Ticker: DAL

Delta Air Lines

Industrials Industrials Airlines, Airports & Air Services

Price 78.13

Reco Sell Potential 45 Risk 75 Updated 2026-09-09

Official website

Forecast impact

negative

Target +24.4% target fill 80.4%

Reaction D5 +4.15% · D10 +6.24% market trust

Impact Potential -4 · Risk +3 valid until 2026-09-23

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Delta Air Lines is a major American airline providing passenger and cargo transportation services. Its core operations include domestic and international flights, with significant revenue generated from ticket sales, cargo services, and ancillary fees. The company operates in the industrials sector and focuses on enhancing customer experience and operational efficiency. Key business segments include passenger services, cargo operations, and loyalty programs.

Investment Profile

Delta Air Lines presents a balanced investment profile, appealing to investors seeking a mix of growth and income. The company has a moderate dividend yield, indicating some return potential, while also facing challenges in revenue growth. Its established market position suggests stability, making it suitable for investors with a medium to long-term horizon.

Category: Industrials Sector: Industrials Industry: Airlines, Airports & Air Services Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-09-10

EPS (TTM) — earnings per share for the last 12 months, $: 6.92
Revenue QoQ — quarter-over-quarter revenue growth: -0.9%
EPS surprise: 1.3%
20d volatility: 1.6%
Dividend yield: 1.2%
last ex-date: 2026-02-26

AI recommendation changes

Date	Before	After	Reason
2026-08-25	Hold	Sell	Weak momentum and high risk offset potential upside.
2026-08-16	Buy	Hold	Mixed momentum; fundamentals show slight weakness.
2026-07-29	Hold	Buy	Strong recent performance and positive analyst momentum.
2026-07-18	Buy	Hold	Weak momentum and fundamentals raise significant risk concerns.
2026-07-16	Hold	Buy	Strong performance but mixed momentum signals present risks.
2026-07-09	Buy	Hold	Weak fundamentals and negative short-term momentum raise concerns.
2026-06-10	Hold	Buy	Strong momentum and solid fundamentals support growth potential.
2026-05-30	Buy	Hold	Strong momentum, but revenue decline raises concerns.
2026-05-22	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-05-08	—	Hold	Mixed signals; cautious due to recent revenue decline.
2026-05-08	Hold	Hold	Компания демонстрирует позитивную динамику за последние 5 и 20 дней, однако есть признаки волатильности и снижение выручки в квартальном выражении. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-04-23	Buy	Hold	Компания демонстрирует стабильный рост в долгосрочной перспективе, однако недавние колебания цен и снижение выручки в квартальном исчислении вызывают опасения.
2026-04-15	Hold	Buy	Компания демонстрирует сильный рост за последние 20 дней и позитивную динамику по сравнению с предыдущими периодами. Низкий риск и стабильный дивиденд делают акцию привлекательной для инвестиций.
2026-03-16	Sell	Hold	Компания Delta Air Lines демонстрирует смешанные результаты, с недавним падением цен на акции и отрицательной динамикой выручки. Однако, наличие дивидендов и умеренный рост прибыли на акцию указывают на стабильность, что
2026-03-09	Hold	Sell	Акции Delta Air Lines демонстрируют значительное снижение в краткосрочной перспективе, а также негативные показатели выручки. Учитывая высокие риски и неопределенность в секторе, рекомендуется продавать.
2026-02-24	Buy	Hold	Компания демонстрирует стабильный рост в долгосрочной перспективе, однако недавние колебания цен и снижение выручки могут указывать на краткосрочные риски.
2026-02-21	Hold	Buy	Компания показывает положительную динамику за последние 60 и 120 дней, что свидетельствует о восстановлении после пандемии. Умеренный дивидендный доход и стабильный EPS также поддерживают привлекательность акций.
2026-02-12	Buy	Hold	Компания демонстрирует стабильный рост за последние 120 дней, но недавнее снижение цены и отрицательная динамика выручки в квартале вызывают опасения. Рекомендуется удерживать акции до более ясных сигналов о восстановлен
2026-02-04	Hold	Buy	Компания показывает положительную динамику на краткосрочном и долгосрочном горизонте, несмотря на небольшое снижение выручки. Устойчивый рост EPS и позитивный моментум делают акцию привлекательной для покупки.
2026-01-25	Buy	Hold	Компания показывает стабильный рост на длительном горизонте, однако недавние колебания цен и снижение выручки могут указывать на краткосрочные риски.
2026-01-23	Hold	Buy	Компания показывает устойчивый рост за последние 120 дней, а также положительный сюрприз по прибылям. Низкий дивидендный доход и умеренный риск делают её привлекательной для долгосрочных инвестиций.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-08-24	Raymond James	Target Lowered	104 → 98	82.87
2026-07-14	Argus Research	Target Raised	100 → 105	85.57
2026-07-14	Cantor Fitzgerald	Target Raised	— → 112	86.19
2026-07-13	UBS	Target Raised	107 → 112	85.75
2026-07-13	Bernstein	Target Raised	93 → 106	87.39
2026-07-10	Morgan Stanley	Target Raised	115 → 125	87.36
2026-07-10	Jefferies	Target Raised	105 → 110	87.7
2026-07-07	Susquehanna	Target Raised	78 → 108	91.68
2026-07-06	Morgan Stanley	Target Raised	105 → 115	93.66
2026-07-06	Raymond James	Rating Downgraded	— → 104	92.75
2026-07-02	Goldman Sachs	Target Raised	80 → 116	93.06
2026-06-30	Wells Fargo	Target Raised	75 → 105	93.17
2026-06-25	Barclays	Target Raised	85 → 105	90.65
2026-06-23	UBS	Target Raised	98 → 107	85.92
2026-06-17	Bernstein	Target Raised	88 → 93	83.14
2026-06-01	Morgan Stanley	Target Raised	90 → 105	79.84
2026-05-26	UBS	Target Raised	— → 98	78.995
2026-05-11	Bernstein	Target Raised	81 → 88	73.33
2026-05-07	UBS	Target Raised	86 → 95	73.34
2026-04-17	Evercore ISI	Target Raised	80 → 85	74.465
2026-04-09	UBS	Target Raised	84 → 86	67.83
2026-04-09	Susquehanna	Target Lowered	81 → 78	67.83
2026-01-14	Seaport Global	Target Lowered	89 → 88	67.89
2026-01-14	UBS	Target Lowered	90 → 87	69.665
2026-01-14	Argus Research	Target Raised	70 → 80	69.235
2026-01-14	Bernstein	Update	— → 81	70.18

News Page 1 of 3

American Airlines to Introduce Seatback Screens and Expand First-Class Capacity to Compete with Delta and United

08/18/2026, 06:37 AM business announcement finance Delta Air Lines American Airlines United Airlines

American Airlines plans to introduce seatback screens with 4K displays starting in 2028 as part of a strategy to enhance customer experience and close the profit gap with competitors Delta and United. This move reflects a shift in the airline's approach to in-flight entertainment and premium seating options.

Berkshire Hathaway Increases Alphabet (GOOGL) Stake by $17 Billion, Now Third Largest Holding

08/15/2026, 06:31 AM investing growth Capital One Delta Air Lines Alphabet Ally Financial Bank of America

Berkshire Hathaway significantly increased its investment in Alphabet, adding $17 billion in Q2, making it the company's third-largest equity holding. This move reflects a strategic shift as Berkshire also reduced its financial sector holdings, raising concerns among some investors about its cash management approach under CEO Greg Abel.

Berkshire Hathaway Increases Stake in Alphabet, Delta Air Lines, and Housing Investments

08/14/2026, 02:36 PM business growth finance Taylor Morrison Delta Air Lines Alphabet Lennar D.R. Horton

Berkshire Hathaway's significant increase in its stake in Alphabet has elevated the tech giant to one of its top three holdings, reflecting a strategic shift under CEO Greg Abel and a renewed investment approach after a long period of net stock sales.

Companies Criticize Airlines' Basic Business Class Tickets for Lack of Flexibility and Amenities

08/07/2026, 05:37 AM business review Delta Air Lines United Airlines

Delta Air Lines and United Airlines have introduced stripped-down business class fares, which lack key amenities like seat selection and lounge access, raising concerns among corporate travel managers about the potential impact on business travel costs and flexibility.

Airlines Expect High Airfare to Persist Amid Rising Fuel Costs and Strong Demand

08/02/2026, 05:31 AM business forecast finance consumer Delta Air Lines American Airlines United Airlines Southwest Airlines

U.S. airfare has risen significantly, with June prices up 26.5% year-over-year, as airlines maintain pricing power despite rising fuel costs. This trend suggests that consumers may continue to face high travel expenses in the near future.

Josh Brown Highlights Travelers (TRV) and Delta Air Lines (DAL) as Key Stocks in His Best Stocks List

07/13/2026, 08:38 AM investing review Travelers Delta Air Lines

Investors should take note of the strong performance of Travelers and Delta Air Lines, as both companies demonstrate resilience and growth potential despite market volatility and rising costs. Their recent earnings reports highlight solid fundamentals that could benefit long-term investors.

Stocks Making Significant Moves Midday: Meta Platforms, SK Hynix, Seagate Technology, and Vodafone Group

07/10/2026, 10:36 AM business review Vodafone Group WD-40 Company Meta Platforms Marvell Technology Delta Air Lines Intel Seagate Technology Netflix

Several companies experienced significant stock movements, with Meta Platforms and SK Hynix showing notable gains, while others like Marvell Technology and Intel faced declines. These shifts reflect broader market reactions to earnings reports and strategic developments in the tech and finance sectors.

Chipmakers Drive Market Gains as Delta Air Lines Reports Strong Earnings

07/10/2026, 06:36 AM economy review ai finance Micron Meta Platforms Delta Air Lines

The article highlights key developments in the stock market, particularly the positive performance of chipmakers and Delta Air Lines' strong earnings, which could influence investor sentiment and market trends.

Stocks Making Significant Premarket Moves: WD-40 Rallies 15%, Delta Air Lines Declines, and Circle Internet Group Gains Approval for Crypto Bank

07/10/2026, 05:36 AM business review finance ai Vodafone Group WD-40 Company Meta Platforms Delta Air Lines Intel Twilio Shopify

Several companies experienced significant stock movements in premarket trading, with WD-40 Company and Circle Internet Group seeing notable gains following strong earnings and regulatory approval, respectively.

Delta Air Lines CEO Ed Bastian anticipates sustained high airfare, positioning 2026 profit goal within reach

07/10/2026, 03:36 AM business forecast finance transportation Delta Air Lines

Delta Air Lines is on track to meet its profit goals for 2026, driven by strong demand and the ability to pass higher fuel costs onto customers, despite falling oil prices. This positions the airline favorably in a competitive market.