J.P. Morgan analyst Jamie Baker maintains $United Airlines (UAL.US)$ with a buy rating, and adjusts the target price from $108 to $133.
According to TipRanks data, the analyst has a success rate of 52.6% and a total average return of 3.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $United Airlines (UAL.US)$'s main analysts recently are as follows:
The optimistic stance on United Airlines continues, with revised projections ahead of their January 21 financial disclosures which now incorporate lower anticipated fuel costs for 2025/2026. This adjustment follows a previous conservative estimate on fuel expenses. United Airlines remains a preferred legacy airline in this analysis due to its strategic approach and market positioning.
Expectations are elevated as the reporting season approaches, with a strong likelihood that airlines will disclose robust Q4 results, potentially reaching or surpassing the higher end of their mid-quarter forecasts. Analysts anticipate that airlines which exceed the consensus on Revenue per Available Seat Mile (RASM) will gain favor this season, as this surpasses expectations and bolsters confidence in reaching forecasts for 2025. However, there is minimal tolerance for any underperformance during this period.
The recovery of demand in the aviation industry post-election was surprisingly quick and robust compared to initial projections. This surge, particularly during the tightly packed period between Thanksgiving and the peak holiday season, could be attributed to increased late-year corporate travel activities, contributing to better-than-expected outcomes.
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摩根大通分析师Jamie Baker维持$联合大陆航空 (UAL.US)$买入评级，并将目标价从108美元上调至133美元。
根据TipRanks数据显示，该分析师近一年总胜率为52.6%，总平均回报率为3.4%。
此外，综合报道，$联合大陆航空 (UAL.US)$近期主要分析师观点如下：
对联合航空的乐观立场仍在继续，在1月21日的财务披露之前，对预测进行了修订，现在包括较低的2025/2026年预期燃料成本。这一调整遵循了先前对燃料费用的保守估计。由于其战略方针和市场定位，联合航空在本次分析中仍然是首选的传统航空公司。
随着报告季的临近，人们的预期有所提高，航空公司很可能会披露强劲的第四季度业绩，有可能达到或超过其季度中期预测的较高水平。分析师预计，超过每可用座位里程收入（RASM）共识的航空公司将在本季获得青睐，因为这超出了预期，增强了实现2025年预测的信心。但是，在此期间，对任何表现不佳的容忍度微乎其微。
与最初的预测相比，选举后航空业需求的恢复出人意料地迅速而强劲。这种激增，尤其是在感恩节和假日旺季之间的紧张时期，可以归因于年底公司差旅活动的增加，结果好于预期。
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