JBLU

JETBLUE AIRWAYS CORP

Nasdaq · Air Transportation, Scheduled · Inc. DE · CIK 0001158463
$5.01 +0.60% $1.9B
Insider Selling Cluster (3 insiders)18 New Institutional Positions10 Institutional Exits
Vol
Market Cap$1.9B
Cap SizeSmall Cap
Analyst ConsensusSell (4%)
Inst. Holders50 funds
Inst. Value$1.1B
Inst. Activity18 buys / 10 sells
Insider Activity0B / 4S
Insider Net $-$234.3K
Reddit Sentiment50° Neutral
SEC Reports5
Exchange Nasdaq·Sector Air Transportation, Scheduled·Inc. DE·CIK 0001158463·Prev Close $4.98

Recent Activity

Jun 13, 2026 transportation
Airport Closure: Denver International (VNY)
!VNY 06/010 VNY Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BAS
Jun 1, 2026 SEC
JetBlue issued an operational and financial update for Q2 2026, raising its RASM guidance to 9.0%-12.0% YoY (from 7.0%-1
8-K — Impact 5/10
May 29, 2026 Insider
Geraghty Joanna surrendered for taxes 135,873 shares
CEO @ $5.38 ($731.0K)
May 29, 2026 Insider
Geraghty Joanna acquired via exercise 245,700 shares
CEO
May 28, 2026 Insider
Sharma Vivek sold 5,000 shares
Director @ $5.40 ($27.0K)
May 5, 2026 SEC
Insider cluster at JetBlue shows two open-market sales totaling $116K (0.006% of market cap) by a director and the COO,
CLUSTER — Impact 2/10
Apr 28, 2026 SEC
JetBlue reported Q1 2026 revenue of $2.24B (+4.7% YoY), beating consensus of $2.24B, but GAAP EPS of -$0.86 missed the S
8-K — Impact 6/10
Inst.
BANK OF AMERICA CORP — DOUBLED
8,552,834 shares ($37.8M)

Price Targets

$4.95 -1.3% upside Hold
Current $5.01 Low $2.00 Median $5.00 High $8.00 16 analysts
$2.00 $8.00

Analyst Ratings

Strong Sell4% buy · 24 analysts
0Strong Buy
1Buy
15Hold
5Sell
3Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 UBS MAINTAIN Sell → Sell
Apr 30, 2026 Susquehanna MAINTAIN Neutral → Neutral
Apr 1, 2026 Goldman Sachs MAINTAIN Sell → Sell
Mar 24, 2026 BMO Capital INITIATE Market Perform
Mar 20, 2026 Citigroup MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.73 ▲ +7.9% $-0.99 — $-0.50 -355% YoY 16
Next Q $-0.58 ▲ +6.4% $-1.06 — $-0.39 -45% YoY 15
Current FY $-2.66 ▲ +2.7% $-3.95 — $-2.25 -62% YoY 17
Next FY $-0.73 ▲ +0.6% $-2.25 — $0.70 73% YoY 16

Latest Reports

NEUTRAL 8-K 5/10
JetBlue issued an operational and financial update for Q2 2026, raising its RASM guidance to 9.0%-12.0% YoY (from 7.0%-1
Jun 1, 2026
NEUTRAL CLUSTER 2/10
Insider cluster at JetBlue shows two open-market sales totaling $116K (0.006% of market cap) by a director and the COO,
May 5, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$192.5M—
ICAHN CARL C$148.6M—
VANGUARD PORTFOLIO MANAGEMENT LLC$75.2M—
DIMENSIONAL FUND ADVISORS LP$58.0M—
VANGUARD CAPITAL MANAGEMENT LLC$57.1M—

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Geraghty JoannaF$731.0K
May 29, 2026Geraghty JoannaM$0.00
May 28, 2026Sharma VivekSELL$27.0K
May 4, 2026Southerton DawnSELL$91.0K
May 1, 2026Winkelmann ThomasSELL$103.8K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $1.1B total value (247,113,530 shares) as of 2026-Q1. Top holders: BlackRock,, ICAHN, VANGUARD. Net buying activity: 18 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.43,555,419$192.5M17.6%—
2ICAHN CARL C33,621,735$148.6M13.6%—
3VANGUARD PORTFOLIO MANAGEMENT LLC17,016,101$75.2M6.9%—
4DIMENSIONAL FUND ADVISORS LP13,129,869$58.0M5.3%—
5VANGUARD CAPITAL MANAGEMENT LLC12,913,754$57.1M5.2%—
6STATE STREET CORP12,677,092$56.0M5.1%—
7TWO SIGMA INVESTMENTS, LP11,843,102$52.3M4.8%DOUBLED +431.3%
8BANK OF AMERICA CORP /DE/8,552,834$37.8M3.5%DOUBLED +270.9%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,770,119$25.5M2.3%—
10MORGAN STANLEY5,261,831$23.3M2.1%—
11BALYASNY ASSET MANAGEMENT L.P.4,700,000$20.8M1.9%DOUBLED +14213.1%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP4,627,000$20.5M1.9%—
13LMR Partners LLP4,462,900$19.7M1.8%—
14FMR LLC4,395,027$19.4M1.8%DOUBLED +2137.2%
15SUSQUEHANNA INTERNATIONAL GROUP, LLP3,699,000$16.3M1.5%—
16MARSHALL WACE, LLP3,672,659$16.2M1.5%DOUBLED +534.2%
17CITIGROUP INC3,620,962$16.0M1.5%—
18GOLDMAN SACHS GROUP INC3,495,380$15.4M1.4%—
19Invesco Ltd.3,401,246$15.0M1.4%TRIM -29.8%
20D. E. Shaw & Co., Inc.3,262,843$14.4M1.3%TRIM -26.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED2,306,1568,552,834+270.9%$37.8M2026-Q1
FMR LLCDOUBLED196,4564,395,027+2137.2%$19.4M2026-Q1
MARSHALL WACE, LLPDOUBLED579,1363,672,659+534.2%$16.2M2026-Q1
TUDOR INVESTMENT CORP ET ALADD1,933,0722,740,793+41.8%$12.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED19,1472,740,526+14213.1%$12.1M2026-Q1
Trexquant Investment LPNEW—2,485,390—$11.0M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED668,7002,246,200+235.9%$9.9M2026-Q1
NOMURA HOLDINGS INCNEAR_EXIT4,295,371891,691-79.2%$3.9M2026-Q1
STIFEL FINANCIAL CORPADD326,990608,444+86.1%$2.7M2026-Q1
DEUTSCHE BANK AG\NEAR_EXIT3,356,021551,220-83.6%$2.4M2026-Q1
Brevan Howard Capital Management LPTRIM356,447254,253-28.7%$1.1M2026-Q1
CAPITAL FUND MANAGEMENT S.A.NEAR_EXIT1,371,936248,900-81.9%$1.1M2026-Q1
CWM, LLCADD112,099174,257+55.4%$770.2K2026-Q1
Centiva Capital, LPDOUBLED20,636120,954+486.1%$534.6K2026-Q1
SEI INVESTMENTS CODOUBLED15,98391,109+470.0%$402.6K2026-Q1
Verition Fund Management LLCNEAR_EXIT381,46789,694-76.5%$396.4K2026-Q1
ExodusPoint Capital Management, LPNEAR_EXIT864,50187,619-89.9%$387.3K2026-Q1
FIFTH THIRD BANCORPDOUBLED2,58668,590+2552.4%$303.2K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED16,08439,240+144.0%$177.4K2026-Q1
Parallax Volatility Advisers, L.P.NEAR_EXIT105,96423,749-77.6%$129.7K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT273,97728,391-89.6%$125.5K2026-Q1
Merit Financial Group, LLCDOUBLED10,23226,683+160.8%$117.9K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED8,94223,603+164.0%$104.3K2026-Q1
Vident Advisory, LLCADD13,23219,382+46.5%$85.7K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHNEAR_EXIT164,67714,041-91.5%$62.1K2026-Q1
15 unique insiders with 50 transactions. Net insider value: -$234.3K ($0.00 bought, $234.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Geraghty JoannaCEOTAX W/H135,873$5.38$731.0K
May 29, 2026Geraghty JoannaCEOEXERCISE245,700——
May 28, 2026Sharma VivekDirectorSELL5,000$5.40$27.0K
May 4, 2026Southerton DawnPrincipal Accounting OfficerSELL18,193$5.00$91.0K
May 1, 2026Winkelmann ThomasDirectorSELL22,094$4.70$103.8K
May 1, 2026Christie WarrenChief Operating OfficerSELL2,680$4.65$12.5K
Apr 30, 2026Hurley Ursula LChief Financial OfficerAWARD2,546$4.11$10.5K
Apr 30, 2026St George Martin JPresidentAWARD2,074$4.11$8.5K
Apr 30, 2026McCarthy Eileen PGeneral Counsel Corp SecAWARD411$4.11$1.7K
Apr 30, 2026Christie WarrenChief Operating OfficerAWARD2,680$4.11$11.0K
Apr 22, 2026Clements Carol AnnChief Digital & Tech OfficerAWARD160,256——
Apr 22, 2026St George Martin JPresidentTAX W/H23,934$5.46$130.7K
Apr 22, 2026Geraghty JoannaCEOAWARD446,428——
Apr 22, 2026Christie WarrenChief Operating OfficerAWARD274,725——
Apr 22, 2026McCarthy Eileen PGeneral Counsel Corp SecAWARD91,575——
Apr 22, 2026St George Martin JPresidentAWARD274,725——
Apr 22, 2026St George Martin JPresidentEXERCISE46,882——
Apr 22, 2026Hurley Ursula LChief Financial OfficerAWARD274,725——
Apr 10, 2026Geraghty JoannaCEOEXERCISE70,722——
Apr 10, 2026Geraghty JoannaCEOTAX W/H39,110$4.93$192.8K
Apr 10, 2026Christie WarrenChief Operating OfficerTAX W/H7,410$4.93$36.5K
Apr 10, 2026Christie WarrenChief Operating OfficerEXERCISE18,291——
Apr 10, 2026Hurley Ursula LChief Financial OfficerEXERCISE61,292——
Apr 10, 2026Hurley Ursula LChief Financial OfficerTAX W/H31,290$4.93$154.3K
Apr 10, 2026Clements Carol AnnChief Digital & Tech OfficerEXERCISE35,361——
Apr 10, 2026Clements Carol AnnChief Digital & Tech OfficerTAX W/H19,555$4.93$96.4K
Mar 10, 2026McClure Teri PDirectorAWARD29,867——
Mar 10, 2026Southerton DawnPrincipal Accounting OfficerAWARD68,584——
Mar 10, 2026Robb O'Hagan SarahDirectorAWARD29,867——
Mar 10, 2026Hurley Ursula LChief Financial OfficerAWARD331,858——
Mar 10, 2026St George Martin JPresidentAWARD331,858——
Mar 10, 2026McCarthy Eileen PGeneral Counsel Corp SecTAX W/H10,993$4.52$49.7K
Mar 10, 2026McCarthy Eileen PGeneral Counsel Corp SecAWARD110,619——
Mar 10, 2026Clements Carol AnnChief Digital & Tech OfficerEXERCISE36,824——
Mar 10, 2026FORD MONTE EDirectorEXERCISE22,094——
Mar 10, 2026Clements Carol AnnChief Digital & Tech OfficerTAX W/H14,841$4.52$67.1K
Mar 10, 2026Clements Carol AnnChief Digital & Tech OfficerAWARD193,584——
Mar 10, 2026FORD MONTE EDirectorAWARD29,867——
Mar 10, 2026Robb O'Hagan SarahDirectorEXERCISE22,094——
Mar 10, 2026Southerton DawnPrincipal Accounting OfficerEXERCISE10,229——
Mar 10, 2026Jewett EllenDirectorAWARD29,867——
Mar 10, 2026McClure Teri PDirectorEXERCISE22,094——
Mar 10, 2026Southerton DawnPrincipal Accounting OfficerTAX W/H3,688$4.52$16.7K
Mar 10, 2026Jewett EllenDirectorEXERCISE22,094——
Mar 10, 2026Geraghty JoannaCEOEXERCISE88,652——
Mar 10, 2026Geraghty JoannaCEOTAX W/H49,025$4.52$221.6K
Mar 10, 2026Geraghty JoannaCEOAWARD539,269——
Mar 10, 2026LEDUC ROBERT FDirectorEXERCISE22,094——
Mar 10, 2026LEDUC ROBERT FDirectorAWARD29,867——
Mar 10, 2026LYNN JESSEDirectorEXERCISE22,094——
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 4.2/10.
NEUTRAL 8-K 5/10
JetBlue issued an operational and financial update for Q2 2026, raising its RASM guidance to 9.0%-12
Jun 1, 2026
NEUTRAL CLUSTER 2/10
Insider cluster at JetBlue shows two open-market sales totaling $116K (0.006% of market cap) by a di
May 5, 2026
MIXED 8-K 6/10
JetBlue reported Q1 2026 revenue of $2.24B (+4.7% YoY), beating consensus of $2.24B, but GAAP EPS of
Apr 28, 2026
NEUTRAL 8-K 5/10
JetBlue Airways has secured $500 million in debt financing commitments, secured by up to 22 of its A
Apr 17, 2026
NEUTRAL DEFA14A 3/10
JetBlue Airways Corporation is holding its 2026 Annual Meeting to vote on the re-election of 13 dire
Apr 2, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (4% buy). Based on 24 analysts: 0 strong buy, 1 buy, 15 hold, 5 sell, 3 strong sell.

Analyst Price Targets

$4.95 mean target -1.3% upside Hold (3.35)
$2.00 Low $8.00 High
MetricValue
Current Price$5.01
Target Low$2.00
Target Mean$4.95
Target Median$5.00
Target High$8.00
# Analysts16
RecommendationHold (3.35)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.73 $-0.99 $-0.50 -355.4% +7.9% 4↑ 1↓ $2.7B 13.7% 16
Next Q
2026-09-30
 $-0.58 $-1.06 $-0.39 -45.0% +6.4% 1↑ 3↓ $2.7B 14.8% 15
Current FY
2026-12-31
 $-2.66 $-3.95 $-2.25 -62.1% +2.7% 3↑ 2↓ $10.1B 11.7% 17
Next FY
2027-12-31
 $-0.73 $-2.25 $0.70 72.7% +0.6% 2↑ 4↓ $10.9B 7.3% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.729
7d ago$-0.737+0.008
30d ago$-0.791+0.062
60d ago$-0.583-0.146
90d ago$-0.063-0.666
9 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 UBS MAINTAIN Sell Sell
Apr 30, 2026 Susquehanna MAINTAIN Neutral Neutral
Apr 1, 2026 Goldman Sachs MAINTAIN Sell Sell
Mar 24, 2026 BMO Capital INITIATE — Market Perform
Mar 20, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 16, 2026 UBS MAINTAIN Sell Sell
Mar 12, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 9, 2026 TD Cowen MAINTAIN Hold Hold
Mar 2, 2026 Barclays UPGRADE Underweight Equal-Weight
Feb 3, 2026 Citigroup UPGRADE Sell Neutral
Jan 29, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 28, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 13, 2026 Goldman Sachs MAINTAIN Sell Sell
Jan 9, 2026 Susquehanna MAINTAIN Neutral Neutral
Jan 7, 2026 Citigroup MAINTAIN Sell Sell
Jan 7, 2026 TD Cowen MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260115534%
May 1, 20260115534%
Apr 1, 20260016530%
Mar 1, 20260014630%
Feb 1, 20260012640%
Jan 1, 20260012640%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 16, 2026150° Neutral001
Apr 16, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Bearish 21d 19h ago
22 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1 💬 1 ⚡ 0.5
r/options Neutral 1mo ago
Is this a wash sale?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 3mo ago
Mayday, Mayday - JetBlue Airways's (JBLU) Zero Hedge Disaster
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 3mo ago
Mayday, Mayday - JetBlue Airways (JBLU) Zero Hedge Disaster
▲ 1 💬 0 ⚡ 0.5
Jun 13, 2026
transportation
Airport Closure: Denver International (VNY)
!VNY 06/010 VNY Aerodrome Airport Closed TO PRKG Except 24HR Prior Permission Required CTC FIXED BASE OPR 2606101300-2606150500
Jun 13, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 3 hours and 23 minutes. thunderstorms
Jun 13, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 3 hours and 23 minutes. thunderstorms
Jun 13, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 3 hours and 23 minutes. thunderstorms
Jun 13, 2026
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Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms
Jun 13, 2026
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Ground Stop: John F. Kennedy International (JFK)
thunderstorms
Jun 12, 2026
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Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms
Jun 12, 2026
transportation
Ground Stop: John F. Kennedy International (JFK)
thunderstorms
Jun 12, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms
Jun 12, 2026
transportation
Ground Stop: John F. Kennedy International (JFK)
thunderstorms
Jun 12, 2026
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Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms
Jun 12, 2026
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Ground Stop: John F. Kennedy International (BOS)
thunderstorms
Jun 12, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms
Jun 12, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms
Jun 12, 2026
transportation
Ground Delay: John F. Kennedy International (JFK)
Average delay: 1 hour and 33 minutes. thunderstorms