Ticker: DAL

Delta Air Lines

Industrials Industrials Airlines, Airports & Air Services

Price 79.16

Reco Hold Potential 54 Risk 62 Updated 2026-10-27

Official website

Forecast impact

neutral

Target +26.3% target fill 79.2%

Reaction D5 -4.79% · D10 -0.06%

Impact Potential 0 · Risk 0 valid until 2026-11-11

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: 2026-10-27

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: 1.9%
Dividend yield: 1.2%
last ex-date: 2026-02-26

AI recommendation changes

Date	Before	After	Reason
2026-10-27	Sell	Hold	Mixed performance; cautious outlook amid market volatility.
2026-10-19	Hold	Sell	Weak fundamentals and negative momentum raise significant concerns.
2026-09-30	Buy	Hold	Strong momentum and solid fundamentals support growth potential.
2026-09-22	Hold	Buy	Solid performance, but mixed fundamentals and market signals.
2026-09-19	Sell	Hold	Weak momentum and fundamentals suggest caution.
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
2026-10-12	Seaport Global	Target Raised	95 → 100	80.78
2026-10-12	Argus Research	Target Lowered	105 → 95	80.79
2026-10-12	BMO Capital	Target Raised	100 → 105	81.075
2026-10-12	UBS	Target Lowered	105 → 102	81.125
2026-10-12	Susquehanna	Target Lowered	— → 95	82.17
2026-10-07	Raymond James	Target Raised	98 → 100	82.61
2026-10-07	Susquehanna	Target Lowered	105 → 100	83.66
2026-10-07	Bernstein	Target Lowered	— → 100	83.66
2026-10-06	Wells Fargo	Target Lowered	105 → 100	83.08
2026-10-02	Cantor Fitzgerald	Target Lowered	105 → 101	84.13
2026-09-28	BMO Capital	Target Lowered	105 → 100	84.94
2026-09-24	UBS	Target Raised	99 → 105	81.535
2026-09-18	Redburn Partners	Target Raised	104 → 105	79.43
2026-09-11	Barclays	Target Lowered	105 → 95	78.24
2026-09-10	UBS	Target Lowered	112 → 99	78.75
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 4

Delta Air Lines Enhances Delta One Experience with New Luxury Features and Expanded Porsche Fleet

10/14/2026, 04:37 AM business announcement Delta Air Lines

Delta Air Lines is expanding its luxury service offerings, including increasing its fleet of Porsches for high-value customers and introducing new amenities in its Delta One cabin, which reflects the airline's commitment to enhancing the premium travel experience.

Escalating Geopolitical Conflicts Disrupt Aviation, Highlighting Security Challenges

10/13/2026, 11:38 AM business review aviation energy Delta Air Lines

Recent attacks on King Khalid International Airport in Riyadh have raised significant concerns about the safety of air travel in the Middle East, prompting airlines to reconsider their operations in the region. This shift could impact airline profitability and travel patterns as safety risks escalate.

JPMorgan Chase Reports Earnings Miss Amid Weaker Trading Revenue, Delta Air Lines Delays Riyadh Route

10/13/2026, 06:37 AM economy review Meta Platforms JPMorgan Chase Goldman Sachs Delta Air Lines Wells Fargo McDonald's Starbucks

Investors should note the mixed earnings results from major banks, particularly JPMorgan's unexpected miss, which raises concerns about the broader financial sector's performance. Additionally, Delta's service delay and Meta's new AI model pricing reflect ongoing market dynamics that could influence investor sentiment.

Delta Air Lines Delays Launch of Nonstop Service to Riyadh Until March Following Airport Attacks

10/12/2026, 08:38 AM business announcement Delta Air Lines

Delta Air Lines has postponed its planned nonstop service from Atlanta to Riyadh until March due to safety concerns following recent attacks at the airport, highlighting the risks airlines face in volatile regions.

FAA Issues Safety Warning to U.S. Airlines Regarding Flights in Saudi Arabia Amid Ongoing Attacks

10/12/2026, 05:37 AM business announcement Delta Air Lines

The FAA has issued a warning for U.S. airlines to exercise caution when flying near Saudi Arabia following deadly attacks that have closed King Khalid International Airport in Riyadh. This situation could impact airline operations and travel plans in the region.

Stocks Experience Significant Midday Movements: T-Mobile Drops 13%, Crown Castle Rises 12%, Teva Gains 6%

10/09/2026, 10:37 AM business review telecom healthcare T-Mobile US Delta Air Lines Verizon Freeport McMoRan Teva Pharmaceutical Industries Crown Castle AT&T Apple

Recent market movements highlight significant shifts in various sectors, particularly telecom and healthcare, driven by competitive pressures and regulatory updates.

Delta Air Lines Misses Earnings Estimates and Lowers Profit Outlook Amid Rising Fuel Costs

10/09/2026, 06:37 AM economy rating_drop finance SpaceX Chipotle Mexican Grill Delta Air Lines Oracle Nvidia CoreWeave Starbucks

OpenAI's revised revenue forecast has raised concerns among investors, leading to declines in several tech stocks, while Delta Air Lines missed earnings expectations, impacting its stock price. These developments highlight the volatility in the tech sector and the challenges facing the airline industry amid rising fuel costs.

Stocks to Watch: SpaceX Gains on Spectrum Deal, Delta Air Lines Falls on Earnings Miss

10/09/2026, 05:37 AM business review telecom ai SpaceX T-Mobile US Delta Air Lines Lumentum Holdings Verizon Oracle Humana CoreWeave AT&T Broadcom

SpaceX's agreement to acquire a nationwide 800 megahertz spectrum portfolio has led to a rise in its shares and a decline in major telecom companies, indicating potential increased competition in the telecom sector.

Delta Air Lines CEO Ed Bastian Evaluates Safety Concerns Before Launching Atlanta-Riyadh Flight Amid Escalating Attacks

10/09/2026, 04:37 AM business announcement Delta Air Lines

Delta Air Lines is reconsidering its planned flight route from Atlanta to Riyadh due to recent attacks in Saudi Arabia, highlighting the importance of safety in airline operations and potential impacts on international travel.

Delta Air Lines (DAL) Lowers 2026 Profit Forecast Amid Rising Fuel Costs, Yet CEO Ed Bastian Reports Strong Demand

10/09/2026, 03:36 AM business forecast finance consumer Delta Air Lines

Delta Air Lines has revised its 2026 profit outlook downward due to persistent high fuel prices, despite reporting strong demand for air travel. This marks the first earnings miss in two years, raising concerns about the airline's profitability moving forward.