Market Cap
$1.6B
JBLU
JETBLUE AIRWAYS CORP
$4.15 ▲ +0.00%
Prev close $4.15Market cap$1.6B
ConsensusStrong Sell
12-mo target$4.97 (+19.8%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on JBLU right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (0%)
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $909.2K sell
Insider Net $
-$909.2K
Social Sentiment
43° Neutral
SEC Reports
9
Price chart 30d -10.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 10, 2026 SEC Short Volume: JBLU — 61.4% short (4.4M / 7.1M)
Short: 4,384,891 | Exempt: 15,559 | TRF Vol: 7,140,877 | Short Ratio: 61.4% | Off-exchange volume (d
JetBlue raised its Q3 2026 RASM guidance midpoint by 4 percentage points (to 17.0%-20.0% YoY) on strong demand and prici
8-K — Impact 6/10
Aug 31, 2026 Insider
Clements Carol Ann sold 2,000 shares
Chief Digital & Tech Officer @ $4.71 ($9.4K)
Jul 30, 2026 Insider
Hurley Ursula L sold 2,977 shares
Chief Financial Officer @ $6.00 ($17.9K)
Jul 30, 2026 Insider
Jul 28, 2026 SEC Clements Carol Ann sold 2,000 shares
Chief Digital & Tech Officer @ $5.75 ($11.5K)
JetBlue reported Q2 2026 revenue of $2.697B (+14.5% YoY), beating the $2.70B consensus, and a GAAP EPS loss of -$0.66, b
8-K — Impact 7/10
A federal district court denied JetBlue Airways' motion for summary judgment in a breach of contract lawsuit over TSA fe
COURT-RULING — Impact 1/10
Jul 6, 2026 Event
Hahn v. JetBlue Airways Corporation
Court ruling (nyed) — Docket: 1:21-cv-06867
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
0% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Sep 28, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 10, 2026 | UBS | MAINTAIN | Sell | 55% |
| Aug 24, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 17, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Aug 7, 2026 | Citigroup | DOWNGRADE | Sell | 55% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 7, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 6, 2026 | Raymond James | DOWNGRADE | Underperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 14 | 6 | 4 | 0% | |
| Aug 1, 2026 | 0 | 1 | 14 | 6 | 3 | 4% | |
| Jul 1, 2026 | 0 | 1 | 15 | 5 | 3 | 4% | |
| Jun 1, 2026 | 0 | 1 | 15 | 5 | 3 | 4% | |
| May 1, 2026 | 0 | 1 | 15 | 5 | 3 | 4% | |
| Apr 1, 2026 | 0 | 0 | 16 | 5 | 3 | 0% | |
| Mar 1, 2026 | 0 | 0 | 14 | 6 | 3 | 0% | |
| Feb 1, 2026 | 0 | 0 | 12 | 6 | 4 | 0% |
Price targets
Where 15 covering analysts think JBLU trades over the next 12 months.
$4.97 +19.8% upside Buy
Current$4.15 Low$3.50 Median$5.00 High$8.00 15 analysts
$3.50$8.00
Analyst rating Underperform· 3.6/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
43°
Neutral
BearishNeutralBullish
Recent posts
JBLU Stock Alert: JetBlue Bets the House on South Florida to Escape a $1.8B Debt Trap
▲ 1 · 💬 0· ⚡ 0.5
22 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1 · 💬 1· ⚡ 0.5
Is this a wash sale?
▲ 1 · 💬 0· ⚡ 0.5
Mayday, Mayday - JetBlue Airways's (JBLU) Zero Hedge Disaster
▲ 1 · 💬 0· ⚡ 0.5
Mayday, Mayday - JetBlue Airways (JBLU) Zero Hedge Disaster
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 5 neutral · avg impact 4.3/10.
MIXED8-K6/10
JetBlue raised its Q3 2026 RASM guidance midpoint by 4 percentage points (to 17.0%-20.0% YoY) on str
Sep 10, 2026
BULLISH8-K7/10
JetBlue reported Q2 2026 revenue of $2.697B (+14.5% YoY), beating the $2.70B consensus, and a GAAP E
Jul 28, 2026
NEUTRALCOURT-RULING1/10
A federal district court denied JetBlue Airways' motion for summary judgment in a breach of contract
Jul 8, 2026
BULLISHCOURT-RULING4/10
The Eleventh Circuit affirmed dismissal of a negligence claim against JetBlue, holding that the Airl
Jul 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: JBLU — 61.4% short (4.4M / 7.1M)
Short: 4,384,891 | Exempt: 15,559 | TRF Vol: 7,140,877 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: JBLU — 59.6% short (4.1M / 6.8M)
Short: 4,073,546 | Exempt: 36,274 | TRF Vol: 6,839,018 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: JBLU — 57.3% short (4.9M / 8.5M)
Short: 4,855,545 | Exempt: 35,331 | TRF Vol: 8,472,366 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: JBLU — 56.6% short (5.3M / 9.3M)
Short: 5,257,757 | Exempt: 24,585 | TRF Vol: 9,288,995 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: JBLU — 64.3% short (4.5M / 7.0M)
Short: 4,524,577 | Exempt: 23,660 | TRF Vol: 7,037,362 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.50 | $-0.67–$-0.27 | -26.1% | -10.8% | 3↑ 9↓ | $2.8B | 15 |
| Next Q | $-0.48 | $-0.74–$-0.17 | 2.0% | -44.6% | 5↑ 5↓ | $2.7B | 14 |
| Current FY | $-2.54 | $-3.05–$-1.96 | -54.8% | -10.1% | 6↑ 9↓ | $10.4B | 17 |
| Next FY | $-0.78 | $-1.66–$-0.14 | 69.2% | -72.0% | 5↑ 6↓ | $11.2B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.504 | — |
| 7d ago | $-0.495 | -0.009 |
| 30d ago | $-0.455 | -0.049 |
| 60d ago | $-0.414 | -0.090 |
| 90d ago | $-0.420 | -0.084 |
Institutional ownership
Which big funds own JBLU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (317,621,364 shares) as of 2026-Q2. Top holders: BlackRock,, ICAHN, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 49,463,264 | $283.4M | 15.6% | — |
| ICAHN CARL C | 20,658,179 | $118.4M | 6.5% | TRIM -38.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,283,287 | $104.8M | 5.8% | — |
| TWO SIGMA INVESTMENTS, LP | 17,366,605 | $99.5M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,874,516 | $79.5M | 4.4% | — |
| STATE STREET CORP | 13,809,116 | $79.1M | 4.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 13,176,202 | $75.5M | 4.2% | — |
| AMERIPRISE FINANCIAL INC | 12,484,821 | $71.5M | 3.9% | DOUBLED +1084.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,082,400 | $52.0M | 2.9% | TRIM -43.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,534,198 | $48.9M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ICAHN CARL C | TRIM | 33,621,735 | 20,658,179 | -38.6% | $118.4M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,054,451 | 12,484,821 | +1084.0% | $71.5M |
| FMR LLC | ADD | 4,395,027 | 7,205,861 | +64.0% | $41.3M |
| GOLDMAN SACHS GROUP INC | ADD | 3,495,380 | 6,851,312 | +96.0% | $39.3M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 2,246,200 | 6,474,281 | +188.2% | $37.1M |
| D. E. Shaw & Co., Inc. | ADD | 3,262,843 | 6,377,373 | +95.5% | $36.5M |
| UBS Group AG | ADD | 3,173,987 | 5,697,823 | +79.5% | $32.6M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 3,286,494 | 5,630,497 | +71.3% | $32.3M |
| Holocene Advisors, LP | DOUBLED | 1,580,441 | 5,287,118 | +234.5% | $30.3M |
| BANK OF AMERICA CORP /DE/ | TRIM | 8,552,834 | 3,494,219 | -59.1% | $20.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$909.2K — $0.00 bought, $909.2K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | SELL | 2,000 | $4.71 | $9.4K |
| Jul 30, 2026 | Hurley Ursula L | Chief Financial Officer | SELL | 2,977 | $6.00 | $17.9K |
| Jul 30, 2026 | Clements Carol Ann | Chief Digital & Tech Officer | SELL | 2,000 | $5.75 | $11.5K |
| Jul 30, 2026 | Hurley Ursula L | Chief Financial Officer | SELL | 74,276 | $5.75 | $427.1K |
| May 29, 2026 | Geraghty Joanna | CEO | EXERCISE | 245,700 | — | — |
| May 29, 2026 | Geraghty Joanna | CEO | TAX W/H | 135,873 | $5.38 | $731.0K |
| May 28, 2026 | Sharma Vivek | Director | SELL | 5,000 | $5.40 | $27.0K |
| May 28, 2026 | Sharma Vivek | Director | SELL | 26,415 | $5.41 | $142.9K |
| May 28, 2026 | Sharma Vivek | Director | SELL | 585 | $5.42 | $3.2K |
| May 4, 2026 | Southerton Dawn | Principal Accounting Officer | SELL | 18,193 | $5.00 | $91.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JBLU.
Shares short
95,986,917
Settlement Sep 15, 2026
Change vs prior
+3.3%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈25.4%
Estimate — not % of float
All JBLU filing & press-release reports (9)
- 8-K reportSep 10, 2026
- 8-K reportJul 28, 2026
- COURT-RULING reportJul 8, 2026
- COURT-RULING reportJul 2, 2026
- 8-K reportJun 1, 2026
- CLUSTER reportMay 5, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 17, 2026
- DEFA14A reportApr 2, 2026