Zacks Research Issues Pessimistic Outlook for AAL Earnings

American Airlines Group Inc. (NASDAQ:AAL) – Equities researchers at Zacks Research cut their Q1 2028 EPS estimates for American Airlines Group in a report released on Wednesday, April 15th. Zacks Research analyst Team now anticipates that the airline will post earnings of $0.97 per share for the quarter, down from their prior estimate of $1.05. The consensus estimate for American Airlines Group’s current full-year earnings is $2.42 per share. Zacks Research also issued estimates for American Airlines Group’s FY2028 earnings at $3.57 EPS.

Other research analysts have also recently issued research reports about the stock. JPMorgan Chase & Co. lifted their target price on shares of American Airlines Group from $20.00 to $22.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Wells Fargo & Company cut their target price on shares of American Airlines Group from $17.00 to $12.00 and set an “equal weight” rating for the company in a research note on Monday, March 16th. UBS Group lifted their target price on shares of American Airlines Group from $14.00 to $16.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings reiterated a “sell (d+)” rating on shares of American Airlines Group in a research note on Friday, March 27th. Finally, Jefferies Financial Group cut their target price on shares of American Airlines Group from $15.00 to $12.00 and set a “hold” rating for the company in a research note on Thursday, March 12th. Six investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $15.09.

American Airlines Group Trading Up 0.8%

NASDAQ:AAL opened at $12.27 on Thursday. American Airlines Group has a 1 year low of $8.96 and a 1 year high of $16.50. The firm has a 50 day moving average of $12.04 and a 200-day moving average of $13.23. The stock has a market capitalization of $8.10 billion, a P/E ratio of 72.18 and a beta of 1.25.

American Airlines Group (NASDAQ:AAL) last posted its earnings results on Tuesday, January 27th. The airline reported $0.16 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22). American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The firm had revenue of $14 billion during the quarter, compared to the consensus estimate of $14.12 billion. During the same quarter last year, the firm posted $0.86 EPS. The business’s revenue was up 2.5% on a year-over-year basis. American Airlines Group has set its Q1 2026 guidance at -0.500–0.100 EPS and its FY 2026 guidance at 1.700-2.700 EPS.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Commonwealth Equity Services LLC raised its position in American Airlines Group by 51.5% in the 3rd quarter. Commonwealth Equity Services LLC now owns 868,776 shares of the airline’s stock worth $9,765,000 after purchasing an additional 295,298 shares during the last quarter. Neo Ivy Capital Management raised its position in American Airlines Group by 443.4% in the 3rd quarter. Neo Ivy Capital Management now owns 195,838 shares of the airline’s stock worth $2,201,000 after purchasing an additional 159,800 shares during the last quarter. Vontobel Holding Ltd. raised its position in American Airlines Group by 80.1% in the 3rd quarter. Vontobel Holding Ltd. now owns 171,048 shares of the airline’s stock worth $1,923,000 after purchasing an additional 76,081 shares during the last quarter. Farther Finance Advisors LLC raised its position in American Airlines Group by 9,081.4% in the 3rd quarter. Farther Finance Advisors LLC now owns 117,798 shares of the airline’s stock worth $1,324,000 after purchasing an additional 116,515 shares during the last quarter. Finally, Clear Street Group Inc. bought a new position in American Airlines Group in the 3rd quarter worth approximately $1,480,000. Institutional investors own 52.44% of the company’s stock.

American Airlines Group News Roundup

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

• Positive Sentiment: Merger rumors between American and United pushed heavy buying earlier in the week — reports that United floated a potential tie-up sent AAL sharply higher as investors priced in consolidation benefits (scale, hub synergies). This remains the main catalyst behind recent gains. Sky-High Stakes: United and American Merger Rumors
• Positive Sentiment: Coverage noting a potential United–American merger highlighted how a combined carrier would control ~40% of U.S. domestic capacity in key hubs — the scale story continues to attract speculative buying despite regulatory doubts. A United-American Airlines Merger Would Change the Industry. Why the Odds Are Against It.
• Neutral Sentiment: Traders are showing elevated derivatives activity — unusually large options volume around AAL suggests speculative positioning that can amplify intraday moves but doesn’t signal a clear directional fundamental change. American Airlines Group Sees Unusually Large Options Volume (NASDAQ:AAL)
• Neutral Sentiment: Market-structure and headline-driven flows (Nasdaq futures, general risk sentiment) are shaping short-term price action; some roundup pieces explain the intraday moves without adding new fundamental catalysts. American Airlines (NASDAQ:AAL) Stock Performance Shaped By Nasdaq Futures
• Negative Sentiment: Zacks and related previews warn AAL lacks the setup for an earnings beat next week; Zacks cut its near-term (quarter) estimate, raising the risk of a disappointing report that could reverse recent gains. Will American Airlines (AAL) Report Negative Earnings Next Week? What You Should Know
• Negative Sentiment: Analysts and regulators remain skeptical about a merger’s odds — firms like Jefferies flag significant antitrust hurdles, meaning the merger-driven rally could prove short-lived if follow-through is blocked or deemed unlikely. UAL-AAL merger whispers pick up steam following reports, but Jefferies sees significant regulatory hurdles

American Airlines Group Company Profile

American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world’s largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.

The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.