Update shared on03 Sep 2025
Fair value Increased 1.02%Given marginal movements in both the Future P/E ratio and Discount Rate, the consensus analyst price target for United Airlines Holdings saw a negligible increase from $107.55 to $108.65.
What's in the News
- United Airlines experienced a system-wide technology issue caused by its Unimatic system, temporarily pausing departures; the issue was resolved and flights resumed, though residual delays were expected (WSJ).
- United Airlines and JetBlue completed the DOT review of their Blue Sky collaboration, enabling mutual frequent flyer benefits, cross-booking capabilities, and expanded network connections starting this fall (Key Developments).
- JetBlue will provide United with access to up to seven daily slots at JFK Terminal 6 as early as 2027, strengthening United’s New York presence; both airlines will also exchange eight flight timings at Newark as part of the agreement (Key Developments).
- United will integrate JetBlue's Paisly platform to enhance ancillary travel offerings (hotels, rental cars, cruises, travel insurance) on its website and mobile app (Key Developments).
- United completed a buyback of 3,547,624 shares worth $263.9 million between April and July 2025, totaling 10,147,624 shares repurchased for $700 million since October 2024 (Key Developments).
Valuation Changes
Summary of Valuation Changes for United Airlines Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $107.55 to $108.65.
- The Future P/E for United Airlines Holdings remained effectively unchanged, moving only marginally from 10.72x to 10.81x.
- The Discount Rate for United Airlines Holdings remained effectively unchanged, moving only marginally from 10.74% to 10.67%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.