Airline Stocks Rally, Treasury Yields Fall as Oil Tumbles on Iran Sanctions

American Airlines Offers Seven New Global Routes For 2027

https://news.aa.com/news/news-details/2026/Summer-gets-sweeter-with-new-global-routes-from-American-Airlines-NET-RTS-08/default.aspx

TD Cowen Maintains Buy on American Airlines Group, Lowers Price Target to $16

TD Cowen analyst Tom Fitzgerald maintains American Airlines Group (NASDAQ:AAL) with a Buy and lowers the price target from $24 to $16.

Shares of airline companies are trading lower amid an oil price rebound. Expectations for U.S.-Iran negotiations over Strait of Hormuz passage are frozen, with the U.S. threatening major economic pressure on Iran and its trade partners, an approach that may leave energy prices elevated for longer.

Raymond James Maintains Outperform on Alaska Air Group, Lowers Price Target to $52

Raymond James analyst Savanthi Syth maintains Alaska Air Group (NYSE:ALK) with a Outperform and lowers the price target from $60 to $52.

TD Cowen Maintains Buy on Alaska Air Group, Lowers Price Target to $46

TD Cowen analyst Tom Fitzgerald maintains Alaska Air Group (NYSE:ALK) with a Buy and lowers the price target from $59 to $46.

Oil is trading lower as investors focus on signs of de-escalation in the U.S.-Iran conflict that include reports suggesting Pakistan is driving efforts to restart talks after meeting with Iranian leadership. Also, reports suggest the U.S. government is planning to return diplomatic staff to at least eight Middle Eastern embassies.