DailyIQ
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Sector:IndustrialsAll sectors
Last updated 2 minutes ago

UAL·United Airlines Holdings, Inc.

$.
+. (+.%)
Pre-Market
High
$107.00
Open
$106.25
Market Cap
32.44B
52W High
$119.21
Low
$106.20
P. Close
$105.69
P/E
8.85
52W Low
$71.55
Fwd P/E
-
Mean Target
$130.04
Technical Score (1D)
100
BUY
News Sentiment
70
BULLISH
UBS has raised its price target for United Airlines (UAL) to $148 from $139, maintaining a Buy rating. This upward adjustment by UBS, which now exceeds the current analyst consensus target of $131.64, signals a positive outlook on the company's future performance. Investors will be watching to see if this analyst conviction translates into broader market sentiment.
Earnings Summary
United Airlines Holdings, Inc. is a global air carrier operating in the Industrials sector, within the Airlines industry. The company provides passenger and cargo transportation services across a vast network, supplemented by ground handling, flight training, and maintenance services. Headquartered in Chicago, Illinois, United Airlines is a significant player in the aviation industry. In its recent quarterly performance, United Airlines has shown a pattern of exceeding earnings per share estimates while revenue performance has been more varied. For Q1 2026, the company reported actual EPS of $1.19 against an estimate of $1.09, beating expectations, and revenue of $14.608 billion against an estimate of $14.376 billion, also beating. This followed Q4 2025 where actual EPS was $3.10 versus an estimate of $2.97, and revenue was $15.397 billion against an estimate of $15.550 billion. The preceding quarters of Q2 2025 and Q3 2025 saw actual EPS of $3.87 and $2.78 respectively, both beating their respective estimates, with revenue figures of $15.236 billion and $15.225 billion. The trend indicates consistent EPS beats in the most recent periods, with revenue also showing positive performance in the latest quarter. Historically, United Airlines has demonstrated a strong streak of beating analyst estimates for earnings per share, having surpassed expectations in Q1 2026, Q4 2025, Q3 2025, and Q2 2025. Revenue performance has also been positive in the most recent quarters, with Q1 2026 and Q2 2025 exceeding estimates. The year-over-year growth trajectory for revenue appears positive, with Q1 2026 revenue at $14.608 billion compared to Q1 2025 revenue of $13.213 billion, indicating significant expansion. Recent news indicates that while United Airlines reported Q1 2026 results that surpassed analyst expectations for both EPS and revenue, the company simultaneously reduced its full-year 2026 guidance due to escalating crude oil prices. Furthermore, the airline issued a Q2 2026 EPS forecast that significantly misses analyst estimates and drastically lowered its full-year 2026 adjusted EPS guidance. In response, United Airlines plans a capacity reduction for the remainder of the year. Looking ahead, investors should watch for the company's strategies to mitigate rising operational expenses, particularly fuel costs, and the impact of geopolitical events on energy markets. Key will be the effectiveness of the planned capacity reductions and any further guidance updates that address the significant downward revision to full-year earnings expectations. Monitoring the company's ability to pass on costs to consumers will also be crucial.

EPS

EstBeatMiss
$0.26$1.28$2.30$3.32$4.34Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.09$1.19+8.9%
Q4'25$2.97$3.10+4.5%
Q3'25$2.68$2.78+3.8%
Q2'25$3.81$3.87+1.5%
Q1'25$0.74$0.91+23.8%

Revenue

EstBeatMiss
$12.9B$13.6B$14.4B$15.1B$15.9BQ1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$14.4B$14.6B+1.6%
Q4'25$15.5B$15.4B-1.0%
Q3'25 - $15.2B -
Q2'25 - $15.2B -
Q1'25 - $13.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

UAL Stock Snapshot

UAL is currently trading at $107.00, giving United Airlines Holdings, Inc. a market cap of 32.44B and a P/E ratio of 8.8. Today's range spans $106.20–$107.00, with shares opening at $106.25 and moving up $1.31 (1.2%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 70/100.

Over the past year UAL has traded between $71.55 and $119.21 - the current price is +49.5% off the 52-week low and -10.2% from the high. 32 analysts cover the stock with a Buy consensus and a mean 12-month target of $130.04 (range $95.00–$156.00), implying upside of +21.5%.

The earnings revision cycle for United Airlines Holdings, Inc. (UAL) may be in an upward phase - large-cap Industrials names (32.44B market cap) showing bullish technicals (100/100, BUY) alongside bullish sentiment (70/100) often see analyst target increases in the weeks following this kind of dual-signal alignment. Price: $107.00 (in the upper portion of its 52-week range). (P/E: 8.8) Range: $71.55–$119.21. The chart frequently leads the fundamental revision, and the chart is bullish.

The combination of a BUY signal (100/100) and bullish news sentiment (70/100) puts UAL on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 32.44B in Industrials market cap without immediately moving the stock. At $107.00 (in the upper portion of its 52-week range in the $71.55–$119.21 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.