United Airlines Holdings Keeps Strong Buy Rating with $115 Price Target

Seaport Global analyst Daniel Mckenzie reiterated a Buy rating on United Airlines Holdings with a price target of $115.00. The company's shares closed at $88.47. Mckenzie is a 3-star analyst with an average return of 1.4% and a 50.72% success rate. United Airlines Holdings has a Strong Buy analyst consensus with a price target consensus of $101.89, a 15.17% upside from current levels.

Seaport Global analyst Daniel McKenzie has reiterated his Buy rating on United Airlines Holdings (NASDAQ:UAL), with an updated price target of $115.00. The company's shares closed at $88.47 on July 2, 2025. McKenzie, a 3-star analyst with an average return of 1.4% and a 50.72% success rate, maintains a positive outlook on the airline's prospects.

United Airlines reported adjusted earnings per share of $3.87 for the second quarter of 2025, surpassing the consensus estimate of $3.81. The company's strong performance is reflected in its P/E ratio of 7.95 and impressive last twelve months revenue of $57.74 billion [1]. Additionally, the airline has set guidance for the September quarter EPS between $2.25 and $2.75, slightly below consensus forecasts but aligning with Goldman Sachs’ estimates. The full-year 2025 EPS outlook has been updated to a range of $9.00 to $11.00, with the midpoint matching consensus estimates [1].

Goldman Sachs and BofA Securities have both reiterated their Buy ratings on United Airlines stock, with price targets of $92 and $90, respectively. United Airlines faces scrutiny over its proposed "Blue Sky" partnership with JetBlue Airways (NASDAQ:JBLU), as Senator Richard Blumenthal expressed concerns about potential negative impacts on competition. Furthermore, the airline has suspended flights to Tel Aviv amid regional tensions following Israel’s actions against Iran. French aviation authorities have also requested airlines, including United, to reduce flights at several airports due to an upcoming air traffic controller strike [1].

United Airlines maintains a "GREAT" overall financial health score, indicating robust financial health. The company's strong earnings and positive analyst consensus suggest that the stock has room for growth. However, investors should be aware of the operational challenges and strategic opportunities that the airline is facing.

References:

[1] https://www.investing.com/news/analyst-ratings/citi-reiterates-buy-rating-on-united-airlines-stock-as-q2-results-beat-estimates-93CH-4139219