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Jim Cramer - Mad Money Delta Air Lines Inc DAL-N COMMENT Mar 12, 2025

They just cut guidance, because the US consumer is starting to stall, due to weaker consumer guidance. They cut their revenue forecast from 8% to 4%, but in a recession they'd be down double digits. Stock weakness also happened after two high-profile plane crashes

Jim Cramer - Mad Money

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BUY

It reports Thursday, Airlines are no longer building capacity, but are keeping capacity tight and prevent create price wars. Airline profits and demand remain robust.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly

Following better than expected Q4 earnings, we again reiterate DAL as a TOP PICK. EPS growth was 45% over the year and the partnership with AMEX added another $2 billion to the bottom line. Management expects 10% earnings growth in 2025 as premium routes allow margins to continue to grow. We recommend trailing up the stop (from $54) to $60, looking to achieve $83 — upside potential of 19%. Yield 0.7%

(Analysts’ price target is $82.95)

BUY

Fuel prices are now low, there's no labour contracts up for negotiation and plane travel demand is high. Also, the PE is now attractive. His pick is DAL in this space. They will probably earn $7.50 this year and $8.50 next. Make sense to put a 10x multiple on it.

HOLD

Airlines are under pressure right now, but will do well this summer with strong travel demand.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Feb 04/25, Down 13.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with DAL has triggered its stop at $60. To remain disciplined, we recommend covering the position at this time. Combined with our previous guidance, this will result in a net investment gain of 27%.

DON'T BUY

They report Wednesday, and he expects awful numbers, because the company has warned the street. Is busy still weak or weaker since their last report? He worries that the travel bull market is completely done, especially if we go into a recession.

DON'T BUY

They reported last Thursday, reporting a small revenue miss but an earnings beat, but wouldn't reaffirm their full-year forecast, because the economy is too uncertain. DAL is being cautious, given how the White House changes its trade policy on a dime.

SELL

Sold it. Airlines have always been only a trade and now they lack momentum. Quite the opposite.

RISKY

Over 5 years, their annualized return is 15%, inline with the market, but it suffers these crazy ups and downs on a quarterly basis. Operations are still doing fine, including traffic, while fuel prices are declining.

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