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2 Airline Stocks Defying Bearish Analyst Attention

Travel stocks DAL and JBLU are higher amid easing concerns about Hurricane Irma

Managing Editor
Sep 11, 2017 at 10:06 AM
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Analysts are weighing in on data storage specialist Seagate Technology PLC (NASDAQ:STX), as well as airline stocks Delta Air Lines, Inc. (NYSE:DAL) and JetBlue Airways Corporation (NASDAQ:JBLU). Here's a quick roundup of today's bearish brokerage notes on shares of STX, DAL, and JBLU.

Seagate Technology Hit With Downgrade

Seagate Technology stock is down 2.4% to trade at $31.24, after Jefferies downgraded the software stock to a "hold" from "buy." The brokerage firm also trimmed its price target to $29 -- 22% below the stock's average 12-month price target of $37.65, and in annual-low territory. STX stock has shed 17% year-to-date, gapping lower in late July after an earnings miss and C-Suite shake-up.

In the options pits, long calls have been unusually popular of late. At the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), STX sports a 10-day call/put volume ratio of 3.51, which ranks as its highest percentile for the year. Should STX continue to fall, it could lead to an unwinding of these bullish bets. 

Delta Air Lines Stock on the Mend After Irma

Delta Air Lines stock is slightly higher today, up 1.6% to trade at $48.22, as travel stocks rebound after Hurricane Irma was downgraded to a tropical storm. Still, the airline will cancel over 800 flights today, as Irma heads to Atlanta -- a Delta hub. As such, DAL stock is shaking off a price-target cut to $65 from $70 at Barclays.

Since reaching a record high of $55.75 on July 10, DAL stock has experienced an extended pullback, shedding 7.7% in the last three months, with help from Hurricanes Harvey and Irma. Today, Delta stock could end atop its 20-day moving average for the first time since mid-July. Analysts remain overwhelmingly positive. Of the 14 brokerages covering DAL stock, 13 rate the shares a "buy" or better.

Barclays Lowers the Bar On JetBlue Stock

JetBlue Airways stock is up 1.7% to trade at $19.01, after touching a year-to-date low on Friday. Like Delta, JBLU is also shrugging off a price-target cut from Barclays, to $29 from $33. JBLU stock has shed 15% year-to-date, and like many other airline stocks, has underperformed the broader S&P 500 Index (SPX) by more than 20 percentage points during the past three months. However, JBLU sports a 14-day Relative Strength Index (RSI) of 26, firmly in "oversold" territory. This suggests that a short-term bounce may have been in the cards.

 

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