JetBlue Airways (JBLU) faces significant financial and operational challenges. Ghginvest.substack.com analysis estimates over $100 million in Q4 2025/Q1 2026 costs from severe flight disruptions in late December, revealing "structural fragility." JBLU shares fell 3.41% on December 29, 2025, amidst these disruptions, and January 2026 put options rose +18.75% on December 30, 2025, indicating market concern.
AInvest reports analysts maintain "sell ratings" due to strategic setbacks, including a blocked Spirit merger and terminated Japan Airlines alliance, alongside liquidity concerns. JetBlue also launched new Boston-Nassau flights and announced future JFK-Cleveland service for March 2026.