scott Kirby, despite the company topping earnings estimates and receiving a largely positive outlook from analysts with a consensus "Moderate Buy" rating and an average price target of $135.97.
Wi-Fi From Musk’s Starlink Is Now Coming to a United Airlines Airplane Near You
United Airlines is set to begin a trial of Elon Musk's Starlink satellite internet service on some of its airplanes this year. This move by United marks a significant step for Starlink into commercial aviation, potentially offering faster and more reliable inflight Wi-Fi compared to existing services. The trial reflects a broader trend of airlines seeking to enhance passenger experience with improved connectivity.
Should You Invest in the Invesco Leisure and Entertainment ETF (PEJ)?
This article evaluates the Invesco Leisure and Entertainment ETF (PEJ), highlighting its passively managed approach and focus on the Consumer Discretionary - Leisure and Entertainment sector. While offering diversified exposure, PEJ has a Zacks ETF Rank of 4 (Sell) due to its average expense ratio, concentrated holdings, and high-risk profile, suggesting better alternatives exist in the market.
Frontier Group Holdings (ULCC) Is Down 17.9% After Q4 Beat And Fleet Revamp Plan - Has The Bull Case Changed?
Frontier Group Holdings (ULCC) reported strong Q4 2025 results, exceeding profit expectations with $997 million in revenue and $53 million in net income, alongside a strategic fleet optimization plan by new CEO James Dempsey. This plan includes early termination of 24 aircraft leases and deferred Airbus deliveries, aiming to improve efficiency and operational reliability. Despite these positive developments, the stock dropped 17.9%, raising questions about the company's investment narrative, particularly concerning ongoing challenges with unit costs and pricing pressure.
Southwest WiFi Upgrade And Board Changes Put Valuation And Risks In Focus
Southwest Airlines announced it will offer free Starlink WiFi and cabin upgrades across its fleet, alongside a reduction in its board size with two directors resigning. This initiative aims to enhance customer experience and competitiveness in the low-cost airline market, while the governance changes highlight a period of corporate restructuring. Investors should consider the impact on capital allocation, customer experience, and governance, as these moves may affect Southwest's market position and financial outlook.
Illinois Municipal Retirement Fund Buys 20,225 Shares of United Airlines Holdings Inc $UAL
The Illinois Municipal Retirement Fund significantly increased its stake in United Airlines Holdings Inc (UAL) by 70.4%, purchasing an additional 20,225 shares, bringing its total to 48,940 shares valued at approximately $4.72 million. This comes as United Airlines reported strong Q4 EPS of $3.10 and provided optimistic FY2026 guidance of $12.00-$14.00 EPS, leading to an average analyst rating of "Moderate Buy" with a $135.97 price target. Despite some insider selling from executives, institutional investors collectively own 69.69% of the company's stock.
United Airlines Holdings, Inc. (UAL) Expands Global Reach and Assets
United Airlines Holdings Inc. (UAL) is expanding its global reach through strategic investments and asset acquisitions. The company's $100 million investment in Azul S.A. was recently approved, and it is acquiring two gates at O’Hare airport from Spirit Aviation for $30.2 million. CEO Scott Kirby also acknowledged geopolitical risks but affirmed a long-term focus for the airline.
United Airlines Holdings, Inc. (UAL) Expands Global Reach and Assets
United Airlines Holdings Inc. (UAL) is expanding its global reach with an approved $100 million investment in Azul S.A. and an acquisition of two O’Hare airport gates from Spirit Aviation. Despite a positive start to the year, CEO Scott Kirby noted geopolitical risks and past government shutdowns as potential threats. The company, a major US-based airline, continues to operate scheduled passenger and cargo transportation across six continents, serving over 370 destinations.
United Airlines Holdings, Inc. (UAL) Expands Global Reach and Assets
United Airlines Holdings Inc. (UAL) is expanding its global reach and assets through strategic investments and acquisitions. The company's $100 million investment in Azul S.A. has been approved by Brazil's competition authority, while Spirit Aviation is seeking court approval to sell two O'Hare airport gates to United for $30.2 million. Despite a cautious outlook from CEO Scott Kirby due to geopolitical risks, United Airlines, a major US-based airline operating across six continents, continues to focus on long-term growth.
Delta Air Lines, Inc. (DAL) Strengthens International Expansion
Delta Air Lines (DAL) is expanding its international fleet to meet strong demand from corporate and high-income travelers. The company recently approved a quarterly dividend and reiterated plans to purchase 31 Airbus wide-body jets, with deliveries scheduled for 2029. This move is part of Delta's strategy to modernize its fleet with more fuel-efficient aircraft and capitalize on resilient premium international demand.
Assessing American Airlines Group (AAL) Valuation As Union Protest And No Confidence Vote Target Leadership
American Airlines (AAL) is facing leadership challenges, including a union protest and a no-confidence vote against CEO Robert Isom, amidst financial pressures and weak stock performance. While some analysts view AAL as overvalued due to its balance sheet issues and recent industry warnings about falling travel demand, Simply Wall St's Discounted Cash Flow (DCF) model suggests deep undervaluation, implying a value significantly higher than its current share price. The article encourages investors to analyze different valuation perspectives and consider American Airlines' recent revenue and net income growth.
Rhumbline Advisers Sells 19,557 Shares of United Airlines Holdings Inc $UAL
Rhumbline Advisers reduced its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 3.5% in the third quarter, selling 19,557 shares and bringing its total holdings to 541,823 shares valued at $52.29 million. Several other institutional investors also adjusted their positions in UAL. The company recently reported Q4 earnings of $3.10 EPS, beating estimates, and analysts currently maintain a "Moderate Buy" rating with an average target price of $135.97.
