$UAL
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How Schwab Network’s view on $UAL changed

Channel profile →This channel has 36 credited speakers: BFA and JP Morgan, Bank of America, Barclays, Berenberg, Bernstein, with a Jefferies target cut noted, Bird (analyst firm), CEO, Citi, Citigroup, Citizens, Daiwa, Dan Ives, Deutsche Bank, Erit Research, Evercore ISI, Evercore ISI; Dan Ives, Goldman Sachs, JP Morgan Chase, JPMorgan, Jefferies, Jefferies, UBS and Citigroup, Jensen Huang; Dan Ives, Loop Capital, Mattie Natsson, Michael Saylor, Milius (analyst), Morgan Stanley, Northrop, Oppenheimer, Tim Bigham, Tim and KG, Truist, UBS, Wall Street Journal, Wedbush, Wells Fargo3 entries
2026-10-21Bearish
“Wednesday's First Moves: FTNT Double Downgrade, UAL Double Miss, T Earnings”
UAL adjusted EPS missed expectations; Q4 and full-year earnings guidance came in below analysts' forecasts, a sharp deceleration, with higher fuel prices the main pressure point. Bookings and premium, basic-economy, loyalty and cargo revenue were strong, but fuel is hurting profit and shares are down.

Let's check out United Airlines. Yeah, we knew coming into today the question around United Airlines would be what is the impact of fuel? And that is certainly a headwind for United Airlines.

Now, they did have strong bookings, but they missed expectations on earnings. Profit took a hit uh in terms of adjusted earnings per share. They ca it came in at 254. The street was looking for 260. So, that was weaker than expected.

Watch the source02:42
2026-10-21Bearish
“SPCX Soars on Earnings & TSLA Merger Talks, SMCI Surges on Prelim Revenue”
UAL missed adjusted EPS ($2.54 vs $2.57 expected) though revenue met expectations, up 17%; cost per seat mile rose 17.3% with fuel at $3.90 a gallon. Lower passenger seat miles suggest demand stagnation and guidance is below forecasts; fuel prices and a demand slowdown could hurt in coming months.

Okay, let's move away from the technology sector and look at United Airlines. There was a tension before the United result, wasn't there? Premium customer demand remained unwavering.

But the big question was about the fuel price of oil, right ? How unfavorable this could be for airlines , so let us know some of your observations on this matter.

Watch the source05:06
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