Alaska Air Group, Inc. Common Stock (ALK)

JP Morgan analyst Jamie Baker projects strong profitability for US airlines, led by legacy carriers and international travel, with labor costs as a concern.

Samsara’s Q2 results were marked by robust enterprise demand and new product adoption, leading to a positive market reaction. Management credited the quarter’s momentum to strong growth in large customer cohorts, particularly those spending over $1 million annually, and the rapid uptake of recently launched AI-enabled products. CEO Sanjit Biswas highlighted that Samsara’s “strategy to partner with the world’s largest and most complex operations organizations is working and is fueling our growth at scale.” Expansion in verticals such as construction and public sector, along with the successful onboarding of major clients like Alaska Airlines and SRM Concrete, further contributed to the company’s outperformance.

IoT solutions provider Samsara (NYSE:IOT) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 30.4% year on year to $391.5 million. Guidance for next quarter’s revenue was better than expected at $399 million at the midpoint, 1.2% above analysts’ estimates. Its non-GAAP profit of $0.12 per share was 65.6% above analysts’ consensus estimates.

Shares of global airline American Airlines (NASDAQ:AAL) jumped 0.4% in the afternoon session after the company announced it had reached a major fleet milestone and rolled out a new AI system to improve efficiency. 

American Airlines shares inched higher as investors looked past a Raymond James downgrade and favored peers.

Shares of global airline American Airlines (NASDAQ:AAL) fell 3.5% in the morning session after the investment firm Raymond James downgraded the stock to 'Market Perform' from 'Outperform', citing valuation concerns. 

Delta & United face lawsuit by passengers who paid extra for window seats but were seated next to windowless walls.

July CPI showed airline fares up 4% and gasoline down 1.9%, sparking a major airline stock rally as carriers enjoy better margins.

The UK's CMA has cleared Boeing's acquisition of Spirit Aerosystems, valued at $4.7B as Boeing faces workforce issues and a lawsuit.

Alaska Air Group stock saw a welcome improvement to its Relative Strength (RS) Rating on Thursday, with an upgrade from 69 to 72.

United Airlines grounded all mainline flights nationwide due to a critical tech glitch on Wednesday, highlighting growing concerns over aging aviation infrastructure and operational vulnerabilities across the airline industry.

Boeing sued by flight attendants on Alaska Air's 737 MAX 9 for damages caused by mid-air cabin blowout. NTSB also criticizes Boeing.

The company successfully managed to keep its cash outflow during Q2 at just $200 million, significantly lower than the $1.8 billion that analysts reportedly expected.

Alaska Air Group (ALK) shows strong breakout potential with a Technical Rating of 7 and Setup Rating of 9, signaling upside momentum near resistance.