This summary was created by AI, based on 22 opinions in the last 12 months.
Delta Air Lines Inc (DAL) is seen as a strong pick among analysts, largely due to robust travel demand and improved financial metrics post-pandemic. The airline has reported better-than-expected earnings and significant growth in cash reserves, while simultaneously reducing debt. Analysts are optimistic about DAL's earnings trajectory, projecting substantial growth over the next few years, and highlight its competitive edge in maintaining capacity without initiating price wars. Additionally, the stock is considered relatively cheap compared to the S&P, with a low price-to-earnings ratio that contributes to a positive assessment. There is general agreement among experts that the airline sector, particularly DAL, remains strong despite a few market challenges.
They just cut guidance, because the US consumer is starting to stall, due to weaker consumer guidance. They cut their revenue forecast from 8% to 4%, but in a recession they'd be down double digits. Stock weakness also happened after two high-profile plane crashes
Airlines are under pressure right now, but will do well this summer with strong travel demand.
Fuel prices are now low, there's no labour contracts up for negotiation and plane travel demand is high. Also, the PE is now attractive. His pick is DAL in this space. They will probably earn $7.50 this year and $8.50 next. Make sense to put a 10x multiple on it.
It reports Thursday, Airlines are no longer building capacity, but are keeping capacity tight and prevent create price wars. Airline profits and demand remain robust.
This and UAL were momentum plays, and he chased when the momentum began to build and he's been rewarded. True, he was skeptical about their fundamentals.
Despite a huge run and despite a projected decline in overall airline capacity, DAL trades at only 10x PE, cheap, half the S&P's PE. Will continue to do well as long as it doesn't add too many new flights.
US airline passengers volumes have finally returned to pre-Covid levels (vs. 16 months after 9/11, and 19 months after the 2008 crisis). UAL just announced a beat and strong guidance; UAL said the price wars are over, so this has lifted the entire airline industry. DAL just announced 7 new destinations to Europe and increases flights on some routes, like Atlanta to Barcelona.
They report Tuesday. Lots of moving parts now, but overall demand remains high. The problem in recent months is overcapacity in the airline industry.
The airline sector has come off again. Delta is the dominant carrier in Atlanta airport, the world's biggest airport and it is the least unionized airline. Also they own their own refinery and fuel is a big expense. It trades at 6X next year's earnings. Buy 21 Hold 1 Sell 0
(Analysts’ price target is $59.05)Though the PE is reasonable, he's troubled by the lawsuit against Crowdstrike.
Delta Air Lines Inc is a American stock, trading under the symbol DAL-N on the New York Stock Exchange (DAL). It is usually referred to as NYSE:DAL or DAL-N
In the last year, 3 stock analysts published opinions about DAL-N. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Delta Air Lines Inc.
Delta Air Lines Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Delta Air Lines Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
3 stock analysts on Stockchase covered Delta Air Lines Inc In the last year. It is a trending stock that is worth watching.
On 2025-03-14, Delta Air Lines Inc (DAL-N) stock closed at a price of $45.655.