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UAL: Higher Margins And Revenue Outlook Will Drive Outperformance Through 2027

Published
22 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
11.3%
7D
3.6%

Author's Valuation

US$123.220.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 1.44%

United Airlines Holdings' analyst price target has risen from $121.45 to $123.20 as analysts cite ongoing margin expansion efforts and improved revenue growth projections as key drivers for the upward revision. Analyst Commentary Recent analyst activity for United Airlines Holdings has largely centered on price target increases, highlighting both optimistic and cautious perspectives regarding the company’s future prospects.

Shared on 18 Oct 25

Fair value Increased 5.61%

Expanding International Demand And Premium Cabins Will Ensure Future Strength

The analyst price target for United Airlines Holdings increased from $115 to $121.45, as analysts cited improved margin outlooks and higher long-term earnings potential following recent industry and company updates. Analyst Commentary Following United Airlines Holdings' recent updates and industry shifts, analysts have weighed in with revised price targets and new perspectives on the company’s growth outlook.

Shared on 04 Oct 25

Fair value Increased 3.05%

Expanding International Demand And Premium Cabins Will Ensure Future Strength

Analysts have increased their price target for United Airlines Holdings to $115 from $111.60. They cite improving demand, better fare trends, and enhanced industry profitability outlooks as key drivers for the higher valuation.

Shared on 18 Sep 25

Fair value Increased 2.72%

Expanding International Demand And Premium Cabins Will Ensure Future Strength

Upward revisions to United Airlines’ long-term earnings forecasts, driven by industry consolidation and robust operational performance, have prompted analysts to raise the stock’s fair value target from $108.65 to $111.60. Analyst Commentary Bullish analysts raised long-term earnings estimates for United Airlines above consensus for 2026 and 2027, reflecting stronger-than-expected industry profitability among major carriers.

Shared on 03 Sep 25

Fair value Increased 1.02%

Expanding International Demand And Premium Cabins Will Ensure Future Strength

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).

Shared on 07 May 25

Fair value Increased 17%

Expanding International Demand And Premium Cabins Will Ensure Future Strength

Shared on 30 Apr 25

Fair value Decreased 3.42%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 7.02%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 7.22%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 23%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget has decreased future PE multiple from 11.6x to 9.7x and increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 02 Apr 25

Fair value Increased 1.41%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.16%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.31%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 34%

Airline Brand Loyalty And Upgrades Will Secure Future Market Share

AnalystConsensusTarget made no meaningful changes to valuation assumptions.