JBLU JetBlue Airways Corporation

bearish · high conviction track record → $5.60 +0.81 (+16.9%)
Mkt Cap $2B 52wk $3.34 - $6.50 Earnings 2026-04-28 1d ago
Insider buying: $820,340 bought by 20 insiders (30d)
Est. revisions: -27.3%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net -3.1)

Factor Model

net -3.1 5.7 / 10
Est. Revisions
-0.9
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

TD Cowen Cuts JBLU Price Target to $4.5

Watch: Q1 2026 RASM and margin trends amidst high fuel costs will reveal if JetBlue can sustain its JetForward improvements and meet breakeven margin targets this year.

Full analysis

TD Cowen kept a Hold rating on JetBlue but lowered the price target from $5 to $4.5, citing concerns about soft travel demand from high gas prices and slowing credit card spending. Q1 revenue is expected at $2.24 billion, flat quarter-over-quarter, with EPS at negative $0.69. Despite recent insider buying totaling over $820K, shares dropped 19% last week amid downward analyst revisions and a weakening revenue momentum.

Lower target and cautious outlook reflect growing skepticism about JetBlue's demand resilience and margin recovery amid macro pressures, challenging the previous bullish turnaround narrative.

Evidence

1d ago Insider buy by MITTAL NIKHIL (JBLU): $614,340
1d ago Insider buy by BONEPARTH PETER (JBLU): $206,000
2d ago TD Cowen Lowers PT on ​JetBlue Airways (JBLU), Keeps a Hold Rating yahoo-finance
6d ago Airlines cut flights, raise fees as jet fuel costs soar yahoo-finance
24d ago UBS Cautious on JetBlue Airways (JBLU) Amid Rise in Airline Uncertainty to Fuel Price Volatility yahoo-finance
41d ago JetBlue Airways Touts Stronger Demand, JetForward Momentum, Targets Breakeven Margins in 2026 yahoo-finance
50d ago Stock market today: Dow, S&P 500, Nasdaq futures slide amid Trump tariff fallout, with Iran-US talks on deck - Yahoo Finance google-news-market
Fundamentals & Data ▾
JetBlue Airways Corporation Industrials · Airlines
Mkt Cap
$2B
Beta
1.75
52w Range
$3.34 - $6.50
Short Interest
72.8M 19.83%
Days to Cover
4.1 +20%
Technicals downtrend
from 52w Hi
0.0%
1w return
+23.1%
Insiders
mixed 0B / 0S
EPS Estimate
$-0.72 -27.3% 30d 0up / 12dn
Est. Dispersion
21% 14 analysts
Analyst Target
$4 $2 - $7
Options P/C
0.25
Insider Cluster
buy cluster 2B / 2S
Financials
Revenue
$2.2B -1% YoY
FCF
$-296M
Gross Margin
15%
Op Margin
-4%
Momentum: decelerating
Top Holders
Citadel $27M
Recent Filings & Data
insider trade 65
net buying · $114,737 sold · $820,340 bought
20 insiders · 65 transactions (30d)
Recent transactions
WINKELMANN THOMAS · other
LYNN JESSE A. · other
CHRISTIE WARREN · other
BONEPARTH PETER · other
LEDUC ROBERT F. · other
MCCLURE TERI PLUMMER · other
JEWETT ELLEN · other
FORD MONTE E. · other
MENKE SEAN EDWARD · other
ST GEORGE MARTIN J · other
GERAGHTY JOANNA · other
ROBB O'HAGAN SARAH · other
SHARMA VIVEK · other
MILLER STEVEN D · other
CLEMENTS CAROL ANN · other
HURLEY URSULA L · other
MITTAL NIKHIL · other
MCCARTHY EILEEN P · other
SOUTHERTON DAWN · other
CHRISTIE WARREN · other
GERAGHTY JOANNA · other
CLEMENTS CAROL ANN · other
HURLEY URSULA L · other
SOUTHERTON DAWN · other
CHRISTIE WARREN · sell · $2,237
CHRISTIE WARREN · other
BONEPARTH PETER · buy · $206,000
CHRISTIE WARREN · award · $1,773
ST GEORGE MARTIN J · award · $6,971
HURLEY URSULA L · award · $1,773
MCCARTHY EILEEN P · award · $2,499
MCCARTHY EILEEN P · other
CHRISTIE WARREN · award · $14,200
ST GEORGE MARTIN J · award · $14,200
HURLEY URSULA L · award · $14,200
MCCARTHY EILEEN P · award · $3,955
GERAGHTY JOANNA · other
CLEMENTS CAROL ANN · other
HURLEY URSULA L · other
ST GEORGE MARTIN J · other
CHRISTIE WARREN · other
GERAGHTY JOANNA · other
CLEMENTS CAROL ANN · other
HURLEY URSULA L · other
CHRISTIE WARREN · other
BONEPARTH PETER · other
MCCLURE TERI PLUMMER · other
JEWETT ELLEN · other
FORD MONTE E. · other
GERAGHTY JOANNA · other
SHARMA VIVEK · other
CLEMENTS CAROL ANN · other
SOUTHERTON DAWN · other
HURLEY URSULA L · sell · $112,500
MITTAL NIKHIL · buy · $614,340
CHRISTIE WARREN · other
ST GEORGE MARTIN J · award · $15,635
HURLEY URSULA L · award · $8,397
CHRISTIE WARREN · award · $8,397
MENKE SEAN EDWARD · award
MCCARTHY EILEEN P · award · $629,990
CLEMENTS CAROL ANN · other
CHRISTIE WARREN · award · $20,060
HURLEY URSULA L · award · $20,060
CLARK DAVID CHRISTOPHER · award · $7,974
ⓘ Filing analysis pending — next scan runs every 12 hours
ⓘ Transcript analysis coming soon
7 signals · latest 1d ago

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