I'm bearish on LUV given a roughly 25% trailing-month decline as surging jet fue
"I view Southwest as a margin-recovery, contrarian buy — its fleet commonality and point-to-point model support a path back to pre-COVID margins and analysts’ EPS recovery (analysts imply a ~$136 stock if EPS reaches the projected level)."
"I view Southwest Airlines (LUV) as vulnerable to margin compression from oil-driven fuel cost spikes that raise ticket costs and pressure profitability even if demand remains intact."