Themes Airlines ETF Price & Performance (AIRL)

American Airlines' stock has plummeted 35% in 2025, hitting record lows due to tariff concerns, pilot shortages, and rising labor costs. Despite these setbacks, analysts highlight its potential for significant free cash flow and debt reduction, positioning it as a strategic buy for investors willing to weather current market turbulence.1

United Airlines has seen a 45.8% stock surge over six months, outpacing the broader industrial sector. Despite a recent decline of 22% in the past three months, analysts remain optimistic, citing strong earnings and a record number of passengers carried. The stock holds a 'Strong Buy' consensus with a projected 62.8% upside.2

The Themes US Infrastructure ETF (HWAY) experienced a sharp increase in trading volume, rising 780% above its average. Despite no price movement, institutional investors have shown interest, with one fund acquiring 15,994 shares recently. The ETF focuses on U.S. companies tied to infrastructure, attracting attention amid economic shifts.3