NYSE:DAL

Delta Air Lines Inc (DAL)

87.59
-1.76 (1.97%)
as of Aug 17, 2026, 8:00:00 pm Market Open.
184 watching
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Investor Insights
star iconAug 16, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Delta Air Lines Inc (DAL) is highlighted as a strong investment choice by multiple analysts amidst rising consumer demand for both economy and premium seats. Recent discussions of a potential merger with United Airlines signal a robust future, alongside increased quarterly cash flows and reduced debt, supporting a 20% return on equity (ROE). Analysts express confidence in Delta's ability to withstand current challenges such as soaring fuel costs, backed by improved cash reserves and strategic expansions. The company's stock has been consistently recommended as a 'Top Pick', with varying target prices indicating an upside potential of 18% to 19%. Despite some market fluctuations due to broader geopolitical contexts, overall sentiment is notably positive for DAL's long-term growth prospects.

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Consensus
Positive
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Valuation
Fair Value
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Similar
UAL
DON'T BUY
There apparently is going to be a merger but the biggest problem will be a cultural one between the pilots. Airlines have a host of problems including the high cost of fuel but demand is rising and load factors are going up. Wouldn't be a buyer of this.
DON'T BUY
Airlines have been scary for a while, but are recovering a bit but are now back in the same boat with sky high jet fuel prices. They only own one stock in the sector (Air France AKH-N) and he is a little bit nervous about it, but it has been doing pretty well because they've been hedging their fuel prices. Maneuvering room is extremely limited.
DON'T BUY
In tough straits. The price of fuel is their problem as refining capacity is extremely tight. Can see them under increasing pressures, even if they raise prices. May have a tough time staving off bankruptcy.
DON'T BUY
Model price is substantially below its current price. No earnings.
DON'T BUY
Have value, but no earnings. If US Air goes into bankruptcy, it will put a lot of pressure on the major airlines. Will have a tough year.
DON'T BUY
Has had a rough ride. Expect it will be going into Chapter 11 sometime. Have high fixed costs such as oil and unions.
DON'T BUY
A difficult business to get any kind of pricing power. Instead of airlines, concentrate on niche players such as Transat.
DON'T BUY
A lot of value portfolio managers are starting to look at this airline. The high price of oil is a factor that could put earnings in the red.
DON'T BUY
Generally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
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