United Airlines Holdings (UAL) Aandelenoverzicht
United Airlines Holdings, Inc. biedt via haar dochterondernemingen luchtvervoersdiensten aan in de Verenigde Staten, Canada, de Atlantische Oceaan, de Stille Oceaan en Latijns-Amerika. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
UAL Community Fair Values
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Analyst Price Targets
United Airlines Holdings, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$115.41 |
| 52 Week Hoogtepunt | US$138.77 |
| 52 Week Laag | US$82.42 |
| Bèta | 1.26 |
| 1 maand verandering | -0.36% |
| 3 maanden verandering | 13.37% |
| 1 Jaar Verandering | 25.11% |
| 3 jaar verandering | 100.33% |
| 5 jaar verandering | 142.82% |
| Verandering sinds IPO | 167.46% |
Recent nieuws en updates
Seeking Alpha • Jul 16
United Airlines: Q2 Earnings Confirm Premiumization Is Working
Summary United Airlines has delivered a 235% gain since my first bullish call in October 2023, driven by international travel recovery and premium revenue growth. UAL came to the Q2 earnings report with a strong track record of beating Wall Street estimates. On July 15, the company maintained this track record. On the upcoming earnings call, I will look for more clues as to how United is managing the fuel cost pressure. United has reached a point where the focus has clearly shifted to margin enhancement through premiumization. United is no longer an airline that focuses on volume growth. The recent strategic changes to United's business model do not seem to be accurately reflected in its valuation. Read the full article on Seeking Alpha
Narratiefupdate • Jul 14
UAL: Fuel And Capacity Discipline Will Test Fairly Valued Earnings Outlook
Analysts have raised the fair value estimate for United Airlines Holdings to $111.92 from $95.53, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, supported by recent price target increases from several research firms. Analyst Commentary Recent research commentary on United Airlines Holdings sits against a backdrop of rising price targets across much of the airline sector, but it also flags several areas where expectations and execution could be tested.
Narratiefupdate • Jun 30
UAL: Premium Demand And Asset Purchases Will Balance Fuel And Execution Risks
United Airlines Holdings' analyst price target has been revised higher from $132.08 to $136.63 as analysts factor in updated fair value estimates, slightly adjusted revenue growth and margin assumptions, and modestly higher future P/E expectations following a series of upward target moves from major research firms. Analyst Commentary Recent research updates on United Airlines Holdings point to a wide range of price targets, with several fresh revisions higher.Recent updates
Seeking Alpha • Jul 16
United Airlines: Q2 Earnings Confirm Premiumization Is Working
Summary United Airlines has delivered a 235% gain since my first bullish call in October 2023, driven by international travel recovery and premium revenue growth. UAL came to the Q2 earnings report with a strong track record of beating Wall Street estimates. On July 15, the company maintained this track record. On the upcoming earnings call, I will look for more clues as to how United is managing the fuel cost pressure. United has reached a point where the focus has clearly shifted to margin enhancement through premiumization. United is no longer an airline that focuses on volume growth. The recent strategic changes to United's business model do not seem to be accurately reflected in its valuation. Read the full article on Seeking AlphaNarratiefupdate • Jul 14
UAL: Fuel And Capacity Discipline Will Test Fairly Valued Earnings Outlook
Analysts have raised the fair value estimate for United Airlines Holdings to $111.92 from $95.53, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, supported by recent price target increases from several research firms. Analyst Commentary Recent research commentary on United Airlines Holdings sits against a backdrop of rising price targets across much of the airline sector, but it also flags several areas where expectations and execution could be tested.Narratiefupdate • Jun 30
UAL: Premium Demand And Asset Purchases Will Balance Fuel And Execution Risks
United Airlines Holdings' analyst price target has been revised higher from $132.08 to $136.63 as analysts factor in updated fair value estimates, slightly adjusted revenue growth and margin assumptions, and modestly higher future P/E expectations following a series of upward target moves from major research firms. Analyst Commentary Recent research updates on United Airlines Holdings point to a wide range of price targets, with several fresh revisions higher.Analyse-artikel • Jun 18
United Airlines Holdings (UAL) Stock Could Be 12.3% Undervalued After Strait Of Hormuz Deal
The peace framework between the U.S. and Iran, which will reopen the Strait of Hormuz, has quickly become a key story for United Airlines Holdings (UAL) stock as investors reassess fuel costs and international demand. See our latest analysis for United Airlines Holdings. United Airlines Holdings shares have been volatile, but the recent peace framework and easing fuel concerns coincide with a 7 day share price return of 12.7% and a 1 year total shareholder return of 55.9%, hinting that...Narratiefupdate • Jun 16
UAL: Premium Demand And Asset Purchases Will Counter Fuel And Execution Risks
United Airlines Holdings' analyst price target is updated to $132.08, with analysts pointing to recent upward revisions from firms such as Morgan Stanley and UBS as they refresh models on earnings power and valuation multiples. Analyst Commentary Recent research on United Airlines Holdings shows a mix of optimism and caution, with several firms updating their models and price targets as they reassess earnings power and valuation multiples.Narratiefupdate • Jun 02
UAL: Premium Demand And Fleet Expansion Will Counter Fuel Headwinds
The analyst price target for United Airlines Holdings has inched higher to $132.08 from $129.83 as analysts incorporate recent target increases from firms that are focusing on potential earnings growth and revised sector assumptions on fuel and revenue. Analyst Commentary Recent research on United Airlines Holdings reflects a mix of optimism on earnings potential and caution around fuel costs and sector wide risks, which feeds directly into the updated price targets.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).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 AlphaRendement voor aandeelhouders
| UAL | US Airlines | US Markt | |
|---|---|---|---|
| 7D | -8.4% | -4.2% | -0.9% |
| 1Y | 25.1% | 22.2% | 19.1% |
Rendement versus industrie: UAL overtrof de US Airlines industrie, die het afgelopen jaar een rendement 22.2 % opleverde.
Rendement versus markt: UAL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 19.1 %.
Prijsvolatiliteit
| UAL volatility | |
|---|---|
| UAL Average Weekly Movement | 7.5% |
| Airlines Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: UAL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van UAL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1968 | 117,500 | J. Kirby | www.united.com |
United Airlines Holdings, Inc. biedt via haar dochterondernemingen luchtvervoersdiensten aan in de Verenigde Staten, Canada, de Atlantische Oceaan, de Stille Oceaan en Latijns-Amerika. Het bedrijf vervoert mensen en vracht via zijn hoofdvloot en regionale vloten. Het bedrijf biedt ook grondafhandeling, flight academy, frequent flyer award non-travel aflossingen en onderhoudsdiensten voor derden.
United Airlines Holdings, Inc. Samenvatting
| UAL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$38.56b |
| Inkomsten(TTM) | US$3.50b |
| Inkomsten(TTM) | US$62.90b |
10.7x
Koers/Winstverhouding0.6x
P/S-verhoudingIs UAL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| UAL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$62.90b |
| Kosten van inkomsten | US$42.88b |
| Brutowinst | US$20.02b |
| Overige uitgaven | US$16.52b |
| Inkomsten | US$3.50b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 10.77 |
| Brutomarge | 31.83% |
| Nettowinstmarge | 5.56% |
| Schuld/Eigen Vermogen Verhouding | 158.5% |
Hoe presteerde UAL op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/17 22:45 |
| Aandelenkoers aan het einde van de dag | 2026/07/17 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
United Airlines Holdings, Inc. wordt gevolgd door 38 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| David Fintzen | Barclays |