Susquehanna Cuts United Airlines (UAL) Price Target to $130

On October 22, 2026, Susquehanna maintained its Positive rating on United Airlines Holdings, Inc. (NASDAQ:UAL) while lowering its price target from $150 to $130. The update arrived as shares traded near $101.99, sitting below both the 50-day moving average of $110.19 and the 200-day moving average of $108.50. The stock closed at $102.18 on the day of the announcement.

UAL United Airlines Holdings, Inc.

$102 ▼ -9.74% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Susquehanna's Call on United Airlines Holdings, Inc.

On October 22, 2026, Susquehanna kept its Positive rating on United Airlines, reducing the target to $130 from the previous $150 mark. The firm had earlier lowered its target on the stock from $165 to $150 on October 7, 2026. Other Wall Street firms have also updated views on the airline, with Wells Fargo maintaining an Overweight rating and a $155 target on October 22, 2026, and Argus Research keeping a Buy rating with a $125 target the same day. UBS maintained a Buy rating with a $139 target on October 16, 2026.

Other Institutional Activity in United Airlines Holdings, Inc.

Primecap Management Company grew its holdings by 710,381 shares, ending with 16,461,630 shares worth about $1.68 billion. Sanders Capital, LLC reduced its stake by 176,370 shares, ending with 15,027,948 shares worth about $1.54 billion. Capital International Investors trimmed its position by 191,225 shares, ending with 6,247,343 shares valued at roughly $638.38 million.

United Airlines Holdings, Inc. Stock Up 4.3%

United Airlines shares recently traded around $101.99, which is about equal to the event-day close of $102.18. The stock sits 26.5% below its 52-week high of $138.77 and 20.5% above its 52-week low of $84.64. The company has a market capitalization of $33.0 billion and a price-to-earnings ratio of 9.31 based on trailing results.

Recent Earnings

United Airlines generated $65.55 billion in trailing revenue with earnings of $10.92 per share. The company posted a net profit margin of 5.5% and a return on equity of 22.3%. The next earnings release is scheduled for January 26, 2027.

Insider Buying and Selling at United Airlines Holdings, Inc.

President Brett J Hart sold 30,108 shares on July 28, 2026, at an average price of $120.72 for a total value of $3.63 million. Chief Financial Officer Michael D. Leskinen sold 10,000 shares on August 3, 2026, at $128.19 per share worth $1.28 million. Officer Andrew P Nocella sold 3,000 shares on August 4, 2026, at $132.30, and another 5,000 shares on August 25, 2026, at $117.00.

About United Airlines Holdings, Inc.

United Airlines Holdings, Inc. provides air transportation for passengers and cargo across domestic and international routes through its mainline and regional operations. The company also offers ground handling, maintenance services, and flight training academies. Headquartered in Chicago, Illinois, the carrier operates major hub airports connecting travelers globally.

Bottom Line

Investors will look toward the next scheduled earnings report on January 26, 2027, for updated financial metrics. Analysts maintain a consensus strong buy rating with a mean price target of $152.74 across 23 opinions.