JetBlue (JBLU)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-09-04
$4.63+0.43%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-09-04
Research Workspace
Put JBLU beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthManagement screens weak on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskJetBlue's growth depends on successfully increasing revenue and restoring profitability through its JetForward initiatives. Revenue grew 14% year over year, and the latest quarter beat expectations. JetBlue trades at 0.2× price-to-sales, below the peer median of 1.6×. This suggests the price reflects less growth than anticipated. If JetBlue cuts guidance on the next call, it could negatively impact expectations. Peer multiples imply a price about 79% below where it trades. Our read remains intact.
Trailing returns as of 2026-09-04. JBLU is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering JBLU (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for JBLU in the last 4 months.
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Compare JBLU with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| JBLU Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across our valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Bottom 25% on quality vs scored peers
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put JBLU next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Manage costs and improve operating margin
Soaring fuel prices impact cost management objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $4.63
The last 12 months of price, then the range of analyst 12-month targets from today’s $4.63.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Icahn's involvement may enhance strategic direction and governance.
Board changes could disrupt strategic continuity.
Threatens: Increase revenue and RASM growth
Citi's downgrade raises concerns about revenue growth potential.
Legal issues could impact operational focus and costs.
Threatens: Manage costs and improve operating margin
Earnings beat overshadowed by significant warning on costs.
Threatens: Manage costs and improve operating margin
Earnings beat overshadowed by significant warning on costs.
Threatens: Manage costs and improve operating margin
Flight disruptions may increase costs and impact operating margin.
