United Airlines Holdings, Inc. (UAL): A Bull Case Theory

We came across a bullish thesis on United Airlines Holdings, Inc. on Stock Region Research’s Substack by Stock Region. In this article, we will summarize the bulls’ thesis on UAL. United Airlines Holdings, Inc.'s share was trading at $77.55 as of June 26^th. UAL’s trailing and forward P/E were 7.06 and 7.98 respectively according to Yahoo Finance.

United Airlines (UAL) is enhancing the flying experience with a customer-first approach that could also appeal to investors. The airline recently partnered with Spotify to offer free in-flight streaming across 680 aircraft, giving passengers access to curated playlists and podcasts at cruising altitude.

This move aligns with UAL’s broader push to improve passenger satisfaction and differentiate itself in a competitive travel market. In tandem with this, United has teamed up with JetBlue to integrate their loyalty programs, allowing travelers to earn and redeem points across both carriers—an attractive feature for frequent flyers that also strengthens brand stickiness and ecosystem value. On the market front, UAL stock jumped 4.83% in a single session last week, reflecting rising investor optimism.

This momentum appears driven by both strategic partnerships and improving travel demand. Analysts see potential for further upside, with $75.00 being a key resistance level for bulls to monitor. On the flip side, cautious investors may look to $72.50 as a critical support point. Overall, United’s blend of customer-centric innovation and financial performance signals a strong positioning in the post-pandemic travel rebound. Whether you're flying at 35,000 feet or investing from the ground, UAL seems to be charting a promising course.

Previously, we covered a bullish thesis on Ryanair Holdings plc by Akim in October 2024, which highlighted the airline’s cost leadership, strong balance sheet, and discounted valuation. The company’s stock price has appreciated by approximately 33% since our coverage. This is because the thesis played out well amid traffic growth and financial resilience. Stock Region shares a similar view in their thesis on United Airlines, but emphasizes UAL’s customer-focused innovation and loyalty partnerships.

UAL isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of UAL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article was originally published at Insider Monkey.