Stocks / Transportation
ALKTransportation
Alaska Air Group, Inc.
$40.151d +1.2%5d +0.1%settled close · 2026-09-17
Mkt cap $4.4B (3/25)β 2.0252w $34–60Shares 114.6MInd. Air Transportation, ScheduledNYSE since 1972Emp. 35,951HQ Seattle, WAalaskaair.com
The tape, with the calls on it
Who said what, and what ALK did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ALK
2 longlatest 2023-03-07
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-03-07 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Committee | Same thesis as Delta — stable cost structure (labor contracts reset, fuel stable) plus strong demand visible… |
| 2023-01-06 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Alaska Airlines is a high-quality operator that has consistently earned above cost of capital with a… |
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Earnings
Next report: 15 Oct 2026
Confirmed date · consensus EPS 0.63. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ALK’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-08-20 | ||||||
| 2026-08-05 | ||||||
| 2026-07-13 | ||||||
| 2026-07-10 | ||||||
| 2026-06-15 | ||||||
| 2026-05-27 | ||||||
| 2026-05-20 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 | ||||||
| 2026-04-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ALK is in this morning’s Brief.
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