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Stock impact report

UBS cuts price targets on airline stocks amid 'significant uncertainty' [Yahoo! Finance]

Alaska Air Group, Inc. (ALK) 
Last alaska air group, inc. earnings: 1/28 04:01 pm Check Earnings Report
US:NYSE Investor Relations: investor.alaskaair.com/investors
Company Research Source: Yahoo! Finance
Analyst Atul Maheswari wrote in a note Monday that several carriers are likely to preannounce results this week, with most pointing first-quarter performance “towards the mid-point of the guide.” According to UBS, early-March fuel spikes will affect only about 15 days of the quarter because airlines typically hold two weeks of fuel inventory, helping cushion the impact on earnings. Maheswari added that “airlines have been talking up demand,” suggesting potential upside to first-quarter revenue per available seat mile. However, the firm expects carriers to suspend full-year 2026 guidance due to fuel volatility. Maheswari wrote that the current share-price declines resemble the 2022 downturn, when jet fuel last surged at a comparable pace. Since late February, Alaska Airlines and smaller airlines are down about 30%, while United Airlines, American Airlines, and Southwest Airlines are down in the mid-20% range. Delta Air Lines has fallen 17%. Maheswari cautioned that investo Show less Read more
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