United Airlines Projects Record Earnings for 2026, Shares Rise 4%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: seekingalpha
- Earnings Forecast Boost: United Airlines projects a full-year EPS of $12 to $14 (midpoint $13), exceeding the Street's estimate of $13.19, reflecting robust demand and a double-digit rebound in business travel bookings, which is expected to further drive stock price appreciation.
- Fleet Expansion Plans: The airline expects to take delivery of over 100 new narrowbody aircraft and around 20 Boeing 787s, marking the highest number of widebodies acquired by any U.S. airline in a single year since 1988, aimed at expanding both its international and domestic networks to enhance market competitiveness.
- Infrastructure Investment: United plans substantial airport improvements at Washington Dulles and Houston to support its growth strategy, which will enhance customer experience and facilitate business growth.
- CEO Share Purchase: GameStop's CEO Ryan Cohen purchased 500,000 shares at an average price of $21.12, increasing his total holdings to 41.58 million shares, raising his stake to approximately 9.2%, which bolstered investor confidence and contributed to a 4% rise in stock price.
Analyst Views on GME
About GME
GameStop Corp. offers games and entertainment products through its stores and ecommerce platforms. The Company operates in four geographic segments: United States, Canada, Australia and Europe. Each segment consists primarily of retail operations, with the significant majority focused on games, entertainment products and technology. The Company has a total of approximately 3,203 stores across all of its segments: 2,325 in the United States, 193 in Canada, 374 in Australia, and 311 in Europe. Its stores and ecommerce sites operate primarily under the names GameStop, EB Games and Micromania. Its Australia and Europe segments also include 38 pop culture-themed stores selling collectibles, apparel, gadgets, electronics, toys and other retail products for technology enthusiasts and general consumers in international markets operating under the Zing Pop Culture brand. Its retail stores are generally located in strip centers, shopping malls and pedestrian areas.
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.
