JetBlue Airways Corporation (NASDAQ:JBLU) Given Consensus Recommendation of “Reduce” by Analysts

JetBlue Airways Corporation (NASDAQ:JBLU) has earned an average recommendation of “Reduce” from the thirteen ratings firms that are covering the stock, Marketbeat Ratings reports. Five investment analysts have rated the stock with a sell recommendation, seven have assigned a hold recommendation and one has issued a strong buy recommendation on the company. The average 12-month price objective among brokers that have issued a report on the stock in the last year is $4.8042.

Several equities analysts have issued reports on the stock. Susquehanna lifted their price target on shares of JetBlue Airways from $4.55 to $5.00 and gave the stock a “neutral” rating in a report on Friday, January 9th. BMO Capital Markets initiated coverage on JetBlue Airways in a report on Tuesday. They set a “market perform” rating and a $4.50 price objective for the company. Weiss Ratings reissued a “sell (d-)” rating on shares of JetBlue Airways in a research report on Thursday, January 22nd. Citigroup reduced their target price on JetBlue Airways from $6.00 to $4.40 and set a “neutral” rating on the stock in a research report on Friday, March 20th. Finally, The Goldman Sachs Group increased their price target on JetBlue Airways from $3.50 to $4.00 and gave the company a “sell” rating in a research note on Tuesday, January 13th.

Hedge Funds Weigh In On JetBlue Airways

Hedge funds and other institutional investors have recently modified their holdings of the stock. Rockefeller Capital Management L.P. raised its position in shares of JetBlue Airways by 157.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 5,517 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 3,373 shares during the last quarter. Caitong International Asset Management Co. Ltd grew its position in JetBlue Airways by 639.1% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 5,839 shares of the transportation company’s stock worth $29,000 after purchasing an additional 5,049 shares during the last quarter. Kestra Advisory Services LLC acquired a new position in JetBlue Airways during the 4th quarter valued at approximately $30,000. Bogart Wealth LLC grew its holdings in shares of JetBlue Airways by 12,727.3% during the third quarter. Bogart Wealth LLC now owns 7,055 shares of the transportation company’s stock valued at $35,000 after buying an additional 7,000 shares during the last quarter. Finally, Leonteq Securities AG acquired a new position in shares of JetBlue Airways in the 4th quarter valued at $32,000. 83.71% of the stock is owned by hedge funds and other institutional investors.

JetBlue Airways News Summary

Here are the key news stories impacting JetBlue Airways this week:

• Positive Sentiment: Reports that JetBlue has retained advisers to explore a sale or strategic options have driven renewed takeover hopes, which lifted the stock sharply on Wednesday and attracted heavy call buying. JetBlue taps advisers for potential sale, Semafor reports
• Positive Sentiment: Unusually large options activity — heavy call buying Wednesday — signaled aggressive bullish speculative interest that amplified the price move. (Traders bought roughly 81,160 calls, ~213% above normal daily call volume.)
• Positive Sentiment: Marketing and network growth news (new Fort Lauderdale–Cleveland route and added frequencies) and a multi‑year sports partnership broaden revenue and brand exposure, supporting longer‑term demand narratives. JetBlue Grows Fort Lauderdale Network with New Route and More Flights JetBlue Takes Flight as Boston Legacy FC’s Official Airline Partner
• Neutral Sentiment: BMO Capital Markets initiated coverage with a Market Perform (hold) — this adds institutional attention but not an outright buy signal. BMO Capital initiates coverage of JetBlue Airways (JBLU) with market perform recommendation
• Neutral Sentiment: General news roundups and company mentions in market briefs boosted visibility but added little new fundamental information. Company News for Mar 26, 2026
• Negative Sentiment: Analyst and earnings headwinds: Zacks trimmed FY2028 EPS expectations (lowered its estimate), and JetBlue’s recent quarterly report showed an EPS miss and negative margins/ROE — factors that weigh on valuation and reduce margin for further downgrades. (Analyst consensus still expects negative EPS for the current year.)
• Negative Sentiment: After the rally, the stock is experiencing profit‑taking and a short‑term technical pullback; multiple outlets note the price is “cooling off” following Wednesday’s surge, which explains the downward move today. JetBlue stock is dipping after its Wednesday rally: What’s happening? JetBlue Stock Is Dipping After Its Wednesday Rally: What’s Happening?

JetBlue Airways Stock Down 5.1%

NASDAQ:JBLU opened at $4.51 on Friday. The company’s 50-day simple moving average is $5.18 and its 200-day simple moving average is $4.86. The company has a debt-to-equity ratio of 3.65, a quick ratio of 0.69 and a current ratio of 0.74. JetBlue Airways has a fifty-two week low of $3.34 and a fifty-two week high of $6.50. The stock has a market capitalization of $1.67 billion, a P/E ratio of -2.70 and a beta of 1.72.

JetBlue Airways (NASDAQ:JBLU) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported ($0.49) EPS for the quarter, missing the consensus estimate of ($0.45) by ($0.04). JetBlue Airways had a negative return on equity of 25.62% and a negative net margin of 6.64%.The firm had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.22 billion. During the same quarter last year, the firm earned ($0.21) EPS. The company’s revenue was down 1.4% compared to the same quarter last year. On average, equities analysts anticipate that JetBlue Airways will post -0.69 earnings per share for the current fiscal year.

About JetBlue Airways

JetBlue Airways Corporation is a low-cost scheduled passenger airline headquartered in Long Island City, New York. Since commencing service in 2000, the carrier has built a reputation for combining competitive fares with enhanced onboard amenities, including free in-flight entertainment, complimentary snacks and beverages, and onboard Wi-Fi. JetBlue operates a single fleet type of Airbus A320 family and Embraer 190 aircraft, which supports its focus on efficiency and operational consistency.

The airline’s core offerings include economy-class travel and a premium business-class product known as Mint, which features lie-flat seats, curated culinary options and elevated service on select transcontinental and international routes.