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Alaska Air Group, Inc. Stock Price

NYSE:ALK Community·US$5.1b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author

ALK Share Price Performance

US$46.13
-8.20 (-15.09%)
US$65.34
Fair Value
US$46.13
-8.20 (-15.09%)
29.4% undervalued intrinsic discount
US$65.34
Fair Value
Price US$46.13
AnalystConsensusTarget US$65.34
AnalystLowTarget US$47.00
AnalystHighTarget US$84.48

ALK Community Narratives

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Fair Value US$65.34 29.4% undervalued intrinsic discount

ALK: Premium Seat Expansion And International Routes Will Drive Future Upside

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2users have commented on this narrative
24users have followed this narrative
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Fair Value US$47 1.9% undervalued intrinsic discount

Accelerate Strategy And 29% Premium Seats Will Expand International Reach

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Fair Value US$84.48 45.4% undervalued intrinsic discount

Domestic Travel Trends And Digital Upgrades Will Shape Premium Travel

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0users have commented on this narrative
0users have followed this narrative
US$65.34
29.4% undervalued intrinsic discount
Revenue
8.34% p.a.
Profit Margin
7.66%
Future PE
6.32x
Price in 2029
US$88.19
US$84.48
45.4% undervalued intrinsic discount
Revenue
8.94% p.a.
Profit Margin
7.58%
Future PE
8.15x
Price in 2029
US$114.35

Trending Discussion

No trending discussion available.

Updated Narratives

ALK logo

ALK: Earnings And Pricing Power Will Support Future Upside

Fair Value: US$65.34 29.4% undervalued intrinsic discount
24 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
ALK logo

ALK: Fuel And Demand Execution Risks Will Drive Bearish Repricing

Fair Value: US$47 1.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ALK logo

ALK: International Expansion And Loyalty Integration Will Support Future Earnings Power

Fair Value: US$84.48 45.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

1 Risk
3 Rewards

Alaska Air Group, Inc. Key Details

US$14.8b

Revenue

US$12.2b

Cost of Revenue

US$2.6b

Gross Profit

US$2.8b

Other Expenses

-US$175.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.57
17.54%
-1.19%
169.9%
View Full Analysis

About ALK

Founded
1932
Employees
31596
CEO
Benito Minicucci
WebsiteView website
www.alaskaair.com

Alaska Air Group, Inc., through its subsidiaries, operates airlines. It operates through three segments: Alaska Airlines, Hawaiian Airlines, and Regional. The company offers scheduled air transportation services on Boeing jet aircraft for passengers and cargo; and Horizon's and other third-party carriers scheduled air transportation services. It operates in the United States, Canada, Mexico, Costa Rica, Guatemala, Belize, the Bahamas, the South Pacific, Australia, New Zealand, and Asia. Alaska Air Group, Inc. was founded in 1932 and is based in Seattle, Washington.

Recent ALK News & Updates

Seeking Alpha Jul 22

The War Against Iran Is Hitting Alaska Air Group Hard

Summary Alaska Air Group, Inc. posted Q2 2026 results with revenue up to $4.07B, but bottom line losses worsened due to surging fuel costs from the Iran war. Despite cost-cutting successes and structural improvements, ALK's profitability deteriorated, with net losses of $76M and adjusted EBITDAR falling to $1.04B. Fuel costs soared to 32.1% of revenue ($4.43/gallon), overwhelming gains from premium, cargo, and loyalty revenues; Q3 guidance remains pressured by high fuel prices. I maintain a speculative Hold rating on ALK, citing elevated leverage, deteriorating net income, and war-driven macro risk, but see long-term upside if conditions stabilize. Read the full article on Seeking Alpha

Recent updates

No updates