Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Analyst consensus.
ACCE opinionJetBlue Airways Corporation Common Stock (JBLU)
Fair value
Not available
ACCE price target
$3.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST; previously $4.30 since 28 Sept 2026, 00:00 CEST.
Price used: $2.63 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
21
out of 100
Analysts
0% buy
17 covering
P/E
0.0x
forward 6.3x
1-year return
-42.5%
Dividend yield
0.00%
JetBlue Airways Corporation Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
JetBlue is a US airline with a focus on the Northeast, Florida and transatlantic routes, known for onboard service and a premium Mint cabin. Its position at constrained airports such as Boston and New York is an asset. The driver is its plan to restore profits through cost cuts and premium revenue. Revenue grew 14.5%, but the operating margin is -5.2% and ROE is -44.4%, at 6.3x forward earnings.
⚠ Investor warnings · 5 flagsAI-assisted·How I use AI
severe
Negative free cash flow and high leverage
FCF is -$921M while Debt/Equity stands at 5.91x. Unsustainable cash burn with minimal equity cushion raises going-concern risk.
severe
Profitability collapse and negative earnings
Net margin -9.3%, ROE -44.4%, and earnings down 82.9% YoY. Company is unprofitable despite 14.5% revenue growth, signalling structural margin failure.
high
ACCE score collapse
Score fell 15 points in 90 days (41 to 26). Quality and value components both deteriorated sharply, reflecting fundamental deterioration.
high
Extreme short interest and insider selling
Short interest at 29.5% with insiders selling $0.91M and buying $0M. Insider confidence absent while bearish positioning is heavy.
high
Valuation disconnect and negative forward earnings
Forward P/E of -4.3 and EV/EBITDA of 102.8x indicate market pricing in continued losses. Fair value range ($2.50-$6.50) wide, reflecting high uncertainty.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue jumped 14.5% year over year, suggesting demand recovery and pricing power are returning to the airline.
Analyst consensus price target of $4.58 implies 19.4% upside from the current $3.84 share price.
Latest earnings beat expectations by 5.7%, showing the airline is executing better than the market feared.
Why it could disappoint
Free cash flow is negative $921M over the last twelve months, and the company cannot fund operations without burning cash.
Debt to equity of 5.91 leaves almost no financial flexibility to weather a downturn or refinance maturing debt.
Not a single analyst rates the stock Buy or Strong Buy out of 17 covering it, signaling deep skepticism among professionals.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 27, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where JBLU's valuation models land
Price
$2.63
Model fair valueConfidence: low
about $4.58
Model
Fair value
Upside
Analyst consensus
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores