JetBlue Airways (NASDAQ:JBLU) 주식

JetBlue Airways

JetBlue Airways Corp is a low-cost airline that offers high-quality service, including assigned seating and in-flight entertainment. It served approximately 100 destinations in the United States, the Caribbean and Latin America, Canada, and England. The company currently operates Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft types. The company has one operating segment, Air Transportation Services, which provides services in the United States, the Caribbean, Latin America, Canada, and Europe. The majority of revenue is generated from the Domestic & Canada segment.

Bulls and Bears 1

Markets

APVO

CRCL

GRRR

HUSA

JBLU

OKLO

URNM

XAIR

벤징가는 지난 한 주 동안 많은 투자자가 선호하는 주식의 전망을 조사했다 — 우리의 주요 기사를 살펴보자. 이스라엘과 이란 간의 긴장이 고조되고, 도널드 트럼프 대통령의 연방준비제도(연준) 의장 제롬 파월에 대한 공격이 재개되면서 시장이 불안정해졌다. 연준은 금리를 4.25-4.5%로 동결하고 2026년 금리 인하 전망을 하향 조정했으며, 인플레이션 우려가 커짐에 따라 2025년에 두 차례 금리 인하를 신호했다. 트럼프는 파월을 &#34;미국의 수치&#34;라고 언급하며 대규모 금리 인하를 촉구했다.

벤징가 불스 앤 베어스: 서클, 우라늄, 선런, 제트블루 - 그리고 중동 시장 불안

investor charts ai2

Biotech

Long Ideas

Hedge Funds

Trading Ideas

General

BLCO

ILMN

칼 아이칸은 실험실에서 활주로로 대담한 움직임을 보이고 있다. 그의 최신 13F 제출서에 따르면, 3월 31일로 끝나는 분기에 이 억만장자 행동주의 투자자는 일루미나(NASDAQ:ILMN) 및 제트블루 항공(NASDAQ:JBLU)에 대한 보유량을 크게 늘렸다 – 생명공학과 항공사 모두에 대한 인상적인 베팅이다.

칼 아이칸, 유전자와 항공기에 대한 베팅 강화: 일루미나 지분 450% 증가, 제트블루 보유 90% 증가

Passport,In,Travelers,Hand,At,The,Airport.

Analyst Color

Travel

Analyst Ratings

ALGT

CMCSA

NCLH

PRKS

캐나다 사람들의 미국 여행이 10% 감소하면, 미국 방문자 수가 200만 명 감소하고 미국에 대한 지출 손실이 21억 달러에 달할 수 있다.이는 미국여행협회(U.S. Travel Association)의 데이터를 인용한 골드만삭스 애널리스트 리지 도브의 주장이다. 도브는 최근 항공사, 크루즈, 숙박, 테마파크에 대한 캐나다 관광객의 노출을 심층적으로 조사했다.

관세 긴장 속 캐나다인 미국 여행 감소로 GDP 영향받을 수 있어 - 골드만삭스

JetBlue Airways Corporation - Common Stock

JetBlue Airways Corp

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
Escalating tensions between Israel and Iran, and President Donald Trump's renewed attacks on Fed Chair Jerome Powell, unsettled markets this week. The Federal Reserve held rates at 4.25-4.5%, cut its 2026 rate‑cut outlook, and signaled two cuts in 2025 amid growing inflation concerns. Trump called Powell "an American disgrace," renewing calls for outsized rate cuts.
Markets fluctuated on geopolitical and central‑bank uncertainty. Energy and defense stocks lagged, while treasury yields climbed modestly as investors weighed inflation risks. Renewables fell following proposed tax‑credit rollbacks.
Looking ahead, investors are watching Fed nominations — Trump hinted at replacing Powell — as well as developments in the Middle East and next week's economic data. Any signals on Fed independence or geopolitical escalation could significantly sway sentiment.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46030182/circle-stock-rockets-540-cathie-wood-says-weve-just-begun">"Circle stock rockets 540%: Cathie Wood says ‘we've just begun'"</a>, by Erica Kollmann, reports that Circle Internet Group Inc. (NYSE: CRCL) shares have surged 540% since their June 5 IPO — hitting $199.59 — after a Senate vote on the GENIUS Act and bullish remarks from ARK Invest's Cathie Wood, who said "we've just begun on a very big journey here."
<a href="https://www.benzinga.com/markets/commodities/25/06/45994711/uranium-stocks-on-11-week-tear-their-longest-winning-streak-in-history">"Uranium stocks on 11‑week tear — their longest winning streak in history"</a>, by Surbhi Jain, reports that uranium equities and ETFs — including Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>) and Sprott Uranium Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>) — have rallied for 11 consecutive weeks, marking their longest uninterrupted winning streak on record.
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46007657/gorilla-technology-stock-surges-on-q1-earnings-as-momentum-builds">"Gorilla Technology stock surges on Q1 earnings as momentum builds"</a>, by Adam Eckert, reports that Gorilla Technology Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>) shares climbed sharply after Q1 results showed revenue doubled to $18.26 million year-over-year and adjusted earnings swung to a $0.23 profit from a $1.47 loss, while its $5 billion pipeline and $33.8 million cash position bolstered investor confidence.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/health-care/25/06/45999930/aptevo-therapeutics-touts-data-from-investigational-drug-trial-for-aggressive-blood-cancer">Aptevo Therapeutics Touts Data From Investigational Drug Trial For Aggressive Blood Cancer</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46007657/gorilla-technology-stock-surges-on-q1-earnings-as-momentum-builds">Oklo Stock Is Rising Again: What's Going On?</a>
<a href="https://www.benzinga.com/markets/tech/25/06/45982049/vertiv-holdings-stock-25-off-highs-is-now-riding-nvidias-ai-wave">Vertiv Holdings Stock, 25% Off Highs, Is Now Riding Nvidia's AI Wave</a>

The Bears
<a href="https://www.benzinga.com/analyst-stock-ratings/downgrades/25/06/45981680/sunrun-receives-downgrade-as-analyst-warns-business-model-relies-on-inflated-system-values-for-tax-credits">"Sunrun receives downgrade as analyst warns business model relies on inflated system values for tax credits"</a>, by Anusuya Lahiri, reports that Sunrun Inc. (NASDAQ: RUN) was downgraded to Sell by GLJ Research's Gordon L. Johnson II, who warned that the company depends on overstating solar system values to claim tax credits — an exposure that the pending Senate bill could curtail and threaten its cash flow.
<a href="https://www.benzinga.com/news/travel/25/06/45983684/jetblue-ceo-more-cuts-ahead-as-airline-faces-prolonged-losses">"JetBlue CEO: More cuts ahead as airline faces prolonged losses"</a>, by Erica Kollmann, reports that CEO Joanna Geraghty warned employees that weak travel demand has forced JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) to implement further flight and cost reductions and to delay its break-even target, potentially prolonging losses despite planned capacity cuts and route eliminations.
<a href="https://www.benzinga.com/trading-ideas/technicals/25/06/46000107/mcdonalds-stock-slips-below-200-day-line-can-the-big-arch-reverse-the-slide">"McDonald's stock slips below 200‑day line — can ‘The Big Arch' reverse the slide"</a>, by Surbhi  Jain, reports that McDonald's Corp. (NYSE: MCD) shares have fallen below their 200‑day moving average — alongside key technical indicators like an RSI of 25.75 and a bearish MACD — while options markets reflect little optimism despite the launch of the "Big Arch" burger.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/markets/earnings/25/06/45984979/beyond-air-stock-dips-after-mixed-q4-results-heres-what-to-know">Beyond Air Stock Dips After Mixed Q4 Results: Here's What To Know</a>
<a href="https://www.benzinga.com/cannabis/25/06/45997534/canadian-medical-marijuana-firm-aurora-cannabis-expects-weak-demand-in-international-market">Canadian Medical Marijuana Firm Aurora Cannabis Expects Weak Demand In International Market</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/45995637/houston-american-energy-stock-is-sinking-wednesday-heres-why">Houston American Energy Stock Is Sinking Wednesday: Here's Why</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

Benzinga Bulls And Bears: Circle, Sunrun, JetBlue — And Mideast Has Markets Nervous

JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) CEO Joanna Geraghty told employees on Tuesday that the company is rolling out additional cost-saving measures due to weaker travel demand, making it unlikely the airline will reach break-even <a href="https://www.benzinga.com/general/travel/25/05/45680686/premium-travel-demand-gives-airlines-hotels-and-cruises-an-edge-in-2025-goldman-sachs">margins this year.</a>
<h2 class="wp-block-heading">Financial Outlook and Profitability</h2>
Geraghty expressed hope that demand and bookings might improve, but noted that even a rebound would not fully recover the losses experienced so far, according to <a href="https://www.cnbc.com/2025/06/17/jetblue-cost-cuts.html?&amp;qsearchterm=jblu">CNBC</a>. 
As a result, JetBlue continues to depend on borrowed funds to maintain operations, and the path to profitability will take longer than initially expected.
Read Next:<a href="https://www.benzinga.com/markets/tech/25/06/45971345/sunrun-first-solar-plunge-solar-stocks-hit-hard-by-trump-tax-bill-latest?utm_source=articleShare"> Sunrun, First Solar Plunge—Solar Stocks Hit Hard By Trump Tax Bill: Latest</a>
<h2 class="wp-block-heading">Operational Adjustments</h2>
<ul class="wp-block-list">
<li>Flight Reductions:&nbsp;The airline will further decrease flights during off-peak times and eliminate routes that are not profitable.</li>
<li>Fleet Changes:&nbsp;Plans to upgrade four older Airbus A320 aircraft with new interiors have been put on hold, and these planes will be parked. However, six other jets scheduled for refurbishment will still be updated next year.</li>
<li>Hiring and Spending:&nbsp;JetBlue is reviewing its hiring strategy, may consolidate some leadership roles, and is looking to reduce travel expenses for staff.</li>
</ul>
<h2 class="wp-block-heading">Industry Context</h2>
U.S. airlines, including JetBlue, are reducing capacity, especially in the latter half of the year, as domestic travel bookings have been lower than anticipated and ticket prices have dropped. In May, airfares were 7.3% lower than the previous year, according to the U.S. Department of Labor.
<h2 class="wp-block-heading">Strategic Challenges</h2>
JetBlue has been seeking ways to boost revenue and cut costs after courts blocked its planned purchase of Spirit Airlines and ended its partnership with American Airlines in the Northeast. The company last reported an annual profit in 2019.
<h2 class="wp-block-heading">Additional Pressures on Airlines</h2>
Airline stocks <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45927665/whats-going-on-with-jetblue-airways-stock-today">have broadly declined </a>after Israel launched strikes against Iran, which drove up oil prices and created uncertainty around future travel demand.&nbsp;The resulting surge in fuel costs and worries about escalating conflict have made investors more cautious about the airline sector. 
The recent crash of Air India Flight AI171, which took off from Ahmedabad and resulted in significant loss of life, has further weighed on the aviation industry. This tragic event has added to negative sentiment and may be contributing to the sector's current struggles. 
Read Next:<a href="https://www.benzinga.com/news/retail-sales/25/06/45953480/alibaba-pdd-stocks-climb-chinas-retail-sector-gains-despite-us-tariffs?utm_source=articleShare">&nbsp;</a>
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/retail-sales/25/06/45953480/alibaba-pdd-stocks-climb-chinas-retail-sector-gains-despite-us-tariffs?utm_source=articleShare">Alibaba, PDD Stocks Climb As China&#8217;s Retail Sector Gains Despite US Tariffs</a></li>
</ul>
Image: Shutterstock

News

Management

Movers

JetBlue CEO: More Cuts Ahead As Airline Faces Prolonged Losses

WIIM

JetBlue shares are trading lower on a report suggesting the company will cut more flights and other costs, with break-even in 2025 is "unlikely" due to weaker travel demand.

Reuters Cites Memo From Jetblue Airways Saying Hoped To Reach Break-Even Operating Margin This Year, Which Now Seems Unlikely; Co Has Identified Ways To Combine/Restructure Certain Roles At The Leadership Level; Co Has Been Assessing Size & Scope Of Our Leadership Team; Co Will Continue To Reduce Flying To Match Weaker Demand And In Markets With Multiple Frequencies; Co Is Issuing Updated Travel & Expense Policy This Week Aimed At Reducing Certain Travel Costs

CNBC: 'JetBlue to cut more flights, other costs with break-even 2025 'unlikely' due to weaker travel demand'

Shares of airline stocks are trading higher, rebounding after falling on Friday. Oil prices have come down and geopolitical uncertainty could be easing amid a report suggesting Iran wants to de-escalate Israel hostilities.

JetBlue Airways Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) shares were trading lower in the <a href="https://www.benzinga.com/movers">premarket session on Friday.</a>
In fact, most shares of airline stocks are trading lower following Israel&#8217;s strikes on Iran, which have raised fuel prices and clouded <a href="https://www.benzinga.com/markets/market-summary/25/06/45922513/global-markets-slide-as-iran-israel-conflict-heats-up-oil-soars" target="_blank" rel="noreferrer noopener">the travel demand outlook.</a>
The recent crash of an Air India flight, AI171, could <a href="https://www.benzinga.com/markets/equities/25/06/45919464/boeing-faces-fresh-turmoil-as-india-mulls-787-8-grounding-after-fatal-crash-ceo-kelly-cancels-paris-trip-report" target="_blank" rel="noopener">also be pressuring the sector</a>. On Thursday, the flight, which was taking off from the Sardar Vallabhbhai Patel International Airport in Ahmedabad, met with a tragic fate.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/06/45918802/middle-east-tensions-rattle-markets-us-stock-futures-slide-oil-jumps-8-gold-surges-above-3400-after-israel-strikes-iran" rel="noreferrer noopener">Middle East Tensions Rattle Markets: US Stock Futures Slide, Oil Jumps 8%, Gold Surges Above $3,400 After Israel Strikes Iran</a>
Despite the market winds, JetBlue Airways has launched a new daily nonstop route connecting New York&#8217;s John F. Kennedy International Airport<a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45917264/jetblues-first-flight-to-san-pedro-sula-takes-off-today" rel="noreferrer noopener"> to San Pedro Sula, Honduras</a>.
This marks JetBlue&#8217;s first foray into the Honduran market and further expands the airline&#8217;s reach in Latin America and the Caribbean, a region that now accounts for more than one-third of its total capacity.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, JBLU stock has lost over 14% in the past year. Investors can gain exposure to the stock via&nbsp;Themes Airlines ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIRL#NASDAQ">AIRL</a>).
The new route strengthens JetBlue&#8217;s mission to grow its Visiting Friends and Relatives network and improve connectivity in high-demand Central American corridors.
San Pedro Sula, a key economic and cultural center in northern Honduras, is now directly linked to New York via JetBlue&#8217;s daily flights.
Operated with Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) A320 aircraft, the route offers travelers easier access to regional attractions such as the Bay Islands, Roatán, and the historic Copán ruins.
JetBlue said it is the only U.S. carrier offering daily nonstop service between JFK and San Pedro Sula.
JetBlue also confirmed that it is offering limited one-way fares for $119, available exclusively through its official website.
Customers booking on jetblue.com can also take advantage of benefits like access to all fare classes, 2x TrueBlue points, Points Pooling, and upgrade options to Even More space.
Passengers on the new route can expect JetBlue&#8217;s signature in-flight experience, including complimentary snacks and drinks, free high-speed Fly-Fi, individual seatback entertainment as well as spacious economy seating.
With the addition of San Pedro Sula, JetBlue is on track to reach over 40 international destinations by the end of 2025.
Price Action: JBLU shares are trading lower by 4.01% to $4.560 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://editorial.benzinga.com/wp-admin/post.php?post=949090&amp;action=edit" target="_blank" rel="noreferrer noopener">Trump Issues Stark Warning To Iran To &#8216;Make A Deal&#8217; After Israel&#8217;s Strikes On Nuclear Sites: &#8216;Just Do It Before It&#8217;s Too Late&#8217;</a></li>
</ul>
Photo: Shutterstock

Equities

AIRL

European Aeronautic Defence And Space Unsponsored

EADSY

What's Going On With JetBlue Airways Stock Today?

Shares of airline stocks are trading lower following Israel's strikes on Iran, which have raised fuel prices and could travel demand outlook. The recent crash of an Air India flight could also be pressuring the sector.

<ul>
<li>Daily nonstop service from New York's JFK introduces the airline's award-winning service and low fares to Honduras</li>
<li>To celebrate launch, limited $119 one-way fares available online only on jetblue.com</li>
</ul>

Reported Earlier, JetBlue Begins Daily Flights To San Pedro Sula, Connecting New York Travelers To Honduras

RYAAY

SKYW

Shares of airline companies are trading lower after an Air India 787-8 Dreamliner crashed near the Ahmedabad airport.

JetBlue Announced The Official Launch Of Paisly, Llc, Formerly Jetblue Travel Products

Macro Economic Events

Politics

Economics

ULCC

Reuters Cites Letter Saying Major Airlines Warn New Trump Tariffs On Imported Planes, Parts Could "Dismantle" Recovering Supply Chain, Put Aviation Safety At Risk

Global

Reuters Cites Filing With Commerce Department Saying U.S. Aerospace Group Warns New Tariffs On Airplanes, Parts Could Put Supply Chain, Aviation Safety At Risk

In a turbulent first half of 2025 for the <a href="https://www.benzinga.com/general/travel">global travel sector</a>, Goldman Sachs sees an edge for investors: &#8220;premiumization.&#8221;
From lie-flat airline seats to luxury cruise cabins and high-end hotel brands, premium travel products have shown striking resilience to macroeconomic pressures—and companies leaning into this segment are emerging <a href="https://www.benzinga.com/topic/travel-stocks">as the strongest performers.</a>
Premium travel is "increasingly driven by higher-income consumers less impacted by short-term macro volatility," said Goldman Sachs analyst Catherine O'Brien.
According to O'Brien, stocks most exposed to "premiumization" include Buy-rated Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) and Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
<h3 class="wp-block-heading">Airlines: Premium Demand Leads</h3>
In a note shared Thursday, O'Brien highlighted that premium cabins outperformed economy in the first quarter across all major U.S. airlines.
Delta Air Lines posted a 6.8% year-over-year increase in premium revenue in the first quarter, while its main cabin revenue declined 1.2%. United Airlines reported international Polaris cabin revenue up 8% and Premium Plus up 5%.
Alaska Air said premium accounted for 34% of total revenue, with Hawaiian routes contributing a 17% jump in high-end bookings.
Airlines like JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) and American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) echoed similar trends, with premium class outperforming main cabin across both domestic and international routes.
This shift isn't just cyclical. Airlines have introduced more segmented products—from extra legroom economy to exclusive suites—making premium more accessible while preserving upsell potential. Delta's domestic first-class load factor jumped to 75%, from just 12% fifteen years ago.
<h3 class="wp-block-heading">Hotels: Luxury RevPAR Resilience</h3>
In lodging, luxury continues to drive performance.
Marriott International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) said its luxury tier had the strongest occupancy and average daily rate (ADR) growth globally in the first quarter, while Hyatt Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) saw luxury RevPAR (revenue per available room) rise over 8%.
By contrast, Choice Hotels International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) and Wyndham Hotels &amp; Resorts Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>), both focused on economy and midscale properties, slashed their 2025 outlooks by up to 300 basis points.
Premium hotel supply remains constrained due to higher construction costs and longer breakeven timelines, which support pricing power and margin sustainability. Growth in luxury RevPAR has led all chain scales for four straight quarters, with the first quarter of 2025 showing 7.5% year-over-year growth.
<h3 class="wp-block-heading">Cruise Lines: Premium Pricing Power</h3>
The cruise sector is also sailing toward premium. Goldman notes that Norwegian Cruise Line and Royal Caribbean Cruises have priced their newest ships at up to 60% premiums over older vessels.
For instance, Royal&#8217;s Icon of the Seas commands a 43% price premium, while NCLH's Norwegian Aqua leads with a 59% markup.
Premium cruise offerings such as "The Haven" suites on Norwegian ships continue to sell out early and achieve top customer satisfaction scores. RCL also noted that ships built after the Oasis class generate 2x the EBITDA of older ships.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45669445/us-economy-contracts-by-02-in-q1-labor-market-shows-signs-of-cracks-as-jobless-claims-surge">US Economy Contracts By 0.2% In Q1, Labor Market Shows Signs Of Cracks As Jobless Claims Surge </a></li>
</ul>
Photo: oneinchpunch/Shutterstock

Premium Travel Demand Gives Airlines, Hotels And Cruises An Edge in 2025: Goldman Sachs

JetBlue (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) and United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) unveiled a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45665539/jetblue-and-united-announce-blue-sky-unique-consumer-collaboration-that-links-loyalty-programs" rel="noreferrer noopener">wide-ranging partnership</a> on Thursday to expand customer benefits, loyalty rewards, and travel options across both airlines&#8217; networks.
The initiative called &#8220;Blue Sky&#8221; enables travelers to earn and redeem loyalty points across both airlines, with shared access to preferred seating, standby options, and simplified booking through each carrier&#8217;s website and app. 
The collaboration signals a notable shift in airline cooperation, focusing on convenience and cross-network integration rather than a traditional codeshare.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45588734/jetblue-adds-transatlantic-routes-from-boston-but-stock-slips-heres-why" rel="noreferrer noopener">JetBlue Adds Transatlantic Routes From Boston, But Stock Slips &#8211; Here&#8217;s Why</a>
The announcement comes after <a target="_blank" href="https://www.benzinga.com/25/04/45093263/jetblue-in-talks-with-united-airlines-over-possible-partnership-report" rel="noreferrer noopener">reports</a> from late April indicated that JetBlue was in talks with United following the collapse of its previous alliance with American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) in 2023.
JetBlue President Marty St. George had confirmed ongoing negotiations with multiple carriers during the company&#8217;s earnings call, stating an announcement was expected by the quarter&#8217;s end. JetBlue was facing financial pressures at the time, including a 3.1% drop in <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45070298/jetblue-warns-of-weak-travel-demand-pulls-2025-outlook" rel="noreferrer noopener">first-quarter</a> revenue and a $2 million <a target="_blank" href="https://www.benzinga.com/general/travel/25/01/42791291/jetblue-fined-2-million-for-chronic-flight-delays-delta-united-rank-among-most-on-time-airlines" rel="noreferrer noopener">DOT fine</a> for chronic flight delays.
Under Blue Sky, United&#8217;s MileagePlus members will gain access to JetBlue&#8217;s domestic and Caribbean routes. At the same time, JetBlue&#8217;s TrueBlue users will be able to tap into United&#8217;s expansive international reach, including destinations like Cape Town and Tahiti. Future phases will introduce reciprocal perks such as priority check-in, baggage allowances, and extra legroom seating.
JetBlue will grant United access to seven round-trip slots at JFK Airport by 2027 as part of the deal. Additionally, the carriers will exchange eight flight slots at Newark Liberty International, expanding route flexibility.
The agreement also includes tech integration. United will migrate its ancillary travel services, hotels, rental cars, and cruises, onto JetBlue&#8217;s Paisly platform, known for its personalized, human-centered design. Meanwhile, JetBlue will begin using United&#8217;s Kinective Media system to deliver tailored in-flight advertising based on passenger travel patterns.
Although the airlines will continue to manage operations and pricing separately, they may extend select corporate travel benefits across networks. A detailed rollout of the shared loyalty benefits is expected later this year.
Related ETFs: U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>), iShares Transportation Average ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYT#BATS">IYT</a>).
Price Action: At the last check Thursday, JBLU shares were trading higher by 2.11% to $5.33 and UAL higher by 2.71% to $79.60.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/05/45639000/southwest-airlines-to-reap-430-million-in-profit-from-new-baggage-fees-says-analyst" target="_blank" rel="noreferrer noopener">Southwest Airlines To Reap $430 Million In Profit From New Baggage Fees, Says Analyst</a></li>
</ul>
Photo by Coby Wayne via Shutterstock

iShares Dow Jones Transportation Average Index Fund

JETS

JetBlue, United Airlines Link Loyalty Programs With New Partnership

JetBlue (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) and United (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) today announced Blue Sky: a new and unique collaboration that gives customers of both airlines even more options to find flights that fit their plans as well as new opportunities to earn and use MileagePlus&#xAE; miles and TrueBlue points across both airlines.

JetBlue and United Team Up to Expand Flight Options and Shared Rewards

Shares of airline companies are trading higher after President Trump delayed 50% EU tariffs to July. The industry may also be experiencing a surge in strength due to a rise in travel during the Memorial Day weekend.

JetBlue Airways Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) said it is enhancing its international presence from Boston Logan International Airport by adding two daily nonstop summer routes to Madrid and Edinburgh, expanding its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45579287/jetblue-expands-transatlantic-service-from-boston-with-new-flights-to-madrid-and-edinburgh-taking-" rel="noreferrer noopener">European network for the 2025 travel season</a>.
With the start of service to Madrid, JetBlue becomes the only U.S. airline offering nonstop service between Boston and Spain&#8217;s capital.&nbsp;
On Thursday, the company confirmed that these services will run through October 25, 2025, as part of the airline&#8217;s continued push to strengthen Boston as a key transatlantic hub.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45093263/jetblue-in-talks-with-united-airlines-over-possible-partnership-report" rel="noreferrer noopener">JetBlue In Talks With United Airlines Over Possible Partnership: Report</a>
The airline also resumed its seasonal connection between Boston and London-Gatwick as it broadens its reach across the Atlantic. These developments support JetBlue&#8217;s broader JetForward strategy, designed to scale its East Coast leisure travel offerings and solidify its footprint in competitive international markets.
Despite the expansion, JetBlue shares traded lower on Friday. The dip may reflect broader geopolitical uncertainty after President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/114556968834547173" target="_blank" rel="noreferrer noopener">announced</a> on Truth Social that he is &#8220;recommending a straight 50% tariff on the European Union,&#8221; citing stalled trade negotiations.
The tariff threat introduces a potential headwind for U.S.-EU travel and business links, which could weigh on investor sentiment surrounding airline stocks.
For U.S. corporations with heavy exposure to Europe, particularly in tech, autos, agriculture and aviation, the economic consequences could be significant if the <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">European Union responds in kind</a>.
Daniel Shurz, JetBlue&#8217;s senior vice president overseeing revenue and network planning, highlighted the company&#8217;s goal to make European destinations more accessible and affordable for New England travelers. He noted that adding Madrid and Edinburgh also boosts JetBlue&#8217;s connectivity to domestic, Latin American, and Caribbean markets.
Ed Freni, executive director of aviation at Massport, emphasized Madrid&#8217;s cultural appeal and praised JetBlue&#8217;s debut service to Spain&#8217;s capital as a significant milestone.
Martha J. Sheridan, president and CEO of Meet Boston, said the new routes promote cultural and economic exchange and are expected to drive increased tourism from Europe to Boston.
JetBlue will operate the new routes with its Airbus A321 aircraft, offering both its signature Mint premium class and its award-winning Core experience.
The airline promises high-speed internet access, seatback entertainment, and curated in-flight meals. To mark the launch, introductory round-trip fares from Boston start at $699 to Madrid and $649 to Edinburgh in Core, with limited-time Mint fares also available.
These latest additions join JetBlue&#8217;s existing service from Boston to Amsterdam, Dublin, London-Heathrow, London-Gatwick, and Paris. Due to growing demand, the airline is also extending JFK-Edinburgh and JFK-Dublin routes through late October.
Price Action: JBLU shares are trading lower by 1.42% to $4.86 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom" target="_blank" rel="noreferrer noopener">Trump Tariff Threat Hits Europe: Stocks Sink As 50% Duties Loom</a></li>
</ul>
Photo by Coby Wayne via Shutterstock

Media

JetBlue Adds Transatlantic Routes From Boston, But Stock Slips - Here's Why

<ul>
<li>Daily nonstop seasonal service introduces the airline's award-winning service to seventh transatlantic market from Boston</li>
<li>To celebrate the launch, limited roundtrip fares are available starting at €599 and $699 in Core and €1,999, $2,399 in Mint for Boston–Madrid route, and £499 and $649 in Core and £1,999 and $3,299 in Mint for Boston–Edinburgh</li>
</ul>

Reported Earlier, JetBlue Expands European Reach With Daily Seasonal Service From Boston To Spain And Scotland

<a href="https://www.benzinga.com/topic/carl-icahn">Carl Icahn is</a> making bold moves from the lab to the tarmac.
According to his latest <a href="http://edgar.secdatabase.com/619/153949725001390/filing-main.htm">13F filing</a> for the quarter ended March 31, the billionaire activist investor significantly boosted his holdings in Illumina Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ILMN#NASDAQ">ILMN</a>) and JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) &#8211; a striking bet on both biotech and airlines.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/04/44845918/carl-icahn-loads-up-cvr-energy-stock-drops-27-million-on-bullish-april-binge">Carl Icahn Loads Up CVR Energy Stock, Drops $27 Million On Bullish April Binge</a>
<h2 class="wp-block-heading">Three Of Icahn&#8217;s Top Holdings Are Healthcare Stocks</h2>
Icahn increased his stake in Illumina by 450%, adding 180,000 shares to bring his total holding to 220,000 shares. That holding now represents 0.25% of his $7 billion portfolio, up from just 0.07% previously. 
The genomics giant ranks 13th in Icahn's portfolio and was one of his top percentage gainers this quarter. The move signals renewed conviction in the embattled DNA sequencing company, which has been under pressure amid boardroom battles and regulatory scrutiny.
Icahn's top three healthcare holdings now include Bausch Health Companies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHC#NYSE">BHC</a>), Bausch + Lomb Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLCO#NYSE">BLCO</a>) and Illumina &#8211; a diverse mix that spans pharma, optics, and biotech.
But that wasn't the only high-flyer in Icahn's crosshairs.
<h2 class="wp-block-heading">JetBlue Boost &#8211; Turnaround Potential?</h2>
He nearly doubled down on JetBlue, boosting his stake by 89.66% with a purchase of nearly 15.9 million shares. 
Icahn now owns 33.6 million shares of the airline, worth over $162 million, making it the 7th largest position in his portfolio. That's up from 1.88% of the portfolio to 2.33%. Notably, Icahn first took a position in JetBlue in the first quarter of 2024, and the ramp-up suggests he sees serious turnaround potential.
While JetBlue and Illumina were among the top buys this quarter, Icahn trimmed exposure elsewhere, most notably Southwest Gas Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWX#NYSE">SWX</a>), which saw a 1.96% drop in portfolio allocation.
With bets spanning DNA sequencing and discount air travel, Icahn&#8217;s latest moves show he's not afraid to invest where turbulence—literal or figurative—is part of the ride.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/asia/24/05/38878116/big-short-investor-michael-burry-bets-heavy-on-gold-renewable-energy-stocks-exits-amazon-alphabet">&#8216;Big Short&#8217; Investor Michael Burry Bets Heavy On Gold, Renewable Energy Stocks, Exits Amazon, Alphabet</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Icahn Ramps Up Bets On Genes And Jets: Illumina Stake Jumps 450%, JetBlue Holding Grow 90%

Press Releases

JetBlue Runs on Dunkin'® With New Special Livery

JetBlue Expands Transatlantic Service from Boston with New Flights to Madrid and Edinburgh Taking Off Today

JetBlue to Participate in TD Cowen's Future of the Consumer Conference

JetBlue and United Announce Blue Sky: Unique Consumer Collaboration That Links Loyalty Programs

Fly, Ride, Explore: JetBlue and Brightline Launch Partnership Offering More Travel Connections Across Florida

JetBlue Travel Products Relaunches as Paisly, LLC, a Human-First Travel Services Company

The Cherry on Top: JetBlue Launches Service to Cherry Capital Airport in Traverse City, Michigan

JetBlue Vacations Expands Insider Experience to San Juan, Strengthening Commitment to Puerto Rico

Stephanie Evans Greene Named JetBlue's Senior Vice President, Marketing and Brand

Comments

JetBlue Airways

뉴스

파트너 / 기고자

벤징가 글로벌