American Airlines Group (NASDAQ:AAL) Updates Q2 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of -0.200-0.200 for the period, compared to the consensus earnings per share estimate of -0.130. The company issued revenue guidance of -. American Airlines Group also updated its FY 2026 guidance to -0.400-1.100 EPS.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of American Airlines Group in a research report on Wednesday, January 28th. BMO Capital Markets restated a “market perform” rating and issued a $17.00 price target on shares of American Airlines Group in a research note on Wednesday, January 28th. Barclays lifted their price target on shares of American Airlines Group from $12.00 to $16.00 and gave the stock an “equal weight” rating in a research note on Monday, January 12th. Cantor Fitzgerald set a $17.00 price target on shares of American Airlines Group in a research note on Friday, January 30th. Finally, Susquehanna upgraded shares of American Airlines Group from a “neutral” rating to a “positive” rating and lifted their price target for the stock from $14.00 to $20.00 in a research note on Friday, January 9th. Six investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $15.09.

American Airlines Group Price Performance

AAL stock opened at $11.50 on Thursday. American Airlines Group has a 1-year low of $9.21 and a 1-year high of $16.50. The firm has a fifty day moving average price of $11.82 and a two-hundred day moving average price of $13.26. The firm has a market cap of $7.61 billion, a price-to-earnings ratio of 67.65 and a beta of 1.25.

American Airlines Group (NASDAQ:AAL) last released its earnings results on Thursday, April 23rd. The airline reported ($0.40) earnings per share for the quarter, missing the consensus estimate of $0.99 by ($1.39). American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The business had revenue of $13.91 billion for the quarter, compared to the consensus estimate of $16.13 billion. American Airlines Group has set its FY 2026 guidance at -0.400-1.100 EPS and its Q2 2026 guidance at -0.200-0.200 EPS. As a group, analysts expect that American Airlines Group will post -1.05 EPS for the current fiscal year.

Key American Airlines Group News

Here are the key news stories impacting American Airlines Group this week:

• Positive Sentiment: Potential network expansion — American is in preliminary talks with Alaska Air to deepen international cooperation (could expand transatlantic/transpacific reach and revenue opportunities). American Airlines, Alaska Air explore deeper international partnership, sources say
• Neutral Sentiment: Merger speculation persists despite company denials — commentary and writeups note takeover rumors remain a theme, but American says it’s not pursuing a merger; this removes a potential near‑term takeover premium and refocuses investors on fundamentals. Why American Airlines (AAL) Still Draws Merger Speculation Despite Its Denial
• Neutral Sentiment: Analyst previews and forecast revisions ahead of the print increased focus on how fuel and demand trends would show up in results — these previews shape expectations but aren’t new company action. American Airlines Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street’s Most Accurate Analysts
• Negative Sentiment: Big earnings miss — AAL reported ($0.40) EPS vs. $0.99 consensus and revenue of $13.91B vs. $16.13B consensus, a clear downside surprise that often triggers immediate selling. American Airlines Group (AAL) stock page
• Negative Sentiment: Weaker guidance — Management set Q2‑2026 EPS at -0.20 to 0.20 (consensus ~ -0.13) and FY‑2026 at -0.40 to 1.10 (consensus ~ -0.37). Both ranges are below Street expectations and increase near‑term earnings uncertainty.
• Negative Sentiment: Cost headwinds from jet fuel — Coverage notes airlines have cut/suspended guidance as fuel costs surge, pressuring margins and supporting the cautious guidance outlook. American Airlines Reports Earnings Thursday. It’s Tough Out There.

Hedge Funds Weigh In On American Airlines Group

Several hedge funds and other institutional investors have recently modified their holdings of AAL. Two Sigma Investments LP boosted its holdings in shares of American Airlines Group by 49.1% during the third quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock valued at $153,660,000 after acquiring an additional 4,500,897 shares during the period. AQR Capital Management LLC boosted its holdings in shares of American Airlines Group by 1,711.5% during the fourth quarter. AQR Capital Management LLC now owns 1,984,457 shares of the airline’s stock valued at $30,422,000 after acquiring an additional 1,874,909 shares during the period. First Trust Advisors LP boosted its holdings in shares of American Airlines Group by 572.8% during the fourth quarter. First Trust Advisors LP now owns 2,152,577 shares of the airline’s stock valued at $32,999,000 after acquiring an additional 1,832,613 shares during the period. Par Capital Management Inc. acquired a new position in shares of American Airlines Group during the second quarter valued at $14,025,000. Finally, Quadrature Capital Ltd boosted its holdings in shares of American Airlines Group by 7,891.3% during the third quarter. Quadrature Capital Ltd now owns 1,243,925 shares of the airline’s stock valued at $13,969,000 after acquiring an additional 1,228,359 shares during the period. Institutional investors and hedge funds own 52.44% of the company’s stock.

American Airlines Group Company Profile

American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world’s largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.

The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.