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United Airlines Holdings, Inc. Stock Price

NasdaqGS:UAL Community·US$39.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 131 Fair Values set on narratives written by author

UAL Share Price Performance

US$120.97
32.50 (36.74%)
US$136.63
Fair Value
US$120.97
32.50 (36.74%)
11.5% undervalued intrinsic discount
US$136.63
Fair Value
Price US$120.97
AnalystConsensusTarget US$136.63
AnalystHighTarget US$130.00
AnalystLowTarget US$111.92

UAL Community Narratives

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Fair Value US$136.63 11.5% undervalued intrinsic discount

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

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Fair Value US$130 6.9% undervalued intrinsic discount

Rising Global Middle Class And Urbanization Will Fuel Premium Travel

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Fair Value US$111.92 8.1% overvalued intrinsic discount

Rising Climate Costs And Capital Burdens Will Restrict Operations

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US$136.63
11.5% undervalued intrinsic discount
Revenue
6.52% p.a.
Profit Margin
5.96%
Future PE
13.51x
Price in 2029
US$179.91
US$130
6.9% undervalued intrinsic discount
Revenue
7.17% p.a.
Profit Margin
7.96%
Future PE
9.5x
Price in 2028
US$174.78

Trending Discussion

No trending discussion available.

Updated Narratives

UAL logo

UAL: Fuel And Capacity Discipline Will Test Fairly Valued Earnings Outlook

Fair Value: US$111.92 8.1% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
UAL logo

UAL: Premium Demand And Asset Purchases Will Balance Fuel And Execution Risks

Fair Value: US$136.63 11.5% undervalued intrinsic discount
69 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
UAL logo

Rising Global Middle Class And Urbanization Will Fuel Premium Travel

Fair Value: US$130 6.9% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with mediocre balance sheet.

2 Risks
4 Rewards

United Airlines Holdings, Inc. Key Details

US$60.5b

Revenue

US$40.0b

Cost of Revenue

US$20.4b

Gross Profit

US$16.8b

Other Expenses

US$3.7b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 16, 2026
11.29
33.79%
6.06%
152.4%
View Full Analysis

About UAL

Founded
1968
Employees
115600
CEO
J. Kirby
WebsiteView website
www.united.com

United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in the United States, Canada, Atlantic, the Pacific, and Latin America. It transports people and cargo through its mainline and regional fleets. The company also offers ground handling, flight academy, frequent flyer award non-travel redemptions, and maintenance services for third parties. In addition, it provides freight and mail transportation services to commercial businesses, freight forwarders, logistics firms, and national postal services, as well as loyalty programs. The company distributes its products through direct channels, such as the Company's website and the Company's mobile app; and traditional travel agencies, online travel agencies, and other intermediaries. The company was formerly known as United Continental Holdings, Inc. and changed its name to United Airlines Holdings, Inc. in June 2019. United Airlines Holdings, Inc. was incorporated in 1968 and is based in Chicago, Illinois.

Recent UAL News & Updates

Seeking Alpha 4h

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
Narrative Update 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.

Recent updates

No updates