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
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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
The space is too tough, too competitive.
WEAK BUY
Airline outlook during this recovery as passenger volumes return to pre-pandemic levels? He believes in this. Airports are full now. Soon, there'll be worldwide travel and UAL will do well, though he can't recommend the airlines until the price of crude oil goes down.
BUY
AmEx earnings showed that the corporate client is coming back, so corporate travel should come back. Headwinds will eventually turn into tailwinds. The market is waiting-and-seeing now. Ultimately, this sector will be worth owning.
BUY
Corporate spending is coming back. UAL is adding 10% to international capacity, and those are the high-margin flights. This sector will continue to look better in Q4. Also, the airlines including United have become leaner and meaner, more efficient. Beware that the balance sheet has been levered and earnings power diluted.
BUY
United Air vs. Zoom Video Now, post-Covid, United has doubled off its lows while Zoom has cut in half from its highs. Bet on United, not Zoom, because international travel is making a comeback after people have saved up their money. He predicts the holiday season will see huge travelling. Business travel may come back in Q1 next year, but Zoom is too efficient and too good and saves a lot of money. Zoom trades at 57x earnings (not sales). Zoom is here to stay and long-term the stock is good. But near-term, Zoom needs to do something new, like video games, or gambling. United has more room to run while Zoom is one acquisition away from turning things around.
BUY

The airlines are ready for take-off, as reflected in this earnings season and being international flights pick up. Meanwhile, they see no degradation from the new Covid variants. UAL just reported strong numbers and he expects the entire sector to follow suit. The industry will end the year very profitable. United, Delta and American have all reported improving financials and bookings. The airlines were saved by Washington when Congress allocated them $54 billion during the lockdown in 2020.

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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 Jan 21/21, Up 9.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UAL has triggered its stop at $47. We recommend covering the balance of the position at this time. Combined with the previous recommendation to cover 50% of the position, this results in a net investment return over 16%.
COMMENT

He prefers Southwest, because it's hard to fly overseas. But UAL is not expensive.

BUY

They report Monday and he expects them to comment on the coming boom, like Delta did. This is up 30% YTD and will continue to climb.

DON'T BUY
He owned this going into the pandemic and got hurt. To survive plunges like that be strongly disciplined, diversified and rebalance. He sold it almost immediately. Though UAL stock has partially recovered, his new stock has done very well with a lot less risk. The airlines will survive, but the future is up in the air and not a good reason to buy these stocks. Distancing will make it tough to pack passengers on planes.
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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 Jan 21/21, Up 29%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UAL is progressing well. We are recommending to trail up the stop to $47. This would all but ensure a minimum investment return of 16%, including the recommendation to cover 50% previously.
COMMENT
Today it announced a stock offering and rallied 2.5% today. The market is forgiving all reopening stocks in the current rotation as tech stocks sell off.
DON'T BUY

Boeing vs. United Boeing has room to run. They just got a big order for 25 737 Max's. United Airlines anticipates a big boom in airlines. A tailwind for Boeing. The balance sheets of the airlines are in tatters. Don't touch them. He'd rather buy Boeing.

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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK

(A Top Pick Jul 30/20, Up 23.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UAL has achieved its $53 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $40.

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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 released earnings this week and as expected the results were not stellar. However, with vaccines on the roll out there is a lot of pent up traveler demand. No doubt this requires the economy to begin to recover. President Biden is expected to require passengers to wear masks at airports and on flights, so maybe this will bring some feeling of safety to travelers. We would buy this with a stop-loss at $36, looking to achieve $53 -- potential upside of over 24%. Yield 0% (Analysts’ price target is $52.90)
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