No. of Recommendations: 6
https://finance.yahoo.com/quote/ALK/key-statistics...FYI- Bought a small position with price off 40% @$38 today given current conditions/ oil spike and what may be a reasonable risk/reward. Some (inflated) price targets $65-70.
Optimistic outlook with Hawaiian Air merger making good progress, revenue growth, plans for 12 int’l routes by 2028, CC/loyalty growth, growing first-class & premium revenue, 90 recently retrofit planes, growing cargo business. $535M in buybacks (2025, at a higher price) on a $4.38B market cap caught my attention!
Stiff competition, Continued integration costs, higher West coast expenses, cost of fuel, large short interest are all noteworthy.
Certainly not in my circle of competence, but after a quick look & listening to recent call and hearing the narrative, I took a small position here.
