Jefferies lifts United Airlines price target to $142 after Q3 earnings beat

Jefferies raised its price target for United Airlines to $142 from $134 following the airline's third‑quarter 2026 earnings release. United reported earnings per share of $2.54, beating the midpoint of its guidance, and revenue of $17.88 billion, up 17.4% year over year. The broker also noted fourth‑quarter guidance of $0.50‑$1.50 per share and a potential pre‑tax margin of 7.6% in 2027 under certain conditions.

The higher target suggests Jefferies sees upside potential for United Airlines, which could influence investor sentiment and demand for the stock. The guidance and margin outlook provide a framework for future earnings expectations.

  • 1Jefferies increased United Airlines' price target to $142 from $134.
  • 2United Airlines reported third‑quarter 2026 earnings per share of $2.54.
  • 3The airline posted third‑quarter revenue of $17.88 billion, a 17.4% increase year over year.
  • 4United issued fourth‑quarter earnings guidance of $0.50‑$1.50 per share.
  • 5United's stock was trading at $104.68 at the time of the price‑target update.
  • 6United trades at a price‑to‑earnings ratio of 9.79.

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