United Airlines Holdings (UAL) Panoramica del titolo
United Airlines Holdings, Inc. attraverso le sue controllate, fornisce servizi di trasporto aereo negli Stati Uniti, in Canada, nell'Atlantico, nel Pacifico e in America Latina. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
UAL Community Fair Values
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Analyst Price Targets
Concorrenti di United Airlines Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$99.96 |
| Massimo di 52 settimane | US$119.21 |
| Minimo di 52 settimane | US$71.55 |
| Beta | 1.21 |
| Variazione di 1 mese | 9.00% |
| Variazione a 3 mesi | -11.56% |
| Variazione di 1 anno | 33.90% |
| Variazione a 3 anni | 111.51% |
| Variazione a 5 anni | 71.31% |
| Variazione dall'IPO | 131.66% |
Notizie e aggiornamenti recenti
Seeking Alpha • May 18
United Airlines: Stronger Than American, Cheaper Than Delta
Summary United Airlines stands out post-Spirit collapse, offering superior growth and profitability versus peers at a discounted valuation. Q1 2026 results demonstrated robust pricing power, with premium and business segments driving double-digit revenue growth despite fuel cost headwinds. Fuel price volatility remains the primary risk, prompting UAL to lower full-year EPS guidance to $7–$11, but management expects increasing fare pass-through. I rate UAL a cautious buy, as it delivers Delta-like metrics at a lower multiple, with catalysts tied to fuel stabilization and sustained premium demand. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 15
UAL: Fuel Cost Headwinds Will Be Offset By Premium Demand
Analysts have revised United Airlines Holdings' price targets in a mixed but generally lower range of $4 to $23, largely reflecting updated fuel cost assumptions and expectations for only modest changes in revenue growth and margins in their models. Analyst Commentary Recent research on United Airlines points to a split view, with price targets adjusted both higher and lower as analysts rework models around fuel costs, demand trends and capacity growth.Aggiornamento della narrazione • Apr 30
UAL: Premium Demand And Route Expansion Will Offset Higher Fuel Costs
United Airlines Holdings' analyst price target has been adjusted slightly lower to about $129.83, with analysts broadly tying changes in their outlooks to higher fuel cost assumptions that are being only partly offset by steady demand expectations. Analyst Commentary Recent Street research around United Airlines Holdings centers on how higher fuel cost assumptions and shifting guidance affect valuation, with analysts split between focusing on earnings pressure and resilience in demand and revenue.Recent updates
Seeking Alpha • May 18
United Airlines: Stronger Than American, Cheaper Than Delta
Summary United Airlines stands out post-Spirit collapse, offering superior growth and profitability versus peers at a discounted valuation. Q1 2026 results demonstrated robust pricing power, with premium and business segments driving double-digit revenue growth despite fuel cost headwinds. Fuel price volatility remains the primary risk, prompting UAL to lower full-year EPS guidance to $7–$11, but management expects increasing fare pass-through. I rate UAL a cautious buy, as it delivers Delta-like metrics at a lower multiple, with catalysts tied to fuel stabilization and sustained premium demand. Read the full article on Seeking AlphaAggiornamento della narrazione • May 15
UAL: Fuel Cost Headwinds Will Be Offset By Premium Demand
Analysts have revised United Airlines Holdings' price targets in a mixed but generally lower range of $4 to $23, largely reflecting updated fuel cost assumptions and expectations for only modest changes in revenue growth and margins in their models. Analyst Commentary Recent research on United Airlines points to a split view, with price targets adjusted both higher and lower as analysts rework models around fuel costs, demand trends and capacity growth.Aggiornamento della narrazione • Apr 30
UAL: Premium Demand And Route Expansion Will Offset Higher Fuel Costs
United Airlines Holdings' analyst price target has been adjusted slightly lower to about $129.83, with analysts broadly tying changes in their outlooks to higher fuel cost assumptions that are being only partly offset by steady demand expectations. Analyst Commentary Recent Street research around United Airlines Holdings centers on how higher fuel cost assumptions and shifting guidance affect valuation, with analysts split between focusing on earnings pressure and resilience in demand and revenue.Aggiornamento della narrazione • Apr 16
UAL: Premium Demand And Capacity Discipline Will Offset Higher Fuel Costs
Narrative Update on United Airlines Holdings The analyst price target for United Airlines Holdings has been adjusted slightly lower to about $130 from around $133, as analysts factor in higher jet fuel costs, potential guidance cuts, and ongoing regulatory and macro uncertainties. These factors are partly balanced by solid demand trends and continued interest in premium carriers.Aggiornamento della narrazione • Apr 01
UAL: Premium Demand And Capacity Cuts Will Support Future Upside
United Airlines Holdings' updated analyst price target has been trimmed by about $3 to roughly $133, as analysts factor in higher fuel costs and slightly lower profit margin expectations, partly offset by firm demand trends and modestly higher assumed revenue growth and future P/E multiples. Analyst Commentary Recent Street research around United Airlines Holdings has become more mixed, with several bullish analysts still assigning targets north of US$140 while a growing group of cautious analysts trim targets into the US$110 to US$135 range on fuel and margin concerns.Aggiornamento della narrazione • Mar 18
UAL: Q1 Demand Strength And Premium Travel Resilience Will Drive Upside
The updated analyst price target for United Airlines Holdings reflects a modest trim to $135.52 from $138.60, as analysts factor in higher fuel cost assumptions and slightly lower profit margins, while still pointing to resilient demand and revenue trends. Analyst Commentary Recent research on United Airlines Holdings highlights a mix of optimism on demand and revenue trends alongside caution around fuel costs, margins, and guidance risk.Aggiornamento della narrazione • Mar 04
UAL: Q1 Demand Strength And 90 Day Catalyst Watch Will Drive Upside
United Airlines Holdings' analyst price target has been trimmed slightly, with analysts citing higher fuel cost assumptions that modestly weigh on fair value, even as demand trends and earnings tracking remain supportive in the near term. Analyst Commentary Recent research on United Airlines Holdings highlights a mix of optimism on demand and earnings power, alongside caution around fuel costs and the broader airline cycle.Aggiornamento della narrazione • Feb 18
UAL: Q4 Setup And 90 Day Catalyst Watch Will Drive Upside
The updated analyst price target for United Airlines Holdings edges higher to about $139, with analysts pointing to a slightly lower discount rate and a modestly lower assumed future P/E multiple as they reassess the risk and valuation backdrop following a series of recent target hikes and a new 90 day catalyst watch. Analyst Commentary Recent research on United Airlines Holdings has been active, with several firms updating their price targets and reassessing assumptions around earnings power, valuation multiples, and near term catalysts.Aggiornamento della narrazione • Feb 03
UAL: Q4 Setup And 2026 Demand Momentum Will Drive Upside Potential
Analysts have raised their fair value estimate for United Airlines Holdings to $138.77 from $125.26, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in light of a series of recent price target increases across the Street, along with one reduction. Analyst Commentary Recent Street research on United Airlines Holdings has skewed positive, with a cluster of higher price targets and one reduction.
Aggiornamento della narrazione • Jan 20
UAL: 2026 Guidance Caution Will Challenge Recent Optimism On Demand
Analysts have lifted their price targets on United Airlines Holdings sharply into a US$129 to US$153 range, and our updated fair value estimate has shifted from US$72.78 to US$95.53 as they point to resilient demand indicators into 2026, supportive Q4 setup commentary, and expectations for constructive airline guidance relative to subdued consensus. Analyst Commentary Across the Street, research updates are pointing to a tighter cluster of higher price targets for United Airlines within the US$129 to US$153 range.Aggiornamento della narrazione • Jan 06
UAL: Margin Execution And Operational Resets Will Shape Future Upside Potential
Analysts have nudged their fair value estimate for United Airlines Holdings up slightly from about US$124.36 to roughly US$125.26. They cite a modestly higher long term revenue outlook, a small adjustment to discount rates, and updated assumptions for profit margins and future P/E multiples following recent price target increases across several research firms.Articolo di analisi • Dec 23
United Airlines Holdings, Inc. (NASDAQ:UAL) Surges 26% Yet Its Low P/E Is No Reason For Excitement
United Airlines Holdings, Inc. ( NASDAQ:UAL ) shareholders would be excited to see that the share price has had a great...Aggiornamento della narrazione • Dec 14
UAL: Premium Demand And Margin Expansion Will Drive Upside Despite Flight Disruptions
The blended analyst price target for United Airlines Holdings has been raised from approximately $123 to $124 per share, as analysts factor in stronger anticipated revenue growth, slightly higher long term margins, and a modestly richer future earnings multiple. Analyst Commentary Bullish analysts have broadly increased their price targets on United Airlines, signaling rising confidence in the company’s ability to execute on its growth and margin expansion plans over the next two years.Aggiornamento della narrazione • Nov 29
UAL: Margin Expansion And Resilient Demand Will Overcome Near-Term Flight Disruptions
United Airlines Holdings' analyst price target has been modestly adjusted from $123.20 to $122.90. This reflects analysts' views that while the company continues pursuing margin expansion and earnings growth, recent sector dynamics and improving demand are being balanced with updated financial outlooks.Aggiornamento della narrazione • Nov 15
UAL: Margin Expansion Initiatives Will Drive Performance Amid Air Travel Disruptions
United Airlines Holdings’ analyst price target has increased significantly, with recent updates raising it by as much as $41 to $156. Analysts cite robust earnings prospects, margin expansion initiatives, and stronger demand trends as key drivers for the upward revisions.Aggiornamento della narrazione • Nov 01
UAL: Higher Margins And Revenue Outlook Will Drive Outperformance Through 2027
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.Articolo di analisi • Oct 18
United Airlines Holdings, Inc. Just Recorded A 6.3% EPS Beat: Here's What Analysts Are Forecasting Next
It's been a good week for United Airlines Holdings, Inc. ( NASDAQ:UAL ) shareholders, because the company has just...Aggiornamento della narrazione • Oct 18
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.Aggiornamento della narrazione • Oct 04
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.Aggiornamento della narrazione • Sep 18
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.Aggiornamento della narrazione • Sep 03
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).Articolo di analisi • Jul 08
Is United Airlines Holdings (NASDAQ:UAL) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • May 25
Should You Investigate United Airlines Holdings, Inc. (NASDAQ:UAL) At US$74.65?
Today we're going to take a look at the well-established United Airlines Holdings, Inc. ( NASDAQ:UAL ). The company's...Seeking Alpha • Mar 31
United Airlines: Irrational Turbulence
Summary United Airlines Holdings, Inc. has dropped significantly to $65 in a sudden shift in the stock price. Passenger demand faces short-term turbulence, including reduced government travel and macroeconomic issues, but these impacts are not materially significant to United's overall revenue. Delta Air Lines foresees robust future cash flows, with Delta projecting $10 billion in annual operating cash flow over the next 3-5 years. UAL stock is cheap now at only 5x 2025 EPS targets, with the potential for United Airlines to rebound to $150 if travel demand recovers. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
United Airlines Faces A Tough Future
Summary United Airlines has seen significant post-COVID financial improvement, outperforming many market indices and becoming one of the best-performing airline stocks globally. UAL's strategic focus on international markets and retaining aircraft and pilots during covid has driven its rapid growth. Despite impressive international growth, UAL faces challenges in the domestic market, high labor costs, and an aging fleet requiring substantial future capex. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
United Airlines: A Strong Buy Ahead Of Q4 Earnings
Summary United Airlines is rated a Strong Buy due to its bullish chart patterns and strong technical indicators ahead of its Q4 earnings report. Despite being overbought, United's stock shows potential for further growth, supported by strong earnings and positive market conditions. Key metrics to watch include revenue per seat mile (RASM) and cost per seat mile (CASM), with a focus on margin trends. United's share buyback program and attractive valuation at 8.5X forward earnings further bolster confidence in continued stock appreciation. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
United Airlines: Why I Sold My Shares (Rating Downgrade)
Summary I initially rated United Airlines a Hold back in October, but after a 60% price surge and a P/E ratio of 10x, I decided to Sell. United's Q3'24 earnings showed strong profitability driven by lower aircraft fuel costs, but this tailwind is likely to fade in importance during FY'25. There is still upside to be captured if investors believe in FY'25 EPS estimate and the continuation of 10x P/E, but I'm cautious about it. I sold my United shares to lock in gains, as the airline industry is volatile and future upside is uncertain. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
United Airlines: Solid Results, Strong Outlook, Undervalued Stock
Summary United Airlines shares have surged 94% so far this year, driven by strong results and robust flight demand. In Q3, despite a 1.6% decline in revenue per available seat mile, United's revenue rose 2.5%, with net income hitting $1.4 billion. United's valuation is attractive, trading at a discount to peers, with higher margins and lower debt ratios, suggesting further upside potential. Risks include fuel price volatility, economic downturns, and labor relations, but stable fuel prices and strong fundamentals make United a buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
United Airlines: Revenue And Margin Expansion Will Bring The Company To New Highs
Summary For 3Q24, United Airlines generated $14.85 billion in revenues, representing a 2.48% year-on-year growth. Although EPS of $3.33 beat estimates, net income fell by 15.13% year-on-year. Expect the continued strength and demand in the airline industry to continue to serve as tailwinds for UAL. ACI expects passenger growth for 2024 will surge by 7% in North America. UAL is poised to expand its revenue through multiple initiatives such as expanding its international reach, increasing its fleet size, and enhancing other ancillary programs such as MileagePlus. Although the company is reluctant to give details, UAL's plan to expand margins will be highly accretive to its bottom line and free cash flow. Valuation analysis suggests a potential upside of more than 50% exists if UAL is able to successfully expand its fleet and expand its pre-tax net income margins. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
United Airlines Stock Soars To 52-Week High On Bullish Future
Summary United Airlines' Q3 earnings report and guidance led to a new 52-week high, nearing pre-pandemic stock prices. Passenger revenue growth is slowing, but cargo revenues surged 25.2% due to Middle East freight challenges and Asia Pacific capacity expansion. Operating income dropped 10% due to higher non-fuel costs, but Q4 EPS guidance shows strong year-on-year growth, boosting investor confidence. A $1.5 billion share repurchase program and increased free cash flow projections signal strong future confidence, maintaining a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
United Airlines: A Hold After Recent Take-Off
Summary United Airlines has seen an impressive price appreciation of more than 50% since its bottom in early August. Spirit's likely bankruptcy and the continued strength of U.S. consumer are both tailwinds that could take the stock higher. However, even if the company recovers its historic Price to Earnings Ratio of 8x, the 30% upside is likely insufficient given the risks that airlines face. If risks materialize, United could see its stock price be back at $40. With a Risk-Reward like this, I believe United is a Hold for now. Read the full article on Seeking AlphaRendimenti per gli azionisti
| UAL | US Airlines | US Mercato | |
|---|---|---|---|
| 7D | 7.7% | 7.5% | 1.0% |
| 1Y | 33.9% | 38.3% | 28.7% |
Ritorno vs Industria: UAL ha avuto una performance inferiore rispetto al US Airlines che ha registrato un rendimento 38.3 % nell'ultimo anno.
Rendimento vs Mercato: UAL ha superato il mercato US che ha restituito 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| UAL volatility | |
|---|---|
| UAL Average Weekly Movement | 8.1% |
| Airlines Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: UAL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di UAL è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1968 | 115,600 | J. Kirby | www.united.com |
United Airlines Holdings, Inc. attraverso le sue controllate, fornisce servizi di trasporto aereo negli Stati Uniti, in Canada, nell'Atlantico, nel Pacifico e in America Latina. Trasporta persone e merci attraverso le sue flotte principali e regionali. L'azienda offre anche servizi di assistenza a terra, accademia di volo, riscossione di premi frequent flyer e servizi di manutenzione per conto terzi.
United Airlines Holdings, Inc. Riepilogo dei fondamenti
| UAL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$32.34b |
| Utili (TTM) | US$3.67b |
| Ricavi(TTM) | US$60.47b |
8.9x
Rapporto P/E0.5x
Rapporto P/SUAL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| UAL Conto economico (TTM) | |
|---|---|
| Ricavi | US$60.47b |
| Costo del fatturato | US$40.03b |
| Profitto lordo | US$20.43b |
| Altre spese | US$16.77b |
| Utili | US$3.67b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 11.29 |
| Margine lordo | 33.79% |
| Margine di profitto netto | 6.06% |
| Rapporto debito/patrimonio netto | 152.4% |
Come si è comportato UAL nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 05:46 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
United Airlines Holdings, Inc. è coperta da 42 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| David Fintzen | Barclays |