Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Undervalued
review icon
Similar
AAL
DON'T BUY

It reports Thursday. DAL have pre-announced their downside already. Shares are beaten down a lot. Can't find a reason to buy this.

BUY

He wouldn't sell a share. Operations and results vs. two years are much much higher. Earnings estimates for 2023 are 30% higher than when the year started. Trades at 6x forward.

BUY

Made a major market low before the market actually bottomed in October 2022. Took out previous resistance from 2022, and poised to test 2021 highs, very positive.

BUY
Why are travel and airline names still below pre-Covid levels?

Their balance sheets, but these companies are working through that. Delta is his pick here.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

DAL is up 41% YTD. It reports July 13, with expectations of $14.3B sales and $2.33 EPS. Earnings could double this year on higher fares and lower fuel costs. Debt is still high at 4X cash flow but that is common for the sector. It remains very cheap at 7X earnings and continues to benefit from the travel recovery. A bad recession could hurt, but recent economic numbers have been fine. We like it today.
Unlock Premium - Try 5i Free 

BUY

Passenger counts are through the roof. Estimates for airline stocks keep rising, but they've gotten no love. He's bullish airlines.

TOP PICK

Most airline stocks are trading near their 2020 levels despite the major increase in business. Delta is thought to be the best managed airline in North America and this is backed up by a number of surveys. It is a favourite of Wall Street analysts. It is trading at 6X this year's expected earnings as compared to a historical level of 9X so it is well priced. It does not pay a dividend.    Buy 21  Hold 0  Sell 0

DON'T BUY

Does not like airline industry.
Very hard industry to make money in.
Would not recommend buying.
Very fickle and high volatility.

BUY

Not worried about tomorrow's report, because he strongly believes in the CEO. As for AA's guidance today, AA actually increased their estimates last month. The problem is that street's estimates got ahead of itself. Wants to know how international travel is doing this year, after domestic travel did gangbusters last year.

BUY

Earnings season kicks off Thursday with Delta. The airlines aren't capturing all the profits they should, but if anyone can it is Delta.

BUY
Their Q3 started rocky due to operational issues. Then, September saw a big pick-up in travel. Managers also delivered a much-higher Q4 earnings forecast. They had highly positive comments about increasing business bookings after Labour Day. The CEO expects the December quarter revenue growth to accelerate vs. 2019.
BUY
It reports next week. Passenger levels are 95% vs. 2019, which is pretty good considering supply constraints. United Air is saying that their demand is running above 2019 levels
DON'T BUY
Delta vs. Air Canada Boy, airlines have had their ups and downs. If you've been at Pearson Airport.... Airlines have pricing power, so they can charge higher given pent-up demand. But he's concerned with business travel. Airlines don't make their money off family vacations, but businesspeople paying more for their flights. A lot of these people are still Zooming and slow to jump into planes. Secondly, the higher fuel costs and possibly higher wages worry him. All airlines are complaining about finding staff.
COMMENT
Now the market is a tradable bounce, though he's bearish. He was playing momentum by buying Boeing and Delta which has worked out okay, though not great. He sold them.
DON'T BUY
Airlines are very cyclical and she doesn't own them. Many companies go into bankruptcy. They suffer heavy capital costs and can't control fuel costs. There are also labour/wage issues. Airlines are trades at best.
Showing 46 to 60 of 124 entries