Susquehanna Lowers United Airlines (NASDAQ:UAL) Price Target to $165.00

United Airlines (NASDAQ:UAL) had its price target dropped by stock analysts at Susquehanna from $172.00 to $165.00 in a research report issued on Friday, Marketbeat reports. The brokerage currently has a “positive” rating on the transportation company’s stock. Susquehanna’s price objective would indicate a potential upside of 42.97% from the stock’s current price.

A number of other analysts have also recently commented on UAL. Jefferies Financial Group dropped their price target on United Airlines from $118.00 to $112.00 and set a “buy” rating on the stock in a research report on Monday, April 27th. Wells Fargo & Company raised their price objective on United Airlines from $130.00 to $165.00 and gave the company an “overweight” rating in a research report on Tuesday, June 30th. Citigroup lifted their price objective on United Airlines from $132.00 to $171.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. UBS Group boosted their target price on United Airlines from $148.00 to $153.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Finally, Barclays increased their target price on United Airlines from $150.00 to $175.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Sixteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, United Airlines has a consensus rating of “Moderate Buy” and an average target price of $154.26.

United Airlines Trading Down 2.9%

Shares of NASDAQ UAL opened at $115.41 on Friday. United Airlines has a 1 year low of $82.42 and a 1 year high of $138.77. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.78 and a quick ratio of 0.64. The firm has a 50-day moving average of $114.62 and a 200 day moving average of $106.66. The stock has a market cap of $37.46 billion, a P/E ratio of 10.80, a price-to-earnings-growth ratio of 0.87 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last announced its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping analysts’ consensus estimates of $1.88 by $0.11. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The business had revenue of $17.67 billion for the quarter, compared to analysts’ expectations of $17.62 billion. During the same quarter in the prior year, the company earned $3.87 earnings per share. The business’s revenue was up 16.4% compared to the same quarter last year. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. As a group, sell-side analysts expect that United Airlines will post 10.13 EPS for the current fiscal year.

Insider Activity

In other news, EVP Andrew P. Nocella sold 7,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the sale, the executive vice president owned 215,345 shares in the company, valued at $19,421,965.55. This represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO J Scott Kirby sold 1,078 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $120.74, for a total transaction of $130,157.72. Following the sale, the chief executive officer directly owned 797,851 shares of the company’s stock, valued at $96,332,529.74. This trade represents a 0.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 96,381 shares of company stock worth $10,837,575 over the last 90 days. 0.86% of the stock is currently owned by insiders.

Institutional Trading of United Airlines

A number of institutional investors and hedge funds have recently modified their holdings of UAL. Legacy Wealth Managment LLC ID purchased a new stake in shares of United Airlines during the fourth quarter valued at $25,000. Western Wealth Management LLC purchased a new position in United Airlines in the 1st quarter worth about $27,000. Elevation Wealth Partners LLC raised its position in United Airlines by 393.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 212 shares of the transportation company’s stock worth $29,000 after buying an additional 169 shares during the last quarter. JPL Wealth Management LLC bought a new position in United Airlines during the 3rd quarter valued at about $29,000. Finally, Cache Advisors LLC bought a new position in United Airlines during the 1st quarter valued at about $33,000. Institutional investors own 69.69% of the company’s stock.

Key United Airlines News

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

• Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
• Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
• Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
• Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
• Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
• Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title

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.