American Airlines Group (NASDAQ:AAL) Announces FY 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of -1.600–1.000 for the period, compared to the consensus earnings per share estimate of -0.970. American Airlines Group also updated its Q4 2026 guidance to -1.100–0.500 EPS.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. JPMorgan Chase & Co. raised their price target on American Airlines Group from $22.00 to $24.00 and gave the stock an “overweight” rating in a report on Friday, July 24th. Citigroup decreased their price objective on American Airlines Group from $22.00 to $19.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. Wall Street Zen cut American Airlines Group from a “hold” rating to a “sell” rating in a report on Saturday, October 10th. Bank of America raised their target price on American Airlines Group from $16.00 to $19.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Finally, Morgan Stanley decreased their price target on shares of American Airlines Group from $24.00 to $22.00 and set an “overweight” rating on the stock in a report on Friday. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, American Airlines Group presently has an average rating of “Hold” and an average target price of $17.29.

American Airlines Group Price Performance

Shares of AAL opened at $12.11 on Friday. The firm’s 50 day simple moving average is $13.07 and its 200 day simple moving average is $13.92. The company has a market capitalization of $8.02 billion, a P/E ratio of -16.59 and a beta of 1.37. American Airlines Group has a 1-year low of $10.09 and a 1-year high of $18.79.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings results on Thursday, October 22nd. The airline reported ($0.28) EPS for the quarter, topping the consensus estimate of ($0.36) by $0.08. American Airlines Group had a negative net margin of 0.79% and a negative return on equity of 9.11%. The firm had revenue of $16.34 billion for the quarter, compared to the consensus estimate of $16.21 billion. During the same period last year, the firm posted ($0.17) earnings per share. The business’s revenue was up 19.3% compared to the same quarter last year. On average, equities analysts anticipate that American Airlines Group will post -1.21 earnings per share for the current year.

Insider Buying and Selling at American Airlines Group

In other American Airlines Group news, SVP Angela Owens sold 40,077 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $15.26, for a total transaction of $611,575.02. Following the completion of the transaction, the senior vice president owned 178,799 shares of the company’s stock, valued at approximately $2,728,472.74. This trade represents a 18.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.70% of the stock is owned by corporate insiders.

More American Airlines Group News

Here are the key news stories impacting American Airlines Group this week:

• Positive Sentiment: Third-quarter revenue rose 19.3% year over year to a record $16.34 billion, exceeding analyst expectations. Premium seating and international traffic outperformed domestic demand, supporting the company’s strategy of targeting higher-yielding passengers. AAL Q3 deep dive: premium investments and cost focus offset by fuel headwinds
• Positive Sentiment: Fourth-quarter revenue guidance of $16.7 billion to $17.1 billion was above the $16.5 billion consensus estimate, indicating continued demand and expected revenue growth of roughly 20% to 23%. American Airlines Forecasts Another Quarterly Loss on Surging Fuel Costs
• Positive Sentiment: Morgan Stanley maintained an “overweight” rating, although it reduced its price target from $24 to $22, implying substantial potential upside based on the recent share price. Morgan Stanley stock recommendations
• Neutral Sentiment: American reported an adjusted third-quarter loss of $0.28 per share, better than the expected $0.36 loss, while its 83.4% load factor showed solid aircraft utilization. However, revenue growth has not yet translated into sustainable earnings. American Airlines Group quarterly earnings report
• Negative Sentiment: Fuel expense increased $1.9 billion, or 67.5%, to approximately $3.85 per gallon. Management said historically high fuel prices are overwhelming fare gains, and fares may remain elevated even if oil prices decline. American Airlines forecasts 2026 loss as fuel costs outpace fare gains
• Negative Sentiment: American now expects a larger full-year 2026 loss, with EPS guidance of negative $1.60 to negative $1.00 versus consensus of negative $0.97. Fourth-quarter EPS guidance of negative $1.10 to negative $0.50 also trails the expected negative $0.41, overshadowing the revenue beat. American Airlines expects deeper 2026 loss on pricier fuel despite record revenue
• Negative Sentiment: Rising oil prices are adding further pressure to airline stocks and reversing the initial relief following American’s earnings release. American Airlines Sinks as Oil Climb Reverses Post-Earnings Rebound

About American Airlines Group

American Airlines Group Inc is a holding company whose principal subsidiary, American Airlines, provides scheduled passenger air transportation and air cargo services. The company operates a large mainline network under the American Airlines brand and offers regional service through carriers operating as American Eagle. Its services include domestic and international flights, connecting passengers through a network of hubs and focus cities.

American Airlines serves destinations throughout the United States, as well as markets in Canada, Mexico, the Caribbean, Central and South America, Europe, Asia and other international regions.