Ticker: DAL

Delta Air Lines

Industrials Industrials Airlines, Airports & Air Services

Price 85.06

Reco Hold Potential 64 Risk 61 Updated 2026-07-26

Official website

Forecast impact

positive

Target +23.4% target fill 81.0%

Reaction D5 -0.50% · D10 +1.12% market trust

Impact Potential +3 · Risk -1 valid until 2026-08-13

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: 2026-07-27

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: 1.6%
Dividend yield: 1.2%
last ex-date: 2026-02-26

AI recommendation changes

Date	Before	After	Reason
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
2026-07-14	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

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.

The Decline of Budget Airlines in the U.S. Signals a Shift Towards Premium Travel Options

06/20/2026, 10:30 PM review travel Allegiant Travel Company Delta Air Lines Spirit Airlines United Airlines

The decline of Spirit Airlines signals a significant shift in the U.S. airline industry, potentially leading to fewer low-cost travel options and a focus on premium services as airlines adapt to rising operational costs.

Survey Reveals Target, Walmart, and Amazon Among Brands Losing LGBTQ+ Consumer Spending Due to DEI Policy Perceptions

06/17/2026, 08:37 AM business review Costco Ben & Jerry's Amazon Delta Air Lines Kroger Walmart Target Apple

A recent survey by the Human Rights Campaign Foundation reveals that LGBTQ+ consumers are increasingly shifting their spending based on companies' diversity, equity, and inclusion (DEI) policies, significantly impacting brand loyalty and sales.

Oil Prices Decline Amid US-Iran Deal Framework, Boosting Airline Stocks

06/15/2026, 10:37 AM investing review finance energy U.S. Global Jets ETF Delta Air Lines

The potential U.S.-Iran deal could significantly impact oil supply, leading to lower prices and benefiting airline stocks, although challenges remain for the sector's profitability due to rising fuel costs.

Delta Air Lines Aims to Overtake United Airlines in Trans-Pacific Market

06/08/2026, 03:33 PM growth airline Delta Air Lines United Airlines

Delta Air Lines aims to strengthen its position in the trans-Pacific market, challenging United Airlines' dominance in this lucrative segment. This strategic move is significant as both airlines compete for a larger share of international travel profits.

Delta Airlines Aims to Compete with United in Trans-Pacific Market as Global Tensions Rise

06/08/2026, 10:48 AM economy growth transportation Delta Air Lines United Airlines

The article highlights key developments affecting global markets, including rising tensions between Iran and Israel, a significant sell-off in tech stocks, and strategic moves by Delta Air Lines and Lavazza in their respective industries. These events could influence investor sentiment and market performance in the near term.