Delta Air Lines Inc (DAL) Buy, Sell or Hold

Delta Air Lines Inc (DAL)

84.94

+2.18 (2.63%)

as of Sep 25, 2026, 8:00:00 pm Market Open.

184 watching

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.

BUY

They report Wednesday. The consumer isn't done traveling yet, because they have saved so much money during Covid. Planes remain filled. If Delta says that things aren't good, that would be a surprise.

BUY

He likes airplanes. The last CEO call was giddy about company performance.

COMMENT

options action It got hit early today. The stock was trading beneath the 36 level. There was a buyer of 20,000 of the July 38 calls, going for $1.35. They were getting hedged by selling the upside call. He likes seeing that; it takes away a bit of pain.

BUY

Management recently offered very bullish commentary. They returned to profitability at 10% operating margins, and expect revenues to return 95% of their last pre-Covid quarter; March 2022 saw their strongest month for flight demand. Delta can pass higher oil prices onto customers.

SELL

He sold Delta when the getting was good and made 17%. It's a great time to take profits on stocks with profits. You don't go long-term with airlines. He's glad to be out. Delta is hedged, unlike most of its peers. But the gains have been made already.

BUY

He just bought it, because he expects a great summer of travel. The planes and airports are packed.

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Delta Air Lines Inc (DAL)