JETBLUE AIRWAYS CORP
boothcheck covers JETBLUE AIRWAYS CORP (JBLU) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• JetBlue is a U.S. airline in the middle of a turnaround, still loss-making, with the JetForward plan and a new partnership with United (Blue Sky) the two pillars management is leaning on to restore profitability. • At $5.67 the price reflects the distress: the trailing operating result is negative, free cash flow is negative, and the company carries roughly $6.8 billion of net debt, so the relative-multiple and asset methods rather than any earnings method are doing the valuation work. • The f
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355 institutional managers reported holding JBLU in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 47%. 65 opened new positions that quarter. Held by BlackRock, Icahn Capital, Vanguard Group, among others. On the short side, 75.6M shares were sold short as of the 2026-06-15 count, about 20% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
JBLU's share count grew 16.7% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at JBLU over the trailing three years: 2025: 3 buys totaling $820k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
JBLU's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-29 | +0.9% | +24.1% |
| 2023-08-02 | -11.2% | -31.4% |
| 2023-11-01 | -12.1% | +33.6% |
| 2024-04-26 | -21.3% | +5.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
JBLU's latest 8-K filings: 2026-07-28 (items 2.02, 7.01, 9.01); 2026-06-01 (items 7.01); 2026-05-20 (items 5.07); 2026-04-28 (items 2.02, 7.01, 9.01); 2026-04-17 (items 8.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.