JBLU JetBlue Airways Corp Loading... : Bullish and Bearish Analyst Opinions
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20:40
Sep 01
Sep 01
JetBlue announces plans to introduce a new domestic first class product later this year as part.
JetBlue announces plans to introduce a new domestic first class product later this year as part of its strategy to attract premium travel demand.
22:03
Aug 17
Aug 17
JetBlue balance-sheet risk from fuel prices
JetBlue faces disproportionate risk from elevated jet fuel prices because of its elevated debt load; Seaport downgraded it to neutral and sees a downside scenario where the company becomes worthless if fuel prices stay high.
MED
20:43
Aug 17
Aug 17
JetBlue lacks bullish support, heavy debt
JetBlue lost its last bullish analyst and now has zero buys, 10 holds and 7 sells; the downgrade cites Middle East-driven fuel costs pressuring airline margins and JetBlue's heavy debt load.
MED
20:26
Aug 17
Aug 17
JetBlue downgraded on fuel and leverage risk.
JetBlue was downgraded by Seaport after the Strait of Hormuz risk put balance-sheet risk in focus; jet fuel volatility is a disproportionate threat because of JetBlue's elevated debt.
HIGH
10:00
Aug 10
Aug 10
One detailed comment says JetBlue has a new program relying on oil returning to old prices and will need $8.1bn by mid-2027, calling for “full port puts.” If oil stays high, JetBlue’s fuel costs and refinancing needs create a slow-motion solvency issue. Puts into mid-2027 are the proposed way to profit from JetBlue’s potential demise. The trade is conditional on oil not falling; the commenter himself says it works if the Strait is not opened.
LOW
20:30
Jul 30
Jul 30
Freight costs for domestic module delivery are now approaching international shipping economics, a sign of severe US logistics tightness. — This underscores a broad domestic supply chain constraint that could squeeze margins for any US-based manufacturer that cannot pass on freight costs to customers.
MED
19:40
Jul 28
Jul 28
JetBlue turnaround targets $1 EPS by 2028
JetBlue is at an inflection point towards profitability. Its JetForward turnaround plan, including revenue and cost initiatives, is gaining traction. The launch of the ‘Blue First’ domestic first-class product this year will ramp into 2027-2028 and drive meaningful earnings, giving confidence to reinstate the full-year guide and target $1 EPS in 2028.
HIGH
15:10
Jul 28
Jul 28
JetBlue's second-quarter results beat analysts expectations as strong demand helped offset high.
JetBlue's second-quarter results beat analysts expectations as strong demand helped offset high fuel prices related to the war in the Middle East.
11:11
Jul 28
Jul 28
JetBlue reports second quarter operating revenue of 2.7 billion dollars up 14.5 percent year.
JetBlue reports second quarter operating revenue of 2.7 billion dollars up 14.5 percent year over year and introduces a long term earnings per share target of at least one dollar for 2028
11:08
Jul 28
Jul 28
JetBlue reported a narrower-than-expected adjusted loss per share for Q2 2026 while reaffirming.
JetBlue reported a narrower-than-expected adjusted loss per share for Q2 2026 while reaffirming its full-year outlook and introducing a 2028 earnings per share target of at least one dollar.
11:08
Jul 28
Jul 28
JetBlue reported a narrower-than-expected adjusted loss per share for Q2 2026 and introduced.
JetBlue reported a narrower-than-expected adjusted loss per share for Q2 2026 and introduced a 2028 EPS target of at least one dollar per share.
20:50
Jul 27
Jul 27
JetBlue is revamping its fare structure and preparing to launch a domestic first-class product.
JetBlue is revamping its fare structure and preparing to launch a domestic first-class product later this year according to the report.
13:31
Jul 27
Jul 27
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.
01:45
Jul 24
Jul 24
JetBlue's bonds declined ahead of its second-quarter earnings release as investor concerns grew.
JetBlue's bonds declined ahead of its second-quarter earnings release as investor concerns grew over mounting economic pressures.
13:46
Jun 30
Jun 30
A drone strike hit a JetBlue plane on final approach to JFK Airport.
A drone strike hit a JetBlue plane on final approach to JFK Airport, with the drone reportedly positioned right above the cockpit.
17:40
Jun 29
Jun 29
A JetBlue Airways pilot reported that his plane struck a drone while landing at New York's John.
A JetBlue Airways pilot reported that his plane struck a drone while landing at New York's John F. Kennedy International Airport on Monday.
16:25
Jun 17
Jun 17
JetBlue plans to reduce its footprint at Newark and LaGuardia airports according to a CNBC.
JetBlue plans to reduce its footprint at Newark and LaGuardia airports according to a CNBC report.
21:34
Jun 08
Jun 08
S&P downgrades JetBlue to CCC+ from B- citing high fuel costs, elevated leverage.
S&P downgrades JetBlue to CCC+ from B- citing high fuel costs, elevated leverage, and no positive free cash flow until 2028.
17:22
Jun 07
Jun 07
JetBlue facing losses, need capacity cuts.
George Ferguson says JetBlue is losing money with negative margins, and they have cut capacity but still face high costs. He expresses concern that if fuel prices remain high, further capacity cuts will be needed, and the business model is challenged.
MED
00:11
Jun 02
Jun 02
Reports JetBlue seeing strong demand across all geographies, no directional view.
LOW
16:13
May 06
May 06
Long JBLU as ceasefire reduces oil price risk that previously drove the short thesis.
Long JBLU as ceasefire reduces oil price risk that previously drove the short thesis; speaker closed his short and expects the stock to benefit.
HIGH
23:55
May 02
May 02
Jason Calacanis attacks Elizabeth Warren and regulators for blocking the JetBlue-Spirit merger.
Jason Calacanis attacks Elizabeth Warren and regulators for blocking the JetBlue-Spirit merger, arguing government intervention will cost Spirit employees their jobs.
HIGH
16:05
May 02
May 02
JetBlue faces rough Q2 earnings.
JetBlue's earnings are under pressure from rising fuel costs and competition from legacy carriers' premium programs, making Q2 likely another rough quarter. The low-cost carrier model is challenged as legacy carriers use loyalty programs and premium cabins to subsidize basic economy fares, squeezing JetBlue.
MED
15:51
May 02
May 02
KobeissiLetter criticizes the DOJ's blocked JetBlue-Spirit merger as a failure that led.
KobeissiLetter criticizes the DOJ's blocked JetBlue-Spirit merger as a failure that led to Spirit's bankruptcy and worsened airline competition.
HIGH
12:46
May 02
May 02
The Kobeissi Letter reports Spirit Airlines' shutdown and a government relief plan with major.
The Kobeissi Letter reports Spirit Airlines' shutdown and a government relief plan with major carriers capping fares and offering employee support, but no explicit forward-looking market forecast is made.
HIGH
12:46
May 02
May 02
Geiger Capital criticizes Elizabeth Warren's role in blocking the JetBlue-Spirit merger.
Geiger Capital criticizes Elizabeth Warren's role in blocking the JetBlue-Spirit merger, arguing it led to Spirit's liquidation and job losses while allowing larger airlines to raise prices.
HIGH
20:21
May 01
May 01
Spirit bailout negative for competitors
If the government bails out Spirit Airlines, it will prevent the market from removing excess capacity, keeping fares low and pressuring the profitability of competitors like JetBlue and Frontier.
MED
08:28
Apr 30
Apr 30
Short JBLU as a high-conviction single-name short position.
Short JBLU as a high-conviction single-name short position, supported by the speaker's allocation of 1% of a "hundreds"-sized short book to it, implying fundamental or structural bearish thesis.
MED
14:58
Apr 29
Apr 29
Short JBLU as rising oil costs from the Straits closure hit an already unprofitable airline.
Short JBLU as rising oil costs from the Straits closure hit an already unprofitable airline, with December futures climbing.
HIGH
08:26
Apr 23
Apr 23
Short JBLU on deteriorating fundamentals; persistent losses and high leverage increase risk.
Short JBLU on deteriorating fundamentals; persistent losses and high leverage increase risk of restructuring or equity dilution, pressuring the stock lower.
HIGH
About JBLU Analyst Coverage
Buzzberg tracks JBLU (JetBlue Airways Corp) across 17 sources. 3 bullish vs 7 bearish calls from 25 analysts. Sentiment: mixed to bearish. 41 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Bloomberg, Norah Mulinda, Joe Deaux.