JetBlue Airways Corp's stock fell 6.32% as it crossed below the 5-day SMA, reflecting investor concerns over its financial outlook.
The company anticipates its Q4 2025 loss per share to widen to 45 cents from 42 cents, more than doubling from a loss of 21 cents in the same quarter last year. This forecast indicates increasing financial pressure, compounded by a projected decline in passenger revenues by 3.8% to $2.02 billion, despite a slight overall revenue growth of 2.6% year-over-year. Additionally, JetBlue's Earnings ESP of -4.11% and Zacks Rank of 3 (Hold) suggest low prospects for beating earnings expectations in the upcoming report.
The widening loss forecast and declining passenger revenues highlight the challenges JetBlue faces in a competitive market, raising concerns about its financial stability and future performance.
Wall Street analysts forecast JBLU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBLU is 4.69 USD with a low forecast of 3.50 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast JBLU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBLU is 4.69 USD with a low forecast of 3.50 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
5 Hold
5 Sell
Moderate Sell
Current: 5.040
Low
3.50
Averages
4.69
High
7.00
Current: 5.040
Low
3.50
Averages
4.69
High
7.00
JPMorgan
Neutral
maintain
$5 -> $6
2026-01-28
New
Reason
JPMorgan
Price Target
$5 -> $6
AI Analysis
2026-01-28
New
maintain
Neutral
Reason
JPMorgan raised the firm's price target on JetBlue to $6 from $5 and keeps a Neutral rating on the shares. The firm updated the company's model post the earnings report.
Susquehanna
Neutral
maintain
$5
2026-01-09
Reason
Susquehanna
Price Target
$5
2026-01-09
maintain
Neutral
Reason
Susquehanna raised the firm's price target on JetBlue to $5 from $4.55 and keeps a Neutral rating on the shares as part of a Q4 preview. The firm sees a "constructive fundamental backdrop" for the airlines into fiscal 2026. Select carriers will benefit from brand loyalty and diverse revenue streams, the analyst tells investors in a research note.
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Citi
John Godyn
Sell
downgrade
$4
2026-01-07
Reason
Citi
John Godyn
Price Target
$4
2026-01-07
downgrade
Sell
Reason
Citi analyst John Godyn lowered the firm's price target on JetBlue to $4 from $4.10 and keeps a Sell rating on the shares. The firm updated targets in the airlines group as part of a Q4 earnings preview. Citi's business travel barometer has bottomed, the analyst tells investors in a research note. However, the firm still expects the supermajors to issue "conservative" outlooks for 2026.
TD Cowen
Tom Fitzgerald
Hold
maintain
$4 -> $5
2026-01-07
Reason
TD Cowen
Tom Fitzgerald
Price Target
$4 -> $5
2026-01-07
maintain
Hold
Reason
TD Cowen analyst Tom Fitzgerald raised the firm's price target on JetBlue to $5 from $4 and keeps a Hold rating on the shares. The firm adjusted targets in the airlines group as part of a Q4 preview. The industry "navigated the shutdown better than expected and demand looks to be entering 2026 with good momentum," the analyst tells investors in a research note.
About JBLU
JetBlue Airways Corporation provides air transportation services across the United States, Latin America, the Caribbean, Canada, and Europe. The Company operates five types of aircraft, including Airbus A220, Airbus A320, Airbus A321, Airbus A321neo, and Embraer E190. Its inflight entertainment system onboards its aircraft with free live TV on select routes and premium movie channel offerings from JetBlue Features. Its entire fleet is equipped with Fly-Fi, a broadband product that allows gate-to-gate Wi-Fi at every seat. Customers also have access to the Fly-Fi Hub, a content portal where customers can access a wide range of additional content from their own personal devices. Its customers can purchase one of five branded fares: Blue Basic, Blue, Blue Plus, Blue Extra, and Mint, its premium service. It also sells vacation packages through its subsidiary, JetBlue Travel Products, LLC, which offers one-stop, value-priced vacation services for self-directed packaged travel planning.
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.
