에 대한 최신 뉴스 Alaska Air Gr (NYSE:ALK) 주식

Alaska Air Gr

Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Mainline segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Horizon segment includes the capacity sold to Alaska under a CPA. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.

Alaska Air Group

News

BILL

ETSY

ICLR

MTCH

SDRL

엘리엇 인베스트먼트 매니지먼트(Elliott Investment Management)는 3분기에 분주했다. 미 증권거래위원회(SEC)에 새로 제출한 13-F에 따르면 이 행동주의 투자자는 여행 및 숙박에 초점을 맞춘 여러 가지 새로운 포지션을 포함하여 여러 가지 포트폴리오 전환을 수행했다.

엘리엇이 3분기에 웨스턴 디지털, 엣시는 추가; 씨드릴, 블랙라인, NRG 에너지는 축소

Movers

JBLU

SAVE

ULCC

유가 하락으로 인해 월요일 몇몇 항공사 주식이 상승세를 보였습니다. 가장 큰 움직임을 보이는 몇 가지를 살펴보겠다.

항공사 주식이 월요일 상승한 이유: 원유 가격 하락으로 인한 영향

General

European Aeronautic Defence And Space Unsponsored

EADSY

iShares Dow Jones US Aerospace & Defense Index Fund

제트기 동체의 주요 공급업체인 스피릿 에어로시스템즈 홀딩스(NYSE:SPR)는 캔자스주 위치타 공장에서 직원을 400~450명 감원한다고 밝혔다. 이번 감원은 스피릿의 최대 고객인 보잉(NYSE:BA)의 생산 감소에 대한 대응이다.

스피릿 에어로시스템즈, 보잉의 생산 곤란과 연관하여 수백 명을 정리해고할 예정

Alaska Air Group Inc

ALKANE RES LTD ORD by Alkane Resources Ltd.

Alkane Resources Ltd

Alkaline Fuel Cell Power Corp

ALASKA HYDRO CORP ORD by Alaska Hydro Corp.

Alaska Hydro Corp

ALKAME HOLDINGS INC by Alkame Holdings, Inc.

Alkame Holdings Inc

Alkane Inc

Alkermes PLC

ALKERMES PLC ORD

Alkami Technology Inc

Goldman Sachs <a href="https://www.benzinga.com/insights/analyst-ratings/24/11/42004767/breaking-down-united-airlines-holdings-11-analysts-share-their-views">has resumed coverage</a> of nine airlines and gave a broad overview of the year ahead for the airline sector. Here's a look at the winners and losers in the industry.
The Details: Goldman Sachs analyst Catherine O'Brien said the firm expects supply constraints to continue for the airlines into 2025. She sees mixed stock performance ahead, with the airlines exposed to premium and corporate demand outperforming the sector. 
Read More: <a href="https://www.benzinga.com/general/social-media/24/11/41993328/trump-media-insiders-sell-more-than-16-million-in-djt-stock">Trump Media Insiders Sell More Than $16 Million In DJT Stock</a>
ALK: The firm resumed coverage of Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) with a Buy rating and a $70 price target on the stock. The analyst pointed to the airline's exposure to the West Coast corporate travel demand, which has begun to recover significantly. 
She also noted Alaska Air's improving interisland profitability and sees upside ahead related to synergies from the acquisition of Hawaiian Airlines.&nbsp;
DAL: Goldman Sachs resumed coverage of Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) as a Buy with an $83 price target, representing 28% upside to the stock's current levels. The firm said its Buy rating is underpinned by Delta's growth in loyalty revenue, which is driven partly by its long-term credit card agreement with American Express. 
O&#8217;Brien also highlighted the airline's exposure to passenger demand for premium services and its competitors exiting key cities where Delta continues to operate.&nbsp;
UAL: O&#8217;Brien forecasted United Airlines Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NYSE">UAL</a>) to end 2024 with margins at nearly pre-pandemic levels and noted this as the highest rate of recovery among the firm's airline coverage. The Goldman Sachs analyst also highlighted United as among the best positioned to serve the increasing premium and corporate consumer demand.&nbsp;
Goldman Sachs resumed coverage on United Airlines with a Buy rating and a $119 price target, representing 31% upside to the stock's current level.&nbsp;
JBLU: The firm resumed coverage on shares of JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) with a Sell rating and a $5.50 price target. O'Brien pointed to capacity restraints resulting from aircraft grounded for required maintenance and air traffic control staffing shortages in New York City, where the airline has a large hub. The analyst said that both issues are out of management's control and expects both to continue through the short term.&nbsp;
LUV: The Goldman Sachs analyst resumed coverage on Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) shares with a Sell rating and announced a $28 price target. O'Brien said Southwest's product <a href="https://www.benzinga.com/insights/analyst-ratings/24/11/42004766/beyond-the-numbers-9-analysts-discuss-southwest-airlines-stock">and network</a> are not aligned with the increasing demand for premium air services, putting it at a disadvantage in the current market.&nbsp;
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Image: VanderWolf from Shutterstock

Analyst Color

Price Target

Travel

Analyst Ratings

Delta, United, Alaska Air Are Top Analyst Picks In Airline Sector

Goldman Sachs analyst Catherine O'Brien reinstates Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) with a Buy and announces $70 price target.

Initiation

Goldman Sachs Reinstates Buy on Alaska Air Gr, Announces $70 Price Target

Elliott Investment Management was busy in the third quarter. According to a new <a href="https://www.sec.gov/Archives/edgar/data/1048445/000156761920019906/0001567619-20-019906-index.htm">13-F</a> filing with the SEC, the activist made several portfolio moves, with multiple new positions focused around <a href="https://www.benzinga.com/news/24/10/41417317/southwest-airlines-in-settlement-talks-with-activist-investor-elliott-management-to-avoid-proxy-figh">travel and lodging</a>.
Here are all of Elliott&#8217;s new positions from the third quarter:
<ul>
<li>Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</li>
</ul>
<ul>
<li>Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) call options</li>
</ul>
<ul>
<li>Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) call options</li>
</ul>
<ul>
<li>Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) call options</li>
</ul>
<ul>
<li>Energy Select Sector SPDR Fund Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) call options</li>
</ul>
<ul>
<li>Alaska Air Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) call options</li>
</ul>
<ul>
<li>American Airlines Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) call options</li>
</ul>
<ul>
<li>ICON Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLR#NASDAQ">ICLR</a>) call options</li>
</ul>
<ul>
<li>IQVIA Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQV#NYSE">IQV</a>) call options</li>
</ul>
<ul>
<li>Marriott International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) put options</li>
</ul>
<ul>
<li>Hilton Worldwide Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>) put options</li>
</ul>
<ul>
<li>Equinix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQX#NASDAQ">EQX</a>) put options</li>
</ul>
<ul>
<li>Hyatt Hotels Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) put options</li>
</ul>
<ul>
<li>Materials Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) put options</li>
</ul>

Here&#8217;s a look at all of the positions Elliott increased during the third quarter:
<ul>
<li>Southwest Airlines Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) increased by 919%</li>
</ul>
<ul>
<li>Western Digital Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) increased by 90%</li>
</ul>
<ul>
<li>Etsy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) increased buy 11%</li>
</ul>
<ul>
<li>Match Group, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTCH#NASDAQ">MTCH</a>) increased by 3%</li>
</ul>

Here are all of the positions Elliott trimmed during the quarter:
<ul>
<li>BILL Holdings, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BILL#NYSE">BILL</a>) decreased by 24%</li>
</ul>
<ul>
<li>BlackLine, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BL#NASDAQ">BL</a>) decreased by 20%</li>
</ul>
<ul>
<li>Seadrill Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SDRL#NYSE">SDRL</a>) decreased by 9%</li>
</ul>
<ul>
<li>NRG Energy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) decreased by 7%</li>
</ul>
The above information does not include call or put options that were increased, trimmed or sold completely during the quarter. 
This information was gathered using comparison tools from <a href="https://13f.info/13f/000101359424000968/compare/000101359424000660">13f.info</a>.
Read Next:
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</ul>
Photo: Pixabay.

Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3

Throughout the last three months, 9 analysts have evaluated Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), offering a diverse set of opinions from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Alaska Air Gr and provided 12-month price targets. The average target is $55.11, accompanied by a high estimate of $80.00 and a low estimate of $45.00. Surpassing the previous average price target of $51.29, the current average has increased by 7.45%.
<img src="https://www.benzinga.com/files/images/story/2024/1731607251_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The perception of Alaska Air Gr by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Brandon Oglenski</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$80.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Conor Cunningham</td>
<td>Melius Research</td>
<td>Announces</td>
<td>Buy</td>
<td>$56.00</td>
<td>-</td>
</tr>
<tr>
<td>Brandon Oglenski</td>
<td>Barclays</td>
<td>Announces</td>
<td>Overweight</td>
<td>$55.00</td>
<td>-</td>
</tr>
<tr>
<td>Christopher Stathoulopoulos</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Neutral</td>
<td>$45.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Duane Pfennigwerth</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$55.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Helane Becker</td>
<td>TD Cowen</td>
<td>Lowers</td>
<td>Buy</td>
<td>$50.00</td>
<td>$52.00</td>
</tr>
<tr>
<td>Andrew Didora</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$55.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Helane Becker</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$52.00</td>
<td>$51.00</td>
</tr>
<tr>
<td>Stephen Trent</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$48.00</td>
<td>$51.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Alaska Air Gr. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Alaska Air Gr compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Alaska Air Gr's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Alaska Air Gr's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/ALK/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Alaska Air Gr analyst ratings.</a>
<h2>Discovering Alaska Air Gr: A Closer Look</h2>
Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Mainline segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Horizon segment includes the capacity sold to Alaska under a CPA. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.
<h3>A Deep Dive into Alaska Air Gr's Financials</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Alaska Air Gr's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 8.21%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: Alaska Air Gr's net margin is impressive, surpassing industry averages. With a net margin of 7.68%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 5.42%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.35%, the company showcases effective utilization of assets.
Debt Management: Alaska Air Gr's debt-to-equity ratio is below the industry average at 1.37, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>The Basics of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Alaska Air Gr Stock: A Deep Dive Into Analyst Perspectives (9 Ratings)

Barclays analyst Brandon Oglenski maintains Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) with a Overweight and raises the price target from $55 to $80.

Barclays Maintains Overweight on Alaska Air Gr, Raises Price Target to $80

WIIM

BKNG

GBTG

MESA

TRIP

Shares of travel and tourism-related stocks are trading higher. Market participants may be reacting to the US presidential election and its impact of consumer spending and the tourism industry.

Guidance

Alaska Air Group Sees FY24 Adj. EPS $3.50-$4.50 Vs $4.38 Est.

Alaska Air Group Sees Q4 $0.20-$0.40 Vs $0.63 Est.

Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) reported quarterly earnings of $2.25 per share which beat the analyst consensus estimate of $2.17 by 3.69 percent. The company reported quarterly sales of $3.072 billion which beat the analyst consensus estimate of $2.986 billion by 2.89 percent. This is a 8.21 percent increase over sales of $2.839 billion the same period last year.

Earnings

Earnings Beats

Alaska Air Gr Q3 2024 Adj. EPS $2.25 Beats $2.17 Estimate, Sales $3.072B Beat $2.986B Estimate

Several airline stocks traded higher on Monday amid a drop in oil prices. Here&#8217;s a look at some of the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41575181/crude-oil-faces-steepest-one-day-drop-in-over-two-years-energy-stocks-plunge-prices">biggest movers</a>.
<ul>
<li>American Airlines Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>)</li>
</ul>
<ul>
<li>United Airlines Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</li>
</ul>
<ul>
<li>Delta Air Lines Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>)</li>
</ul>
<ul>
<li>Southwest Airlines Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</li>
</ul>
<ul>
<li>Spirit Airlines Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAVE#NYSE">SAVE</a>)</li>
</ul>
<ul>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) </li>
</ul>
<ul>
<li>JetBlue Airways Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) </li>
</ul>
<ul>
<li>Frontier Group Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULCC#NASDAQ">ULCC</a>), </li>
</ul>
The Details: Crude oil prices saw their sharpest one-day drop since 2022 on Monday. Oil futures for West Texas Intermediate (WTI) fell by 6%, settling near $67 per barrel. This drop followed <a href="https://www.benzinga.com/news/24/10/41567809/oil-etfs-plunge-premarket-after-israels-strikes-on-iran">Israeli airstrikes in Iran</a> that focused on military targets and avoided oil infrastructure, reducing fears of immediate supply disruptions.
Oil markets had initially reacted to Middle East tensions earlier in the month, with concerns that strikes on Iranian oil facilities could disrupt supply. However, the limited scope of these recent airstrikes led analysts to expect oil prices to remain under pressure. 
Analysts noted that if OPEC+ proceeds with plans to increase supply while demand, particularly from China, continues to decrease, prices could trend lower into 2025.
China's oil demand has slowed since May, with structural changes in its energy sector and a higher share of new electric vehicle registrations contributing to reduced oil consumption.
Lower oil prices are generally bullish for airlines given that oil is one of the biggest expenses for airline companies. All of the aforementioned stocks gained between 1% and 4% on Monday, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro.</a>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41575181/crude-oil-faces-steepest-one-day-drop-in-over-two-years-energy-stocks-plunge-prices">Crude Oil Faces Steepest One-Day Drop In Over Two Years, Energy Stocks Plunge: Prices &#8216;Are Likely To Remain Under Pressure,&#8217; Analyst Says</a></li>
</ul>
Image via Shutterstock.

Airline Stocks Climb As Oil Prices Drop: What's Going On?

RYAAY

SKYW

Shares of airline stocks are trading higher amid a drop in the price of oil, which can help decrease costs.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58933b2143eaaa0001698f54/meta-marshall">Morgan Stanley analyst Meta Marshall</a> upgraded the rating for Nutanix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTNX#NASDAQ">NTNX</a>) from Equal-Weight to Overweight and raised the price target from $71 to $72. Nutanix shares closed at $61.59 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Macquarie analyst Eugene Hsiao upgraded NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) from Neutral to Outperform and announced a $6.6 price target. NIO shares closed at $5.26 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59f71cb5efacff0001835807/elyse-greenspan">Wells Fargo analyst Elyse Greenspan </a>upgraded Aon plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) from Underweight to Equal-Weight and raised the price target from $315 to $377. AON shares closed at $375.44 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Nigel Coe upgraded the rating for Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>) from Peer Perform to Outperform and announced a $227 price target. Dover shares closed at $186.98 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Melius Research analyst Conor Cunningham upgraded Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) from Hold to Buy and announced a $56 price target. Alaska Air shares closed at $45.54 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NIO stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="586" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28094222/image-278-1024x586.png" alt="" class="wp-image-617166" style="width:612px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28094222/image-278-1024x586.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28094222/image-278-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28094222/image-278-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28094222/image-278.png 1086w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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This Nio Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

Melius Research analyst Conor Cunningham upgrades Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) from Hold to Buy and announces $56 price target.

Melius Research Upgrades Alaska Air Gr to Buy, Announces $56 Price Target

The U.S. Justice Department's Antitrust Division and the Department of Transportation announced on Thursday they have opened a broad public inquiry into the state of competition in air travel on topics including previous airline mergers, aircraft manufacturing, airline ticket sales, <a href="https://www.benzinga.com/government/24/09/40745931/delta-southwest-and-other-airlines-in-hot-waters-with-us-transportation-department-for-unfair-reward">pricing and rewards practices</a>.
The Details: The agencies <a href="https://www.justice.gov/opa/pr/justice-department-and-department-transportation-launch-broad-public-inquiry-state">have issued</a> a Request for Information (RFI) and seek the public's input on anticompetitive conduct, consolidation and issues affecting the availability and affordability of air travel options.&nbsp;
"Competition in air travel is a vehicle for better quality, better fares and better choices for Americans," said Assistant Attorney General Jonathan Kanter of the Justice Department's Antitrust Division.
"With this inquiry, we hope to learn more from the businesses and travelers at the center of this essential industry. Their feedback will ensure the Justice Department can continue to build on its historic efforts to protect competition in air travel," Kanter added.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/24/10/41546663/fridays-top-5-trending-stocks-whats-the-scoop-on-tesla-sofi-joby">Friday&#8217;s Top 5 Trending Stocks: What&#8217;s The Scoop On Tesla, SoFi, Joby?</a>
The U.S. Travel Association reacted to the DOJ's public inquiry into competition in air travel, which it sees as politically motivated.&nbsp;
"Today's announcement by the Departments of Transportation and Justice that they will launch ‘broad inquiries' into airline business practices is another in a long line of disappointing political stunts," the U.S. Travel Association said <a href="https://www.ustravel.org/press/us-travel-reacts-doj-dot-inquiry-air-travel-competition">in a statement</a>.
DOJ Cracks Down: Under the Biden administration, the DOJ has cracked down on industry consolidation and mergers and successfully blocked <a href="https://www.benzinga.com/news/24/03/37455281/jetblue-spirit-airlines-shares-are-moving-monday-whats-going-on">the merger</a> of JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) and Spirit Airlines, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAVE#NASDAQ">SAVE</a>) earlier this year.  
Spirit Airlines continues to face financial trouble and a potential bankruptcy after the deal with JetBlue fell through. Earlier this week, it was reported the<a href="https://www.benzinga.com/m-a/24/10/41496171/whats-going-on-with-spirit-airlines-stock-wednesday"> airline had resumed</a> preliminary merger discussions with Frontier Group Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULCC#NASDAQ">ULCC</a>). The potential merger of the two airlines would likely coincide with Spirit's restructuring of its debt and other liabilities in bankruptcy and could be affected by actions resulting from the DOJ's latest inquiry. 
Last month, the DOT launched an inquiry into whether the loyalty programs of the four largest U.S. airlines have engaged in unfair, deceptive or noncompetitive practices. Transportation Secretary Pete Buttigieg sent a letter to American Airlines, Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), United Airlines and Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) requesting records and reports related to the airlines&#8217; loyalty programs, practices and policies.
Federal agencies did allow a merger between Hawaiian Holdings, Inc. and Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) <a href="https://www.benzinga.com/government/24/08/40455513/alaska-airlines-hawaiian-airlines-1-9b-merger-gets-doj-green-light-awaits-transportation-department">to be completed</a> in September. However, the DOT required the companies to agree to a set of consumer protections before giving the deal the green light. 
Why It Matters: Other companies in the airline industry may be affected by the joint inquiry announced Thursday, including planemaker Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and parts supplier Spirit Aerosystems Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>). Investors can monitor the effects on the industry through airline-focused ETFs, including the U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>) and the iShares Trust iShares U.S. Transportation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYT#BATS">IYT</a>). 
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Image: Courtesy of&nbsp;United Airlines Holdings, Inc.

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iShares Dow Jones Transportation Average Index Fund

JETS

DOJ, DOT Open Inquiry Into Airline Competition Amid Rising Concerns

Agencies Seek Information on Consolidation, Anticompetitive Conduct and a Wide Range of Issues Impacting the Availability and Affordability of Air Travel Options
The Justice Department&#39;s Antitrust Division and Department of Transportation (DOT) today jointly announced a broad public inquiry into the state of competition in air travel. The agencies are seeking public information on consolidation, anticompetitive conduct and a wide range of issues affecting the availability and affordability of air travel options. The topics covered in the agencies&#39; joint Request for Information (RFI) include previous airline mergers, exclusionary conduct, airport access, aircraft manufacturing, airline ticket sales, pricing and rewards practices and the experiences of aviation workers.
<a href="https://www.justice.gov/opa/pr/justice-department-and-department-transportation-launch-broad-public-inquiry-state" title="https://www.justice.gov/opa/pr/justice-department-and-department-transportation-launch-broad-public-inquiry-state">https://www.justice.gov/opa/pr/justice-department-and-department-transportation-launch-broad-public-inquiry-state</a>

Reported Earlier, 'Justice Department and Department of Transportation Launch Broad Public Inquiry into the State of Competition in Air Travel' - DOJ

In the latest quarter, 7 analysts provided ratings for Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), showcasing a mix of bullish and bearish perspectives.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Alaska Air Gr, presenting an average target of $51.43, a high estimate of $55.00, and a low estimate of $45.00. Observing a 1.5% increase, the current average has risen from the previous average price target of $50.67. 
<img src="https://www.benzinga.com/files/images/story/2024/1729537264_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
A comprehensive examination of how financial experts perceive Alaska Air Gr is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Brandon Oglenski</td>
<td>Barclays</td>
<td>Announces</td>
<td>Overweight</td>
<td>$55.00</td>
<td>-</td>
</tr>
<tr>
<td>Christopher Stathoulopoulos</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Neutral</td>
<td>$45.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Duane Pfennigwerth</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$55.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Helane Becker</td>
<td>TD Cowen</td>
<td>Lowers</td>
<td>Buy</td>
<td>$50.00</td>
<td>$52.00</td>
</tr>
<tr>
<td>Andrew Didora</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$55.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Helane Becker</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$52.00</td>
<td>$51.00</td>
</tr>
<tr>
<td>Stephen Trent</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$48.00</td>
<td>$51.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Alaska Air Gr. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Alaska Air Gr compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Alaska Air Gr's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Alaska Air Gr's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/ALK/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Alaska Air Gr analyst ratings.</a>
<h2>Unveiling the Story Behind Alaska Air Gr</h2>
Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Mainline segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Horizon segment includes the capacity sold to Alaska under a CPA. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.
<h3>Financial Insights: Alaska Air Gr</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, Alaska Air Gr showcased positive performance, achieving a revenue growth rate of 2.08% as of 30 June, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 7.59%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Alaska Air Gr's ROE stands out, surpassing industry averages. With an impressive ROE of 5.36%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Alaska Air Gr's ROA excels beyond industry benchmarks, reaching 1.46%. This signifies efficient management of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.92.
<h2>How Are Analyst Ratings Determined?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Cracking The Code: Understanding Analyst Reviews For Alaska Air Gr

A federal judge in Seattle upheld an arbitration order requiring Alaska Air Group, Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) Alaska Airlines to rehire an aircraft maintenance technician who was fired after testing positive for <a href="http://benzinga.com/cannabis">cannabis</a> in July 2022.
The court's decision reflects the growing tension between state and federal laws, especially in states where marijuana use is legal.
<h3 class="wp-block-heading">Union Wins Reinstatement Via Arbitration</h3>
The technician, Gregory Chappell, was terminated following a random drug test that detected <a href="https://www.benzinga.com/topic/thc">THC</a> levels above the permissible limit. Chappell contested the results, <a href="https://www.benzinga.com/markets/cannabis/23/10/35380580/alaska-airlines-clashes-with-union-mechanics-positive-marijuana-test-sparks-legal-battle">suggesting inadvertent consumption of an infused edible at a local block party</a>. Despite his explanation, Alaska Airlines enforced its zero-tolerance drug policy without investigating his claims.
Chappell&#8217;s union, the Aircraft Mechanics Fraternal Association (AMFA), challenged the firing through arbitration and secured his reinstatement last year. Nevertheless, Alaska Airlines contested the arbitration panel&#8217;s decision, filing a lawsuit in federal court to reverse the reinstatement, citing safety concerns and questioning the credibility of Chappell&#8217;s defense.
<ul>
<li>Get Benzinga&#8217;s exclusive analysis and the top news about the cannabis industry and markets daily in your inbox for free. Subscribe to our newsletter <a href="https://newsletteremail.benzinga.com/subscribe">here</a>. If you&#8217;re serious about the business, you can&#8217;t afford to miss out.</li>
</ul>
<h3 class="wp-block-heading">Court Rejects Alaska Airlines&#8217; Appeal</h3>
However, U.S. District Judge John H. Chun affirmed the arbitration board's decision, stating that the board acted within its jurisdiction. He noted that Alaska Airlines provided "no authority suggesting that the board&#8217;s remedy was unfair."
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The judge also awarded the union attorneys' fees and costs, and remanded the issue of Chappell&#8217;s entitlement to back pay and benefits to the arbitration board, noting that the board did not account for the delay caused by the airline&#8217;s noncompliance.
<h3 class="wp-block-heading">Increased Cannabis Use Spurs Need For New Protections</h3>
Attorney Lee Seham, representing AMFA, welcomed the ruling, emphasizing the case as a reflection of the evolving legal landscape of cannabis. &#8220;Marijuana is everywhere. And it can be eaten at a potluck supper, innocently, and without physiological impact, and thereafter destroy a career,&#8221; Seham <a href="https://www.marijuanamoment.net/federal-court-upholds-order-requiring-alaska-airlines-to-rehire-worker-who-was-fired-over-positive-marijuana-test/">told</a> Marijuana Moment. He highlighted the need to protect individuals who may inadvertently consume cannabis in an era where it is more prevalent due to the advances in legalization.
Dr. Karlene Petitt, an aviation safety expert with a 42-year career of flying, commented in her recent blog <a href="https://karlenepetitt.blogspot.com/2024/10/alaska-mechanic-vinidcated.html">post</a>, stating, &#8220;This is a huge win for airline employees everywhere.&#8221; She criticized Alaska Airlines&#8217; handling of the situation and underscored the importance of honoring arbitration decisions.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">An <a href="https://twitter.com/AlaskaAir?ref_src=twsrc%5Etfw">@AlaskaAir</a> mechanic was terminated because someone laced his food with THC. He won his grievance. Alaska did not like the verdict. They took him to Federal Court. A year later the ruling is in! <a href="https://twitter.com/hashtag/Justice?src=hash&amp;ref_src=twsrc%5Etfw">#Justice</a> <a href="https://twitter.com/hashtag/mechanic?src=hash&amp;ref_src=twsrc%5Etfw">#mechanic</a> <a href="https://twitter.com/hashtag/Aviation?src=hash&amp;ref_src=twsrc%5Etfw">#Aviation</a> <a href="https://twitter.com/hashtag/Avgeeks?src=hash&amp;ref_src=twsrc%5Etfw">#Avgeeks</a> <a href="https://t.co/YIiM2BVYrZ">https://t.co/YIiM2BVYrZ</a> <a href="https://t.co/VyLONJvynb">pic.twitter.com/VyLONJvynb</a>
&mdash; Karlene Petitt (@KarlenePetitt) <a href="https://twitter.com/KarlenePetitt/status/1847315522343338422?ref_src=twsrc%5Etfw">October 18, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
As cannabis legalization <a href="https://www.benzinga.com/markets/cannabis/24/10/41406637/top-5-cannabis-legalization-missteps-in-recent-u-s-history-a-selection">expands across states</a>, federally regulated industries like aviation face unique challenges in balancing safety concerns with <a href="https://www.benzinga.com/markets/cannabis/24/08/40484301/americans-view-cannabis-as-less-harmful-than-tobacco-or-alcohol-divided-over-impact-on-society-g">changing societal norms</a>.
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Federal Court Orders Alaska Airlines To Rehire Mechanic Fired Over Cannabis

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ACHC

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엘리엇 인베스트먼트 매니지먼트(Elliott Investment Management)는 3분기에 분주했다. 미 증권거래위원회(SEC)에 새로 제출한 13-F에 따르면 이 행동주의 투자자는 <a href="https://www.benzinga.com/news/24/10/41417317/southwest-airlines-in-settlement-talks-with-activist-investor-elliott-management-to-avoid-proxy-figh">여행 및 숙박</a>에 초점을 맞춘 여러 가지 새로운 포지션을 포함하여 여러 가지 포트폴리오 전환을 수행했다.
여기 3분기에 엘리엇이 새로 취득한 모든 포지션이 있다:
<ul>
<li>Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</li>
</ul>
<ul>
<li>Arm 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) 콜 옵션</li>
</ul>
<ul>
<li>텍사스 인스트루먼트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) 콜 옵션</li>
</ul>
<ul>
<li>Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) 콜 옵션</li>
</ul>
<ul>
<li>Energy Select Sector SPDR Fund Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) 콜 옵션</li>
</ul>
<ul>
<li>알래스카 에어 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 콜 옵션</li>
</ul>
<ul>
<li>아메리칸 항공 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) 콜 옵션</li>
</ul>
<ul>
<li>아이콘 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLR#NASDAQ">ICLR</a>) 콜 옵션</li>
</ul>
<ul>
<li>아이큐비아 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQV#NYSE">IQV</a>) 콜 옵션</li>
</ul>
<ul>
<li>메리어트 인터내셔널 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) 풋 옵션</li>
</ul>
<ul>
<li>힐튼 월드와이드 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>) 풋 옵션</li>
</ul>
<ul>
<li>에퀴닉스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQX#NASDAQ">EQX</a>) 풋 옵션</li>
</ul>
<ul>
<li>하얏트 호텔 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) 풋 옵션</li>
</ul>
<ul>
<li>Materials Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) 풋 옵션</li>
</ul>
3분기 동안 엘리엇이 늘린 모든 포지션을 살펴보겠다:
<ul>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) 919% 증가</li>
</ul>
<ul>
<li>웨스턴 디지털 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) 90% 증가</li>
</ul>
<ul>
<li>엣시 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) 11% 증가</li>
</ul>
<ul>
<li>매치 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTCH#NASDAQ">MTCH</a>) 3% 증가</li>
</ul>
이번 분기에 엘리엇이 줄인 모든 포지션은 다음과 같다:
<ul>
<li>빌 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BILL#NYSE">BILL</a>) 24% 감소</li>
</ul>
<ul>
<li>블랙라인 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BL#NASDAQ">BL</a>) 20% 감소</li>
</ul>
<ul>
<li>씨드릴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SDRL#NYSE">SDRL</a>) 9% 감소</li>
</ul>
<ul>
<li>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) 7% 감소</li>
</ul>
위의 정보는 분기 동안 증가하거나 줄어들거나 완전히 매도된 콜 또는 풋 옵션을 포함하지 않았다.
이 정보는 <a href="https://13f.info/13f/000101359424000968/compare/000101359424000660">13f.info</a>의 비교 도구를 사용하여 수집되었습니다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/hedge-funds/24/11/41995340/nelson-peltzs-trian-fund-management-reshaped-portfolio-ahead-of-presidential-election">넬슨 펠츠의 트라이언 펀드 매니지먼트가 대선 전 포트폴리오를 재편성</a></li>
</ul>
사진: Pixabay.

유가 하락으로 인해 월요일 몇몇 항공사 주식이 상승세를 보였습니다. <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41575181/crude-oil-faces-steepest-one-day-drop-in-over-two-years-energy-stocks-plunge-prices" target="_blank" rel="noopener" data-google-interstitial="false">가장 큰 움직임</a>을 보이는 몇 가지를 살펴보겠다.
<ul>
<li>아메리칸 항공 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>)</li>
</ul>
<ul>
<li>유나이티드 항공 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</li>
</ul>
<ul>
<li>델타 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>)</li>
</ul>
<ul>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</li>
</ul>
<ul>
<li>스피릿 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAVE#NYSE">SAVE</a>)</li>
</ul>
<ul>
<li>알래스카 에어 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>)</li>
</ul>
<ul>
<li>제트블루 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>)</li>
</ul>
<ul>
<li>프론티어 그룹 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULCC#NASDAQ">ULCC</a>),</li>
</ul>
상세 내용: 월요일에 원유 가격이 2022년 이후 가장 큰 하루 하락폭을 기록했다. 서부 텍사스 중질유(WTI) 선물 가격이 6% 하락하여 배럴당 약 67달러에 거래되었다. 이 하락은 <a href="https://www.benzinga.com/news/24/10/41567809/oil-etfs-plunge-premarket-after-israels-strikes-on-iran">이스라엘의 이란 공습</a>이 군사 목표에만 집중하고 석유 인프라를 피한 후 즉각적인 공급 중단에 대한 우려를 줄였기 때문이다.
원유 시장은 이달 초 중동 긴장 사태에 처음 반응하여 이란 석유 시설에 대한 공습이 공급을 차단할 수 있다는 우려가 있었다. 그러나 최근 공습의 제한된 범위는 분석가들로 하여금 유가가 계속 압박을 받을 것으로 예상하게 했다.
분석가들은 OPEC+가 공급을 늘릴 계획을 진행하고 중국을 중심으로 수요가 계속 감소하면 가격이 2025년까지 하락할 수 있다고 언급했다.
중국의 석유 수요는 5월 이후로 둔화되었으며, 에너지 부문의 구조적 변화와 새로운 전기차 등록 비율의 증가가 석유 소비 감소에 기여했다.
유가가 하락하면 항공사에게 긍정적이다. 유가가 항공사들의 가장 큰 비용 중 하나이기 때문이다. <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>에 따르면, 위에 언급된 모든 주식은 월요일에 각각 1%에서 4% 사이로 상승했다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41575181/crude-oil-faces-steepest-one-day-drop-in-over-two-years-energy-stocks-plunge-prices">원유, 2년 만에 가장 큰 하루 하락폭 기록: 에너지 주식 급락, 가격은 &#8216;압박을 받을 가능성 높음&#8217; 분석가 의견</a></li>
</ul>
이미지 출처: Shutterstock.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

제트기 동체의 주요 공급업체인 스피릿 에어로시스템즈 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>)는 캔자스주 <a href="https://www.spiritaero.com/pages/release/spirit-statement-on-wichita-reduction-in-force/" target="_blank" rel="noreferrer noopener">위치타 공장에서 직원</a>을 400~450명 감원한다고 밝혔다.
이번 감원은 스피릿의 최대 고객인 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)의 생산 감소에 대한 대응이다.
스피릿은 "최근 상용 프로그램의 배송 속도가 느려지면서 위치타의 인력을 감축하게 되었다"라고 말했다.
원래 보잉의 일부였던 스피릿 에어로시스템즈는 현재 어려움의 핵심이었던 737 맥스(MAX) 제트기와 관련하여 심각한 품질 문제에 직면해 있다.
<a href="https://www.wsj.com/business/airlines/boeing-supplier-spirit-aerosystems-to-lay-off-hundreds-c032aac8?mod=hp_listb_pos3" target="_blank" rel="noreferrer noopener">월스트리트 저널</a>의 보고서에 따르면 약 13,000명의 직원을 고용하고 있는 위치타 시설은 이러한 문제의 진원지이다.
이번 해고는 <a href="https://www.benzinga.com/markets/equities/24/05/38610474/airbus-demands-compensation-to-acquire-spirit-operations-report" target="_blank" rel="noreferrer noopener">에어버스</a> SE(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) 항공기용 부품을 제조하는 스피릿의 공장 통제와 관련하여 스피릿과 에어버스 간의 <a href="https://www.benzinga.com/markets/equities/24/05/38610474/airbus-demands-compensation-to-acquire-spirit-operations-report" target="_blank" rel="noreferrer noopener">진행 중인 협상</a>으로 인해 보잉의 스피릿 인수 노력이 지연되는 것과 일치한다.
관련 기사: <a href="https://www.benzinga.com/news/24/05/38878486/united-airlines-set-to-expand-as-faa-lifts-safety-limits" target="_blank" rel="noreferrer noopener">FAA가 안전 규제를 완화하면서 유나이티드 항공의 사업 확장 가능성 증가</a>
보잉 경영진은 품질 문제를 해결하려면 스피릿을 인수하는 것이 중요하다고 믿고 있다. 특히 위치타 공장은 지난 1월 알래스카항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 사고와 관련된 동체를 생산해 결함 관리에 있어 오랜 문제가 부각됐다.
지난달, 보잉은 4억 2천 5백만 달러의 선지급금을 지불하여 스피릿이 품질 개선 비용을 부담할 수 있도록 돕기로 했다.
그럼에도 불구하고 스피릿은 <a href="https://www.benzinga.com/news/earnings/24/05/38672413/spirit-aerosystems-encounters-headwinds-in-q1-as-boeing-737-issues-take-toll" target="_blank" rel="noreferrer noopener">1분기에 상당한 손실을 기록</a>했으며 추가 자금 조달을 위해 잠재적인 금융 시장 개입을 암시했다.
팻 섀너핸 CEO는 회사가 현재 에어버스의 A350 및 A220 제트기 부품 생산에서 손실을 입고 있으며 에어버스와의 가격 인상 협상이 교착 상태에 있다고 언급했다.
보잉은 규제 조사와 품질 문제 해결 노력으로 생산 속도를 줄였고, 이로 인해 과잉 재고 관리를 위해 부품 주문이 감소했다.
보잉은 올해 후반기에 월 38대의 737을 생산하는 것을 목표로 하고 있지만, 현재 생산 속도는 여전히 낮다. 반면에 스피릿은 매월 42대의 737 동체를 제조할 수 있는 장비를 갖추고 있다.
스피릿 에어로시스템의 주식은 지난 12개월 동안 24% 이상 상승했다. 투자자들은 SPDR S&amp;P Aerospace &amp; Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XAR#NYSE">XAR</a>) 및 IShares U.S. Aerospace &amp; Defense ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>)를 통해 이 주식에 노출될 수 있다.
주가 움직임: 금요일 스피릿 주가는 1.55% 하락한 30.51달러에 마감했다.
면책 조항: 이 콘텐츠는 인공지능 도구를 활용하여 일부 제작되었으며, Benzinga 편집인들이 검토하고 발행되었다.
계속 읽기: <a href="https://www.benzinga.com/news/24/05/38845748/justice-department-accuses-boeing-of-2021-settlement-breach" target="_blank" rel="noreferrer noopener">정의부, 보잉에 2021 결의 위반 혐의</a>
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Alaska Air Gr

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금요일, 11월 15, 2024

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