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United Airlines Holdings, Inc. Stock Price

NasdaqGS:UAL Community·US$28.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 132 Fair Values set on narratives written by author

UAL Share Price Performance

US$98.02
24.69 (33.67%)
US$129.83
Fair Value
US$98.02
24.69 (33.67%)
24.5% undervalued intrinsic discount
US$129.83
Fair Value
Price US$98.02
AnalystConsensusTarget US$129.83
AnalystHighTarget US$130.00
AnalystLowTarget US$95.53

UAL Community Narratives

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Fair Value US$129.83 24.5% undervalued intrinsic discount

UAL: Higher Margins And Revenue Outlook Will Drive Outperformance Through 2027

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Fair Value US$130 24.6% undervalued intrinsic discount

Rising Global Middle Class And Urbanization Will Fuel Premium Travel

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Fair Value US$95.53 2.6% overvalued intrinsic discount

Rising Climate Costs And Capital Burdens Will Restrict Operations

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US$95.53
2.6% overvalued intrinsic discount
Revenue
1.42% p.a.
Profit Margin
4.14%
Future PE
15.87x
Price in 2029
US$127.68
US$130
24.6% undervalued intrinsic discount
Revenue
7.17% p.a.
Profit Margin
7.96%
Future PE
9.5x
Price in 2028
US$174.78

Trending Discussion

Updated Narratives

UAL logo

UAL: Fuel Cost Headwinds Will Be Offset By Premium Demand

Fair Value: US$129.83 24.5% undervalued intrinsic discount
69 users have set this as their fair value
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0 users have liked this narrative
UAL logo

UAL: 2026 Guidance Caution Will Challenge Recent Optimism On Demand

Fair Value: US$95.53 2.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
UAL logo

Rising Global Middle Class And Urbanization Will Fuel Premium Travel

Fair Value: US$130 24.6% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Fair value with mediocre balance sheet.

1 Risk
4 Rewards

United Airlines Holdings, Inc. Key Details

US$60.5b

Revenue

US$40.0b

Cost of Revenue

US$20.4b

Gross Profit

US$16.8b

Other Expenses

US$3.7b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
11.29
33.79%
6.06%
152.4%
View Full Analysis

About UAL

Founded
1968
Employees
115600
CEO
J. Kirby
WebsiteView website
www.united.com

United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in the United States, Canada, Atlantic, the Pacific, and Latin America. It transports people and cargo through its mainline and regional fleets. The company also offers ground handling, flight academy, frequent flyer award non-travel redemptions, and maintenance services for third parties. In addition, it provides freight and mail transportation services to commercial businesses, freight forwarders, logistics firms, and national postal services, as well as loyalty programs. The company distributes its products through direct channels, such as the Company's website and the Company's mobile app; and traditional travel agencies, online travel agencies, and other intermediaries. The company was formerly known as United Continental Holdings, Inc. and changed its name to United Airlines Holdings, Inc. in June 2019. United Airlines Holdings, Inc. was incorporated in 1968 and is based in Chicago, Illinois.

Recent UAL News & Updates

Seeking Alpha May 18

United Airlines: Stronger Than American, Cheaper Than Delta

Summary United Airlines stands out post-Spirit collapse, offering superior growth and profitability versus peers at a discounted valuation. Q1 2026 results demonstrated robust pricing power, with premium and business segments driving double-digit revenue growth despite fuel cost headwinds. Fuel price volatility remains the primary risk, prompting UAL to lower full-year EPS guidance to $7–$11, but management expects increasing fare pass-through. I rate UAL a cautious buy, as it delivers Delta-like metrics at a lower multiple, with catalysts tied to fuel stabilization and sustained premium demand. Read the full article on Seeking Alpha
Narrative Update May 15

UAL: Fuel Cost Headwinds Will Be Offset By Premium Demand

Analysts have revised United Airlines Holdings' price targets in a mixed but generally lower range of $4 to $23, largely reflecting updated fuel cost assumptions and expectations for only modest changes in revenue growth and margins in their models. Analyst Commentary Recent research on United Airlines points to a split view, with price targets adjusted both higher and lower as analysts rework models around fuel costs, demand trends and capacity growth.

Recent updates

No updates