Susquehanna cuts United Airlines stock target from USD 165 to USD 150

Published on 10/18/2026 at 12:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

United Airlines reports third-quarter results October 20. For United Airlines stock, USD 17.89 billion revenue and USD 2.59 earnings per share are expected.

Analyst target and reporting date

On October 7, 2026, Susquehanna cut its target from USD 165.00 to USD 150.00.
Second-quarter 2026 revenue reached USD 17.67 billion, up 16.4 percent year over year.
United Airlines will report third-quarter results on October 20, 2026.

United Airlines, US9100471096, Illustration mit AI erstellt.

Susquehanna lowered its United Airlines target from USD 165.00 to USD 150.00 on October 7, 2026, as Markets Insider reported. The airline's next results are scheduled for October 20, with investors focused on earnings and the full-year outlook.

United Airlines faces a lower target

Susquehanna kept a Positive rating while cutting the target by USD 15.00, or 9.09 percent, from USD 165.00 to USD 150.00. The analyst cited a third-quarter preview and pointed to supply and demand trends, including domestic capacity growth and unit revenue.

That adjustment followed other target changes ahead of the report. The key counter-factor is profitability: higher fuel and operating costs can limit the benefit of stronger revenue, making the next earnings release important for the full-year outlook.

What does the target cut mean?

The second-quarter figures show why revenue growth and profit quality may move in different directions. United reported USD 17.67 billion of revenue for the second quarter of 2026, up 16.4 percent from the prior-year quarter, while diluted earnings per share were USD 2.46, according to the quarterly financial data and Yahoo Finance. The same preview listed full-year earnings guidance of USD 9.00 to USD 11.00 per share.

Three recent United Airlines milestones

On July 15, 2026, United reported second-quarter diluted earnings per share of USD 1.99 on an adjusted basis, above the USD 1.88 consensus cited by Yahoo Finance. On September 30, 2026, the company announced that third-quarter results would follow on October 20 after the market close. On October 7, 2026, Susquehanna cut its target to USD 150.00 from USD 165.00.

Upcoming dates for United Airlines

United Airlines will release third-quarter results after the market close on October 20, 2026. The company scheduled its results webcast for October 21, 2026, at 10:30 a.m. ET.

Results now set the next marker

United Airlines enters the reporting date with second-quarter revenue growth of 16.4 percent and a USD 9.00 to USD 11.00 full-year earnings outlook. The October 20 report will provide the next concrete test of that outlook and of the assumptions behind the revised analyst targets.

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