Ticker: DAL

Delta Air Lines

Industrials Industrials Airlines, Airports & Air Services

Price 78.24

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 2 of 3

Delta Air Lines (DAL) to Release Quarterly Earnings Amidst Airline Stock Rally

07/09/2026, 04:36 PM investing announcement finance Pixar Animation Studios Taiwan Semiconductor Manufacturing Company Delta Air Lines Marathon Petroleum Netflix Valero Energy

Investors should note the upcoming earnings report from Delta Air Lines, which has seen a 31% increase in its stock over the past three months, as well as the debut of SK Hynix shares on Nasdaq, which could impact the semiconductor sector.

Analysts expect volatility in airline stocks as Delta Airlines prepares to report earnings amid renewed Iran conflict

07/08/2026, 10:36 AM investing forecast Analysts: analysts finance transportation U.S. Global Jets ETF United States Oil Fund Delta Air Lines

Traders are reacting to President Trump's announcement of the end of a ceasefire with Iran, leading to expectations of rising crude oil prices and potential declines in airline stocks, despite recent gains in the sector.

Delta Air Lines Introduces 'Basic Business' Fares for Premium Cabins Without Lounge Access or Seat Selection

07/08/2026, 06:36 AM business announcement Delta Air Lines

Delta Air Lines is introducing a new 'basic' fare for its business and first-class offerings, which eliminates certain perks, reflecting a trend among airlines to maximize revenue from high-spending travelers.

Stocks Making Significant Moves Premarket: United Airlines, Micron Technology, Chevron, and More

07/08/2026, 05:36 AM business review Micron APA Exxon Mobil Carnival Corporation Delta Air Lines Norwegian Cruise Line Occidental Petroleum United Airlines Diamondback Energy Chevron

Energy stocks are experiencing gains due to a surge in U.S. oil prices following geopolitical tensions, while companies reliant on fuel are seeing declines. This shift highlights the volatility in the market influenced by external factors.

Analysts watch Fed minutes and earnings reports from PepsiCo (PEP) and Delta Air Lines (DAL), says Jay Woods of Freedom Capital Markets

07/06/2026, 10:38 AM investing review Analysts: analysts, Freedom Capital Markets finance Delta Air Lines PepsiCo

Investors should pay attention to the upcoming Federal Reserve minutes and earnings reports from PepsiCo and Delta Air Lines, as these could signal market trends and investment opportunities.

Record Heat and Crowds Drive Offseason Growth in International Travel

07/06/2026, 03:36 AM business growth travel Delta Air Lines American Airlines United Airlines

U.S. travelers are increasingly opting for offseason international travel, prompting airlines to adjust their schedules and strategies to capitalize on this trend. This shift is significant as it may enhance profitability for airlines amid rising operational costs, particularly from jet fuel prices.

Delta Air Lines Flight 1076 Strikes Firework During Landing at Chicago Midway Airport

07/05/2026, 04:32 PM announcement Delta Air Lines

A Delta Air Lines flight experienced a near-miss with fireworks while landing in Chicago, raising safety concerns about aerial displays during busy travel times. The incident highlights potential risks to commercial aviation from fireworks, prompting an investigation by the FAA.

American Airlines to Open New Grab-and-Go Lounge at JFK Airport by Year-End

06/30/2026, 11:36 AM business announcement Delta Air Lines American Airlines United Airlines

American Airlines is set to open a new grab-and-go lounge at JFK Airport, marking its first new facility there in over four years, as it seeks to attract high-paying customers and compete more effectively with Delta and United.

Analysts Bank of America downgraded Principal Financial Group (PFG) to underperform amid expectations of slowing income growth

06/24/2026, 10:37 AM rating_drop Analysts: analysts, Bank of America finance Micron FedEx Delta Air Lines Verizon Expedia Group KB Home Alphabet Wendy's Principal Financial Group

Midday trading saw significant movements in various sectors, with notable declines for Principal Financial Group and Cerebras, while travel stocks and KB Home experienced substantial gains, reflecting shifting investor sentiment and sector performance.

Josh Brown Highlights Three Top Stocks: Interactive Brokers (IBKR), Caterpillar (CAT), and Delta (DAL)

06/22/2026, 08:38 AM investing review Caterpillar Delta Air Lines Interactive Brokers

The article discusses three stocks—Interactive Brokers, Caterpillar, and Delta Air Lines—that have shown strong performance and are recommended for continued investment. The insights provided highlight their growth potential and market positioning, making them attractive options for investors.