Latest news with #AndrewDidora
Yahoo
18-07-2025
- Business
- Yahoo
United Airlines' Premium Focus And Cost Discipline Set Stage For Q4 Recovery
United Airlines Holdings, Inc. (NASDAQ:UAL) is charting a steady course forward with a sharpened focus on premium travel, operational efficiency, and global expansion. Bank of America Securities analyst Andrew G. Didora reiterated the Buy rating on United Airlines Holdings, raising the price forecast from $90 to $108. On July 16, the airline company reported second-quarter adjusted earnings of $3.87 per share, beating analyst estimates of $3.77 per highlights that United Airlines' focus on premium travel, international routes, and loyalty programs is supporting industry-leading margins. With encouraging signs of domestic demand recovery in early July and improved capacity trends expected in the fall, unit revenue performance is projected to rebound, nearing flat in the fourth quarter of 2025 from a 4% decline in the second quarter. On the cost side, the analyst sees that the trends are improving, prompting a revision of estimates toward the higher end of the firm's guidance for the third quarter and full-year 2025. Per Didora, the second half unit cost growth is expected to remain manageable at around 2.5%, lower than the previously projected 3.5%-4.0% range. This outlook remains positive despite the likelihood of a new flight attendant contract, which could create a 100bps cost headwind on an annualized basis. Didora views this as a solid setup heading into 2026, where unit costs are also expected to grow by about 2.5%. Given the company's historical conservatism and its second-quarter earnings beating guidance despite a $0.50 disruption impact from Newark, Didora has raised expectations. Third quarter 2025 EPS is now projected at $2.70, the higher end of the guided range of $2.25–$2.75. The full-year 2025 EPS estimate is lifted to $10.50 from $10.00, nearing the top end of the $9–$11 outlook, while 2026 EPS is raised to $12.40 from $11.41, implying nearly 20% year-over-year growth. Price Action: UAL shares are trading higher by 0.41% to $91.59 at last check Friday. Read Next:Photo by Miguel Lagoa via Shutterstock Latest Ratings for UAL Date Firm Action From To Jan 2022 Raymond James Maintains Outperform Jan 2022 Barclays Maintains Equal-Weight Sep 2021 Morgan Stanley Maintains Equal-Weight View More Analyst Ratings for UAL View the Latest Analyst Ratings UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? UNITED AIRLINES HOLDINGS (UAL): Free Stock Analysis Report This article United Airlines' Premium Focus And Cost Discipline Set Stage For Q4 Recovery originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
10-07-2025
- Business
- Business Insider
Delta Air Lines Stock (DAL) Is About to Report Q2 Earnings Today. Here Is What to Expect
Delta Air Lines (DAL), an American carrier, is set to release its Q2 2025 earnings today, July 10. The stock is down about 16% year-to-date, as concerns about softening travel demand and broader economic uncertainty continue to weigh on the stock. Wall Street analysts expect the company to report earnings of $2.06 per share, representing a 13% decrease year-over-year. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Also, revenues are expected to decrease by 7% from the year-ago quarter to $15.46 billion, according to data from the TipRanks Forecast page. It's important to note that Delta Air Lines has missed EPS estimates in three out of the past nine consecutive quarters. Analysts' Views Ahead of DAL's Q2 Earnings Ahead of Delta Air Lines' Q2 print, UBS analyst Thomas Wadewitz sees DAL as the strongest among the big airline carriers. He expects the company to report earnings of $2.03 per share in Q2, just below the $2.06 market view, and $5.07 for the full year. Also, he reduced his price target from $66 to $63 due to weaker demand in the second half but kept a Buy rating on the stock. Also, Bank of America Securities' analyst Andrew Didora maintained a Buy rating with a price target of $56 per share. He expects Delta to post results in line with expectations, with earnings per share around $2 and revenue near the midpoint of the company's guidance. He also raised his 2025 earnings estimate to $5.35, up from $5.20. Options Traders Anticipate a Large Move Using TipRanks' Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don't worry, the Options tool does this for you. Indeed, it currently says that options traders are expecting a 7.16% move in either direction. Is DAL Stock a Buy or Sell? Analysts remain bullish about Delta Air Lines' stock trajectory. With nine Buy ratings and two Hold ratings, DAL stock commands a Strong Buy consensus rating on TipRanks. Also, the average DAL price target of $58.09 implies 14.58% upside potential from current levels.
Business Insider
07-07-2025
- Business
- Business Insider
Is Delta Air Lines Stock (DAL) a Buy ahead of Q2 Earnings?
Delta Air Lines (DAL) is set to report its Q2 2025 earnings on July 10, with Wall Street expecting earnings of $2.06 per share on revenue of $16.18 billion. The stock has rallied nearly 36% over the past three months, driven in part by easing tariff worries and improved sentiment across the airline sector. Still, shares remain down about 15% year-to-date, as concerns about softening travel demand and broader economic uncertainty continue to weigh. Even so, analysts remain broadly optimistic about Delta heading into the results. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. On the weekend of June 28, Delta Air Lines experienced major flight disruptions at its busiest hub in Atlanta due to severe storms. The extreme weather—lightning, hail, and strong winds—halted airport operations and led to the temporary evacuation of the air traffic control tower. Nearly 100 planes were checked for hail damage, and over 90 incoming flights were diverted. Despite the disruption, Delta's stock rose 2.31% on July 2 and another 1.46% on July 3, showing no adverse market reaction ahead of its earnings report. Analysts Remain Bullish on DAL's Growth Prospects Ahead of Delta Air Lines' Q2 report, Bank of America Securities' analyst Andrew Didora kept a Buy rating with a price target of $56 per share. He expects Delta to post results in line with expectations, with earnings per share around $2 and revenue near the midpoint of the company's guidance. He also raised his 2025 earnings estimate to $5.35, up from $5.20. Similarly, TD Cowen analyst Thomas Fitzgerald reaffirmed a Buy rating and raised his price target from $50 to $55 on July 2. Meanwhile, 5-star analyst Sheila Kahyaoglu at Jefferies raised her price target to $56 but kept a Hold rating. She lifted her Q2 EPS estimate to $2.10, citing steady demand and stronger last-minute summer bookings. However, she remains cautious on Q3, pointing to ongoing weakness in Main Cabin bookings, which account for roughly 40% of Delta's revenue. Kahyaoglu now expects Q3 EPS of $1.27, below the $1.46 consensus. Is DAL Stock a Buy or Sell? Analysts remain bullish about Delta Air Lines' stock trajectory. With seven Buy ratings and two Hold ratings, DAL stock commands a Strong Buy consensus rating on TipRanks. Also, the average DAL price target of $58.11 implies 14.25% upside potential from current levels.
Yahoo
03-07-2025
- Business
- Yahoo
Carnival's (CCL) Debt Reduction and Yield Growth Win BofA's Praise
Carnival Corporation & plc (NYSE:CCL) is one of the 20 undervalued momentum stocks that are taking off. Bank of America Securities analyst Andrew Didora has reiterated a Buy rating on Carnival Corp. following the company's better-than-expected Q2 FY 2025 results, which it announced on June 24. The price target remains unchanged at $31. Carnival delivered a strong performance in the second quarter (FY ends in November) with Q2 results substantially exceeding consensus, driven by higher net yields and solid cost control. This led to an upward revision in full-year EBITDA guidance by the company. These results also underpin the management's execution capabilities and ability to deliver on financial targets. Photo by Stephanie Klepacki on Unsplash For the second half of 2025, Carnival expects a stable performance which is in line with its earlier guidance. The upcoming launch of Celebration Key, a new private island destination, is expected to support yield growth and strengthen customer engagement. One of the key positives in Didora's view is Carnival's consistent progress on reducing debt. The company has also been focusing on improving its balance sheet and has progressed on this objective to a good extent. Such improvement should support investor confidence and long-term financial flexibility. Valuation also remains supportive. With the stock still trading below its historical average, BofA sees room for upside as Carnival continues to execute on both operational and financial fronts. Carnival Corporation & plc is the largest global cruise company and among the largest leisure travel companies. Its portfolio includes world-class cruise lines, including AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Princess Cruises, and Seabourn. While we acknowledge the potential of CCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and 10 Best Tech Stocks to Buy According to Billionaires. Disclosure: None. Sign in to access your portfolio
