Investing in airlines can be a risky game. Everything can be right in the economy and in the travel sector, but there are just more inherent risks investing in airlines than other economically sensitive sectors. Just don’t tell that to JPMorgan.
Oggonomics has tracked multiple price target hikes in the airline sector on Friday. The firm believes that airline profits as a whole will be geared to the leaders, and a path back to profitability will be a challenge for those carriers who are deemed to “impaired.”
Not everyone agrees that the airline sector is in a favorable position. Barron’s published this week that it may be a good time to take profits. It points out that the U.S. Global Jets ETF (NYSEArca: JETS) has seen sellers come in multiple times since 2021 roughly at the $26 level — and the JETS ETF was trading just above $26 on Friday morning.
A 10-year chart from Finviz has been provided (below) to illustrate the long-term trading history.
Here are the top airline calls seen for Friday, September 12, 2025.
Alaska Air Group, Inc. (NYSE: ALK) was reiterated as Overweight at JPMorgan, and its price target was hiked to $96 from $73 in the call. It was up 2% at $65.00.
American Air Lines Group Inc. (NASDAQ: AAL) was reiterated as Overweight and the price target was raised to $20 from $17. American was up almost 1% at $13.05 on Friday morning.
Delta Air Lines, Inc. (NYSE: DAL) was reiterated as Overweight and its price target was raised to $85 from $72. Delta was up 0.3% at $60.65 early on Friday.
Southwest Airlines Inc. (NYSE: LUV) was reiterated as Overweight and its price target was raised to $35 from $28. Southwest shares were flat at $31.72 on Friday.
Sun Country Airlines Holdings, Inc. (NASDAQ: SNCY) was reiterated as Overweight and its price target was raised to $23 from $18. It was up 2% at $13.93.
United Airlines Holdings, Inc. (NYSE: UAL) was reiterated as Overweight and its price target was raised to $149 from $122. Shares of United were in the red on Friday, down nearly 1.3% at $107.90.
Oggonomics always reminds its readers that no single analyst report should ever be the sole reason to buy or sell a stock. Analysts can sometimes get their outlooks wrong. And sometimes market fundamentals can change in an instant.
