United Airlines Maintains Elite Status Requirements for 2025, Introduces Dynamic Plus Points Pricing
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: 54 minutes ago0mins
- Elite Status Stability: United Airlines is maintaining its elite status requirements for 2025, mirroring Delta Air Lines' approach, which aims to address the competitive pressure from a surge in elite travelers post-pandemic, thereby ensuring service quality for high-end customers.
- Dynamic Plus Points Pricing: The airline is shifting its Plus Points usage from a fixed mileage chart to a demand-based dynamic pricing model, a change expected to enhance flexibility and satisfaction for high-tier customers while potentially increasing the airline's competitiveness in the premium market.
- Increased Polaris Award Access: United Airlines has committed to providing more Polaris Saver Award seats for elite members and cardholders, which is anticipated to simplify the booking process for premium cabins, thereby attracting more high-spending customers and enhancing customer loyalty.
- Loyalty Program Adjustments: The airline raised the spending threshold for elite status by approximately 25% in 2026 and will allow high-level 1K members to earn Plus Points through co-branded credit card spending, further enhancing the appeal of its loyalty program.
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Analyst Views on UAL
Wall Street analysts forecast UAL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UAL is 128.86 USD with a low forecast of 115.00 USD and a high forecast of 156.00 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.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 104.950
Low
115.00
Averages
128.86
High
156.00
Current: 104.950
Low
115.00
Averages
128.86
High
156.00
Citi
John Godyn
initiated
$132
2025-12-04
New
Reason
Citi
John Godyn
Price Target
$132
2025-12-04
New
initiated
Reason
Citi analyst John Godyn initiated coverage of United Airlines with a Buy rating and $132 price target. The firm believes the setup is positive for the airlines with an "elongated mid-cycle" beginning in 2026. Citi sees the largest beneficiaries as being the "supermajors." The large airlines offer the most favorable risk/reward, the analyst tells investors in a research note. On the other side, Citi believes the legacy low-cost carriers will be underperformers through the cycle.
JPMorgan
NULL -> Overweight
maintain
$149 -> $156
2025-10-20
Reason
JPMorgan
Price Target
$149 -> $156
2025-10-20
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on United Airlines to $156 from $149 and keeps an Overweight rating on the shares.
TD Cowen
Buy
upgrade
$127 -> $138
2025-10-20
Reason
TD Cowen
Price Target
$127 -> $138
2025-10-20
upgrade
Buy
Reason
TD Cowen raised the firm's price target on United Airlines to $138 from $127 and keeps a Buy rating on the shares. The firm updated its estimates following its Q3 results, Q4 guidance and management's color on the long-term outlook.
Barclays
Overweight
maintain
$115 -> $135
2025-10-17
Reason
Barclays
Price Target
$115 -> $135
2025-10-17
maintain
Overweight
Reason
Barclays raised the firm's price target on United Airlines to $135 from $115 and keeps an Overweight rating on the shares post the Q3 report. The post-earnings selloff was "driven by flawed math on metrics for which the company does not provide guidance," the analyst tells investors in a research note. Barclays "confidently" raised United's price target saying management is targeting margin expansion and earnings growth in 2026.
See All Ratings
About UAL
United Airlines Holdings, Inc. is a holding company. The Company transports people and cargo throughout North America and to destinations in Asia, Europe, Africa, the Pacific, the Middle East and Latin America. The Company, through United Airlines, Inc., and its regional carriers, operates across six continents, with hubs at Chicago O'Hare International Airport (ORD), Denver International Airport (DEN), George Bush Intercontinental Airport (IAH), Los Angeles International Airport (LAX), Newark Liberty International Airport (EWR), San Francisco International Airport (SFO), Washington Dulles International Airport (IAD) and A.B. Won Pat International Airport (GUM). Its hub and spoke system allow it to transport passengers between a large number of destinations with frequent services. The Company has contractual relationships with various regional carriers to provide regional aircraft service branded as United Express. It provides freight and mail transportation services (Air Cargo).
About the author
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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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