JetBlue (JBLU)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-10-30
$2.85-6.56%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-10-30
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 10% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 63% in its worst 12-month stretch.
View RiskJetBlue’s case rests on restoring sustained profits through JetForward and financial flexibility. Revenue growth accelerated, though Q3 revenue growth came with an earnings miss. Q3 revenue grew 21.1% year over year; adjusted loss per share missed estimates. JetBlue trades at 0.1× sales versus peers’ 1.5× median. The price reflects less growth than our forecast. A 37.0% next-quarter miss probability threatens the case. The 1.5× peer comparison matters if liquidity concerns pressure the turnaround. Peer multiples imply a price about 36% above where it trades. This read is provisional.
Trailing returns as of 2026-10-30. JBLU is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering JBLU (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for JBLU in the last 4 months.
Continue this research
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 1 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Compare the value case
Put JBLU next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain capital discipline and financial flexibility
A looming $600 million liquidity gap threatens financial flexibility and could constrain the turnaround.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $2.85
The last 12 months of price, then the range of analyst 12-month targets from today’s $2.85.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
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.
Threatens: Maintain capital discipline and financial flexibility
Bond-market concerns could constrain refinancing and financial flexibility.
Advances: Maintain capital discipline and financial flexibility
CEO denial of creditor talks eases restructuring concerns, though liquidity risk remains.
Advances: Execute JetForward and restore sustained profitability
A 2028 EPS target and BlueFirst launch clarify profitability ambitions, but execution remains uncertain.
Advances: Execute JetForward and restore sustained profitability
Reported revenue surge supports the profitability trajectory, subject to earnings quality and execution.
Threatens: Maintain capital discipline and financial flexibility
Liquidity extension versus restructuring risk highlights unresolved balance-sheet pressure.
Advances: Execute JetForward and restore sustained profitability
2027 outlook indicates improvement, though substantial Q3 losses temper the signal.
Threatens: Execute JetForward and restore sustained profitability
Earnings and revenue misses weaken near-term evidence for sustained profitability.
