Bernstein Reiterates Buy Rating for United Airlines
Bernstein continues to see upside for United Airlines with a $153 price target.
Key Points
- Bernstein reiterated a buy rating for United Airlines, NasdaqGS:UAL, with a $153 price target on July 1, 2026.
- Bernstein's $153 price target implies 12.51% upside from United Airlines Holdings, Inc.'s ($UAL) current $135.99 share price.
- Shares of United Airlines traded near $135.99 on Wednesday, with a market cap of $44.14 billion and a P/E ratio of 12.16.
- Vanguard Capital Management LLC opened a new position in United Airlines, while BlackRock, Inc. reduced its stake by 2.5%.
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Bernstein reiterated its buy rating for United Airlines Holdings, Inc. (NasdaqGS:UAL) on July 1, 2026, maintaining a price target of $153. Analyst David Vernon expressed continued confidence in the airline's potential, suggesting further upside from its current trading levels.
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United Airlines Holdings, Inc. Stock Up 23.0%
Shares of United Airlines traded near $135.99 on Wednesday. The company has a market cap of approximately $44.14 billion and a P/E ratio of 12.16. Its forward P/E is slightly lower at 9.50, indicating expectations of earnings growth. United Airlines has a beta of 1.291, suggesting it is more volatile than the market. The stock's 52-week range is between $78.33 and $138.77, with a 50-day moving average of $104.93 and a 200-day moving average of $102.95.
$UAL price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
In its latest earnings report, United Airlines posted revenue of $60.47 billion, reflecting a growth rate of 10.6%. The company achieved an earnings per share (EPS) of $11.18, with a net margin of 6.06% and a return on equity (ROE) of 25.73%. Investors are looking ahead to the next earnings release scheduled for July 15, 2026.
Insider Buying and Selling at United Airlines Holdings, Inc.
Recent insider activity at United Airlines includes planned sales by CEO Scott Kirby, who sold 1,078 shares at an average price of $120.74 on June 16, 2026, and 48,303 shares at $121.30 on June 15, 2026. EVP of HR and Labor Relations Kate Gebo also sold 40,000 shares at $105.42 on May 26, 2026.
Analysts Set New Price Targets
On July 1, 2026, Bernstein maintained its buy rating for United Airlines, setting a price target of $153. B of A Securities also maintained a buy rating with a $150 target. Other analysts, including Wells Fargo and Citigroup, have set price targets of $165 and $171, respectively. The consensus recommendation is a strong buy, with a mean target price of $136.63 among 24 analysts.
About United Airlines Holdings, Inc.
United Airlines Holdings, Inc. is a major American airline headquartered in Chicago, Illinois. The company operates flights across the United States and internationally, offering air transportation services for passengers and cargo. United Airlines also provides additional services such as ground handling, flight training, and maintenance for third parties. Led by CEO J. Scott Kirby, the company employs approximately 115,600 people.
Bottom Line
Bernstein's reiterated buy rating and $153 price target for United Airlines reflect confidence in the airline's future performance. Investors may want to keep an eye on upcoming earnings and insider activity for further insights. Remember, analyst ratings are just one piece of the puzzle, and actual holdings may differ from 13F filings, which are backward-looking.
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