Loading...
AAL logo

American Airlines Group Inc.NasdaqGS:AAL Stock Report

Market Cap US$7.8b
Share Price
US$11.84
US$22
46.2% undervalued intrinsic discount
1Y12.5%
7D-2.1%
Portfolio Value
View

American Airlines Group Inc.

NasdaqGS:AAL Stock Report

Market Cap: US$7.8b

American Airlines Group (AAL) Stock Overview

Through its subsidiaries, operates as a network air carrier in the United States, Latin America, Atlantic, and Pacific. More details

AAL fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance1/6
Financial Health0/6
Dividends0/6

AAL Community Fair Values

Create Narrative

See what 136 others think this stock is worth. Follow their fair value or set your own to get alerts.

American Airlines Group Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for American Airlines Group
Historical stock prices
Current Share PriceUS$11.84
52 Week HighUS$16.50
52 Week LowUS$10.09
Beta1.25
1 Month Change9.23%
3 Month Change-10.98%
1 Year Change12.55%
3 Year Change-14.64%
5 Year Change-46.18%
Change since IPO-51.87%

Recent News & Updates

Recent updates

AAL: Fuel Resilience And Demand Strength Will Support Future Margin Execution

Narrative Update on American Airlines Group The updated analyst price target for American Airlines Group reflects a modest reset in fair value to $14.94, as analysts factor in higher fuel cost assumptions alongside relatively steady expectations for revenue growth, profit margins, and future P/E multiples across recent research updates. Analyst Commentary Recent research around American Airlines Group has centered on resetting price targets to reflect higher fuel cost assumptions, with views split between those focused on demand resilience and those emphasizing margin pressure and balance of risks.

AAL: Fuel Cost Headwinds Will Test Rebounding Demand And Margin Execution

Analysts have trimmed the fair value estimate for American Airlines Group to $15.40 from $16.40. This reflects a reset in price targets as higher fuel cost assumptions temper P/E expectations, even as revenue growth and profit margin forecasts are revised modestly upward.

American Airlines: Back In The Game

Mar 21

AAL: Revenue Initiatives And Demand Trends Are Expected To Offset Fuel Risks

Analysts have adjusted the fair value estimate for American Airlines Group to $22.00 from $21.00, as updated research reflects slightly higher revenue growth assumptions, a modestly lower discount rate, and a future P/E of about 8.1x, partly balanced by ongoing fuel cost concerns across recent Street reports. Analyst Commentary Street research on American Airlines Group over recent months has been mixed, with many firms revisiting estimates as fuel assumptions shift.

AAL: Fuel Costs And Capacity Pressures Will Temper Execution Upside Potential

The latest analyst price target reset for American Airlines Group reflects a mix of higher Street targets and fresh caution on fuel and capacity. Our updated fair value is anchored at about $12.68 as analysts balance expectations for margin improvement against risks from rising costs and crowded domestic routes.

AAL: Execution And Regulatory Setbacks Will Likely Cap Earnings Repricing Potential

The latest analyst price target update for American Airlines Group reflects a modest adjustment. Fair value has moved slightly to $12.68 as analysts factor in updated views on revenue growth, profit margins, and a lower discount rate supported by a series of recent target revisions and broader Q4 and 2026 outlooks for the airline group.

AAL: Execution And Regulatory Risks Will Likely Restrain Margin-Driven Repricing

Analysts have nudged their fair value estimate for American Airlines Group higher to about US$12.69 from roughly US$10.81, citing Street research that points to stronger revenue initiatives, improving margin potential, and a recalibration of future P/E expectations across the airline group. Analyst Commentary Recent Street research on American Airlines Group has been mixed, with several firms adjusting price targets and ratings as they reassess revenue potential, cost trends, and the outlook for sector earnings over the next couple of years.

AAL: Revenue Initiatives And Demand Momentum Are Expected To Support Upside

Analysts have lifted their implied price target for American Airlines Group to $21.00 from $18.74, citing higher modeled revenue growth, a slightly higher discount rate, a modestly lower profit margin assumption, and a richer future P/E multiple that reflect recent Street research highlighting revenue initiatives, demand momentum into 2026, and supportive industry commentary. Analyst Commentary Recent Street research has tilted more constructive on American Airlines Group, with several bullish analysts lifting price targets and revising their views to reflect what they see as a healthier setup into 2026.

AAL: Rebounding Demand And Cost Actions Will Shape Measured Earnings Progress

Narrative Update: American Airlines Group The updated analyst price target for American Airlines Group increases to about US$16.40 from US$15.35, with analysts pointing to slightly higher assumptions for revenue growth, profit margin, and future P/E as they refresh their views following recent sector research and Q4 earnings previews. Analyst Commentary Recent Street research on American Airlines Group centers on refreshed Q4 earnings previews and updated 2026 outlooks, with several firms adjusting their price targets and reaffirming views on the stock.

The "Big Four" Dominance

1. Fundamental Moat: The "Big Four" Dominance American Airlines is a cornerstone of the US "Big Four" legacy carriers.

AAL: Rising Execution Risks Will Likely Cap Upside Amid Industry Shift

Analysts have modestly raised their price target on American Airlines Group, reflecting a fair value increase from roughly $9.00 to about $10.80 per share as they factor in improving revenue growth, slightly stronger profit margins, and higher industry price targets from recent research. Analyst Commentary Recent Street research on American Airlines Group reflects a cautiously constructive but uneven backdrop, with a mix of higher price targets and restrained ratings that underscore lingering concerns around execution and competitive positioning.

Even With A 26% Surge, Cautious Investors Are Not Rewarding American Airlines Group Inc.'s (NASDAQ:AAL) Performance Completely

Dec 23
Even With A 26% Surge, Cautious Investors Are Not Rewarding American Airlines Group Inc.'s (NASDAQ:AAL) Performance Completely

AAL: Demand And Fare Tailwinds Will Support Gradual Earnings And Risk Rebalancing

American Airlines Group's fair value estimate has been modestly increased to $15.35 from $15.07, reflecting analysts' higher price targets, now as high as $20, supported by expectations of improving demand, firmer fare trends, and a more favorable long term earnings outlook for select U.S. carriers. Analyst Commentary Recent Street research reflects a constructive but selective stance on American Airlines, with multiple price target increases signaling improved confidence in the companys medium term earnings power and balance of risk and reward.

AAL: Sustained Demand And Pricing Momentum Will Drive Margin Expansion Ahead

Analysts have modestly increased their price target for American Airlines Group, reflecting greater confidence in the company's slight improvements in revenue growth and profit margin. The fair value estimate has risen from $15.02 to $15.07 based on updated industry outlooks and recent positive demand and pricing trends.

AAL: Industry Shifts And Expense Pressures Will Shape Fair Value Outlook

American Airlines Group's analyst price target has increased from $14.55 to $15.02. This reflects moderate optimism among analysts amid encouraging industry trends and updated financial estimates.

Industry Transformation And Demand Shifts Will Shape Airline Performance Ahead

American Airlines Group’s analyst price target has increased from $14.23 to $14.55. Analysts cite improved demand, positive fare trends, and continued industry transformation as key drivers for the upward revision.

Domestic Recovery And Upgraded Fleet Will Sustain Future Success

Analysts have modestly raised their price target for American Airlines Group from $13.88 to $14.23, citing recent improvements in profit margins and resilient demand trends within the broader airline sector. Analyst Commentary Recent analyst evaluations have reflected both optimism and caution regarding American Airlines Group.

Domestic Recovery And Upgraded Fleet Will Sustain Future Success

The consensus analyst price target for American Airlines Group has been revised upward to $13.88, as improving demand and fare trends offset cost pressures and drive more optimistic long-term earnings forecasts, though valuation concerns and peer competition remain headwinds. Analyst Commentary Bullish analysts note improving demand and fare trends that are helping offset modest cost pressures in the airline sector.

American Airlines is the ugly duckling in the US airlines industry

American aims to improve yields by doubling down on Premium Economy I wouldn't go so far as to change my general description of American Airlines as one of the most precarious legacy carriers out there, completely at the mercy of its creditors and, thus, benign refinancing conditions. Yet not only does the latter stand to materialise now that the Fed has restarted to cut interest rates; American also aims to double down just on the right lever to improve its business operationally.

Domestic Recovery And Upgraded Fleet Will Sustain Future Success

Analysts cite a more balanced risk/reward profile and less favorable competitive trends versus peers as reasons for their caution on American Airlines, resulting in only a modest price target increase from $13.43 to $13.58. Analyst Commentary Valuation concerns as the stock has approached its prior $14 price target.

American Airlines Group's (NASDAQ:AAL) Earnings May Just Be The Starting Point

Aug 01
American Airlines Group's (NASDAQ:AAL) Earnings May Just Be The Starting Point

When Should You Buy American Airlines Group Inc. (NASDAQ:AAL)?

Jul 14
When Should You Buy American Airlines Group Inc. (NASDAQ:AAL)?

A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Climb

May 17
A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Climb

American Airlines: Rating Downgrade On Huge Debt

Apr 25

American Airlines: Industry Profits Will Fall Until Consolidation Limits Competition

Mar 28

American Airlines is the ugly duckling in the US airlines industry

There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet.If most airlines and certainly those in the US are loaded up to th

American Airlines' Stock Is Losing Altitude - Here's Why I'm Short

Mar 13

American Airlines: Only The Start

Feb 21
User avatar

New Citi Partnership And Fleet Expansion Will Boost Customer Experience And Demand

New contracts and partnerships improve cost certainty and revenue, boosting margins and profitability.

Why Did American Airlines Stock Drop After Q4 Earnings?

Jan 24

American Airlines: Operating Margins Are Improving, But Now 'Priced For Perfection'

Jan 15

American Airlines Is Poised To Continue Its Ascent

Jan 03

American Airlines: No Bankruptcy Fear, But I Watch The Debt Load

Nov 25

American Airlines: Earnings Tailwind Expected While Debt Picture Improves

Oct 19

American Airlines: Look Past S&P 500 Exit

Sep 13

American Airlines: 2025 Refinancing Risks Grow As Air Travel Demand Peaks

Aug 26

American Airlines: Underperformance Continues As Growth Is Sputtering (Rating Upgrade)

Aug 11

Shareholder Returns

AALUS AirlinesUS Market
7D-2.1%-0.1%0.8%
1Y12.5%32.4%27.7%

Return vs Industry: AAL underperformed the US Airlines industry which returned 32.4% over the past year.

Return vs Market: AAL underperformed the US Market which returned 27.7% over the past year.

Price Volatility

Is AAL's price volatile compared to industry and market?
AAL volatility
AAL Average Weekly Movement7.4%
Airlines Industry Average Movement7.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: AAL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AAL's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1926138,900Robert Isomwww.aa.com

American Airlines Group Inc., through its subsidiaries, operates as a network air carrier in the United States, Latin America, Atlantic, and Pacific. The company provides scheduled air transportation services for passengers and cargo through its hubs in Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix, and Washington, D.C., as well as through partner gateways in London, Doha, Madrid, Seattle/Tacoma, Sydney, and Tokyo. It also operates a mainline fleet of 1,013 aircraft.

American Airlines Group Inc. Fundamentals Summary

How do American Airlines Group's earnings and revenue compare to its market cap?
AAL fundamental statistics
Market capUS$7.83b
Earnings (TTM)US$202.00m
Revenue (TTM)US$55.99b
38.8x
P/E Ratio
0.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AAL income statement (TTM)
RevenueUS$55.99b
Cost of RevenueUS$43.19b
Gross ProfitUS$12.81b
Other ExpensesUS$12.61b
EarningsUS$202.00m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.31
Gross Margin22.87%
Net Profit Margin0.36%
Debt/Equity Ratio-671.5%

How did AAL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/02 11:42
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

American Airlines Group Inc. is covered by 40 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
Brandon OglenskiBarclays
Brandon OglenskiBarclays