JetBlue Airways (NASDAQ:JBLU) Given New $6.00 Price Target at Evercore ISI

JetBlue Airways (NASDAQ:JBLU) had its price objective upped by Evercore ISI from $5.00 to $6.00 in a research report sent to investors on Thursday morning,Benzinga reports. The brokerage currently has an in-line rating on the transportation company’s stock.

Other equities analysts have also recently issued reports about the stock. JPMorgan Chase & Co. upped their price objective on shares of JetBlue Airways from $5.00 to $6.00 and gave the stock a “neutral” rating in a research report on Wednesday. Morgan Stanley reduced their price target on shares of JetBlue Airways from $8.00 to $7.00 and set an “equal weight” rating for the company in a research report on Monday, December 8th. Susquehanna lifted their price objective on JetBlue Airways from $4.55 to $5.00 and gave the stock a “neutral” rating in a report on Friday, January 9th. TD Cowen increased their target price on JetBlue Airways from $4.00 to $5.00 and gave the company a “hold” rating in a report on Wednesday, January 7th. Finally, Citigroup decreased their target price on JetBlue Airways from $4.10 to $4.00 and set a “sell” rating on the stock in a research report on Wednesday, January 7th. Seven analysts have rated the stock with a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat, JetBlue Airways has a consensus rating of “Reduce” and an average price target of $5.10.

JetBlue Airways Price Performance

Shares of JetBlue Airways stock opened at $5.05 on Thursday. The firm has a market cap of $1.84 billion, a PE ratio of -3.02 and a beta of 1.78. The business has a 50-day moving average price of $4.84 and a 200 day moving average price of $4.75. The company has a quick ratio of 0.77, a current ratio of 0.82 and a debt-to-equity ratio of 3.42. JetBlue Airways has a twelve month low of $3.34 and a twelve month high of $7.83.

JetBlue Airways (NASDAQ:JBLU) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported ($0.49) EPS for the quarter, missing analysts’ consensus estimates of ($0.45) by ($0.04). The business had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.22 billion. JetBlue Airways had a negative net margin of 6.64% and a negative return on equity of 24.93%. The firm’s quarterly revenue was down 1.4% compared to the same quarter last year. During the same quarter last year, the firm earned ($0.21) earnings per share. Sell-side analysts predict that JetBlue Airways will post -0.69 earnings per share for the current fiscal year.

Institutional Investors Weigh In On JetBlue Airways

Several hedge funds and other institutional investors have recently made changes to their positions in JBLU. U S Global Investors Inc. increased its holdings in JetBlue Airways by 25.2% in the 2nd quarter. U S Global Investors Inc. now owns 5,021,419 shares of the transportation company’s stock valued at $21,241,000 after purchasing an additional 1,011,279 shares during the last quarter. Samalin Investment Counsel LLC purchased a new position in shares of JetBlue Airways during the third quarter worth $1,129,000. Assenagon Asset Management S.A. grew its stake in shares of JetBlue Airways by 17.6% in the third quarter. Assenagon Asset Management S.A. now owns 1,951,255 shares of the transportation company’s stock valued at $9,600,000 after buying an additional 291,758 shares in the last quarter. SG Americas Securities LLC raised its holdings in shares of JetBlue Airways by 372.1% in the 3rd quarter. SG Americas Securities LLC now owns 485,945 shares of the transportation company’s stock valued at $2,391,000 after buying an additional 383,018 shares during the period. Finally, Public Employees Retirement System of Ohio lifted its stake in JetBlue Airways by 5,888.2% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 252,943 shares of the transportation company’s stock worth $1,070,000 after acquiring an additional 248,719 shares in the last quarter. Institutional investors and hedge funds own 83.71% of the company’s stock.

JetBlue Airways News Summary

Here are the key news stories impacting JetBlue Airways this week:

• Positive Sentiment: Analysts at Evercore ISI raised their price target on JBLU from $5.00 to $6.00 (in-line rating), signaling upside vs. the stock and helping underpin a recovery after the earnings shock. Evercore price target raise
• Positive Sentiment: JPMorgan raised its price target to $6.00 (neutral rating), another analyst move that supports the idea investors can get upside despite near-term losses. JPMorgan price target raise
• Positive Sentiment: Coverage noting a post-release rebound: Zacks reports shares have risen about 6.6% since the Q4 release, citing strong premium travel demand and revenue that beat estimates — evidence some investors are focusing on demand mix rather than the EPS loss. JetBlue Shares Rise 6.6% Since Fourth-Quarter Earnings Release
• Positive Sentiment: CEO Joanna Geraghty publicly expressed confidence that “2026 is going to be JetBlue’s year” on TV, offering investor-facing optimism about operations and recovery prospects—comments that can lift sentiment. JetBlue CEO: 2026 is going to be JetBlue’s year
• Positive Sentiment: Brand and product recognition: JetBlue won The Points Guy’s TPG Award for Best U.S. Economy Cabin (including transatlantic service), a PR win that supports demand/brand strength. JetBlue Awarded Best U.S. Economy Cabin by The Points Guy
• Neutral Sentiment: The Q4 earnings call transcript is available for detail on costs, unit revenue and network plans; this contains items that could swing sentiment depending on management’s commentary. Q4 2025 earnings call transcript
• Negative Sentiment: Earlier coverage: Reuters reports JetBlue’s quarterly loss exceeded forecasts and noted muted demand in economy cabins, which triggered an initial ~8% share decline — the core reason for today’s volatility. JetBlue quarterly loss exceeds forecasts, shares dive 8%
• Negative Sentiment: Market reaction coverage: AmericanBankingNews highlighted the stock gapping down on disappointing EPS (reported -$0.49 vs. -$0.45 expected), underscoring investor concerns about profitability and negative margins. JetBlue Shares Gap Down on Disappointing Earnings

JetBlue Airways Company Profile

JetBlue Airways Corporation is a low-cost scheduled passenger airline headquartered in Long Island City, New York. Since commencing service in 2000, the carrier has built a reputation for combining competitive fares with enhanced onboard amenities, including free in-flight entertainment, complimentary snacks and beverages, and onboard Wi-Fi. JetBlue operates a single fleet type of Airbus A320 family and Embraer 190 aircraft, which supports its focus on efficiency and operational consistency.

The airline’s core offerings include economy-class travel and a premium business-class product known as Mint, which features lie-flat seats, curated culinary options and elevated service on select transcontinental and international routes.