Ben Minicucci

CEO, S&P Global

· tracked since Apr 2026

Calls 1 1 Posts tracked · 0.0/day

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ALK long -1.0%

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ALK ×1

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ALK long 1 month ago

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Win Rate

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90d —

Average Return -1.0% Long Return -1.0% Short Return -

Average Return

7d -5.5%

30d -2.4%

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

ALK Alaska Air Group Alaska Air Group

Long

Apr 21

$42.12

-1.0%

Alaska Air confident in $10 EPS despite fuel.

Despite high jet fuel prices causing a $600M impact in Q2 and leading to pulled full-year guidance, Alaska Air has a strong balance sheet with $3B liquidity and $20B unencumbered assets, allowing it to weather the storm short-term. Operationally, the company is performing well with on-time performance, new international routes, and integration with Hawaiian, and the CEO is focused on achieving $10 EPS by 2027, which he believes is possible if fuel prices moderate.

Other

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Ben Minicucci has 1 trade idea tracked on Buzzberg across 1 ticker since April 2026. Most covered: ALK.