Airline Stocks Set to Hit or Beat High End of Q2 Guidance, Morgan Stanley Says

MT Newswires Live07-06

Delta Air Lines (DAL), United Airlines (UAL), and other airline stocks are set for a "happy ending" in Q2 despite facing significant disruptions, with most of them expected to hit or even exceed the high end of their quarterly guidance, Morgan Stanley said in a note Monday.

Airlines were set to face "one of the sternest" tests in years in Q2 as they grappled with record jet fuel prices, but trends have changed, with stronger revenue per available seat mile momentum, jet fuel prices falling below $3 per gallon, and solid cost performance, according to the note.

The investment firm said, however, that the industry faces another big test in six months. If there is a mean reversion on pricing and capacity growth, investors will be disappointed, it said.

The firm retained an overweight rating on Delta, United and Southwest Airlines (LUV), and increased their price targets to $115, $185 and $65, respectively, from $105, $182 and $60. Morgan Stanley also maintained an equal-weight rating on Allegiant Travel (ALGT), and increased its price target to $115 from $100.

Price: 92.98, Change: +0.23, Percent Change: +0.25

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2649162078?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-06 23:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2649162078","market":"us","top_or_hot":-1,"title":"Airline Stocks Set to Hit or Beat High End of Q2 Guidance, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> Delta Air Lines (DAL), United Airlines (UAL), and other airline stocks are set for a \"happy ending\" in Q2 despite facing significant disruptions, with most of them expected to hit or even exceed the high end of their quarterly guidance, Morgan Stanley said in a note Monday.</p><p>Airlines were set to face \"one of the sternest\" tests in years in Q2 as they grappled with record jet fuel prices, but trends have changed, with stronger revenue per available seat mile momentum, jet fuel prices falling below $3 per gallon, and solid cost performance, according to the note.</p><p>The investment firm said, however, that the industry faces another big test in six months. If there is a mean reversion on pricing and capacity growth, investors will be disappointed, it said.</p><p>The firm retained an overweight rating on Delta, United and Southwest Airlines (LUV), and increased their price targets to $115, $185 and $65, respectively, from $105, $182 and $60. Morgan Stanley also maintained an equal-weight rating on Allegiant Travel (ALGT), and increased its price target to $115 from $100.</p><p>Price: 92.98, Change: +0.23, Percent Change: +0.25</p></body></html>","source":"mtnewswires_news","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>Airline Stocks Set to Hit or Beat High End of Q2 Guidance, Morgan Stanley Says</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\">\nAirline Stocks Set to Hit or Beat High End of Q2 Guidance, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-06 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Delta Air Lines (DAL), United Airlines (UAL), and other airline stocks are set for a \"happy ending\" in Q2 despite facing significant disruptions, with most of them expected to hit or even exceed the high end of their quarterly guidance, Morgan Stanley said in a note Monday.</p><p>Airlines were set to face \"one of the sternest\" tests in years in Q2 as they grappled with record jet fuel prices, but trends have changed, with stronger revenue per available seat mile momentum, jet fuel prices falling below $3 per gallon, and solid cost performance, according to the note.</p><p>The investment firm said, however, that the industry faces another big test in six months. If there is a mean reversion on pricing and capacity growth, investors will be disappointed, it said.</p><p>The firm retained an overweight rating on Delta, United and Southwest Airlines (LUV), and increased their price targets to $115, $185 and $65, respectively, from $105, $182 and $60. Morgan Stanley also maintained an equal-weight rating on Allegiant Travel (ALGT), and increased its price target to $115 from $100.</p><p>Price: 92.98, Change: +0.23, Percent Change: +0.25</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4008","symbol_name":"航空公司","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2649162078","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649162078","pubTimestamp":1783351092,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Delta Air Lines , United Airlines , and other airline stocks are set for a \"happy ending\" in Q2 despite facing significant disruptions, with most of them expected to hit or even exceed the high end of their quarterly guidance, Morgan Stanley said in a note Monday.Airlines were set to face \"one of the sternest\" tests in years in Q2 as they grappled with record jet fuel prices, but trends have changed, with stronger revenue per available seat mile momentum, jet fuel prices falling below $3 per gallon, and solid cost performance, according to the note.The investment firm said, however, that the industry faces another big test in six months. If there is a mean reversion on pricing and capacity growth, investors will be disappointed, it said.The firm retained an overweight rating on Delta, United and Southwest Airlines , and increased their price targets to $115, $185 and $65, respectively, from $105, $182 and $60. Morgan Stanley also maintained an equal-weight rating on Allegiant Travel , ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4008":"航空公司","BK4585":"ETF&股票定投概念","BK4500":"航空公司","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","JETS":"U.S. Global Jets ETF","DAL":"达美航空","BK4588":"碎股","IYT":"运输指数ETF-iShares","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","XTN":"SPDR S&P Transportation ETF","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK7095":"多种金属与采矿","LUV":"西南航空","ALGT":"忠诚旅游","UAL":"联合大陆航空","DAL.AU":"DALAROO METALS LTD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC"},"translate_title":"摩根士丹利表示，航空股将达到或超过第二季度指引的上限","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DAL.AU":1,"JETS":0.6,"XTN":0.65,"LUV":1,"IYT":0.65,"DAL":1,"ALGT":1,"UAL":1},"content_text":"Delta Air Lines (DAL), United Airlines (UAL), and other airline stocks are set for a \"happy ending\" in Q2 despite facing significant disruptions, with most of them expected to hit or even exceed the high end of their quarterly guidance, Morgan Stanley said in a note Monday.Airlines were set to face \"one of the sternest\" tests in years in Q2 as they grappled with record jet fuel prices, but trends have changed, with stronger revenue per available seat mile momentum, jet fuel prices falling below $3 per gallon, and solid cost performance, according to the note.The investment firm said, however, that the industry faces another big test in six months. If there is a mean reversion on pricing and capacity growth, investors will be disappointed, it said.The firm retained an overweight rating on Delta, United and Southwest Airlines (LUV), and increased their price targets to $115, $185 and $65, respectively, from $105, $182 and $60. Morgan Stanley also maintained an equal-weight rating on Allegiant Travel (ALGT), and increased its price target to $115 from $100.Price: 92.98, Change: +0.23, Percent Change: +0.25","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","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/2649162078","isCrawlerRequest":true}