Ticker: DAL

Delta Air Lines

Industrials Industrials Airlines, Airports & Air Services

Price 79.36

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 2 of 4

Delta Air Lines (DAL) to Report Earnings as PepsiCo (PEP) Faces Downgraded Growth Outlook

10/08/2026, 05:37 PM investing review finance consumer iShares MSCI France ETF Delta Air Lines PepsiCo Marathon Petroleum Valero Energy

Investors should note the mixed performance of major companies like Delta Air Lines and PepsiCo, as well as the broader market trends in energy and French equities, which could influence trading decisions in the upcoming session.

Airfare Expected to Rise Amid High Fuel Costs, but Airline Profit Outlook Remains Dim

10/05/2026, 04:37 AM business forecast finance consumer Delta Air Lines Spirit Airlines American Airlines United Airlines

Airline profits are under pressure due to high fuel prices and resilient travel demand, leading to increased airfare. Despite a slight decline in passenger numbers, airlines are capitalizing on strong demand for premium offerings.

United Airlines Launches Aggressive Status-Match Campaign to Attract Delta and American Airlines Frequent Flyers

10/01/2026, 12:38 PM business announcement travel Delta Air Lines American Airlines United Airlines

United Airlines is aggressively targeting elite frequent flyers from Delta and American Airlines through a status-match campaign, highlighting the competitive landscape in the airline industry. This initiative aims to attract high-spending customers by offering comparable benefits and leveraging new in-flight technology.

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.