Solid Momentum for Domestic Airlines Entering 2026 -- Market Talk

Like
Comment
Favorite

Solid Momentum for Domestic Airlines Entering 2026 -- Market Talk

Dow Jones01-08

1250 ET - The domestic airline industry is entering 2026 with solid momentum amid favorable supply dynamics and signs that demand is ticking up following the government shutdown, TD Cowen's Tom Fitzgerald writes in a note, raising price targets for American, Delta, JetBlue, and United Airlines. Fitzgerald says that United and Delta are his top two picks, but writes that shares of both are probably fully valued in the short-term. Alaska Air Lines is his third top pick, and Fitzgerald says he would view any volatility in shares as a buying opportunity, "although there is likely more upside later in the year as the market gains more clarity on the company's EPS growth potential for 2027." (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

January 07, 2026 12:50 ET (17:50 GMT)

At the request of the copyright holder, you need to log in to view this content

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.

Report

Comment

No comments yet

Most Discussed

7x24

All

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2601388326?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-08 01:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601388326","market":"sh","top_or_hot":-1,"title":"Solid Momentum for Domestic Airlines Entering 2026 -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1250 ET - The domestic airline industry is entering 2026 with solid momentum amid favorable supply dynamics and signs that demand is ticking up following the government shutdown, TD Cowen's Tom Fitzgerald writes in a note, raising price targets for American, Delta, JetBlue, and United Airlines. Fitzgerald says that United and Delta are his top two picks, but writes that shares of both are probably fully valued in the short-term. Alaska Air Lines is his third top pick, and Fitzgerald says he would view any volatility in shares as a buying opportunity, \"although there is likely more upside later in the year as the market gains more clarity on the company's EPS growth potential for 2027.\"  (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 12:50 ET (17:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>Solid Momentum for Domestic Airlines Entering 2026 -- Market Talk</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\">\nSolid Momentum for Domestic Airlines Entering 2026 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-08 01:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1250 ET - The domestic airline industry is entering 2026 with solid momentum amid favorable supply dynamics and signs that demand is ticking up following the government shutdown, TD Cowen's Tom Fitzgerald writes in a note, raising price targets for American, Delta, JetBlue, and United Airlines. Fitzgerald says that United and Delta are his top two picks, but writes that shares of both are probably fully valued in the short-term. Alaska Air Lines is his third top pick, and Fitzgerald says he would view any volatility in shares as a buying opportunity, \"although there is likely more upside later in the year as the market gains more clarity on the company's EPS growth potential for 2027.\"  (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 12:50 ET (17:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0052756011.USD","symbol_name":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601388326","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601388326","pubTimestamp":1767808200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1250 ET - The domestic airline industry is entering 2026 with solid momentum amid favorable supply dynamics and signs that demand is ticking up following the government shutdown, TD Cowen's Tom Fitzgerald writes in a note, raising price targets for American, Delta, JetBlue, and United Airlines. Fitzgerald says that United and Delta are his top two picks, but writes that shares of both are probably fully valued in the short-term. Alaska Air Lines is his third top pick, and Fitzgerald says he would view any volatility in shares as a buying opportunity, \"although there is likely more upside later in the year as the market gains more clarity on the company's EPS growth potential for 2027.\"  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","AAL":"美国航空","BK4008":"航空公司","BK4588":"碎股","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4500":"航空公司","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","DAL":"达美航空","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","ALK":"阿拉斯加航空集团有限公司","JBLU":"捷蓝航空"},"translate_title":"进入2026年，国内航空公司势头强劲——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JBLU":0.9,"AAL":0.9,"DAL":0.9,"ALK":0.9},"content_text":"1250 ET - The domestic airline industry is entering 2026 with solid momentum amid favorable supply dynamics and signs that demand is ticking up following the government shutdown, TD Cowen's Tom Fitzgerald writes in a note, raising price targets for American, Delta, JetBlue, and United Airlines. Fitzgerald says that United and Delta are his top two picks, but writes that shares of both are probably fully valued in the short-term. Alaska Air Lines is his third top pick, and Fitzgerald says he would view any volatility in shares as a buying opportunity, \"although there is likely more upside later in the year as the market gains more clarity on the company's EPS growth potential for 2027.\"  (elias.schisgall@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  January 07, 2026 12:50 ET (17:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","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":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}