AAL American Airlines Group Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:50
02 сен
02 сен
President Trump is scheduled to meet with chief executives of major travel companies.
President Trump is scheduled to meet with chief executives of major travel companies including Marriott, American Airlines, Carnival, and MGM, according to a White House official.
16:55
27 авг
27 авг
American Airlines announces seven new international routes for next year as part of its network.
American Airlines announces seven new international routes for next year as part of its network expansion and deployment of newer long-range aircraft.
15:39
18 авг
18 авг
13Fs show funds buying airlines.
Going through 13F filings, the host notices one of the underlying trends is airlines. Delta and American are being accumulated or twapped by large funds, which he calls interesting.
Низ.
14:55
18 авг
18 авг
American Airlines announces plans to restore seatback screens and expand premium seating.
American Airlines announces plans to restore seatback screens and expand premium seating on narrowbody jets starting in 2028.
18:16
07 авг
07 авг
Seeking Alpha highlights American Airlines' strong fundamentals and Quant score but the rating.
Seeking Alpha highlights American Airlines' strong fundamentals and Quant score but the rating is an aggregator research headline, not an explicit author position.
20:37
04 авг
04 авг
Watch airlines on jet-fuel scarcity headwind
Watch DAL, UAL, and AAL for a negative near-term earnings read-through from elevated jet-fuel costs and constrained distillate capacity; author does not signal a short.
Сред.
11:21
30 июл
30 июл
Long Anglo American on copper demand super-cycle
Fundamental drivers for copper are very robust, fueled by electrification, the energy transition, and data center buildout. Anglo American is shifting to a copper focus and executing a strong operational turnaround, with cost control and growing volumes.
Выс.
13:31
27 июл
27 июл
U.S. airline stocks rallied sharply as crude oil prices plunged more than 7%.
U.S. airline stocks rallied sharply as crude oil prices plunged more than 7%, boosting expectations for lower fuel costs across the sector.
16:22
24 июл
24 июл
American Airlines faces fuel and competitive headwinds.
American Airlines is the clear underperformer among major airlines after downgrading its full-year forecast for the second time due to surging fuel bills, a debt hangover, and a competitive disadvantage versus premium carriers, making it vulnerable.
Сред.
01:35
24 июл
24 июл
American Airlines lowered its guidance due to rising fuel costs.
American Airlines lowered its guidance due to rising fuel costs, which is a bearish signal for the stock but the tweet is a factual report without an author position.
Низ.
21:59
23 июл
23 июл
Short American Airlines on weak profitability
American Airlines has been struggling with profitability for years, is late to the premium revenue game, faces fuel cost headwinds, and just cut guidance for the second time this year. Operational missteps and labor issues continue to weigh on the stock.
Сред.
21:12
23 июл
23 июл
Strong demand, pricing power, record revenue.
Airfares are up 15-20% year-over-year with no customer resistance, 60% of third-quarter revenue already on the books, and the company is delivering record revenue performance by offering customers reasons to buy up, such as better experience, network connectivity, and leading loyalty.
Выс.
17:27
23 июл
23 июл
Record revenue and strong demand for American.
American Airlines has 60% of Q3 revenue already booked and is seeing record revenue performance. Customers are willing to buy up for a better experience, indicating strong demand and pricing power.
Сред.
15:00
23 июл
23 июл
American Airlines warns it may report a loss this year due to persistently high fuel prices.
American Airlines warns it may report a loss this year due to persistently high fuel prices linked to the war in Iran
14:36
23 июл
23 июл
American Airlines CEO Robert Isom expresses optimism about future performance.
American Airlines CEO Robert Isom expresses optimism about future performance, forecasting significantly improved results and free cash flow despite rising fuel costs.
12:40
23 июл
23 июл
American Airlines CEO reports resilient consumer spending and sustained travel demand across.
American Airlines CEO reports resilient consumer spending and sustained travel demand across all cabins, expecting demand to remain strong.
11:32
23 июл
23 июл
American Airlines reports record quarterly revenue of 16.7 billion dollars and strong demand.
American Airlines reports record quarterly revenue of 16.7 billion dollars and strong demand offsetting fuel cost increases.
11:04
23 июл
23 июл
American Airlines reports mixed Q2 2026 results with adjusted EPS beating estimates but revenue.
American Airlines reports mixed Q2 2026 results with adjusted EPS beating estimates but revenue and load factor missing expectations, and guides for a potential Q3 adjusted loss.
11:04
23 июл
23 июл
American Airlines reports a Q2 adjusted EPS of 15 cents versus estimates of 2.7 cents.
American Airlines reports a Q2 adjusted EPS of 15 cents versus estimates of 2.7 cents but forecasts a Q3 adjusted loss per share of 10 to 70 cents.
11:01
23 июл
23 июл
American Airlines reported adjusted earnings per share of 15 cents beating estimates of 2.7.
American Airlines reported adjusted earnings per share of 15 cents beating estimates of 2.7 cents but passenger revenue and load factor slightly missed expectations.
15:59
16 июл
16 июл
Retail investors sold significant amounts of SanDisk, Apple, Tesla, Nvidia, American Airlines.
Retail investors sold significant amounts of SanDisk, Apple, Tesla, Nvidia, American Airlines, and Meta stock last week as they cash in profits following a historic tech rally.
15:16
16 июл
16 июл
American Airlines deleveraging story merits buy
American Airlines is a buy. The industry can take price, and American can dramatically deleverage from 5x to 3x net leverage, offering a strong return opportunity. The company is pivoting to premium investments and growing internationally.
Выс.
15:00
14 июл
14 июл
Citi completed the acquisition of the American Airlines co-branded card portfolio, expanding its partnership and assets in the cards business.
Выс.
14:00
10 июл
10 июл
Delta is cutting main cabin capacity while growing premium capacity, betting that the premium and loyalty segments will drive margin expansion; main cabin is down 2-3% in seats and growth will not return next year. — This capacity shift puts pressure on competitors to also focus on premium yield, potentially squeezing low-cost carriers and reshaping domestic competition.
Сред.
22:13
09 июл
09 июл
Full-service carriers benefit from premium demand.
Delta Air Lines and other full-service carriers (United, American) are best positioned: premium and corporate demand is strongest, Delta owns a refinery that helps during fuel spikes, and industry-wide fare increases are stickier on the high end, while the exit of low-cost carriers like Spirit is lifting the entire fare structure.
Выс.
00:55
05 июл
05 июл
BofA raised price target on AAL; falling jet fuel costs and record summer travel demand cited.
BofA raised price target on AAL; falling jet fuel costs and record summer travel demand cited as Q2 earnings upside catalyst.
Сред.
15:44
24 июн
24 июн
Big four airlines coordinate to raise fares
The four largest U.S. airlines—American, Delta, Southwest, and United—are engaging in a 'live and let live' coordinated pricing pattern that raises airfares on routes where they compete, indicating significant market power and reduced competitive pressure. This oligopolistic behavior suggests these carriers can sustain higher prices and profits than would exist under true competition.
Выс.
19:17
27 мая
27 мая
American Airlines has unique upside potential.
American Airlines has unique upside relative to other carriers due to its investments in network, premium products, and commercial pillars. The CEO expects oil prices to normalize as the Middle East conflict resolves, which will allow American Airlines to expand margins and return to higher profitability levels. The company is well-positioned to benefit from moderating fuel costs.
Выс.
18:18
27 мая
27 мая
American Airlines poised for upside on fuel normalization.
American Airlines is experiencing robust demand across leisure and business, with premium travel leading. Revenue is growing (11% year-over-year in Q1, forecast 15% in Q2), capacity is being managed to protect margins, and fuel cost spikes are seen as temporary. The airline is investing in premium products and network, positioning it for significant upside when fuel normalizes. The speaker explicitly states there is more upside in American than any other carrier.
Выс.
23:34
26 мая
26 мая
American Airlines announced a partnership to offer Starlink internet on flights.
American Airlines announced a partnership to offer Starlink internet on flights, which is a factual business development with no explicit bullish or bearish forward-looking view from the author.
Низ.
Об аналитическом покрытии AAL
Buzzberg отслеживает AAL (American Airlines Group Inc.) в 20 источниках. Бычьих сигналов: 11, медвежьих: 11, от 57 аналитиков. Сентимент разделён поровну. Всего отслеживается 81 торговая идея. За последние 7 дней: наблюдение: 2. Последние спикеры: FirstSquawk, Bloomberg, Thread Guy.