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Alaska Air price target lowered to $62 from $72 at BofA

BofA lowered the firm’s price target on Alaska Air (ALK) to $62 from $72 and keeps a Buy rating on the shares. The firm lowered its Q4 and 2025 EPS estimates to account for the recent El Segundo refinery fire that has driven West coast jet fuel prices up 18% since October 1 along with a higher Q4 tax rate, the analyst tells investors. The firm also phased in a higher tax rate in 2026, driving its 2026 EPS forecast lower as well.

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