News
Market and company headlines
UBS analyst Atul Maheswari maintains Southwest Airlines (NYSE:LUV) with a Buy and raises the price target from $52 to $54.

JP Morgan analyst Jamie Baker maintains Southwest Airlines (NYSE:LUV) with a Overweight and lowers the price target from $59 to $58.

Southwest Airlines just posted Q3 2026 earnings and the stock jumped 5.4% to US$42.02 the next trading day. That pop comes after a flat month and a weaker 90 day stretch, which means this move matters for holders who have been waiting for a clearer signal. The headline is simple: profitability caught investors’ attention. Basic EPS for the quarter printed at US$0.55 and adjusted earnings per share on the call summary landed higher, backed by record quarterly revenue of about US$8.4b. The...

For Southwest Airlines shareholders, the return over the past year was 20.2%, including dividends. If you had been weighing a purchase back on 21 October 2025, you would have been staring at clashing stories about bag fees, basic economy, Expedia distribution, and future profit margins rather than any clear script for what came next. The real question is what those early buyers actually saw in the trade off between richer ancillary revenue and rising fuel and labor pressure. Southwest...
Fleet monetization and loyalty expansion are funding Southwest's structural margin improvements without straining its balance sheet.

Record unit revenue and passenger yield drive strong momentum despite fuel headwinds.

Southwest Airlines beats Q3 earnings estimates as record revenues, higher fares and strong demand drive profit growth and margin expansion despite rising fuel costs.

Southwest Airlines Co (NYSE:LUV) reported record third-quarter revenue of $8.4 billion as stronger fares lifted income despite an $821 million increase in fuel costs. Operating revenue rose 21% year on year for the three months to September 30, while the operating margin increased to 4.5%...

While the top- and bottom-line numbers for Southwest (LUV) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Investors have been eager to hear how the carrier was progressing on its turnaround.

Southwest (LUV) delivered earnings and revenue surprises of +8.20% and +1.89%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Southwest Q3 2026 revenue came in line at $8.42B, while EPS beat at $0.66 on record revenue and unit revenue despite fuel headwinds.

Southwest Airlines Co. (NYSE: LUV) today reported third quarter 2026 financial results, reflecting strong demand for the Southwest product and continued momentum across the business.
Southwest just revamped its Rapid Rewards program for 2027. Here’s what to know if you’re a frequent Southwest traveler.
Southwest Airlines has overhauled its Rapid Rewards program with new Silver, Gold, and Platinum tiers, Milestone Rewards, expanded international partnerships, and premium travel perks such as the Southwest Icon Lounge and fleetwide Starlink connectivity, along with a quicker tier path for co branded credit cardholders starting in 2027. The move signals a push by Southwest Airlines to deepen high margin loyalty and card economics while courting higher value travelers through richer benefits,...

Southwest Airlines will open one of its first lounges nationwide in the Nashville airport next year. Here's the first look inside.
Southwest Airlines Co. (NYSE: LUV) announced today the next evolution of its award-winning Rapid Rewards® program, making the loyalty program more rewarding for Customers throughout the travel journey.

https://www.cnbc.com/2026/10/15/southwest-rapid-rewards-tiers-a-list.html

Southwest Airlines is overhauling its loyalty program and replacing A-List and A-List Preferred with three new tiers.
LUV's Q3 earnings face pressure from rising fuel and labor costs, but strong bookings and revenue growth are likely to have provided a much-needed boost.

Southwest (LUV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

(Updates with Southwest Airlines' response in the fourth paragraph) Southwest Airlines (LUV) is l

Southwest is reportedly considering buying 787 jets. That would open up more international routes.
In recent days, Southwest Airlines lowered its earnings guidance for the third quarter and full year, citing surging fuel costs and plans to trim capacity growth despite healthy demand. At the same time, the carrier has been pushing deeper into digital engagement and loyalty, including an AI booking plugin and a burnout-focused Rapid Rewards campaign, underscoring how product and marketing innovation are being used to offset cost pressures. We’ll now examine how Southwest’s higher fuel...

Rokt, the leading ecommerce company using machine learning and AI to make the shopping experience more relevant to each customer, participated in eight panel discussions during Advertising Week New York 2026 (AWNY), held at The Penn District this week. Rokt leaders joined executives from leading retail, financial services, travel and media companies to discuss how businesses can grow revenue, earn customer trust and adapt to changes in how people discover brands. Four of those sessions took plac
Spots narrated by Adam Scott ask travelers if they’ve reached their “booking point” in a tongue-in-cheek effort to address burnout.
Fuel prices are taking off, but this airline stock may not.

LUV brings flight discovery into ChatGPT to make travel planning more conversational, personalized and convenient.

Susquehanna analyst Christopher Stathoulopoulos maintains Southwest Airlines (NYSE:LUV) with a Neutral and lowers the price target from $50 to $45.

CAMBRIDGE, Mass., October 05, 2026--The MIT Sloan CFO Summit, the nation’s preeminent one-day CFO conference, celebrates its 24th anniversary of keynote speakers, panel discussions, on-topic conversations, and the opportunity to network and learn with best-in-class leaders. To be held Thursday, November 19, 2026, the event attracts 400+ CFOs and senior financial executives from a broad mix of business and sectors.

Southwest Airlines Co. (NYSE: LUV) announces a new brand campaign today called "Enter Airplane Mode" inviting travelers to escape the daily grind as constant pings, packed calendars, and always-on routines continue to fuel real burnout. In a Southwest®-sponsored survey¹, 76% of respondents said they are experiencing burnout and 68% of respondents believe a trip is one way they can regain control of their time. With flexible policies including no change² or cancel fees³, an expansive domestic net
Oil just slipped back below the psychological $100 mark for Brent and $90 for WTI, easing some of the pressure that has stalked fuel intensive transport and logistics stocks in recent months. When a key input suddenly gets cheaper, cost structures can look very different, and that can shift how investors think about everything from airlines to freight operators. This article walks through 3 stocks from our Fuel intensive Transportation and Logistics Stocks screener that are directly exposed...
The budget airline has been serving a key airport hub since 2006.

In recent months, Southwest Airlines has shifted away from its long-standing “no hidden fees” approach by charging for seat assignments and extra legroom, remodeling cabins to support this change and reporting more than US$1.00 billion in EBIT from these extras, with bags also becoming a major revenue contributor. This pivot shows how Southwest is monetizing services it once included in the base fare, aligning itself more closely with rivals while benefiting from higher fares on routes...

As Southwest Airlines has outpaced the Nasdaq Composite over the past year. analysts remain fairly bullish about the stock’s prospects.

American, United and Southwest Airlines are all scaling back flight plans in order to address the rising cost of fuel.
Southwest Airlines (LUV) buy case: 15â20% upside from revenue overhaul, stronger margins and pricing.

On the August 4, 2026 earnings call, SpaceX (NASDAQ:SPCX) chief executive Elon Musk predicted Starlink could carry the bulk of global internet traffic within 10 years, driven by a next-generation satellite that multiplies delivered bandwidth dramatically. This morning, in a post on X, he expanded on just how big that could be: “Connectivity per sat […]
Southwest Airlines buy rating: Transformation boosts demand; new fees/assigned seating may add $2B+ EBIT by 2026. Click for more on LUV stock.

The airline unveiled its first lounge openings after much speculation.

Southwest Airlines Co. (NYSE: LUV) today unveils plans for its first-ever airport lounge network, marking the next chapter of the Southwest Airlines® travel experience.




