NASDAQ:UAL

United Airlines Holdings (UAL)

126.00
-3.05 (2.36%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
101 watching
0
Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

United Airlines Holdings (UAL) has garnered attention from analysts who express a bullish outlook on the airline sector, particularly in light of a post-Covid travel boom. It is noted that the company has experienced a 22% increase in its stock price this year, a trend attributed to its positioning in a duopoly with Delta Airlines. Analysts have provided mixed recommendations, with some suggesting a stop-loss strategy to protect gains after significant price increases, reflecting an overall positive sentiment while maintaining caution. The stock's past performance has led to various target price adjustments, and experts have been advising to cover positions as well as to trail stops to lock in profits. Overall, UAL appears to be a strong contender in the airline space, but analysts recommend disciplined approaches regarding investment strategies.

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Consensus
Bullish
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Valuation
Fair Value
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AAL
DON'T BUY

They report tomorrow and probably will report a loss. Delta which he also owns looks a lot better technically. It comes down to Boeing's delays in delivering 737 Max's.

PARTIAL SELL

Shares have rallied since last fall, so take profits. But remember that all airlines are trades.

BUY

Expects a super Christmas season for the airlines.

DON'T BUY

Airlines are destroyers of wealth. Rent, but don't own an airline sock. Going back to 2006, UAL's total return is 8%, and down over 50% in the last 5 years. Same with their peers. 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 08/23, Down 10.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UAL has triggered its stop at $48.  To remain disciplined, we recommend covering the position at this time.  Combined with the previous buy recommendations, this will result in a net investment loss of 6%.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate UAL as a TOP PICK.  The company just announced it has purchased land in Denver to expand its pilot training centre.  It is already Denver's largest employer, operation 400 flights daily from there.  Quarterly cash flow is growing as debt is retired.  It trades at 6x earnings, 2.2x book and supports a 45% ROE.  We recommend trailing up the stop (from $44) to $48, looking to achieve $71 -- upside potential of 30%.  Yield 0%.

(Analysts’ price target is $71.29)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 18/23, Up 14.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UAL is progressing well.  We recommend trailing up the stop (from $40) to $44 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

UAL is benefiting from pent up domestic and international travel demand.  Management expects quarterly revenue growth of 14% and cargo revenue is growing.  It trades at 20x earnings (only 5x forward earnings), 2x book, and supports a 37% ROE.  Latest quarterly cash reserves were growing, while debt was retired.  We recommend a stop-loss at $40, looking to achieve $62.50 -- upside potential of 30%.  Yield 0%

(Analysts’ price target is $62.41)
DON'T BUY

He doesn't own any airlines, too cyclical. Had pricing power after Covid. Dealing with leasing planes, wage pressure, lower capacity, fuel price increases. This all hurt them. Things may improve if they can increase prices and capacity and if the cost structure evens out.

BUY
The consumer continues to spend on travel and UAL is well-positioned for this. He expects a strong report on Tuesday.
BUY
He's not surprised the airlines are doing well. United reported a shockingly strong beat. Sales were up 13% in Q3 vs. 2019, and a 53-cent earnings beat. They are printing money. Both their EPS and operating revenue beat the street. They're at more than 90% capacity vs. 2019 levels. Guidance sees continued strong demand as they manage costs, so they forecast $2.00-2.25 EPS in this quarter (vs. street's $1). United has the most exposure to transatlantic flights, which is a big because the USD is so strong against the Euro. Given hybrid work, more poeple are flying and travelling. But be careful owning airlines, though strength will continue.
BUY
Last Wednesday, they reported a less than stellar report if you looked at the headline numbers, but management offered a very bullish forecasts. They'll return to 87% of pre-Covid capacity this quarter, with revenue per passenger up 17% vs. 2019. On track to record sales in Q2, and will return to profitability.
DON'T BUY
Though fuel costs have gone up, ticket prices have gone up a lot to compensate. They make a lot of money on business class. So, initially, there might be a bump in travel, but the world has changed due to Zoom, etc. It's a really difficult environment.
HOLD
It's more of a global player. It's made a few missteps, so he's unsure owning this longer term. He won't add to this.
PAST TOP PICK
(A Top Pick Apr 07/21, Down 21.94%) Pandemic and reduced travel very hard on business. Rising fuel costs also affecting business negatively. Believes increasing travel will positively affect business. Travel business will be strong going forward. Continues to hold.
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