Goldman, TD Cowen Raise Price Targets on Major U.S. Airlines

Analyst
โดย 247wallst.com·Read original
Summary · why it matters

Goldman Sachs and TD Cowen raised price targets on several major U.S. airlines, citing stronger revenue trends and a 21% drop in fuel costs over the past month. Goldman lifted its targets on Delta to $116, United to $162, Alaska to $69, American to $15, and JetBlue to $4.50, while TD Cowen raised its targets on American to $24 and Southwest to $53. The two firms diverge on American Airlines, with Goldman maintaining a Sell rating at a $15 target below the current price around $18, and TD Cowen keeping a Buy rating with a $24 target. Delta and United reported strong first-quarter results, with Delta posting adjusted earnings per share of $0.64 on revenue of $14.2 billion and United guiding full-year 2026 earnings per share to between $7 and $11. The U.S. Global Jets ETF, which bundles these carriers, is up 18% year to date.

Impact on stocks 8

Industrials▲ · 6 stocks
United Airlines Holdings Inc
UAL
▲ PositiveCapitalrelevance

Goldman Sachs raised price target to $162 and TD Cowen raised targets, citing stronger revenue trends and lower fuel costs.

Delta Air Lines Inc
DAL
▲ PositiveCapitalrelevance

Goldman Sachs raised price target to $116, and Delta reported strong Q1 earnings of $0.64 EPS on $14.2B revenue.

American Airlines Group
AAL
± MixedCapitalrelevance

Goldman Sachs raised target to $15 (Sell) and TD Cowen to $24 (Buy), creating mixed analyst views.

Alaska Air Group Inc
ALK
▲ PositiveCapitalrelevance

Goldman Sachs raised price target to $69, citing stronger revenue trends and lower fuel costs.

JetBlue Airways Corp
JBLU
▲ PositiveCapitalrelevance

Goldman Sachs raised price target to $4.50, citing stronger revenue trends and lower fuel costs.

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