Update shared on09 Sep 2025
Fair value Increased 4.55%Analysts modestly raised JetBlue's price target to $4.42 amid improved Q2 results and positive near-term guidance, but maintained cautious sentiment given sector uncertainties and steady revenue growth forecasts.
Analyst Commentary
- Bullish analysts cited JetBlue's improved Q2 2025 results and positive guidance for Q3 and FY25 as a basis for increased price targets.
- Model updates reflect the view that close-in leisure demand will be the key driver for JetBlue's second half 2025 performance.
- While optimism surrounds the potential for performance improvement, analysts generally remain cautious with Hold ratings, indicating ongoing uncertainty.
- No notable mention of material industry-wide shifts or new competitive pressures impacting JetBlue in the near term.
- Price target increases remain modest, reflecting a balanced outlook between incremental operational improvements and sector challenges.
What's in the News
- JetBlue has signed on to use Amazon's Project Kuiper satellite internet for Wi-Fi on 25% of its fleet, with initial passenger access targeted for 2027 (WSJ).
- Amazon's Project Kuiper is still in development, with beta testing expected to begin late 2025 or early 2026 (WSJ).
- JetBlue's second-largest shareholder, Vladimir Galkin, may sell his nearly 10% stake if the airline's cost-cutting and turnaround efforts do not improve performance within a year (Reuters).
- JetBlue is implementing new cost cuts, including reducing flights, pausing aircraft retrofits, parking some planes, and reassessing leadership roles amid weaker-than-expected travel demand (CNBC).
- The company anticipates a prolonged path to profitability and is still dependent on borrowed cash to sustain operations, as CEO Joanna Geraghty communicated to staff (CNBC).
Valuation Changes
Summary of Valuation Changes for JetBlue Airways
- The Consensus Analyst Price Target has risen slightly from $4.23 to $4.42.
- The Future P/E for JetBlue Airways has risen from 3.45x to 3.63x.
- The Consensus Revenue Growth forecasts for JetBlue Airways remained effectively unchanged, moving only marginally from 5.1% per annum to 5.0% per annum.
Disclaimer
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