JetBlue Airways Corporation (NASDAQ:JBLU) Receives Consensus Recommendation of “Reduce” from Brokerages

JetBlue Airways Corporation (NASDAQ:JBLU) has been given a consensus recommendation of “Reduce” by the thirteen ratings firms that are presently covering the firm, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a sell recommendation, seven have assigned a hold recommendation and one has issued a strong buy recommendation on the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $4.8042.

Several brokerages have commented on JBLU. Morgan Stanley decreased their price objective on shares of JetBlue Airways from $8.00 to $7.00 and set an “equal weight” rating for the company in a research note on Monday, December 8th. Evercore raised their target price on shares of JetBlue Airways from $5.00 to $6.00 and gave the stock an “in-line” rating in a report on Thursday, January 29th. The Goldman Sachs Group boosted their target price on shares of JetBlue Airways from $3.50 to $4.00 and gave the company a “sell” rating in a research report on Tuesday, January 13th. BMO Capital Markets assumed coverage on JetBlue Airways in a research report on Tuesday. They set a “market perform” rating and a $4.50 price target on the stock. Finally, UBS Group reduced their price objective on JetBlue Airways from $4.00 to $3.50 and set a “sell” rating for the company in a research note on Monday, March 16th.

Institutional Investors Weigh In On JetBlue Airways

Several hedge funds have recently bought and sold shares of the stock. Rockefeller Capital Management L.P. grew its stake in shares of JetBlue Airways by 157.3% during the 4th quarter. Rockefeller Capital Management L.P. now owns 5,517 shares of the transportation company’s stock worth $25,000 after purchasing an additional 3,373 shares during the period. Caitong International Asset Management Co. Ltd lifted its stake in shares of JetBlue Airways by 639.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 5,839 shares of the transportation company’s stock valued at $29,000 after purchasing an additional 5,049 shares during the period. Kestra Advisory Services LLC acquired a new stake in JetBlue Airways during the fourth quarter valued at $30,000. Leonteq Securities AG acquired a new stake in JetBlue Airways during the fourth quarter valued at $32,000. Finally, Bogart Wealth LLC increased its holdings in JetBlue Airways by 12,727.3% in the third quarter. Bogart Wealth LLC now owns 7,055 shares of the transportation company’s stock valued at $35,000 after buying an additional 7,000 shares in the last quarter. Hedge funds and other institutional investors own 83.71% of the company’s stock.

Key Stories Impacting JetBlue Airways

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

• Positive Sentiment: Reports that JetBlue has retained advisers to explore a sale or strategic options have driven renewed takeover hopes, which lifted the stock sharply on Wednesday and attracted heavy call buying. JetBlue taps advisers for potential sale, Semafor reports
• Positive Sentiment: Unusually large options activity — heavy call buying Wednesday — signaled aggressive bullish speculative interest that amplified the price move. (Traders bought roughly 81,160 calls, ~213% above normal daily call volume.)
• Positive Sentiment: Marketing and network growth news (new Fort Lauderdale–Cleveland route and added frequencies) and a multi‑year sports partnership broaden revenue and brand exposure, supporting longer‑term demand narratives. JetBlue Grows Fort Lauderdale Network with New Route and More Flights JetBlue Takes Flight as Boston Legacy FC’s Official Airline Partner
• Neutral Sentiment: BMO Capital Markets initiated coverage with a Market Perform (hold) — this adds institutional attention but not an outright buy signal. BMO Capital initiates coverage of JetBlue Airways (JBLU) with market perform recommendation
• Neutral Sentiment: General news roundups and company mentions in market briefs boosted visibility but added little new fundamental information. Company News for Mar 26, 2026
• Negative Sentiment: Analyst and earnings headwinds: Zacks trimmed FY2028 EPS expectations (lowered its estimate), and JetBlue’s recent quarterly report showed an EPS miss and negative margins/ROE — factors that weigh on valuation and reduce margin for further downgrades. (Analyst consensus still expects negative EPS for the current year.)
• Negative Sentiment: After the rally, the stock is experiencing profit‑taking and a short‑term technical pullback; multiple outlets note the price is “cooling off” following Wednesday’s surge, which explains the downward move today. JetBlue stock is dipping after its Wednesday rally: What’s happening? JetBlue Stock Is Dipping After Its Wednesday Rally: What’s Happening?

JetBlue Airways Trading Down 5.1%

Shares of NASDAQ:JBLU opened at $4.51 on Friday. JetBlue Airways has a 52-week low of $3.34 and a 52-week high of $6.50. The stock has a market cap of $1.67 billion, a price-to-earnings ratio of -2.70 and a beta of 1.72. The company has a quick ratio of 0.69, a current ratio of 0.74 and a debt-to-equity ratio of 3.65. The business has a 50-day moving average price of $5.18 and a 200-day moving average price of $4.86.

JetBlue Airways (NASDAQ:JBLU) last issued its earnings results on Tuesday, January 27th. The transportation company reported ($0.49) EPS for the quarter, missing analysts’ consensus estimates of ($0.45) by ($0.04). JetBlue Airways had a negative net margin of 6.64% and a negative return on equity of 25.62%. The firm had revenue of $2.24 billion during the quarter, compared to analysts’ expectations of $2.22 billion. During the same quarter in the prior year, the company earned ($0.21) EPS. JetBlue Airways’s quarterly revenue was down 1.4% on a year-over-year basis. Equities analysts predict that JetBlue Airways will post -0.69 EPS for the current year.

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.