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JBLU · NASDAQ · STOCK

JetBlue Airways Corporation

Industrials Updated August 11, 2026
$5.80
52W $3.87 – $6.62
54/100
$2.19B
-2.4
1.74
AI Committee Verdict
Watch
54/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is JBLU Bullish or Bearish?

Mixed. Innellis AI committee rates JetBlue Airways Corporation (JBLU) Watch with a composite score of 54/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.29 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.71 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 4.01) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.8x is a discount to asset value — Value
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • ROE of only -45.5% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 4.01 adds balance-sheet risk to the value case — Value
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 4.01) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.74 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 28.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
54/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 87%
of 223 Industrials peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 0.8x is a discount to asset value
− ROE of only -45.5% -- cheap may mean cheap for a reason
Growth Analyst bearish
40 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
33 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 4.01) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
46.7
Neutral
MACD Histogram
-0.008
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$4.36
Resistance
$6.16
Bollinger %B
0.54
Inside Bands
Price vs Moving Averages
EMA 9
$5.94 Below
EMA 21
$5.82 Below
EMA 50
$5.60 Above
EMA 200
$5.22 Above

Fundamental Analysis

Valuation
100
Profitability
17
Financial Health
0
Cash Flow
15
Valuation
P/E Ratio -2.4×
P/B Ratio 1.35×
PEG Ratio 0.04
Dividend Yield 0.00%
52W High $6.62
52W Low $3.87
Quality & Growth
ROE -2839.6%
ROA -323.2%
Gross Margin 4679.6%
Operating Margin -594.5%
Revenue Growth YoY
Debt / Equity 5.91
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -2.4 (inexpensive relative to a 15-40x range); Price-to-book of 1.3x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -28.4%; Return on assets of -3.2%; Net margin of -9.3%; Gross margin of 46.8%; Current ratio of 0.70 (tight short-term liquidity); Debt-to-equity of 5.91; Free cash flow per share is negative (-3.06); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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