In a report released yesterday, David Vernon from Bernstein maintained a Buy rating on United Airlines Holdings, with a price target of $121.00.
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David Vernon has given his Buy rating due to a combination of factors that highlight United Airlines’ strong financial performance and promising future outlook. The company reported an adjusted diluted EPS of $2.78 for the third quarter of 2025, which exceeded both the Bloomberg consensus and the high end of the company’s guidance. This impressive performance was largely driven by better-than-expected cost management, which helped offset slightly lower-than-anticipated revenue figures.
Looking forward, United Airlines is projecting record-high operating revenue for the fourth quarter, supported by a strengthening demand environment and successful brand-loyalty investments. The company’s guidance for the fourth quarter adjusted diluted EPS is significantly above street expectations, indicating robust earnings potential. Additionally, the anticipated earnings growth in 2026, driven by commercial momentum and favorable comparisons, further supports the Buy rating.
In another report released today, Deutsche Bank also maintained a Buy rating on the stock with a $125.00 price target.
Based on the recent corporate insider activity of 46 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of UAL in relation to earlier this year.