Goldman Sachs resumes airline stocks: Delta, United, Alaska Air at Buy

Investing.com11-15 21:13

Investing.com -- Goldman Sachs resumed coverage of various U.S. airlines in a note Friday, issuing Buy ratings for Delta Air Lines (NYSE:DAL), United Airlines (UAL), and Alaska Air Group (NYSE:ALK). ...

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These factors underpin their positive outlook on Delt","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4008":"航空公司","BK4585":"ETF&股票定投概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4211":"区域性银行","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","DAL":"达美航空","BK4500":"航空公司","BK4588":"碎股","JBLU":"捷蓝航空","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4552":"Archegos爆仓风波概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4504":"桥水持仓","LUV":"西南航空","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","UAL":"联合大陆航空","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","UBCP":"联合合众银行","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","SKYW":"西空航空","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","BK4516":"特朗普概念","ALK":"阿拉斯加航空集团有限公司","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC"},"translate_title":"高盛恢复航空股：达美航空、联合航空、阿拉斯加航空买入","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBCP":1,"JBLU":1,"ALK":1,"DAL":1,"UAL":1,"SKYW":1,"LUV":1},"content_text":"Investing.com -- Goldman Sachs resumed coverage of various U.S. airlines in a note Friday, issuing Buy ratings for Delta Air Lines (NYSE:DAL), United Airlines (UAL), and Alaska Air Group (NYSE:ALK).\nThe firm also assigned Sell ratings to JetBlue Airways (NASDAQ:JBLU) and Southwest Airlines (NYSE:LUV), citing differing outlooks on demand recovery and cost structures across the sector.\nAccording to Goldman Sachs, the airline industry continues to grapple with post-pandemic challenges, including supply constraints from aircraft delivery delays and increased maintenance requirements.\nDespite these headwinds, off-peak capacity discipline and improving unit revenue trends are expected to support the industry moving forward.\n\"Off-peak capacity into the fall/winter is now expected to be in-line with more normalized pre-pandemic levels and pricing is improving,\" said Goldman. \"Capacity discipline and improved unit revenue trends have driven the stocks 76% higher since the August 2024 bottom.\"\nThe bank highlighted that carriers with strong exposure to premium and corporate demand, along with improving competitive positioning, are likely to outperform.\nThese factors underpin their positive outlook on Delta, United, and Alaska Air. The analysts noted, \"We expect normalized margins for Delta, SkyWest (NASDAQ:SKYW), and United to improve versus historical performance,\" reflecting the structural benefits of product segmentation and premium demand growth.\nFor the broader industry, supply-side constraints remain a key issue. Goldman says aircraft delivery delays are expected to continue into 2025, with 2024 deliveries estimated to fall 42% short of initial plans, the analysts said.\nMeanwhile, JetBlue is facing particular challenges with accelerated maintenance for Pratt&Whitney engines, further impacting its fleet availability and cost base.\nGoldman Sachs also emphasized the evolving labor landscape, noting that while recent pilot contract agreements have driven significant cost increases, the bulk of these pressures is now behind the industry.\nThe firm concluded that while the airline sector remains under pressure, capacity discipline, premium demand outperformance, and network realignments offer opportunities for select carriers.\nAs a result, it expects long-term profitability improvements, particularly for carriers with diversified product offerings and robust margin tailwinds.\nRelated Articles\nGoldman Sachs resumes airline stocks: Delta, United, Alaska Air at Buy\nDisney nears tipping point as streaming profits start to offset cable decline\nApple, Moderna, Applied Materials fall premarket; Alibaba, Domino's Pizza rise","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483588375"}