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Southwest upgraded to Outperform from In Line at Evercore ISI

Southwest upgraded to Outperform from In Line at Evercore ISI

Evercore ISI analyst Duane Pfenningwerth upgraded Southwest to Outperform from In Line with a price target of $35, up from $30. The firm cites the “long-awaited” transition to capacity discipline, new revenue initiatives to be outlined at the company’s upcoming investor day on September 26 – including assigned seating and premium economy – as well as strong underlying fleet value. While attractive underlying fleet value is not new, the company may shine a light on this embedded value via transactions, the analyst tells investors.

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