JBLU

JETBLUE AIRWAYS CORP

Nasdaq · Air Transportation, Scheduled · Inc. DE · CIK 0001158463
$4.76 -1.86% $1.8B
Insider Selling Cluster (3 insiders)
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusSell (4%)
Inst. Holders8 funds
Inst. Value$242.6M
Inst. Activity2 buys / 2 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 $4.85

Recent Activity

Jun 10, 2026 transportation
Ground Stop: Denver International (DEN)
airport volume
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 sold 245,700 shares
CEO @ $0.00 ($0.00)
May 29, 2026 Insider
Geraghty Joanna sold 135,873 shares
CEO @ $5.38 ($731.0K)
May 29, 2026 Insider
Geraghty Joanna sold 245,700 shares
CEO @ $0.00 ($0.00)
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.
TWO SIGMA INVESTMENTS, LP — DOUBLED
7,939,798 shares ($36.1M)

Price Targets

$4.95 +0.5% upside Hold
Current $4.92 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 $-0.74 ▲ +6.1% $-0.99 — $-0.50 -360% YoY 16
Next Q $-0.59 ▲ +2.3% $-1.06 — $-0.39 -48% YoY 15
Current FY $-2.68 ▲ +1.8% $-3.95 — $-2.30 -64% YoY 17
Next FY $-0.74 ▼ -2.3% $-2.25 — $0.70 72% YoY 16

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$142.1M
TWO SIGMA INVESTMENTS, LP$36.1MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$24.7MNEW
MORGAN STANLEY$23.5MTRIM
BANK OF AMERICA CORP$10.5MTRIM

Recent Insider Trades

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

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
8 institutional holders with $242.6M total value (53,314,689 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, CHARLES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC31,237,425$142.1M58.6%
2TWO SIGMA INVESTMENTS, LP7,939,798$36.1M14.9%DOUBLED +269.5%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,421,418$24.7M10.2%NEW
4MORGAN STANLEY5,172,744$23.5M9.7%TRIM -46.7%
5BANK OF AMERICA CORP /DE/2,306,156$10.5M4.3%TRIM -35.7%
6RENAISSANCE TECHNOLOGIES LLC668,700$3.0M1.3%DOUBLED +1492.1%
7WELLS FARGO & COMPANY/MN371,992$1.7M0.7%TRIM -49.7%
8FMR LLC196,456$893.9K0.4%NEAR_EXIT -98.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED2,148,8437,939,798+269.5%$36.1M2025-Q4
BANK OF AMERICA CORP /DE/TRIM3,586,0102,306,156-35.7%$10.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED42,000668,700+1492.1%$3.0M2025-Q4
WELLS FARGO & COMPANY/MNTRIM739,881371,992-49.7%$1.7M2025-Q4
UBS Group AGADD3,847,7625,815,491+51.1%$28.6M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED575,6002,148,843+273.3%$10.6M2025-Q3
WELLS FARGO & COMPANY/MNTRIM1,442,816739,881-48.7%$3.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW42,000$206.6K2025-Q3
MORGAN STANLEYTRIM9,063,0034,826,812-46.7%$20.4M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT3,847,838575,600-85.0%$2.4M2025-Q2
FMR LLCNEAR_EXIT22,461,415266,734-98.8%$1.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT1,285,0000-100.0%$0.002025-Q2
FMR LLCADD16,599,27922,461,415+35.3%$108.3M2025-Q1
UBS Group AGADD2,386,2443,987,412+67.1%$19.2M2025-Q1
TWO SIGMA INVESTMENTS, LPADD2,228,0173,847,838+72.7%$18.5M2025-Q1
CITADEL ADVISORS LLCTRIM8,173,8233,653,300-55.3%$17.6M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED246,2771,906,526+674.1%$9.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM4,274,4571,285,000-69.9%$6.2M2025-Q1
NORGES BANKEXIT1,860,5790-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED722,4004,274,457+491.7%$33.6M2024-Q4
UBS Group AGDOUBLED1,066,2242,386,244+123.8%$18.8M2024-Q4
NORGES BANKDOUBLED66,2801,860,579+2707.1%$14.6M2024-Q4
MORGAN STANLEYADD4,709,3898,139,705+72.8%$53.4M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW5,661,742$37.1M2024-Q3
13 unique insiders with 4 transactions. Net insider value: -$234.3K ($0.00 bought, $234.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Geraghty JoannaCEOM245,700$0.00$0.00
May 29, 2026Geraghty JoannaCEOF135,873$5.38$731.0K
May 29, 2026Geraghty JoannaCEOM245,700$0.00$0.00
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 OfficerA2,546$4.11$10.5K
Apr 30, 2026St George Martin JPresidentA2,074$4.11$8.5K
Apr 30, 2026McCarthy Eileen PGeneral Counsel Corp SecA411$4.11$1.7K
Apr 30, 2026Christie WarrenChief Operating OfficerA2,680$4.11$11.0K
Apr 22, 2026Clements Carol AnnChief Digital & Tech OfficerA160,256$0.00$0.00
Apr 22, 2026St George Martin JPresidentF23,934$5.46$130.7K
Apr 22, 2026Geraghty JoannaCEOA446,428$0.00$0.00
Apr 22, 2026Christie WarrenChief Operating OfficerA274,725$0.00$0.00
Apr 22, 2026McCarthy Eileen PGeneral Counsel Corp SecA91,575$0.00$0.00
Apr 22, 2026St George Martin JPresidentA274,725$0.00$0.00
Apr 22, 2026St George Martin JPresidentM46,882$0.00$0.00
Apr 22, 2026Hurley Ursula LChief Financial OfficerA274,725$0.00$0.00
Apr 22, 2026St George Martin JPresidentM46,882$0.00$0.00
Apr 10, 2026Hurley Ursula LChief Financial OfficerM61,292$0.00$0.00
Apr 10, 2026Geraghty JoannaCEOM70,722$0.00$0.00
Apr 10, 2026Geraghty JoannaCEOM70,722$0.00$0.00
Apr 10, 2026Geraghty JoannaCEOF39,110$4.93$192.8K
Apr 10, 2026Christie WarrenChief Operating OfficerF7,410$4.93$36.5K
Apr 10, 2026Christie WarrenChief Operating OfficerM18,291$0.00$0.00
Apr 10, 2026Christie WarrenChief Operating OfficerM18,291$0.00$0.00
Apr 10, 2026Hurley Ursula LChief Financial OfficerM61,292$0.00$0.00
Apr 10, 2026Hurley Ursula LChief Financial OfficerF31,290$4.93$154.3K
Apr 10, 2026Clements Carol AnnChief Digital & Tech OfficerM35,361$0.00$0.00
Apr 10, 2026Clements Carol AnnChief Digital & Tech OfficerF19,555$4.93$96.4K
Apr 10, 2026Clements Carol AnnChief Digital & Tech OfficerM35,361$0.00$0.00
Mar 10, 2026LEDUC ROBERT FDirectorM22,094$0.00$0.00
Mar 10, 2026Geraghty JoannaCEOM88,652$0.00$0.00
Mar 10, 2026McClure Teri PDirectorA29,867$0.00$0.00
Mar 10, 2026McClure Teri PDirectorM22,094$0.00$0.00
Mar 10, 2026Southerton DawnPrincipal Accounting OfficerA68,584$0.00$0.00
Mar 10, 2026Robb O'Hagan SarahDirectorA29,867$0.00$0.00
Mar 10, 2026Robb O'Hagan SarahDirectorM22,094$0.00$0.00
Mar 10, 2026Clements Carol AnnChief Digital & Tech OfficerM36,824$0.00$0.00
Mar 10, 2026Christie WarrenChief Operating OfficerM47,267$0.00$0.00
Mar 10, 2026Hurley Ursula LChief Financial OfficerA331,858$0.00$0.00
Mar 10, 2026Hurley Ursula LChief Financial OfficerM62,738$0.00$0.00
Mar 10, 2026St George Martin JPresidentA331,858$0.00$0.00
Mar 10, 2026St George Martin JPresidentM62,738$0.00$0.00
Mar 10, 2026McCarthy Eileen PGeneral Counsel Corp SecF10,993$4.52$49.7K
Mar 10, 2026McCarthy Eileen PGeneral Counsel Corp SecA110,619$0.00$0.00
Mar 10, 2026Clements Carol AnnChief Digital & Tech OfficerM36,824$0.00$0.00
Mar 10, 2026FORD MONTE EDirectorM22,094$0.00$0.00
Mar 10, 2026Clements Carol AnnChief Digital & Tech OfficerF14,841$4.52$67.1K

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 +0.5% upside Hold (3.35)
$2.00 Low $8.00 High
MetricValue
Current Price$4.92
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
$-0.74 $-0.99 $-0.50 -360.5% +6.1% 4↑ 1↓ $2.7B 13.7% 16
Next Q
2026-09-30
$-0.59 $-1.06 $-0.39 -48.0% +2.3% 1↑ 3↓ $2.7B 14.8% 15
Current FY
2026-12-31
$-2.68 $-3.95 $-2.30 -63.7% +1.8% 3↑ 2↓ $10.1B 11.7% 17
Next FY
2027-12-31
$-0.74 $-2.25 $0.70 72.4% -2.3% 3↑ 9↓ $10.9B 7.3% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.737
7d ago$-0.747+0.010
30d ago$-0.785+0.048
60d ago$-0.438-0.299
90d ago$-0.022-0.715
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 18d 15h 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 10, 2026
transportation
Ground Stop: Denver International (DEN)
airport volume
Jun 9, 2026
transportation
Ground Stop: Denver International (DEN)
airport volume
Jun 9, 2026
transportation
Ground Stop: Denver International (DEN)
COMPACTED
Jun 9, 2026
transportation
Ground Delay: Denver International (DEN)
Average delay: 1 hour and 16 minutes. thunderstorms
Jun 9, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 9, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 9, 2026
transportation
Ground Delay: Denver International (DEN)
Average delay: 1 hour and 16 minutes. thunderstorms
Jun 9, 2026
transportation
Ground Delay: Denver International (DEN)
Average delay: 1 hour and 16 minutes. thunderstorms
Jun 8, 2026
transportation
Ground Delay: Denver International (DEN)
Average delay: 1 hour and 16 minutes. thunderstorms
Jun 8, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 8, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 8, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 8, 2026
transportation
Ground Stop: Denver International (DEN)
thunderstorms
Jun 8, 2026
transportation
Airport Closure: John F. Kennedy International (LGA)
!LGA 06/114 LGA Aerodrome Airport Closed Except HEL 30MIN 
Prior Permission Required 718-533-3700 2606080626-2606081000
Jun 8, 2026
transportation
Airport Closure: Denver International (LGA)
!LGA 06/114 LGA Aerodrome Airport Closed Except HEL 30MIN 
Prior Permission Required 718-533-3700 2606080626-2606081000