JetBlue Airways Corporation (JBLU) is up 6.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is improving sentiment ahead of JetBlue’s second-quarter 2026 earnings report on July 28, especially after management raised its second-quarter unit-revenue outlook in June and pointed to strong travel demand. The move may also have been amplified by the stock’s heavy short interest, which can fuel sharper upside swings when expectations improve.
Details:
On June 1, JetBlue updated investors that second-quarter demand remained strong across cabins and geographies, with healthy close-in booking trends.That same update lifted second-quarter RASM guidance to 9.0% to 12.0% year-over-year from 7.0% to 11.0%, signaling better revenue momentum than previously expected.Management also said routes previously operated by Spirit were outperforming after Spirit’s shutdown, reinforcing optimism around JetBlue’s network repositioning.Short interest was still elevated at the end of June, with more than 83 million shares sold short, creating conditions for a momentum-driven move if traders turned more constructive before earnings.Sources:
SEC, JetBlue Investor Relations, MarketBeat, TipRanks
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$JBLU Insider Trading Activity
$JBLU insiders have traded $JBLU stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $JBLU stock by insiders over the last 6 months:
- VIVEK SHARMA has made 0 purchases and 3 sales selling 32,000 shares for an estimated $173,072.
- THOMAS WINKELMANN has made 0 purchases and 2 sales selling 35,473 shares for an estimated $166,856.
- DAWN SOUTHERTON (Principal Accounting Officer) sold 18,193 shares for an estimated $90,965
- WARREN CHRISTIE (Chief Operating Officer) sold 2,680 shares for an estimated $12,462
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$JBLU Hedge Fund Activity
We have seen 180 institutional investors add shares of $JBLU stock to their portfolio, and 136 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG removed 11,808,387 shares (-78.8%) from their portfolio in Q1 2026, for an estimated $52,193,070
- GOLDMAN SACHS GROUP INC removed 8,628,912 shares (-71.2%) from their portfolio in Q1 2026, for an estimated $38,139,791
- BANK OF AMERICA CORP /DE/ added 6,246,678 shares (+270.9%) to their portfolio in Q1 2026, for an estimated $27,610,316
- TWO SIGMA INVESTMENTS, LP added 4,688,404 shares (+65.5%) to their portfolio in Q1 2026, for an estimated $20,722,745
- FMR LLC added 4,198,571 shares (+2137.2%) to their portfolio in Q1 2026, for an estimated $18,557,683
- NOMURA HOLDINGS INC removed 3,403,680 shares (-79.2%) from their portfolio in Q1 2026, for an estimated $15,044,265
- MARSHALL WACE, LLP added 3,093,523 shares (+534.2%) to their portfolio in Q1 2026, for an estimated $13,673,371
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$JBLU Government Contracts
We have seen $1,047,465 of award payments to $JBLU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$JBLU Analyst Ratings
Wall Street analysts have issued reports on $JBLU in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Underperform" rating on 07/06/2026
To track analyst ratings and price targets for $JBLU, check out Quiver Quantitative's $JBLU forecast page.
$JBLU Price Targets
Multiple analysts have issued price targets for $JBLU recently. We have seen 10 analysts offer price targets for $JBLU in the last 6 months, with a median target of $4.75.
Here are some recent targets:
- Christopher Stathoulopoulos from Susquehanna set a target price of $6.0 on 07/07/2026
- Catherine O'Brien from Goldman Sachs set a target price of $4.5 on 07/02/2026
- Andrew Didora from B of A Securities set a target price of $4.0 on 07/01/2026
- John Godyn from Citigroup set a target price of $6.6 on 06/26/2026
- Atul Maheswari from UBS set a target price of $4.5 on 06/23/2026
- Michael Goldie from BMO Capital set a target price of $4.5 on 03/24/2026
- Duane Pfennigwerth from Evercore ISI Group set a target price of $5.0 on 03/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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JetBlue Jumps as Investors Look Ahead to Q2 Results and Stronger Revenue Signals
JetBlue Airways Corporation (JBLU) is up 6.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is improving sentiment ahead of JetBlue’s second-quarter 2026 earnings report on July 28, especially after management raised its second-quarter unit-revenue outlook in June and pointed to strong travel demand. The move may also have been amplified by the stock’s heavy short interest, which can fuel sharper upside swings when expectations improve.
Details:
Sources:
SEC, JetBlue Investor Relations, MarketBeat, TipRanks
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$JBLU Insider Trading Activity
$JBLU insiders have traded $JBLU stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $JBLU stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JBLU Hedge Fund Activity
We have seen 180 institutional investors add shares of $JBLU stock to their portfolio, and 136 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$JBLU Government Contracts
We have seen $1,047,465 of award payments to $JBLU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$JBLU Analyst Ratings
Wall Street analysts have issued reports on $JBLU in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $JBLU, check out Quiver Quantitative's $JBLU forecast page.
$JBLU Price Targets
Multiple analysts have issued price targets for $JBLU recently. We have seen 10 analysts offer price targets for $JBLU in the last 6 months, with a median target of $4.75.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »