American Airlines Stock Soars While JetBlue Shares Decline Following Earnings Reports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy AAL?
Source: Barron's
- Earnings Report: American Airlines missed earnings expectations for the fourth quarter.
- Future Outlook: The airline provided optimistic guidance for 2026, contributing to a rise in stock prices.
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Analyst Views on AAL
Wall Street analysts forecast AAL stock price to rise
15 Analyst Rating
7 Buy
7 Hold
1 Sell
Moderate Buy
Current: 14.050
Low
10.00
Averages
17.44
High
21.00
Current: 14.050
Low
10.00
Averages
17.44
High
21.00
About AAL
American Airlines Group Inc. is a holding company. Its primary business activity is the operation of a major network air carrier, providing scheduled air transportation for passengers and cargo through its hubs in Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix and Washington, D.C. and partner gateways, including in London, Doha, Madrid, Seattle/Tacoma, Sydney and Tokyo, among others. Together with its regional airline subsidiaries and third-party regional carriers operating as American Eagle. Its cargo division provides a wide range of freight and mail services, with facilities and interline connections available across the globe. It operates approximately 977 mainline aircraft supported by its regional airline subsidiaries and third-party regional carriers, which together operate an additional 585 regional aircraft. Its subsidiaries include American Airlines, Inc., Envoy Aviation Group Inc., PSA Airlines, Inc. and Piedmont Airlines, Inc.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Schedule and Service Enhancements: American Airlines is adjusting its schedules, particularly at Dallas-Fort Worth International Airport, to improve flight punctuality, although its current 73.7% on-time rate ranks it low in the industry, highlighting the urgency to enhance customer experience.
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- Future Development Strategy: In a meeting with about 6,000 managers, Isom emphasized the airline's goals for the next 100 years, and despite facing employee protests and profit pressures, he remains committed to enhancing market competitiveness through upgraded cabin facilities and expanded airport lounges.
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- No Confidence Vote: Following a historic no-confidence vote against CEO Robert Isom, union leaders highlighted that management decisions and ongoing industry ranking declines have burdened both workers and passengers, calling for executive accountability.
- Intensifying Financial Woes: For fiscal 2025, American Airlines reported only a 0.8% year-on-year increase in operating revenue, while operating profit and net profit plummeted nearly 45% and 87%, respectively, primarily due to high costs and disruptions, including a $325 million impact from the government shutdown.
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