Southwest Airlines (LUV) — What Changed

Material changes in the AI committee's view · 12 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MATERIAL
▲ Agreement Shift

LUV's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

LUV's Committee score moved from 53.55 to 52.48 (-1.07, 1 day(s) apart).

53.55 → 52.48 (-1.1)

2026-07-30 MINOR
▼ Agreement Shift

LUV's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-30 MINOR
▼ Score Change

LUV's Committee score moved from 57.89 to 53.55 (-4.34, 1 day(s) apart).

57.89 → 53.55 (-4.3)

2026-07-28 MINOR
▲ Agreement Shift

LUV's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-28 MINOR
▲ Score Change

LUV's Committee score moved from 53.95 to 57.89 (+3.94, 1 day(s) apart).

53.95 → 57.89 (+3.9)

2026-07-24 MAJOR
▼ Agreement Shift

LUV's Committee agreement moved from 71.40% to 42.90% (-28.50pp, 1 day(s) apart).

71.40 → 42.90 (-28.5)

2026-07-24 MINOR
▲ Score Change

LUV's Committee score moved from 51.31 to 52.83 (+1.52, 1 day(s) apart).

51.31 → 52.83 (+1.5)

2026-07-24 MATERIAL
— Conviction Change

LUV's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-19 MINOR
▲ Score Change

LUV's Committee score moved from 50.38 to 51.00 (+0.62, 1 day(s) apart).

50.38 → 51.00 (+0.6)

2026-07-18 MINOR
▼ Score Change

LUV's Committee score moved from 51.50 to 50.38 (-1.12, 1 day(s) apart).

51.50 → 50.38 (-1.1)

2026-07-17 MINOR
▼ Score Change

LUV's Committee score moved from 51.81 to 51.50 (-0.31, 1 day(s) apart).

51.81 → 51.50 (-0.3)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →