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00:02Bank of America analyst Andrew DeDora turned more positive on U.S. airlines ahead of second
00:07quarter earnings, citing strong demand, stable fares, and lower fuel prices, according to Benzinga.
00:14BAFA said spring fare increases have mostly held, while stable summer capacity should
00:19support unit revenue through the third quarter. The firm raised estimates and price forecasts
00:24across its airline coverage. Though it warned faster fourth quarter capacity growth could
00:29slow unit revenue gains later in 2026, BAFA reiterated buy ratings on Delta, United, and
00:35Alaska, citing premium exposure, margins, and demand. It kept neutral ratings on American
00:41and Allegiant, pointing to leverage and integration risk. BAFA maintained underperformed ratings
00:47on Southwest, JetBlue, and Frontier, citing execution risk, weak earnings, leverage, and
00:52weaker margins. For all things money, visit Benzinga.com.
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