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Alaska Air Group, Inc. Stock Price

NYSE:ALK Community·US$4.3b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 68 Fair Values set on narratives written by author

ALK Share Price Performance

US$40.51
-9.65 (-19.24%)
US$65.47
Fair Value
US$40.51
-9.65 (-19.24%)
38.1% undervalued intrinsic discount
US$65.47
Fair Value
Price US$40.51
AnalystConsensusTarget US$65.47
AnalystLowTarget US$41.00
AnalystHighTarget US$84.53

ALK Community Narratives

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Fair Value US$65.47 38.1% undervalued intrinsic discount

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

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Fair Value US$41 1.2% undervalued intrinsic discount

Accelerate Strategy And 29% Premium Seats Will Expand International Reach

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Fair Value US$84.53 52.1% undervalued intrinsic discount

Domestic Travel Trends And Digital Upgrades Will Shape Premium Travel

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US$41
1.2% undervalued intrinsic discount
Revenue
6.99% p.a.
Profit Margin
5.3%
Future PE
5.8x
Price in 2029
US$55.55
US$65.47
38.1% undervalued intrinsic discount
Revenue
6.58% p.a.
Profit Margin
8.54%
Future PE
5.88x
Price in 2028
US$88.6

Trending Discussion

Updated Narratives

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ALK: Fuel And Demand Resilience Will Support Margins And Fair Value Upside

Fair Value: US$84.53 52.1% undervalued intrinsic discount
0 users have set this as their fair value
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ALK: Fuel Cost Uncertainty And 2025 Demand Outlook Will Shape Repricing

Fair Value: US$41 1.2% 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
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ALK: Technology Driven Merchandising Will Support Future Upside Despite Fuel Headwinds

Fair Value: US$65.47 38.1% 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

Snowflake Analysis

Slight risk and fair value.

4 Risks
2 Rewards

Alaska Air Group, Inc. Key Details

US$14.4b

Revenue

US$11.4b

Cost of Revenue

US$3.0b

Gross Profit

US$2.9b

Other Expenses

US$73.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.66
20.66%
0.51%
142.6%
View Full Analysis

About ALK

Founded
1932
Employees
31465
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 in the United States, and in parts of Canada, Mexico, Costa Rica, Belize, Guatemala, and the Bahamas; and for passengers across a shorter distance network within the United States, Canada, and Mexico. Alaska Air Group, Inc. was founded in 1932 and is based in Seattle, Washington.

Recent ALK News & Updates

Narrative Update May 05

ALK: Fuel And Demand Resilience Will Support Margins And Fair Value Upside

Analysts trimmed the fair value estimate for Alaska Air Group by about $2.46 per share to $84.53. This reflects a series of mixed price target revisions, including several cuts tied to fuel cost concerns and more cautious assumptions for revenue growth, partially offset by improved profit margin expectations and a lower assumed future P/E multiple.
Seeking Alpha May 02

Challenges Surge For Alaska Airlines

Summary Alaska Airlines faces strategic headwinds, including challenging integration of Hawaiian Airlines, high fuel costs, and fierce competition from larger legacy carriers. ALK's cost advantage is eroding due to fuel price spikes and fleet complexity from the Hawaiian merger, threatening its historical efficiency. Expansion into international markets via Hawaiian and new 787s aims to offset Seattle competitor Delta's global strengths, but profitability and network synergy remain uncertain. Citi Research's double downgrade of ALK will pressure shares. Read the full article on Seeking Alpha
Narrative Update Apr 21

ALK: Fuel Cost Uncertainty And 2025 Demand Outlook Will Shape Repricing

Analysts have lowered the Alaska Air Group fair value estimate by $1.50 to $41.00 as they recalibrate price targets in response to updated fuel cost assumptions, slightly softer margin expectations, and refreshed P/E inputs across recent research. Analyst Commentary Recent Street research around Alaska Air Group reflects a mixed backdrop, with several Bearish analysts trimming price targets and reassessing their assumptions on fuel, margins, and earnings power.

Recent updates

No updates