JBLU
JETBLUE AIRWAYS CORP
$4.76
-1.86%
$1.8B
No data for this timeframe.
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
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
0Strong Buy
1Buy
15Hold
5Sell
3Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
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
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $142.1M | — |
| TWO SIGMA INVESTMENTS, LP | $36.1M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $24.7M | NEW |
| MORGAN STANLEY | $23.5M | TRIM |
| BANK OF AMERICA CORP | $10.5M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Geraghty Joanna | M | $0.00 |
| May 29, 2026 | Geraghty Joanna | F | $731.0K |
| May 29, 2026 | Geraghty Joanna | M | $0.00 |
| May 28, 2026 | Sharma Vivek | SELL | $27.0K |
| May 4, 2026 | Southerton Dawn | SELL | $91.0K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
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
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 31,237,425 | $142.1M | 58.6% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 7,939,798 | $36.1M | 14.9% | DOUBLED +269.5% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,421,418 | $24.7M | 10.2% | NEW |
| 4 | MORGAN STANLEY | 5,172,744 | $23.5M | 9.7% | TRIM -46.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 2,306,156 | $10.5M | 4.3% | TRIM -35.7% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 668,700 | $3.0M | 1.3% | DOUBLED +1492.1% |
| 7 | WELLS FARGO & COMPANY/MN | 371,992 | $1.7M | 0.7% | TRIM -49.7% |
| 8 | FMR LLC | 196,456 | $893.9K | 0.4% | NEAR_EXIT -98.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,148,843 | 7,939,798 | +269.5% | $36.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,586,010 | 2,306,156 | -35.7% | $10.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 42,000 | 668,700 | +1492.1% | $3.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 739,881 | 371,992 | -49.7% | $1.7M | 2025-Q4 |
| UBS Group AG | ADD | 3,847,762 | 5,815,491 | +51.1% | $28.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 575,600 | 2,148,843 | +273.3% | $10.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 1,442,816 | 739,881 | -48.7% | $3.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 42,000 | — | $206.6K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 9,063,003 | 4,826,812 | -46.7% | $20.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 3,847,838 | 575,600 | -85.0% | $2.4M | 2025-Q2 |
| FMR LLC | NEAR_EXIT | 22,461,415 | 266,734 | -98.8% | $1.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,285,000 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | ADD | 16,599,279 | 22,461,415 | +35.3% | $108.3M | 2025-Q1 |
| UBS Group AG | ADD | 2,386,244 | 3,987,412 | +67.1% | $19.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 2,228,017 | 3,847,838 | +72.7% | $18.5M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 8,173,823 | 3,653,300 | -55.3% | $17.6M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 246,277 | 1,906,526 | +674.1% | $9.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 4,274,457 | 1,285,000 | -69.9% | $6.2M | 2025-Q1 |
| NORGES BANK | EXIT | 1,860,579 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 722,400 | 4,274,457 | +491.7% | $33.6M | 2024-Q4 |
| UBS Group AG | DOUBLED | 1,066,224 | 2,386,244 | +123.8% | $18.8M | 2024-Q4 |
| NORGES BANK | DOUBLED | 66,280 | 1,860,579 | +2707.1% | $14.6M | 2024-Q4 |
| MORGAN STANLEY | ADD | 4,709,389 | 8,139,705 | +72.8% | $53.4M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 5,661,742 | — | $37.1M | 2024-Q3 |
13 unique insiders with 4 transactions. Net insider value: -$234.3K ($0.00 bought, $234.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Geraghty Joanna | CEO | M | 245,700 | $0.00 | $0.00 |
| May 29, 2026 | Geraghty Joanna | CEO | F | 135,873 | $5.38 | $731.0K |
| May 29, 2026 | Geraghty Joanna | CEO | M | 245,700 | $0.00 | $0.00 |
| May 28, 2026 | Sharma Vivek | Director | SELL | 5,000 | $5.40 | $27.0K |
| May 4, 2026 | Southerton Dawn | Principal Accounting Officer | SELL | 18,193 | $5.00 | $91.0K |
| May 1, 2026 | Winkelmann Thomas | Director | SELL | 22,094 | $4.70 | $103.8K |
| May 1, 2026 | Christie Warren | Chief Operating Officer | SELL | 2,680 | $4.65 | $12.5K |
| Apr 30, 2026 | Hurley Ursula L | Chief Financial Officer | A | 2,546 | $4.11 | $10.5K |
| Apr 30, 2026 | St George Martin J | President | A | 2,074 | $4.11 | $8.5K |
| Apr 30, 2026 | McCarthy Eileen P | General Counsel Corp Sec | A | 411 | $4.11 | $1.7K |
| Apr 30, 2026 | Christie Warren | Chief Operating Officer | A | 2,680 | $4.11 | $11.0K |
| Apr 22, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | A | 160,256 | $0.00 | $0.00 |
| Apr 22, 2026 | St George Martin J | President | F | 23,934 | $5.46 | $130.7K |
| Apr 22, 2026 | Geraghty Joanna | CEO | A | 446,428 | $0.00 | $0.00 |
| Apr 22, 2026 | Christie Warren | Chief Operating Officer | A | 274,725 | $0.00 | $0.00 |
| Apr 22, 2026 | McCarthy Eileen P | General Counsel Corp Sec | A | 91,575 | $0.00 | $0.00 |
| Apr 22, 2026 | St George Martin J | President | A | 274,725 | $0.00 | $0.00 |
| Apr 22, 2026 | St George Martin J | President | M | 46,882 | $0.00 | $0.00 |
| Apr 22, 2026 | Hurley Ursula L | Chief Financial Officer | A | 274,725 | $0.00 | $0.00 |
| Apr 22, 2026 | St George Martin J | President | M | 46,882 | $0.00 | $0.00 |
| Apr 10, 2026 | Hurley Ursula L | Chief Financial Officer | M | 61,292 | $0.00 | $0.00 |
| Apr 10, 2026 | Geraghty Joanna | CEO | M | 70,722 | $0.00 | $0.00 |
| Apr 10, 2026 | Geraghty Joanna | CEO | M | 70,722 | $0.00 | $0.00 |
| Apr 10, 2026 | Geraghty Joanna | CEO | F | 39,110 | $4.93 | $192.8K |
| Apr 10, 2026 | Christie Warren | Chief Operating Officer | F | 7,410 | $4.93 | $36.5K |
| Apr 10, 2026 | Christie Warren | Chief Operating Officer | M | 18,291 | $0.00 | $0.00 |
| Apr 10, 2026 | Christie Warren | Chief Operating Officer | M | 18,291 | $0.00 | $0.00 |
| Apr 10, 2026 | Hurley Ursula L | Chief Financial Officer | M | 61,292 | $0.00 | $0.00 |
| Apr 10, 2026 | Hurley Ursula L | Chief Financial Officer | F | 31,290 | $4.93 | $154.3K |
| Apr 10, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | M | 35,361 | $0.00 | $0.00 |
| Apr 10, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | F | 19,555 | $4.93 | $96.4K |
| Apr 10, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | M | 35,361 | $0.00 | $0.00 |
| Mar 10, 2026 | LEDUC ROBERT F | Director | M | 22,094 | $0.00 | $0.00 |
| Mar 10, 2026 | Geraghty Joanna | CEO | M | 88,652 | $0.00 | $0.00 |
| Mar 10, 2026 | McClure Teri P | Director | A | 29,867 | $0.00 | $0.00 |
| Mar 10, 2026 | McClure Teri P | Director | M | 22,094 | $0.00 | $0.00 |
| Mar 10, 2026 | Southerton Dawn | Principal Accounting Officer | A | 68,584 | $0.00 | $0.00 |
| Mar 10, 2026 | Robb O'Hagan Sarah | Director | A | 29,867 | $0.00 | $0.00 |
| Mar 10, 2026 | Robb O'Hagan Sarah | Director | M | 22,094 | $0.00 | $0.00 |
| Mar 10, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | M | 36,824 | $0.00 | $0.00 |
| Mar 10, 2026 | Christie Warren | Chief Operating Officer | M | 47,267 | $0.00 | $0.00 |
| Mar 10, 2026 | Hurley Ursula L | Chief Financial Officer | A | 331,858 | $0.00 | $0.00 |
| Mar 10, 2026 | Hurley Ursula L | Chief Financial Officer | M | 62,738 | $0.00 | $0.00 |
| Mar 10, 2026 | St George Martin J | President | A | 331,858 | $0.00 | $0.00 |
| Mar 10, 2026 | St George Martin J | President | M | 62,738 | $0.00 | $0.00 |
| Mar 10, 2026 | McCarthy Eileen P | General Counsel Corp Sec | F | 10,993 | $4.52 | $49.7K |
| Mar 10, 2026 | McCarthy Eileen P | General Counsel Corp Sec | A | 110,619 | $0.00 | $0.00 |
| Mar 10, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | M | 36,824 | $0.00 | $0.00 |
| Mar 10, 2026 | FORD MONTE E | Director | M | 22,094 | $0.00 | $0.00 |
| Mar 10, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | F | 14,841 | $4.52 | $67.1K |
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
+0.5% upside
Hold (3.35)
$2.00 Low
$8.00 High
| Metric | Value |
|---|---|
| Current Price | $4.92 |
| Target Low | $2.00 |
| Target Mean | $4.95 |
| Target Median | $5.00 |
| Target High | $8.00 |
| # Analysts | 16 |
| Recommendation | Hold (3.35) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 15 | 5 | 3 | 4% | |
| May 1, 2026 | 0 | 1 | 15 | 5 | 3 | 4% | |
| Apr 1, 2026 | 0 | 0 | 16 | 5 | 3 | 0% | |
| Mar 1, 2026 | 0 | 0 | 14 | 6 | 3 | 0% | |
| Feb 1, 2026 | 0 | 0 | 12 | 6 | 4 | 0% | |
| Jan 1, 2026 | 0 | 0 | 12 | 6 | 4 | 0% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 16, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 16, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
22 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1
💬 1
⚡ 0.5
Is this a wash sale?
▲ 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