Citigroup Cuts United Airlines (NASDAQ:UAL) Price Target to $132.00

United Airlines (NASDAQ:UAL) had its price target cut by Citigroup from $155.00 to $132.00 in a research note published on Friday morning,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

A number of other analysts also recently commented on the stock. TD Cowen upgraded shares of United Airlines from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 18th. Jefferies Financial Group reduced their target price on shares of United Airlines from $148.00 to $125.00 and set a “buy” rating for the company in a report on Thursday, March 12th. Rothschild & Co Redburn decreased their price target on shares of United Airlines from $125.00 to $110.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Susquehanna upped their price target on United Airlines from $117.00 to $150.00 and gave the company a “positive” rating in a report on Friday, January 9th. Finally, Barclays increased their price objective on United Airlines from $135.00 to $150.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $131.14.

United Airlines Trading Down 4.5%

Shares of UAL stock opened at $89.95 on Friday. The stock has a 50-day simple moving average of $105.62 and a 200 day simple moving average of $103.86. The stock has a market capitalization of $29.09 billion, a P/E ratio of 8.80, a P/E/G ratio of 0.46 and a beta of 1.25. United Airlines has a fifty-two week low of $52.00 and a fifty-two week high of $119.21. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.35.

United Airlines (NASDAQ:UAL) last issued its quarterly earnings results on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, topping the consensus estimate of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The firm had revenue of $15.40 billion for the quarter, compared to analysts’ expectations of $15.35 billion. During the same period in the previous year, the business earned $3.26 earnings per share. United Airlines’s revenue for the quarter 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. On average, sell-side analysts expect that United Airlines will post 12.96 earnings per share for the current fiscal year.

Insider Activity at United Airlines

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $106.45, for a total value of $2,022,550.00. Following the completion of the transaction, the president directly owned 264,638 shares in the company, valued at $28,170,715.10. This trade represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.63% of the stock is currently owned by insiders.

Institutional Investors Weigh In On United Airlines

Several hedge funds have recently made changes to their positions in the company. Legacy Wealth Managment LLC ID purchased a new position in United Airlines during the 4th quarter worth approximately $25,000. Financial Consulate Inc. purchased a new stake in shares of United Airlines in the third quarter valued at $29,000. JPL Wealth Management LLC purchased a new stake in shares of United Airlines in the third quarter valued at $29,000. Abich Financial Wealth Management LLC acquired a new stake in shares of United Airlines in the third quarter worth $34,000. Finally, BOCHK Asset Management Ltd purchased a new position in shares of United Airlines during the fourth quarter valued at $34,000. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Key Headlines Impacting 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?

United Airlines Company Profile

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.