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Industry Shifts And Margin Recovery Will Support Performance Through 2026 And Beyond

Published
08 Aug 24
Updated
25 Oct 25
AnalystConsensusTarget's Fair Value
US$33.76
4.6% undervalued intrinsic discount
25 Oct
US$32.20
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1Y
6.3%
7D
-6.5%

Author's Valuation

US$33.764.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Oct 25
Fair value Increased 2.11%

Southwest Airlines’ analyst price target has been raised from approximately $33.06 to $33.76. Analysts cite improved profit margin expectations and accelerating industry revenue growth as driving factors behind the update.

Shared on11 Oct 25
Fair value Increased 1.69%

Southwest Airlines' analyst consensus price target has been revised upward by $0.55. Analysts highlight improvements in expected revenue growth and profit margins, supporting a cautiously optimistic outlook.

Shared on27 Sep 25
Fair value Increased 1.09%

The consensus analyst price target for Southwest Airlines saw a slight upward revision to $32.51 as bullish analysts highlight stronger long-term profit expectations and industry consolidation benefits, while persistent near-term skepticism among others tempers enthusiasm. Analyst Commentary JPMorgan is bullish, citing above-consensus earnings estimates through 2026-2027 and expectations of outsized industry profit consolidation among stronger carriers like Southwest.

Shared on12 Sep 25
Fair value Increased 0.31%

Both the consensus analyst price target and key financial metrics for Southwest Airlines have seen negligible changes, indicating continued stability in fundamentals, with the fair value price target edged slightly higher to $32.16. What's in the News Southwest is expanding routes aggressively for 2026, launching new destinations including Santa Rosa, CA; Knoxville, TN; St. Thomas (USVI); and St. Maarten, with additional routes and increased connections through Denver, Burbank, San Diego, and Baltimore.

Shared on29 Jul 25
Fair value Increased 13%

The consensus price target for Southwest Airlines has increased as stronger revenue growth forecasts more than offset the impact of a higher discount rate, lifting fair value estimates to $30.82. What's in the News Board authorizes new $2 billion share repurchase program; 72.97 million shares (12.6%) already repurchased for $2.36 billion under prior program.

Shared on07 May 25
Fair value Decreased 1.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25
Fair value Decreased 15%

AnalystConsensusTarget has decreased future PE multiple from 11.1x to 8.9x.

Shared on23 Apr 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 5.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.79%

AnalystConsensusTarget has decreased future PE multiple from 13.6x to 11.7x.

Shared on02 Apr 25
Fair value Increased 4.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 1.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 6.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 0.15%