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

American Airlines Group (NASDAQ:AAL) had its price objective lowered by TD Cowen from $19.00 to $17.00 in a research note issued to investors on Friday, MarketBeat.com reports. The brokerage presently has a “buy” rating on the airline’s stock. TD Cowen’s price target would indicate a potential upside of 27.82% from the company’s current price.

Several other brokerages also recently issued reports on AAL. Weiss Ratings restated a “sell (d+)” rating on shares of American Airlines Group in a research note on Monday, December 29th. Bank of America raised their price target on shares of American Airlines Group from $15.00 to $17.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 6th. Wells Fargo & Company initiated coverage on American Airlines Group in a report on Thursday, December 18th. They set an “equal weight” rating and a $17.00 price objective for the company. Susquehanna raised shares of American Airlines Group from a “neutral” rating to a “positive” rating and raised their price objective for the stock from $14.00 to $20.00 in a report on Friday, January 9th. Finally, BMO Capital Markets restated a “market perform” rating and issued a $17.00 target price on shares of American Airlines Group in a research note on Wednesday. Eight equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $17.59.

American Airlines Group Stock Down 1.6%

Shares of American Airlines Group stock opened at $13.30 on Friday. The stock has a 50 day moving average price of $14.97 and a two-hundred day moving average price of $13.33. American Airlines Group has a 12-month low of $8.50 and a 12-month high of $17.40. The stock has a market capitalization of $8.78 billion, a P/E ratio of 78.24, a PEG ratio of 0.52 and a beta of 1.23.

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). The firm had revenue of $14 billion during the quarter, compared to analyst estimates of $14.12 billion. American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The business’s quarterly revenue was up 2.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.86 earnings per share. 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. Sell-side analysts anticipate that American Airlines Group will post 2.42 earnings per share for the current year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Citizens Financial Group Inc. RI grew its position in shares of American Airlines Group by 11.1% in the 4th quarter. Citizens Financial Group Inc. RI now owns 15,821 shares of the airline’s stock valued at $243,000 after purchasing an additional 1,578 shares during the period. R Squared Ltd lifted its position in shares of American Airlines Group by 45.3% in the fourth quarter. R Squared Ltd now owns 40,150 shares of the airline’s stock worth $616,000 after purchasing an additional 12,509 shares in the last quarter. M&T Bank Corp lifted its position in American Airlines Group by 50.3% during the 4th quarter. M&T Bank Corp now owns 34,825 shares of the airline’s stock worth $535,000 after buying an additional 11,653 shares in the last quarter. Sanctuary Advisors LLC raised its holdings in American Airlines Group by 8.0% during the fourth quarter. Sanctuary Advisors LLC now owns 27,531 shares of the airline’s stock worth $422,000 after acquiring an additional 2,031 shares in the last quarter. Finally, HB Wealth Management LLC raised its stake in shares of American Airlines Group by 46.7% during the 4th quarter. HB Wealth Management LLC now owns 19,334 shares of the airline’s stock worth $296,000 after purchasing an additional 6,154 shares in the last quarter. 52.44% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about American Airlines Group

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

• Positive Sentiment: American announced plans to resume nonstop U.S.–Venezuela service — the first U.S. carrier to return since 2019. Restored international routes can add incremental revenue and network utility if government approval and demand materialize. American Airlines to fly to Venezuela for first time since 2019
• Positive Sentiment: A JPMorgan analyst (reported by AmericanBankingNews) is optimistic, saying AAL’s stock price is expected to rise — analyst support can provide buying interest and counterbalance negative headlines. American Airlines Group Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
• Neutral Sentiment: TD Cowen cut its price target from $19 to $17 but kept a “buy” rating — that lowers the consensus upside while maintaining institutional conviction; raises questions about near-term upside vs. longer-term thesis. PT Lowered to $17 at TD Cowen
• Neutral Sentiment: Argus upgraded the stock to a “hold” — a modest vote of confidence but not a clear buy signal; incremental impact relative to larger analyst moves is limited. Argus upgrades AAL to Hold (reported)
• Negative Sentiment: Recent quarterly results (Jan. 27) disappointed: EPS of $0.16 vs. $0.38 expected and a slight revenue miss, with Q1 guidance set negative and FY 2026 guidance wide — these miss and cautious guidance weigh on valuation and investor confidence.
• Negative Sentiment: Market skeptics highlight fragile margins and execution risk — Seeking Alpha reiterated a “strong sell” view, citing thin margins, rising costs, and reliance on flawless execution to hit ambitious free-cash-flow targets. American Airlines: Mayday, Strong-Sell Confirmed
• Negative Sentiment: Operational disruptions from Winter Storm Fern remain a headline risk—Forbes notes the airline is recovering but still bears “deep scars” from the event, underscoring execution and reliability concerns. American Airlines Rebounds From Fern, But Deep Scars Remain

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.