Delta Air Lines Inc

DAL-N

NYSE:DAL

29.55
2.15 (6.78%)
Delta Air Lines, Inc. is a major American airline, with its headquarters and largest hub at Hartsfield–Jackson Atlanta International Airport in Atlanta, Georgia.
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Analysis and Opinions about DAL-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 4, 2020
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)
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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
PAST TOP PICK
January 14, 2020
(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.
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(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
WEAK BUY
November 29, 2019
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.
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Delta Air Lines Inc (DAL-N)
November 29, 2019
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
BUY
November 19, 2019
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.
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Delta Air Lines Inc (DAL-N)
November 19, 2019
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
PAST TOP PICK
October 4, 2019
(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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(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.
SELL
SELL
July 9, 2019
He's never like airlines or aerospace. Also, it's at the top of its range. Two strikes against it. Sell.
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He's never like airlines or aerospace. Also, it's at the top of its range. Two strikes against it. Sell.
BUY
BUY
June 24, 2019

He likes the airlines and expects the US economy to expand. The number of US airlines have shrunk a lot, down to four, but they are mispriced to their relationship to loyalty-point cards. Delta signed a deal with AmEx where Delta believes they will have $7 billion in excess cash flow by 2023. That's pretty good. Everybody loves loyalty points to buy seats. It benefit consumers and airlines which have done a great job of upselling. Fuel prices have been a concern, but the oil price has remained low. Even if the economy heads into recession, Delta's balance sheet is lean and mean.

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He likes the airlines and expects the US economy to expand. The number of US airlines have shrunk a lot, down to four, but they are mispriced to their relationship to loyalty-point cards. Delta signed a deal with AmEx where Delta believes they will have $7 billion in excess cash flow by 2023. That's pretty good. Everybody loves loyalty points to buy seats. It benefit consumers and airlines which have done a great job of upselling. Fuel prices have been a concern, but the oil price has remained low. Even if the economy heads into recession, Delta's balance sheet is lean and mean.

BUY
BUY
June 18, 2019
The airlines are a lot smarter now. It's an oligopoly in the U.S. Only a few airlines control the gates at major airports. Flights fly to hubs and not between smaller cities, which is inconvenient for consumers. They also charge consumers for every little thing like peanuts. Also, more people can afford to fly now.
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The airlines are a lot smarter now. It's an oligopoly in the U.S. Only a few airlines control the gates at major airports. Flights fly to hubs and not between smaller cities, which is inconvenient for consumers. They also charge consumers for every little thing like peanuts. Also, more people can afford to fly now.
BUY
BUY
May 17, 2019
They make money. They have ordere premium economy seats that will boost revenues. Loves their free cash flow. They signed a new AmEx deal which is another tailwind. The economy remains strong.
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They make money. They have ordere premium economy seats that will boost revenues. Loves their free cash flow. They signed a new AmEx deal which is another tailwind. The economy remains strong.
TOP PICK
TOP PICK
January 25, 2019
Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have fallen. He expects 10x earnings. He's excited about this. (Analysts’ price target is $63.67)
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Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have fallen. He expects 10x earnings. He's excited about this. (Analysts’ price target is $63.67)
HOLD
HOLD
January 7, 2019
He was happier when the stock was at $60 a few weeks ago. Reiterated guidance of 2-3% growth this year, but market was hoping they'd benefit more from low price of oil. Stock can do well over $6/EPS as long as oil doesn't run back to $80 and the economy doesn't fall apart. Materially undervalued as a trading opportunity.
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He was happier when the stock was at $60 a few weeks ago. Reiterated guidance of 2-3% growth this year, but market was hoping they'd benefit more from low price of oil. Stock can do well over $6/EPS as long as oil doesn't run back to $80 and the economy doesn't fall apart. Materially undervalued as a trading opportunity.
TOP PICK
TOP PICK
November 27, 2018
Airlines are making money because there's high demand, but no new supply of seats. Airlines control airport gates which is hard for new competitors to come in. Delta is efficient, non-unionized with a fuel surcharge. They're making money. (Analysts’ price target is $67.58)
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Delta Air Lines Inc (DAL-N)
November 27, 2018
Airlines are making money because there's high demand, but no new supply of seats. Airlines control airport gates which is hard for new competitors to come in. Delta is efficient, non-unionized with a fuel surcharge. They're making money. (Analysts’ price target is $67.58)
PAST TOP PICK
PAST TOP PICK
September 20, 2018

(A Top Pick July 18/17 - Up 8%) Oil prices seemed to have stabilized, they are charging 30 dollars now for a checked baggage. They are returning capital. The risk is if the economy falls down. He sees a lot of upside still based on valuations.

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Delta Air Lines Inc (DAL-N)
September 20, 2018

(A Top Pick July 18/17 - Up 8%) Oil prices seemed to have stabilized, they are charging 30 dollars now for a checked baggage. They are returning capital. The risk is if the economy falls down. He sees a lot of upside still based on valuations.

BUY
BUY
July 10, 2018

Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

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Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

BUY
BUY
February 2, 2018

It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

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It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

HOLD
HOLD
January 12, 2018

Doesn't own any airlines right now. Had looked at Air Canada (AC-T) which had an incredible year last year. You could come up with a million and one issues of why you would never want to own an airline, but at the same time you could make an argument that you are in the sweet spot of a cycle for the airlines.

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Doesn't own any airlines right now. Had looked at Air Canada (AC-T) which had an incredible year last year. You could come up with a million and one issues of why you would never want to own an airline, but at the same time you could make an argument that you are in the sweet spot of a cycle for the airlines.

TOP PICK
TOP PICK
November 6, 2017

The stock took a hit. She likes it because she is seeing better cash flow than their peers. They really have some exceptional free cash flow yields. They are able to increase their margins. (Analysts’ target: $63.00).

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The stock took a hit. She likes it because she is seeing better cash flow than their peers. They really have some exceptional free cash flow yields. They are able to increase their margins. (Analysts’ target: $63.00).

BUY
BUY
September 5, 2017

Transportation stocks have had a kind of bumpy last few months, and have pulled back down, so are more attractive on a valuation perspective. He generally likes airlines. The business has been rationalized as they have "whittled down" to a large handful of players. They seem to be competing less on price, therefore respecting one another’s margins. Labour, etc. seems to have been put in the background. With global economy improving, they are able to keep prices high. This has a PE of less than 10.

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Delta Air Lines Inc (DAL-N)
September 5, 2017

Transportation stocks have had a kind of bumpy last few months, and have pulled back down, so are more attractive on a valuation perspective. He generally likes airlines. The business has been rationalized as they have "whittled down" to a large handful of players. They seem to be competing less on price, therefore respecting one another’s margins. Labour, etc. seems to have been put in the background. With global economy improving, they are able to keep prices high. This has a PE of less than 10.

TOP PICK
TOP PICK
July 18, 2017

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

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The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

COMMENT
COMMENT
March 8, 2017

Chart shows this is retesting old highs, and that is always bullish.

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Chart shows this is retesting old highs, and that is always bullish.

BUY
BUY
January 30, 2017

It is another one she likes. They have not been able to add margins, but they were able to add flights so they have one of the better valuations. See Top Picks today.

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It is another one she likes. They have not been able to add margins, but they were able to add flights so they have one of the better valuations. See Top Picks today.

COMMENT
COMMENT
December 7, 2016

Doesn’t own any airline stocks. Typically, when airlines start to make enough money, they get into labour issues and have to increase capacity to deal with that. They’ve had a wonderful run and are wonderful trading vehicles, but there’s too much volatility for him.

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Doesn’t own any airline stocks. Typically, when airlines start to make enough money, they get into labour issues and have to increase capacity to deal with that. They’ve had a wonderful run and are wonderful trading vehicles, but there’s too much volatility for him.

BUY
BUY
December 1, 2016

Boeing (BA-N) or Delta (DAL-N)? This just rebounded off a beautiful price low at 2X Book. The stock is cheap. Its FMV is 85% higher than the current price. He would buy this and forget Boeing.

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Boeing (BA-N) or Delta (DAL-N)? This just rebounded off a beautiful price low at 2X Book. The stock is cheap. Its FMV is 85% higher than the current price. He would buy this and forget Boeing.

PAST TOP PICK
PAST TOP PICK
November 28, 2016

(A Top Pick Dec 16/15. Down 5.42%.) A superior operator in terms of an airline, and it has bounced all over the map. Reduced some of his exposure, but of the legacy carriers, this is best of breed. Really good cost control. Higher margins than others. Thinks better times are ahead for the airline industry.

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Delta Air Lines Inc (DAL-N)
November 28, 2016

(A Top Pick Dec 16/15. Down 5.42%.) A superior operator in terms of an airline, and it has bounced all over the map. Reduced some of his exposure, but of the legacy carriers, this is best of breed. Really good cost control. Higher margins than others. Thinks better times are ahead for the airline industry.

COMMENT
COMMENT
November 22, 2016

(Market Call Minute.) Airlines look great.

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Delta Air Lines Inc (DAL-N)
November 22, 2016

(Market Call Minute.) Airlines look great.

TOP PICK
TOP PICK
December 16, 2015

US has typically had a problem with capacity, so as the economy picks up, all the airlines come out with new planes, brings on too much capacity, and essentially over saturates the market, so margins collapse. Exactly the opposite is happening this cycle. They have been extremely disciplined. As one of the original legacy carriers, this is a very strong name that have cut costs down, has very strong margins with a powerful tailwind of lower fuel prices. Trading at roughly 9X next year’s earnings, so it is extremely cheap.

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Delta Air Lines Inc (DAL-N)
December 16, 2015

US has typically had a problem with capacity, so as the economy picks up, all the airlines come out with new planes, brings on too much capacity, and essentially over saturates the market, so margins collapse. Exactly the opposite is happening this cycle. They have been extremely disciplined. As one of the original legacy carriers, this is a very strong name that have cut costs down, has very strong margins with a powerful tailwind of lower fuel prices. Trading at roughly 9X next year’s earnings, so it is extremely cheap.

COMMENT
COMMENT
February 17, 2015

This airline seems to be performing very well. Have had a lot of cost cuts and significant earnings leverage. Air Canada (AC-T) trades at a big discount to a company like this, and he would favour it over the US airlines. (See Top Picks.)

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Delta Air Lines Inc (DAL-N)
February 17, 2015

This airline seems to be performing very well. Have had a lot of cost cuts and significant earnings leverage. Air Canada (AC-T) trades at a big discount to a company like this, and he would favour it over the US airlines. (See Top Picks.)

TOP PICK
TOP PICK
January 5, 2015

About 2/3rds hedged in oil that ends at the end of this year. They have not massively added to supply which has been the killer for the industry.

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About 2/3rds hedged in oil that ends at the end of this year. They have not massively added to supply which has been the killer for the industry.

COMMENT
COMMENT
November 17, 2014

PE ratio of about 10X, which is cheaper than some of the other airlines. All of the airlines are benefiting from the US industry consolidation. This gives them pricing power, such as checked bags charges, etc. Even at 10X, it is still an attractive industry, but he doesn't think this would be his 1st choice. His preference would be United Airlines (UAL-N), which he feels is a better run business and one you can count on doing better over the next 2-3 years.

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Delta Air Lines Inc (DAL-N)
November 17, 2014

PE ratio of about 10X, which is cheaper than some of the other airlines. All of the airlines are benefiting from the US industry consolidation. This gives them pricing power, such as checked bags charges, etc. Even at 10X, it is still an attractive industry, but he doesn't think this would be his 1st choice. His preference would be United Airlines (UAL-N), which he feels is a better run business and one you can count on doing better over the next 2-3 years.

HOLD
HOLD
October 6, 2014

He is not too fond of airlines in general. However, this one got a bit of good news today in that their bonds are gaining on the credit side in terms of their rating. Airlines typically are high fixed costs, so in times of trouble they don’t do well. However, all of them seem to have been doing well. If you do see a correction, airline stocks will come off quickly.

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He is not too fond of airlines in general. However, this one got a bit of good news today in that their bonds are gaining on the credit side in terms of their rating. Airlines typically are high fixed costs, so in times of trouble they don’t do well. However, all of them seem to have been doing well. If you do see a correction, airline stocks will come off quickly.

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Delta Air Lines Inc(DAL-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 8

Stockchase rating for Delta Air Lines Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Delta Air Lines Inc(DAL-N) Frequently Asked Questions

What is Delta Air Lines Inc stock symbol?

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

Is Delta Air Lines Inc a buy or a sell?

In the last year, 8 stock analysts published opinions about DAL-N. 7 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Delta Air Lines Inc.

Is Delta Air Lines Inc a good investment or a top pick?

Delta Air Lines Inc was recommended as a Top Pick by David Baskin on 2020-02-04. Read the latest stock experts ratings for Delta Air Lines Inc.

Why is Delta Air Lines Inc stock dropping?

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.

Is Delta Air Lines Inc worth watching?

8 stock analysts on Stockchase covered Delta Air Lines Inc In the last year. It is a trending stock that is worth watching.

What is Delta Air Lines Inc stock price?

On 2020-03-27, Delta Air Lines Inc (DAL-N) stock closed at a price of $29.55.