Airbus A320 Recall: Airbus has ordered immediate repairs to 6,000 A320 jets, affecting over half of the global fleet, which may lead to significant flight delays and cancellations during a peak travel period in the U.S.
Impact on Airlines: Various airlines, including Air France, American Airlines, and Avianca, have reported operational disruptions, with some cancelling flights and others warning of delays as they implement the required software fixes.
Progress on Repairs: Airlines like Air India and IndiGo have begun completing the software fixes on their affected aircraft, while others, such as Wizz Air, have already implemented the updates without further anticipated disruptions.
Global Disruption: The recall is expected to cause widespread operational challenges across multiple airlines worldwide, with varying degrees of impact reported by carriers in different regions.
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 139.07 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.
16 Analyst Rating
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 139.07 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 Buy
1 Hold
0 Sell
Strong Buy
Current: 110.400
Low
115.00
Averages
139.07
High
156.00
Current: 110.400
Low
115.00
Averages
139.07
High
156.00
BMO Capital
Outperform
maintain
$125
2026-01-22
New
Reason
BMO Capital
Price Target
$125
AI Analysis
2026-01-22
New
maintain
Outperform
Reason
BMO Capital raised the firm's price target on United Airlines to $132.50 from $125 and keeps an Outperform rating on the shares after its Q4 earnings beat. The company's FY26 guidance could prove conservative should January momentum persist, and the firm is also encouraged by results with continued runway for United Airlines on a number of fronts, including gauge, loyalty/co-brand credit card, merchandising, and Kinective Media, the analyst tells investors in a research note.
TD Cowen
Buy
maintain
$138 -> $140
2026-01-22
New
Reason
TD Cowen
Price Target
$138 -> $140
2026-01-22
New
maintain
Buy
Reason
TD Cowen raised the firm's price target on United Airlines to $140 from $138 and keeps a Buy rating on the shares. The firm says early demand indicators are "very favorable" for United against tough January compares. It believes United Airlines is the "name to own amidst industry gentrification."
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Argus
John Staszak
Buy
downgrade
$140 -> $135
2026-01-22
New
Reason
Argus
John Staszak
Price Target
$140 -> $135
2026-01-22
New
downgrade
Buy
Reason
Argus analyst John Staszak lowered the firm's price target on United Airlines to $135 from $140 but keeps a Buy rating on the shares. The firm expects demand for air travel to grow driven by positive trends in corporate travel and looks for higher revenues to offset inflationary headwinds, the analyst tells investors in a research note. Argus adds that it expects to see a continued recovery in demand for premium seating and trans-Atlantic flights.
UBS
Buy
maintain
$145 -> $147
2026-01-22
New
Reason
UBS
Price Target
$145 -> $147
2026-01-22
New
maintain
Buy
Reason
UBS raised the firm's price target on United Airlines to $147 from $145 and keeps a Buy rating on the shares. United's latest results reinforce the bull case, with a Q4 beat and Q1 and FY26 guidance in line with buy side expectations despite a conservative outlook, setting up a strong potential for beats and raises as the year progresses if current demand strength continues, the analyst tells investors in a research note.
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
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.
