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The Banks’ View Five major banks — UBS, Deutsche Bank, Morgan Stanley, Bank of America, and Jefferies — all lifted price targets on American Airlines within days of each other. The specific moves: UBS raised its AAL target to $21…
Airlines around the world pad their schedules, and US carriers are no exception. Scheduled flight times have a curious habit of lengthening over time, even as aircraft technology, navigation systems, and operational tools continue to improve. A rational observer might…
With the T-100 sources updated, here’s our look at the history through 1Q26 and a five-year outlook. Note the impact of the COVID pandemic and the near V recovery – remember how everyone hoped for a ‘swoosh’ recovery? Turns out…
Guest Post by Timothy O’Neil-Dunne. For thirty years, I have had a nagging suspicion that one of the airline industry’s biggest stories was hiding in plain sight inside the U.S. Department of Transportation’s Form 41 data. Not in the glamorous…
Here’s our latest monthly US air traffic review. You’ve seen the news and read the opinions. Here’s the data to help you form your own view on how the market is doing. This is an update to our previous note…