The private jet company aims to make the ultimate splurge more accessible, with help from its Delta connection.
Current market conditions favor shifting into undervalued small- and mid-cap stocks like Wheels Up, trading valuation risk for fundamental upside. Wheels Up has outperformed the S&P 500 and is rebounding strongly, supported by a new membership plan and a Delta partnership. The new Signature Membership modernizes the customer experience and encourages larger deposits, boosting liquidity and simplifying growth.
Market volatility favors catalyst-driven small-cap stocks like Wheels Up, which is showing signs of a turnaround and near-term rebound potential. UP's improved revenue management, leadership changes, and Delta partnership are driving better bookings, utilization, and profitability. Q1 bookings grew 8% year-over-year, with increased fleet utilization and a 12-point improvement in adjusted contribution margins.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 257.6 | $2,661.01 | $1,767.14 | -$893.87 | -33.59% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 0.5 | $6.56 | $3.31 | -$3.25 | -49.54% |
Bobby Adusumilli SJS Investment Consulting Inc. | 250 | $2,582.5 | $1,586.25 | -$996.25 | -38.58% |
| WTM W. Travis McKinney HB Wealth Management LLC | 550 | $5,681.5 | $3,401.75 | -$2,279.75 | -40.13% |
Brian Dechow SWAN Capital LLC | 300.5 | $9,919.6 | $1,923.2 | -$7,996.4 | -80.61% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Noah Poponak Goldman Sachs | -2,752.3 | $172,294.18 | $17,614.74 | $154,679.44 | 89.78% |
Stephen Ju UBS | -1,403 | $34,429.73 | $8,979.21 | $25,450.52 | 73.92% |
| AK Aaron Kessler Raymond James | -476.51 | $12,675.07 | $3,049.64 | $9,625.43 | 75.94% |
| Passenger Airlines Industry | Industrials Sector | George Nathaniel Mattson CEO | NYSE Exchange | 96328L304 CUSIP |
| US Country | 1,250 Employees | - Last Dividend | 27 Apr 2026 Last Split | 13 Nov 2020 IPO Date |
Wheels Up Experience Inc. operates within the private aviation sector, primarily serving customers in the United States since its inception in 2013. The company distinguishes itself by offering a comprehensive array of aviation services tailored to meet the needs of its clientele, which ranges from individual travelers to corporate entities. Based in New York, New York, Wheels Up has successfully expanded its operational fleet to approximately 1,500 aircraft, illustrating a significant footprint in the industry. This vast fleet enables the provision of varied aviation solutions, positioning Wheels Up as a notable entity in the field of private air travel.
The offerings of Wheels Up Experience Inc. cater to a wide array of aviation needs, including membership programs, on-demand-flight services, and much more. Here is a detailed look at some of the core services: