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UAL

United AirlinesA
Nasdaq / Transportation
Last Price
Quote time unavailable
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AI scenario view

RankAlpha Sentiment Codex
B+
Bull case
25%
Probability
Target price
$145.00
Analysis reference price unavailable
Analysis 2026-09-03 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$125.00
Analysis reference price unavailable
Analysis 2026-09-03 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$90.00
Analysis reference price unavailable
Analysis 2026-09-03 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-03
Recent news sentiment (30D)
+0.6
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+79.0
Score

AI commentary

Primary-source tone remains constructive after the Q2 beat and guidance raise, but the evidence base is now more monitoring-oriented because analyst revisions, options positioning and social coverage are unavailable. Stored Zacks context reported shares up 6.4% since the earnings report, but detailed market-reaction attribution is limited. [#SEC-8K-2026-07-15] [#PR-EARNINGS-2026-08-14]

RankAlpha Sentiment Codex - 2026-09-03
Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact
standard
Confidence
-

AI events

2026-07-15eventQ2 beat and FY2026 guidance raiseMedium impact

Q2 adjusted EPS of $1.99 exceeded the cited consensus estimate of $1.92, revenue rose 16%, and full-year adjusted EPS guidance was raised to $9-$11. The positive print is largely reflected in the share price. [#SEC-8K-2026-07-15]

2026-09-30catalystFuel-cost recovery and Q3 unit-revenue executionMedium impact

Management expects to recover approximately 80%-90% of incremental fuel costs in Q3 and projects TRASM growth above Q2's 12%; execution is the key near-term test. [#SEC-8K-2026-07-15]

2026-12-31catalystPremium, loyalty, cargo and connectivity monetizationHigh impact

Q2 premium, loyalty and cargo revenue increased 16%, 11% and 23%, respectively, while contracted business revenue rose 27%. Sustained monetization and continued Starlink installation could support durable revenue growth, although execution remains unproven. [#SEC-8K-2026-07-15]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo
As of 2026-09-03 • Updated nightlySource: Internal modelMethodology