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NYSE:DAL

Delta Air Lines Inc (DAL)

84.07
+1.01 (1.22%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
183 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Delta Air Lines Inc (DAL) has garnered attention due to its robust management of rising fuel costs and expansion amid increasing global air travel demand. The airline recently reported improved cash reserves and reduced debt, while analysts project solid upside potential with price targets ranging from $58.21 to $94. Despite challenges posed by high fuel costs and market volatility, DAL's unique position, including its own oil refinery and a high proportion of premium seats, suggests it is well-positioned for future growth. Some experts express caution due to the potential impacts of geopolitical tensions and economic factors on consumer demand. Overall, DAL appears to maintain a favorable outlook with analysts recommending it as a top pick for investors.

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Consensus
Buy
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Valuation
Undervalued
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COMMENT

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

HOLD

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

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.

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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

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

We reiterate DAL as a TOP PICK.  Analysts forecast another 11% growth in international cargo demand and the airline has one of the best diversified networks in the world -- even if the new US Administration imposes tariffs.  We like that cash reserves are growing, while debt is retired.  It trades at 9x earnings and supports a 40% ROE.  We recommend keeping a tight stop at $54, looking to achieve $76 -- upside potential of 20%.  Yield 0.8%  Season's Greetings!

(Analysts’ price target is $75.75)
HOLD

This and UAL were momentum plays, and he chased when the momentum began to build and he's been rewarded. True, he was skeptical about their fundamentals.

BUY

Despite a huge run and despite a projected decline in overall airline capacity, DAL trades at only 10x PE, cheap, half the S&P's PE. Will continue to do well as long as it doesn't add too many new flights.

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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 Jul 16/24, Up 57.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DAL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $48) to $54 at this time.

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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 Jul 11/24, Up 32.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DAL has achieved its target at $61.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $43) to $48.

PAST TOP PICK
(A Top Pick Nov 06/23, Up 77%)

US airline passengers volumes have finally returned to pre-Covid levels (vs. 16 months after 9/11, and 19 months after the 2008 crisis). UAL just announced a beat and strong guidance; UAL said the price wars are over, so this has lifted the entire airline industry. DAL just announced 7 new destinations to Europe and increases flights on some routes, like Atlanta to Barcelona.

WEAK BUY

They report Tuesday. Lots of moving parts now, but overall demand remains high. The problem in recent months is overcapacity in the airline industry.

TOP PICK

The airline sector has come off again. Delta is the dominant carrier in Atlanta airport, the world's biggest airport and it is the least unionized airline. Also they own their own refinery and fuel is a big expense. It trades at 6X next year's earnings.        Buy 21  Hold 1  Sell 0

(Analysts’ price target is $59.05)
DON'T BUY

Though the PE is reasonable, he's troubled by the lawsuit against Crowdstrike.

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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

We again reiterate DAL as a TOP PICK.  Fitch just upgraded their credit rating back to investment grade, commenting their metrics have improved considerably after the pandemic.  The company has reduced gross debt aggressively and downsized its leases by $11 billion over the past three years.  It trades at 7x earnings, 2.2x book and supports a robust 43% ROE.  We continue to recommend maintaining a tight stop at $43, looking to achieve $61 -- upside potential of 31%.  Yield 1.4%  

(Analysts’ price target is $61.32)
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