Evercore ISI Group Rates United Airlines (UAL) buy

Evercore ISI Group analyst Duane Pfennigwerth reiterated a buy rating on United Airlines Holdings, Inc. (UAL) on June 25, 2026. The firm kept its price target at $160.00 for the Chicago-based carrier. This rating reflects the firm's continued confidence in the airline's performance during the reporting period, even as other Wall Street firms have adjusted their targets in recent months.

Evercore Keeps $160 Target

The $160.00 price target from Evercore ISI stands as a vote of confidence in United's ability to navigate the current travel landscape. This valuation comes at a time when the stock has been trading near $136.11. By maintaining this target, the analyst suggests there is still room for the share price to move higher. The firm's long-term outlook remains positive, placing it among the more optimistic voices on Wall Street regarding the airline's valuation.

United Airlines Stock Performance

United Airlines shares have shown strength recently, trading at $136.11 on Thursday. This price is toward the upper end of its 52-week range, which spans from a low of $84.64 to a high of $138.77. The stock is currently trading above its 50-day moving average of $112.54 and its 200-day moving average of $108.80. These moving averages track the average stock price over those timeframes and are often used to gauge if a stock is in a steady uptrend. With a price-to-earnings (P/E) ratio of 9.49, the stock is priced at less than 10 times its trailing earnings.

Strong Revenue Growth and Margins

In its most recent financial updates, United Airlines reported annual revenue of $62.90 billion, representing a 16% increase. The company is profitable, with earnings per share (EPS) of $10.68. Its net margin, which measures how much of every dollar in sales becomes profit, sits at 5.56%. Additionally, the company showed a return on equity (ROE) of 23.25%, which tracks how efficiently it generates profit from shareholder investments. Investors are looking ahead to the next financial update, which is scheduled for October 20, 2026.

Wall Street Analyst Views

Several other firms have weighed in on United Airlines recently. On October 7, 2026, Susquehanna maintained a positive rating but lowered its price target to $150.00 from $165.00. Wells Fargo also adjusted its outlook on October 6, 2026, keeping an overweight rating while trimming its target to $160.00 from $165.00. TD Cowen maintained a buy rating on October 2, 2026, though it lowered its target to $167.00. Earlier, on September 24, 2026, UBS actually raised its target to $146.00 from $137.00. Across 23 different analyst opinions, the stock currently holds a strong buy recommendation with an average price target of $152.78.

About United Airlines Holdings

United Airlines is one of the world's largest air carriers, operating a massive fleet of mainline and regional aircraft. The company moves millions of passengers and tons of cargo across North America and to international destinations in Europe, Asia, and Latin America. Beyond just flying planes, it runs a large loyalty program and provides maintenance and ground services for other businesses. The company's scale and its focus on major hub airports make it a central player in the global travel industry.

What to Watch at United Airlines Holdings, Inc.

The reiterated rating from Evercore ISI provides a baseline for expectations as the market moves toward the end of the year. While these analyst targets are helpful for understanding professional sentiment, they are based on data available at the time of the report and are subject to change as economic conditions shift. Investors should keep a close eye on the October 20 earnings report to see if the company can maintain its double-digit revenue growth and manage its debt levels in a changing interest rate environment.