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.
Note:
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摩根大通分析師Jamie Baker維持$聯合大陸航空 (UAL.US)$買入評級,並將目標價從108美元上調至133美元。
根據TipRanks數據顯示,該分析師近一年總勝率為52.6%,總平均回報率為3.4%。
此外,綜合報道,$聯合大陸航空 (UAL.US)$近期主要分析師觀點如下:
對聯合航空的樂觀立場仍在繼續,在1月21日的財務披露之前,對預測進行了修訂,現在包括較低的2025/2026年預期燃料成本。這一調整遵循了先前對燃料費用的保守估計。由於其戰略方針和市場定位,聯合航空在本次分析中仍然是首選的傳統航空公司。
隨着報告季的臨近,人們的預期有所提高,航空公司很可能會披露強勁的第四季度業績,有可能達到或超過其季度中期預測的較高水平。分析師預計,超過每可用座位里程收入(RASM)共識的航空公司將在本季獲得青睞,因爲這超出了預期,增強了實現2025年預測的信心。但是,在此期間,對任何表現不佳的容忍度微乎其微。
與最初的預測相比,選舉後航空業需求的恢復出人意料地迅速而強勁。這種激增,尤其是在感恩節和假日旺季之間的緊張時期,可以歸因於年底公司差旅活動的增加,結果好於預期。
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