Susquehanna Cuts United Airlines (NASDAQ:UAL) Price Target to $165.00

Posted by Francis Steltz on Jul 20th, 2026

United Airlines (NASDAQ:UAL – Free Report) had its price objective trimmed by Susquehanna from $172.00 to $165.00 in a report issued on Friday, MarketBeat Ratings reports. The firm currently has a positive rating on the transportation company’s stock.

A number of other research analysts also recently weighed in on the company. Wall Street Zen upgraded United Airlines from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Bank of America increased their price objective on United Airlines from $145.00 to $150.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Zacks Research upgraded United Airlines from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Sanford C. Bernstein lifted their target price on United Airlines from $136.00 to $153.00 and gave the company an “outperform” rating in a research note on Wednesday, July 1st. Finally, The Goldman Sachs Group lifted their target price on United Airlines from $131.00 to $162.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Sixteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, United Airlines presently has an average rating of “Moderate Buy” and an average target price of $156.79.

View Our Latest Research Report on United Airlines

United Airlines Stock Performance

United Airlines stock opened at $115.41 on Friday. United Airlines has a 52 week low of $82.42 and a 52 week high of $138.77. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.72 and a current ratio of 0.78. The firm has a market capitalization of $37.46 billion, a price-to-earnings ratio of 10.80, a P/E/G ratio of 0.88 and a beta of 1.25. The company has a 50 day moving average price of $114.62 and a 200 day moving average price of $106.62.

United Airlines (NASDAQ:UAL – Get Free Report) last announced its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.88 by $0.11. The company had revenue of $17.67 billion for the quarter, compared to the consensus estimate of $17.62 billion. United Airlines had a net margin of 5.56% and a return on equity of 19.05%. The company’s revenue was up 16.4% on a year-over-year basis. During the same period in the previous year, the business earned $3.87 EPS. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. Research analysts forecast that United Airlines will post 10.13 EPS for the current year.

Insider Buying and Selling at United Airlines

In other news, EVP Andrew P. Nocella sold 7,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $90.19, for a total transaction of $631,330.00. Following the transaction, the executive vice president directly owned 215,345 shares in the company, valued at $19,421,965.55. The trade was a 3.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO J Scott Kirby sold 1,078 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $120.74, for a total transaction of $130,157.72. Following the completion of the transaction, the chief executive officer directly owned 797,851 shares in the company, valued at $96,332,529.74. This trade represents a 0.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 96,381 shares of company stock valued at $10,837,575 in the last quarter. Company insiders own 0.86% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. State Street Corp increased its position in United Airlines by 0.5% in the 4th quarter. State Street Corp now owns 11,510,200 shares of the transportation company’s stock worth $1,287,071,000 after purchasing an additional 52,962 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of United Airlines by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 9,012,731 shares of the transportation company’s stock valued at $1,015,218,000 after buying an additional 68,565 shares during the last quarter. Capital World Investors lifted its holdings in shares of United Airlines by 0.3% during the 4th quarter. Capital World Investors now owns 7,265,530 shares of the transportation company’s stock valued at $812,428,000 after buying an additional 22,464 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of United Airlines by 3.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,664,538 shares of the transportation company’s stock valued at $521,330,000 after buying an additional 190,017 shares during the last quarter. Finally, Par Capital Management Inc. grew its stake in shares of United Airlines by 1.6% in the 4th quarter. Par Capital Management Inc. now owns 4,894,850 shares of the transportation company’s stock valued at $547,342,000 after buying an additional 75,000 shares in the last quarter. Hedge funds and other institutional investors own 69.69% of the company’s stock.

Key Stories Impacting United Airlines

Here are the key news stories impacting United Airlines this week:

Positive Sentiment: United Airlines delivered better-than-expected Q2 results, with earnings of $1.99 per share topping estimates and revenue rising 16.4% year over year, reinforcing that travel demand remains resilient. Article Title
Positive Sentiment: JPMorgan raised its price target on UAL to $203 and kept an overweight rating, signaling confidence that the stock has meaningful upside after the earnings report. Article Title
Positive Sentiment: Several reports highlighted that premium and international demand, plus strong yields, helped offset cost pressure and supported a higher full-year earnings outlook. Article Title
Neutral Sentiment: United and Delta both posted strong quarters, but analysts are still debating which airline is the better buy as investors weigh valuation, demand trends and margin durability. Article Title
Negative Sentiment: The stock is under pressure because United warned that higher fuel costs could add nearly $6 billion in expenses in 2026, which could squeeze margins despite strong demand. Article Title
Negative Sentiment: Investors also reacted to United’s third-quarter EPS guidance of $2.50 to $3.50, which came in below Wall Street expectations and raised concerns that near-term profitability may soften. Article Title

United Airlines Company Profile

(Get Free Report)

United Airlines Holdings, Inc operates United Airlines, a major U.S. full-service passenger carrier providing scheduled air transportation for passengers and cargo. The company offers a comprehensive route network that covers domestic markets across the United States as well as extensive international service to Europe, Asia, Latin America, and the Pacific. United operates a mixed fleet of narrow- and wide-body aircraft on point-to-point and hub-and-spoke routes, and supports corporate and leisure travel through offerings such as premium cabins, basic economy, and ancillary services including baggage, seat selection and in-flight amenities.

In addition to passenger operations, United provides cargo services through United Cargo, handling freight, mail and specialized shipments.