$ALK

ALASKA AIR GROUP, INC.

5
5
5

No SEC Form 4 filings for $ALK in the last 30 days.

See all $ALK insider activity →
Med

Susquehanna cuts airline price targets amid higher fuel costs

Susquehanna Financial Group reduced price targets for eight airline stocks, citing higher fuel costs. Delta (DAL) was cut to $100, United (UAL) to $150, American (AAL) to $15, Alaska (ALK) to $50, Southwest (LUV) to $45, Allegiant (ALGT) to $85, JetBlue (JBLU) to $4, and Frontier (ULCC) to $6. Earnings estimates for Delta were also lowered. Higher fuel prices are expected to impact earnings through 2027.

Shorting airlines is really a bet on oil, S3 says

Short interest in U.S. airlines has risen from 8% to 13% of float, with JetBlue (JBLU) seeing the largest increase. S3 Partners attributes this to the inverse relationship between airline stocks and oil prices since the Iran war began. American Airlines (AAL) and Alaska Air (ALK) also saw significant increases in short interest. S3 notes that short sellers are effectively betting on sustained high oil prices. Fuel costs are the airlines' largest risk due to volatility.

Alaska Air’s frequent flyer changes could make American Airlines customers rethink AAdvantage

Alaska Air Group announced changes to its Atmos Rewards program, including new earning options for American Airlines flights starting in 2027. Members can earn points based on distance, price, or segments, potentially making it more attractive than American's AAdvantage for some flyers. Atmos offers lower thresholds for elite status and reciprocal benefits on American flights.

ALK sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 15 news stories mentioning ALK (ALASKA AIR GROUP, INC.). Coverage has been balanced: 5 bullish, 5 neutral, and 5 bearish.

What's driving ALK

AlphAI scores every news story that mentions ALK with an AI model for sentiment and relevance, and aggregates insider trades from ALASKA AIR GROUP, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ALK

Score

Susquehanna cuts airline price targets amid higher fuel costs

Susquehanna Financial Group reduced price targets for eight airline stocks, citing higher fuel costs. Delta (DAL) was cut to $100, United (UAL) to $150, American (AAL) to $15, Alaska (ALK) to $50, Southwest (LUV) to $45, Allegiant (ALGT) to $85, JetBlue (JBLU) to $4, and Frontier (ULCC) to $6. Earnings estimates for Delta were also lowered. Higher fuel prices are expected to impact earnings through 2027.

Shorting airlines is really a bet on oil, S3 says

Short interest in U.S. airlines has risen from 8% to 13% of float, with JetBlue (JBLU) seeing the largest increase. S3 Partners attributes this to the inverse relationship between airline stocks and oil prices since the Iran war began. American Airlines (AAL) and Alaska Air (ALK) also saw significant increases in short interest. S3 notes that short sellers are effectively betting on sustained high oil prices. Fuel costs are the airlines' largest risk due to volatility.

Alaska Air’s frequent flyer changes could make American Airlines customers rethink AAdvantage

Alaska Air Group announced changes to its Atmos Rewards program, including new earning options for American Airlines flights starting in 2027. Members can earn points based on distance, price, or segments, potentially making it more attractive than American's AAdvantage for some flyers. Atmos offers lower thresholds for elite status and reciprocal benefits on American flights.

$ALKMed

Alaska Airlines courts premium travelers with new suites and seats

Alaska Air Group announced new premium offerings, including lie-flat suites and a new debit card, targeting higher revenue from premium travelers. The upgrades will be introduced on Boeing 787s, Airbus A330s, and 737 MAX 10 aircraft. The company aims to increase premium revenue, which now accounts for 35% of total revenue, and reach $10 earnings per share by 2027, despite recent quarterly losses.

$ALKLow

Alaska Airlines 737s begin Honolulu-Kahului flights Saturday; Neighbor Island check-in time moves to 50 minutes

Alaska Airlines begins three daily 737 flights between Honolulu and Kahului, part of its integration with Hawaiian Airlines. Hawaiian Airlines increases Neighbor Island check-in time to 50 minutes. The changes aim to improve baggage handling and flight punctuality, with the 737 flights serving as a test case for future operations. Hawaiian plans to retire its 717 fleet by 2028, replacing it with 737s.

$UALLow

Vital US airport at risk of closure threatening thousands of flights cancellations & fare increases

Henderson Field at Midway Atoll, a critical emergency landing point for Pacific flights, may close due to insufficient funding for repairs. The FAA is considering closure, which could disrupt 44,000 flights annually across carriers. United Airlines estimates a $21.75 million cost, potentially leading to fare increases and route cuts. Alaska Airways also uses the airport for diversions.

$ALKMed

Alaska Air price target lowered to $44 from $46 at TD Cowen

TD Cowen reduced its price target for Alaska Air (ALK) to $44 from $46, maintaining a Buy rating. The firm adjusted targets across the airline group ahead of Q3 earnings, citing volatile fuel prices as a risk to earnings and free cash flow in 2027. TD Cowen prefers United and Delta but notes that more leveraged airlines could outperform if fuel prices stabilize.

Related tickers