Assessing JetBlue Airways (JBLU) Valuation After New United Airlines Collaboration Fuels Recent Share Price Momentum

Simply Wall St.02-18

JetBlue Airways (JBLU) is back in focus after expanding its Blue Sky collaboration with United Airlines. The agreement allows customers to book eligible itineraries on either carrier’s website or app ...

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The agreement allows customers to book eligible itineraries on either carrier’s website or app ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nasdaq-jblu/jetblue-airways/news/assessing-jetblue-airways-jblu-valuation-after-new-united-ai\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing JetBlue Airways (JBLU) Valuation After New United Airlines Collaboration Fuels Recent Share Price Momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing JetBlue Airways (JBLU) Valuation After New United Airlines Collaboration Fuels Recent Share Price Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 05:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/transportation/nasdaq-jblu/jetblue-airways/news/assessing-jetblue-airways-jblu-valuation-after-new-united-ai><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JetBlue Airways (JBLU) is back in focus after expanding its Blue Sky collaboration with United Airlines. The agreement allows customers to book eligible itineraries on either carrier’s website or app ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nasdaq-jblu/jetblue-airways/news/assessing-jetblue-airways-jblu-valuation-after-new-united-ai\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UAL","symbol_name":"联合大陆航空","start_time":0,"source_url":"https://simplywall.st/stocks/us/transportation/nasdaq-jblu/jetblue-airways/news/assessing-jetblue-airways-jblu-valuation-after-new-united-ai","article_id":"2612495117","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3221000-choice2-main-header/1585186666788"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/transportation/nasdaq-jblu/jetblue-airways/news/assessing-jetblue-airways-jblu-valuation-after-new-united-ai","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612495117","pubTimestamp":1771363255,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"JetBlue Airways (JBLU) is back in focus after expanding its Blue Sky collaboration with United Airlines. The agreement allows customers to book eligible itineraries on either carrier’s website or app using cash, points, or miles.\nSee our latest analysis for JetBlue Airways.\nThe Blue Sky rollout has come alongside a 4.97% 1 day share price return and a 44.15% 90 day share price return. However, the 1 year total shareholder return sits at a 23.64% loss, indicating that recent momentum is...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"UAL":"联合大陆航空","BK4008":"航空公司","BK4500":"航空公司","BK4588":"碎股","BK4585":"ETF&股票定投概念","JBLU":"捷蓝航空"},"translate_title":"联合航空新合作推动近期股价势头后评估捷蓝航空(JBLU)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UAL":1.5,"JBLU":1.5},"content_text":"JetBlue Airways (JBLU) is back in focus after expanding its Blue Sky collaboration with United Airlines. The agreement allows customers to book eligible itineraries on either carrier’s website or app using cash, points, or miles. See our latest analysis for JetBlue Airways. The Blue Sky rollout has come alongside a 4.97% 1 day share price return and a 44.15% 90 day share price return. However, the 1 year total shareholder return sits at a 23.64% loss, indicating that recent momentum is building from a weaker longer term base. If this partnership has you looking beyond a single airline, it could be a good moment to broaden your search with our screener of 23 top founder-led companies. With JetBlue shares up sharply in recent months but still carrying a 1-year loss and analyst targets sitting below the current US$5.91 price, you have to ask: is there still value here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 21.7% Overvaluled JetBlue’s most followed narrative puts fair value at about $4.86, which sits below the current $5.91 share price and frames the recent rally quite differently.  The analyst price target for JetBlue has been raised modestly, with the updated fair value estimate moving from about $4.71 to $4.86 as analysts point to improved margin assumptions and recent price target increases across several firms. Recent research on JetBlue reflects a mix of optimism and caution, with several firms fine tuning price targets and ratings as they reassess earnings power, execution risks, and industry conditions heading into upcoming quarters.  Read the complete narrative. Curious what kind of revenue trajectory and margin rebuild would need to sit behind that fair value, and why the implied earnings multiple looks so compressed compared to larger peers? The full narrative lays out the numbers and the trade offs in a way the headline price target alone does not. Result: Fair Value of $4.86 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear pressure points, including rising labor costs and fuel price exposure, that could squeeze margins and leave those optimism-driven assumptions looking too generous. Find out about the key risks to this JetBlue Airways narrative. Another Angle On Value While the narrative model suggests JetBlue is about 21.7% overvalued against a US$4.86 fair value, the current P/S of roughly 0.2x looks very different. It sits well below the North American Airlines peer average of 0.6x and an estimated fair ratio of 0.8x, which points to a wide gap the market could still close, or keep in place if profitability concerns persist. Which signal do you trust more: the earnings based fair value or the revenue based discount? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:JBLU P/S Ratio as at Feb 2026Next Steps With mixed signals on value and sentiment, now is the time to look under the hood yourself and decide what really matters. To weigh up the upside and downside in one place, take a close look at 3 key rewards and 1 important warning sign. Ready to size up your next idea? If JetBlue has sharpened your thinking, do not stop here. Use the Simply Wall Street Screener to line up your next set of potential opportunities.  Spot potential value opportunities early by scanning our 55 high quality undervalued stocks, which pairs stronger fundamentals with prices that may not fully reflect them yet. Prioritise resilience by checking out 81 resilient stocks with low risk scores, focused on companies with lower risk scores that could suit a steadier approach. Look for fresher ideas before they become widely discussed by reviewing screener containing 24 high quality undiscovered gems, which still fly under most investors' radar.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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