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

Home

Daily Stock Opinions and Ratings

Delta Air Lines Inc (DAL)

87.20

+1.84 (2.16%)

as of Nov 6, 2026, 9:00:00 pm Market Closed.

185 watching

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

Wealthica Track your Stocks in your Watch List

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.

Showing 61 to 75 of 135 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Mike Philbrick

ReSolve Asset Management

Jeff Parent B. Eng. FCSI CIM

Castlemoore Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Rebecca Teltscher

Newhaven Asset Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Delta Air Lines Inc (DAL)