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Barclays maintains Southwest stock at $26 PT amid revenue woes

EditorIsmeta Mujdragic
Published 06/27/2024, 10:42 AM
LUV
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On Thursday, Barclays reaffirmed its Equal-weight rating on Southwest Airlines Co. (NYSE:LUV) with a steady price target of $26.00.

The airline's recent investor update for the second quarter of 2024 indicated a revenue forecast that fell short by approximately 175 basis points from previous estimates. Southwest now expects a decline in unit revenue of 4-4.5%, adjusted from the earlier projection of a 1.5-3.5% decrease. The company attributes the revision to difficulties in aligning its revenue management with the current booking trends in a volatile market environment.

Southwest's management has pointed to the impact of Boeing (NYSE:BA) delivery delays, necessitating a rescheduling for the quarter, which resulted in a shift in the mix of markets served, further complicating revenue management. Although the details of the rescheduling claims are not immediately verifiable, the underlying issue appears to be the airline's aggressive capacity expansion, which at 8-9% might be surpassing the growth in domestic U.S. travel demand.

The company had previously announced network alterations and optimization efforts starting in March, which were anticipated to contribute to a more robust revenue performance in the second quarter. Nonetheless, it seems the expected network benefits were somewhat negated by the excessive capacity increase. Following the updated guidance, activist shareholder Elliott reiterated its stance on the need for a change in management at Southwest.

In response to the latest developments, Barclays has adjusted its fiscal year 2025 earnings per share (EPS) estimate for Southwest to $1.60, down from the previous $1.80 forecast. This adjustment reflects the analyst's perspective on the challenges faced by the airline and the potential impact on its financial performance.

In other recent news, Southwest Airlines has been in the spotlight following a series of financial developments. The company recently adjusted its second-quarter revenue outlook, expecting a decrease of 4% to 4.5% in revenue per available seat miles (RASM). This decline is seen as a response to fluctuating travel demand in the post-pandemic landscape.

Elliott Investment Management has voiced concerns over Southwest's repeated downward adjustments to its revenue guidance and has called for leadership changes within the company. The investment firm, which has acquired a nearly $2 billion stake in Southwest, is signaling its intention to advocate for changes to address the company's recent performance issues.

In terms of analyst notes, Citi has maintained its Neutral stance on Southwest, raising its price target to $29 from the previous $27.50.

Additionally, the U.S. Treasury Department has raised $556.7 million from the sale of warrants in 11 major airlines, including Southwest, which were originally issued as part of the government's COVID-19 relief efforts.

These are some of the recent developments impacting Southwest Airlines.

InvestingPro Insights

With Southwest Airlines Co. (NYSE:LUV) navigating through a challenging period, real-time data from InvestingPro provides a clearer picture of the company's financial stance. As of the last twelve months leading up to Q1 2024, Southwest Airlines holds a market capitalization of $16.98 billion, with a forward-looking P/E ratio of 19.63, indicating investor expectations of future earnings growth. The company's revenue growth has been positive, with a 7.6% increase over the last twelve months and an even more robust quarterly growth of 10.92% in Q1 2024.

InvestingPro Tips suggest that Southwest Airlines is a prominent player in the Passenger Airlines industry, holding more cash than debt on its balance sheet, which could provide a cushion against market volatility. Additionally, four analysts have recently revised their earnings upwards for the upcoming period, reflecting a potential uptick in Southwest's financial trajectory. For readers looking to delve deeper into the company's prospects, there are additional InvestingPro Tips available, providing a comprehensive analysis of Southwest Airlines' financial health and market position.

For those interested in gaining further insights and tips, consider subscribing to InvestingPro. Use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, and uncover more about what lies ahead for Southwest Airlines.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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