Goldman Sachs gives positive ratings to Delta, United, and Alaska Air, negative to JetBlue and Southwest.

Goldman Sachs resumed coverage on several airlines, giving positive ratings to Delta, United, and Alaska Air, and negative ratings to JetBlue and Southwest. The firm expects supply constraints to continue until 2025, but sees growth in premium and corporate travel benefiting Delta, United, and Alaska Air. JetBlue and Southwest face challenges due to maintenance issues and misalignment with premium travel demand.

November 15, 2024
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