Susquehanna Has Lowered Expectations for American Airlines Group (NASDAQ:AAL) Stock Price

American Airlines Group (NASDAQ:AAL) had its target price reduced by stock analysts at Susquehanna from $17.00 to $16.00 in a report released on Friday, MarketBeat.com reports. The firm currently has a “positive” rating on the airline’s stock. Susquehanna’s target price indicates a potential upside of 32.23% from the company’s current price.

A number of other analysts have also issued reports on the stock. Wall Street Zen lowered shares of American Airlines Group from a “hold” rating to a “sell” rating in a research report on Saturday, April 11th. JPMorgan Chase & Co. raised their target price on shares of American Airlines Group from $20.00 to $22.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Argus upgraded shares of American Airlines Group to a “hold” rating in a research report on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of American Airlines Group in a research report on Wednesday, January 28th. Finally, BMO Capital Markets restated a “market perform” rating and set a $17.00 target price on shares of American Airlines Group in a research report on Wednesday, January 28th. Six research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $14.63.

American Airlines Group Price Performance

AAL stock opened at $12.10 on Friday. The company’s 50 day simple moving average is $11.73 and its 200-day simple moving average is $13.26. The firm has a market capitalization of $8.00 billion, a PE ratio of 39.03 and a beta of 1.25. American Airlines Group has a 12 month low of $9.48 and a 12 month high of $16.50.

American Airlines Group (NASDAQ:AAL) last released its quarterly earnings results on Thursday, April 23rd. The airline reported ($0.40) EPS for the quarter, beating the consensus estimate of ($0.45) by $0.05. The business had revenue of $13.91 billion for the quarter, compared to analyst estimates of $16.13 billion. American Airlines Group had a net margin of 0.36% and a negative return on equity of 9.11%. The company’s quarterly revenue was up 10.8% on a year-over-year basis. During the same period in the prior year, the business earned ($0.59) earnings per share. American Airlines Group has set its FY 2026 guidance at -0.400-1.100 EPS and its Q2 2026 guidance at -0.200-0.200 EPS. As a group, sell-side analysts anticipate that American Airlines Group will post -0.07 earnings per share for the current year.

Hedge Funds Weigh In On American Airlines Group

Hedge funds have recently made changes to their positions in the stock. West Branch Capital LLC acquired a new position in shares of American Airlines Group in the 4th quarter valued at $31,000. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of American Airlines Group by 102.0% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 2,353 shares of the airline’s stock valued at $36,000 after purchasing an additional 1,188 shares during the last quarter. Center for Financial Planning Inc. boosted its holdings in shares of American Airlines Group by 377.4% in the 4th quarter. Center for Financial Planning Inc. now owns 2,530 shares of the airline’s stock valued at $39,000 after purchasing an additional 2,000 shares during the last quarter. Root Financial Partners LLC acquired a new position in shares of American Airlines Group in the 3rd quarter valued at $30,000. Finally, Clearstead Advisors LLC boosted its holdings in shares of American Airlines Group by 140.3% in the 4th quarter. Clearstead Advisors LLC now owns 2,968 shares of the airline’s stock valued at $45,000 after purchasing an additional 1,733 shares during the last quarter. Institutional investors and hedge funds 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: Q1 beat — AAL reported a narrower-than-expected adjusted loss (-$0.40 vs. consensus -$0.45) and revenue growth (+10.8% Y/Y), which traders viewed as evidence of resilient demand. Read More.
• Positive Sentiment: Big drop in short interest — Short interest fell ~19.9% in April to ~59.7M shares (≈9.1% of float), reducing short pressure and potentially supporting the rally. (Short-interest report)
• Positive Sentiment: Analyst support — BMO raised its price target to $13.50 (market‑perform), reinforcing upside expectations after the print. Read More.
• Neutral Sentiment: Strategic partnership talks — American is discussing a deeper international partnership with Alaska Air to expand transatlantic and transpacific reach; this is partnership upside but not an immediate revenue driver. Read More.
• Neutral Sentiment: Mixed analyst moves — Susquehanna trimmed its target from $17 to $16 but kept a “positive” stance; the change tempers enthusiasm but still implies substantial upside. Read More.
• Neutral Sentiment: Corporate positioning — CEO Robert Isom publicly ruled out a merger with United and emphasized partnerships, clarifying strategy (likely removes M&A premium risk). Read More.
• Negative Sentiment: Surging fuel costs — Management warned of roughly a $4B jump in jet-fuel costs for 2026; fuel is a large, variable expense and the primary headwind to margins. Read More. and Read More.
• Negative Sentiment: Guidance trimmed — AAL narrowed Q2 and lowered FY 2026 EPS guidance (Q2: -0.20 to 0.20; FY: -0.40 to -1.10), signaling possible full‑year pressure and keeping downside risk to estimates. Read More.

About American Airlines Group

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.