United Airlines Holdings, Inc. (NASDAQ:UAL ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 1:30 PM ET Company Participants Kristina Edwards - Managing Director, IR Scott Kirby - Chief Executive Officer Conference Call Participants Dave Vernon - Bernstein Dave Vernon Welcome, everyone, to Bernstein's 41st Annual Strategic Decisions Conference. I appreciate you joining us today.
In the closing of the recent trading day, United Airlines (UAL) stood at $78.57, denoting a +1.38% change from the preceding trading day.
The carrier's chief executive said it "took a big drop in bookings for a few weeks" as Newark suffered several radar outages.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
United Airlines reaches a tentative deal with flight attendants, offering top-tier pay, bonuses and scheduling gains for 28,000 crew over five years.
CPA outshines UAL with stronger earnings outlook, better price performance, and upbeat sales estimates despite the prevalent uncertainties.
In the most recent trading session, United Airlines (UAL) closed at $74.65, indicating a -1.78% shift from the previous trading day.
The deal includes 40% increases in "total economic improvements" in the first year. United Airlines' flight attendants had pushed for better pay, scheduling and other quality of life improvements.
Flight attendants at United Airlines have reached a tentative agreement with the company for a new contract, their union said on Friday.
United Airlines is capitalizing on strong international demand and a shift to premium offerings, driving record earnings and solid financial performance. The 'United Next' initiative focuses on expanding premium cabin capacity, enhancing customer experience, and leveraging technology partnerships like Starlink Wi-Fi. Financial discipline is evident with rising free cash flow, robust liquidity, and active share buybacks, despite a high debt load.
We rate United Airlines a Strong Buy with a $121 PT, driven by above-consensus international and premium revenue growth. UAL's loyalty and ancillary streams are structural earnings levers, providing high-margin, recurring revenue and a hedge against ticket volatility. Accelerated fleet modernization unlocks sustainable cost advantages, margin expansion, and positions UAL for future growth despite industry headwinds.
United (UAL) reported earnings 30 days ago. What's next for the stock?