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Stocks / Transportation

ALKTransportation

Alaska Air Group, Inc.
$38.001d +8.2%5d +8.3%settled close · 2026-11-02

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Mkt cap $4.4B (11/2)β 2.0452w $34–60Shares 114.6MInd. Air Transportation, ScheduledNYSE since 1972Emp. 35,951HQ Seattle, WAalaskaair.com
The tape, with the calls on it

Who said what, and what ALK did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

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Who’s talkingIdea Scout · free

Who’s talking about ALK

2 longlatest 2023-03-07
DateVoiceStanceVenueThesis
2023-03-07Jim Lebenthal (Cerity)Partner, Cerity PartnersBullishCNBC Halftime CommitteeSame thesis as Delta — stable cost structure (labor contracts reset, fuel stable) plus strong demand visible…
2023-01-06Bill MillerFounder, Miller Value Partners (retired)BullishCNBC TelevisionAlaska Airlines is a high-quality operator that has consistently earned above cost of capital with a…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
Earnings

Next report: 20 Jan 2027 before the open

Confirmed date · consensus EPS -2.03. Reactions below are the next settled session over the prior close.
ReportWhenEPS actual vs est.Reaction
20 Oct 2026after the close-0.31 vs 0.29-1.9%
The options tape

Notable options days

Sessions in the last 120 where ALK’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-11-02
2026-10-30
2026-10-22
2026-10-21
2026-10-08
2026-09-24
2026-09-17
2026-08-20
2026-08-05
2026-07-13
2026-07-10
2026-06-15
2026-05-27
2026-05-20
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
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The Wheel · put-selling

ALK on the Wheel

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