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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
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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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AAL
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.
BUY
Today, the CEO boasted of very strong demand. Things are very good for the airlines, which signals a healthy consumer. He believes in the CEO. He just bought this, the only other airline he has bought beside Alaska Air in a very long time. Delta's customer service towers over its peers. international travel is still at 55% of 2019 levels. If testing requirements are removed, he expects this travel to shoot through the roof.
STRONG BUY
Great management and fine forward guidance. They just forecast double-digit profits going forwards, based on strong bookings and demand--and the business traveller hasn't come back yet. This is a long-term hold. People are tired of sitting at home.
BUY ON WEAKNESS
Airlines are getting hit now by higher fuel costs, but this is a reopening stock and it trades at only a single-digit multiple. Endure the next few weeks of bumpiness as the Fed raises rate and hold cheaper-value cyclicals because they will outperform. He would add to it. The CEO said recently he can't meet customer demand.
WATCH
It reports Thursday. Look for comments about future projections, past Omicron. Do they think business travellers will come back? Will fares rise? He's skeptical about how far Delta can go in this environment, full of Omicron worries.
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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 Jun 10/21, Down 24.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DAL has triggered its stop at $35. To remain disciplined, we recommend covering the position at this time. We will look for better opportunities.
DON'T BUY
They report Wednesday. They'd do a lot better if there was a Covid passport in the U.S. as they do in Europe, where they're ahead in things like this. Travel realities will impact Delta's earnings.
BUY

Bank of America reports there's an 8% increase in travel vs. 2019 (not 2020 during Covid). This trend will benefit American Airlines and Delta (his favourite airline), especially when international travel returns. True, shares have run up, but he feels there's still plenty of runway left.

COMMENT
They report next week. How is the Delta variant impacting Delta? Will business travellers come back? That's hard to read.
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