NYSE:DAL

Delta Air Lines Inc (DAL)

88.63
-3.05 (3.33%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
183 watching
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Investor Insights
star iconJul 7, 2026, 12:00 am

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

Delta Air Lines Inc (DAL) has been highlighted as a top pick by various experts due to its strong fundamentals, including recent dividend increases and manageable debt levels. Analysts emphasize that the company's robust cash flow allows for sustainable dividend growth, supported by a low payout ratio. Despite facing headwinds like rising fuel costs and potential geopolitical impacts, DAL's strategic expansion plans and an increasing fleet indicate long-term potential. However, concerns about overvaluation and market volatility persist, as travel demand remains inconsistent amid economic uncertainties. The consensus is optimistic, with price targets suggesting significant upside potential if the macroeconomic environment stabilizes.

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Consensus
Positive
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Valuation
Fair Value
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UAL
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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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 At some point travelers will return to flying. Analysts at Jefferies upgraded the company, calling for $60. They see the exposure to renewed corporate and transatlantic travel as key. Morgan Stanley has them as the only air carrier they recommend to overweight. With EPS projected around $4 next year, it's priced at 12x earnings today. Now is the time step on board. We would buy this with a stop loss at $35, looking to achieve $55 -- upside over 17%. Yield 0% (Analysts’ price target is $54.76)

COMMENT
How to play the U.S. reopening in a short-term trade. Buy airlines. People will probably fly to get their favourite place. A lot of people, from what he sees on social media, are travelling finally after waiting the past year. Delta has been flat compared to peers, so it offers upside among airlines.
DON'T BUY
Based on analyst Larry Williams' true seasonal index Younger investors love the airlines, but Williams has a very negative outlook for them. Meanwhile, Williams forecasts--based on the last 11 years' patterns--a market rally starting right before Christmas and into early-January, except certain sectors including airlines.
DON'T BUY

UAL-Q or DAL-N. The airlines are the most prominent businesses that suffered directly from COVID and it is difficult to know when it will improve. Most of these companies have raised money recently. Both score poorly on most metrics he looks at. He would prefer AC-T over these two as it is liable to get government support. CHR-T also.

SELL
He had bought it in 2015/16 on the premise that the airlines were a lot more rational. This one was going to make a lot of money on their credit card. In early March he exited. He could have acted sooner. Companies with zero revenue will have impaired balance sheets if they have debt. Retail and restaurants will be hurt in the short term.
WAIT
He would not go near an airline stock right now. Wait until they are bailed out. This is a high volatility trade. You may be able to wait 1 to 2 years.
TOP PICK
People hated airlines, but the industry has changed. You pay extra for everything. The industry has taken a hit during the outbreak which is temporary. It trades under 10x earnings, cheap. DAL is a low-cost cheap provider and not unionized. (Analysts’ price target is $69.85)
PAST TOP PICK
(A Top Pick Jan 25/19, Up 32%) Delivered a home run earnings report today. Great earnings. They are buying fuel-efficient planes. In 2021-22, this can earn $10/share. They've been generating profits since 2015 and hopes Delta will finally be rewarded by the media. Emerging market wealth in Asia and India means more travellers.
WEAK BUY
They're doing fine. Consolidation is what made Buffet take a closer look. International routes is where the money is. Earnings beat expectations this past quarter. There is consolidation in the business. The wild card is rising oil prices. If it rises, stock prices will suffer. Dividend growth of 19% so plenty of free cashflow.
BUY
It's the only airline he owns. But the market is not yet ready to reward airlines with higher valuations. People are worried about recession and a slowdown in travel. He disagrees and thinks we are on the cusp of an improvement.
PAST TOP PICK
(A Top Pick Nov 27/18, Down 7%) He likes their low cost structure. Growth in air traffic from Asia will be big in the years to come and they are well positioned. They will continue to hold it. They do not own any Boeing Max787 planes.
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