United Airlines (NASDAQ:UAL) Upgraded at TD Cowen

TD Cowen upgraded shares of United Airlines (NASDAQ:UAL) from a hold rating to a strong-buy rating in a report issued on Wednesday morning,Zacks.com reports.

Several other research analysts also recently issued reports on UAL. Susquehanna lifted their price objective on United Airlines from $117.00 to $150.00 and gave the stock a “positive” rating in a research report on Friday, January 9th. Bank of America raised their price target on United Airlines from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Morgan Stanley set a $150.00 price target on United Airlines and gave the stock an “overweight” rating in a report on Thursday, January 8th. The Goldman Sachs Group upped their price objective on United Airlines from $115.00 to $129.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $136.00 price objective on shares of United Airlines in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, United Airlines has a consensus rating of “Moderate Buy” and a consensus price target of $131.14.

United Airlines Price Performance

Shares of NASDAQ UAL opened at $89.95 on Wednesday. The stock has a market cap of $29.09 billion, a price-to-earnings ratio of 8.80, a PEG ratio of 0.49 and a beta of 1.25. United Airlines has a 52 week low of $52.00 and a 52 week high of $119.21. The company’s 50-day moving average price is $105.62 and its 200 day moving average price is $103.88. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.35.

United Airlines (NASDAQ:UAL) last announced its earnings results on Tuesday, January 20th. The transportation company reported $3.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The company had revenue of $15.40 billion during the quarter, compared to analysts’ expectations of $15.35 billion. During the same quarter in the previous year, the business posted $3.26 earnings per share. The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. As a group, research analysts forecast that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insider Buying and Selling at United Airlines

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the transaction, the president owned 264,638 shares of the company’s stock, valued at $28,170,715.10. This represents a 6.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 0.71% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On United Airlines

Institutional investors have recently added to or reduced their stakes in the business. Legacy Wealth Managment LLC ID acquired a new stake in United Airlines in the 4th quarter worth about $25,000. JPL Wealth Management LLC acquired a new position in shares of United Airlines during the 3rd quarter valued at about $29,000. BOCHK Asset Management Ltd purchased a new position in shares of United Airlines during the 4th quarter worth about $34,000. Financial Consulate Inc. purchased a new position in shares of United Airlines during the 3rd quarter worth about $29,000. Finally, Motiv8 Investments LLC acquired a new stake in shares of United Airlines in the fourth quarter worth approximately $35,000. 69.69% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about United Airlines

Here are the key news stories impacting United Airlines this week:

• Positive Sentiment: TD Cowen upgraded UAL from “hold” to “strong‑buy,” providing a bullish institutional endorsement that can support demand for the shares. TD Cowen upgrade
• Positive Sentiment: United has begun selling seats and operating its new 787‑9 Dreamliner with the elevated United Polaris Studio suites — a clear push into higher-margin premium long‑haul capacity that could boost per-seat revenue and profitability. Tickets on Sale Today for United’s First Boeing 787-9 Dreamliner with Elevated Interior Flights
• Positive Sentiment: Analysts at UBS highlight that U.S. carriers (including UAL) are demonstrating strong pricing power via repeated fare hikes, which has already lifted booked yields and near‑term revenue expectations — a key offset to fuel pressure. Airline stocks hinge on pricing power as carriers push through fare hikes, UBS says
• Positive Sentiment: Sector sentiment got a lift from a FedEx earnings beat and raised FY26 outlook (strong yields and cost cuts), which can support the broader transportation/travel complex. FedEx Q3 Earnings & Revenues Beat Estimates, FY26 EPS View Raised
• Neutral Sentiment: Citigroup lowered its UAL price target from $155 to $132 but kept a “buy” rating — a mixed signal that reduces upside expectations from the highest targets while still signaling conviction in the recovery. Citigroup lowers price target
• Negative Sentiment: Benzinga and other market watchers point to surging crude and rising Treasury yields as the primary headwinds today — higher oil boosts jet‑fuel costs and rising yields increase discount rates for cyclicals, both of which pressure airline margins and multiples. What’s Weighing On United Airlines Stock Friday?

About United Airlines

United Airlines Holdings, Inc operates United Airlines, a major U.S. full-service passenger carrier providing scheduled air transportation for passengers and cargo. The company offers a comprehensive route network that covers domestic markets across the United States as well as extensive international service to Europe, Asia, Latin America, and the Pacific. United operates a mixed fleet of narrow- and wide-body aircraft on point-to-point and hub-and-spoke routes, and supports corporate and leisure travel through offerings such as premium cabins, basic economy, and ancillary services including baggage, seat selection and in-flight amenities.

In addition to passenger operations, United provides cargo services through United Cargo, handling freight, mail and specialized shipments.