United Airlines stock rating reiterated at Outperform by Bernstein

Published 16/10/2025, 12:12
United Airlines stock rating reiterated at Outperform by Bernstein

Investing.com - Bernstein SocGen Group has reiterated an Outperform rating on United Airlines (NASDAQ:UAL) with a price target of $121.00. The airline, currently trading at $104.05 with a market cap of $33.68 billion, has shown remarkable momentum with a 55% gain over the past six months.

The firm maintained its positive outlook on the airline following what it described as "solid" results from the company.

Bernstein noted that United Airlines is building commercial momentum heading into a year with favorable first-half comparisons.

Based on these factors, the research firm expects United Airlines to deliver "outsized earnings growth in 2026."

The price target of $121.00 represents potential upside from the airline’s current trading levels.

In other recent news, United Airlines has received approval from the U.S. Federal Aviation Administration (FAA) to equip its Boeing 737-800 aircraft with Starlink internet service. This certification marks a significant step for United, allowing its first commercial flight with the service to take place on October 15 from the Newark/New York area. The move follows United’s agreement with SpaceX to provide Starlink Wi-Fi across its fleet, enhancing in-flight connectivity for passengers. Meanwhile, the ongoing U.S. federal government shutdown has not significantly impacted airline operations, despite a slight increase in sick calls by air traffic controllers, as noted by U.S. Transportation Secretary Sean Duffy. He mentioned that these absences could potentially lead to flight delays, although no major disruptions have been reported so far. Additionally, the Essential Air Service program, which subsidizes flights to small and rural communities, faces the risk of running out of funds if the shutdown continues. This program supports over 170 communities across the United States and Puerto Rico, and its expiration could affect connectivity in these areas.

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