United Airlines (UAL) PT Raised to $138 at TD Cowen

TD Cowen analyst Tom Fitzgerald raised the price target on United Airlines (NASDAQ: UAL) to $138.00 (from $127.00) while maintaining a Buy rating.

The analyst commented: "Pieces of Long-Term Strategy Falling Into Place; We update estimates for UAL following 3Q25 results, 4Q25 guidance, and mgmt's color on LT outlook. As dust begins to settle from post-COVID industry divergence, United appears poised to reap benefits of UnitedNext strategy and mgmt sees 1pt of annual margin expansion through end of decade. We model 1pt in '26 & 0.5pt in '27 for now, though can envision upside to numbers. Reiterate Buy, PT to $138."

You May Also Be Interested In

• Fiserv (FISV) PT Lowered to $60 at Freedom Broker
• Air T reports revenue jump but widens operating loss in Q1 fiscal 2027
• Boeing lands two U.S. defense contracts worth over $711M