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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

The experts have differing opinions on United Airlines Holdings (UAL-Q). While some believe that its recent rally means it's time to take profits, others see potential for upside. The company has been given the green light to continue expansion plans, has growing cash reserves, and is aggressively retiring debt. However, concerns remain about the impact of Boeing's 737 Max's delays on UAL's performance. Overall, UAL is seen as a trade, and its future performance may hinge on factors such as its upcoming earnings report and the broader state of the airline industry.

Consensus
Mixed
Valuation
Fair Value
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 28/24, Down 19.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UAL has triggered its stop at $41.  To remain disciplined, we recommend covering the position at this time.  

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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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

As US air travel breaks all time records, we select UAL as a TOP PICK.  The FAA just cleared them to continue expansion plans following the recent spat of flight mishaps.  It trades at 6x earnings, under 2x book and supports a 33% ROE.  Cash reserves are growing, while debt is aggressively retired.  We recommend setting a stop-loss at $41, looking to achieve $68 -- upside potential of 30%.  Yield 0% 

(Analysts’ price target is $68.67)
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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.

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PARTIAL SELL

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

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BUY

Expects a super Christmas season for the airlines.

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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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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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)
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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.

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BUY
The consumer continues to spend on travel and UAL is well-positioned for this. He expects a strong report on Tuesday.
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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.
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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.
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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.
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United Airlines Holdings(UAL-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 4

Stockchase rating for United Airlines Holdings is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

United Airlines Holdings(UAL-Q) Frequently Asked Questions

What is United Airlines Holdings stock symbol?

United Airlines Holdings is a American stock, trading under the symbol UAL-Q on the NASDAQ (UAL). It is usually referred to as NASDAQ:UAL or UAL-Q

Is United Airlines Holdings a buy or a sell?

In the last year, 4 stock analysts published opinions about UAL-Q. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for United Airlines Holdings.

Is United Airlines Holdings a good investment or a top pick?

United Airlines Holdings was recommended as a Top Pick by on . Read the latest stock experts ratings for United Airlines Holdings.

Why is United Airlines Holdings stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is United Airlines Holdings worth watching?

4 stock analysts on Stockchase covered United Airlines Holdings In the last year. It is a trending stock that is worth watching.

What is United Airlines Holdings stock price?

On 2024-11-15, United Airlines Holdings (UAL-Q) stock closed at a price of $91.17.