Delta Air Lines Inc

Delta Air Lines Inc (DAL) Stock Analysis

$78.080

+1.460 (+1.87%)At close

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High
78.140
Open
76.500
VWAP
77.25
Volume
6.73M
Mkt Cap
31.36B
Low
75.540
Amount
520.10M
EV/EBITDA, TTM
9.53

Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company has hubs and markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, Paris-Charles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, Seoul-Incheon, and Tokyo. Its segments include Airline and Refinery. Its airline segment is managed as a single business unit that provides scheduled air transportation for passengers and cargo throughout the United States and around the world and includes its loyalty program, as well as other ancillary businesses. Its refinery segment operates for the benefit of the airline segment by providing jet fuel to the airline segment from its own production and through jet fuel obtained through agreements with third parties. The refinery's production consists of jet fuel as well as non-jet fuel products.

www.delta.com

AI analysis of Delta Air Lines Inc (DAL)

Hold

Delta Air Lines is currently a hold. The stock is priced at $82.17, which is below the average analyst price target of $100, indicating potential upside. However, the recent earnings report showed adjusted earnings per share of $1.72, missing expectations of $1.75, and the company has lowered its full-year profit forecast due to a 60% surge in fuel costs. This presents a significant risk, as it may dampen investor confidence and affect future profitability.

Analyst Ratings (18)

+6.94% upside
Buy
18 Buy
0 Hold
0 Sell
Current: 78.08
Low
77.00
Average
83.50
High
90.00

Argus

2026-10-12

Price Target

$95

Buy

Seaport Research

2026-10-12

Price Target

$100

Buy

UBS

2026-10-12

Price Target

$102

Buy

BMO Capital

2026-10-12

Price Target

$105

Outperform

Susquehanna

2026-10-12

Price Target

$95

Buy
See All Ratings

Valuation Metrics

The current forward P/E ratio for Delta Air Lines Inc (DAL) is 9.18, compared to its 5-year average forward P/E of 9.00.

Forward P/E

Fair
5Y Average P/E
9.00
Current P/E
9.18
Overvalued
12.87
Undervalued
5.13

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
6.76
Current EV/EBITDA
9.53
Overvalued
8.87
Undervalued
4.65

Forward P/S

Overvalued
5Y Average P/S
0.53
Current P/S
0.65
Overvalued
0.65
Undervalued
0.42

Alphio AI Price Scenarios for DAL

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%DAL

$65.92

Scenario price

B

Base

Base · 50%DAL

$56.91

Scenario price

B

Bear

Bear · 25%DAL

$48.48

Scenario price

Whales holding DAL

H

Howard Capital Management, Inc.

+ HoldingDAL

+17.25%

3M Return

D

Duquesne Family Office LLC

+ HoldingDAL

+9.98%

3M Return

J

John W. Bristol & Co., Inc.

+ HoldingDAL

+8.30%

3M Return

C

Compass Capital Management Inc.

+ HoldingDAL

+7.91%

3M Return

O

Osaic Advisory Services, LLC

+ HoldingDAL

+6.98%

3M Return

S

Sanders Capital, LLC

+ HoldingDAL

+6.42%

3M Return

Events Timeline

2026-10-09 (ET)

16:30:00

Trump Says U.S. Will Not Strike Iran, Oil Pulls Back

12:00:00

Tech Stock Rebound Boosts Major Averages

10:30:00

Delta Expects Further Improvement in Recovery Performance by 2027

10:30:00

Company Plans to Pay Down Over $2B of Debt This Year

09:30:00

Southwest Leans Toward Boeing 787 as First Widebody Aircraft
Show More Events

News

Show More News

DAL FAQ — answered by Alphio AI

Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company has hubs and markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, Paris-Charles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, Seoul-Incheon, and Tokyo. Its segments include Airline and Refinery. Its airline segment is managed as a single business unit that provides scheduled air transportation for passengers and cargo throughout the United States and around the world and includes its loyalty program, as well as other ancillary businesses. Its refinery segment operates for the benefit of the airline segment by providing jet fuel to the airline segment from its own production and through jet fuel obtained through agreements with third parties. The refinery's production consists of jet fuel as well as non-jet fuel products. It operates in the Industrials sector (AIR TRANSPORTATION, SCHEDULED industry).

Delta Air Lines is currently a hold. The stock is priced at $82.17, which is below the average analyst price target of $100, indicating potential upside. However, the recent earnings report showed adjusted earnings per share of $1.72, missing expectations of $1.75, and the company has lowered its full-year profit forecast due to a 60% surge in fuel costs. This presents a significant risk, as it may dampen investor confidence and affect future profitability.

18 analysts cover DAL: 18 rate it Buy, 0 Hold and 0 Sell. The average price target is 83.50.

Community

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midnight_epoch10/9/2026

$DAL | DELTA AIR LINES, INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $1.72 vs. $1.77 est. ❌ ◆ Revenue: $17.59B vs. $17.65B est. ❌ ◆ Net Income: $756M (-46.7% YoY) ◆ Operating Income: $1.45B (-13.7% YoY) ◆ Operating Expenses: $18.73B (+25.0% YoY) ◆ Operating Cash Flow: $1.71B (-7.3% YoY) Segment Performance: ◆ Passenger: $15.53B (+15% YoY) ◆ Cargo: $301M (+29% YoY) ◆ Other: $4.35B (+48% YoY) Key Metrics: ◆ Q3 free cash flow was $463M, down 44% YoY from $833M; year-to-date FCF reached $1.9B. ◆ Adjusted fuel expense of $4.14B surged 62% YoY; adjusted fuel price $3.61/gallon, up 60%. ◆ Gross capital expenditures were $1.41B in Q3 2026, up 27% YoY from $1.11B. Forward Guidance: ◆ Q4 2026 total revenue YoY growth: approximately +20% ◆ Q4 2026 EPS (adjusted): $1.15 to $1.65 ◆ Q4 2026 operating margin: 7% to 9% ◆ FY 2026 EPS (adjusted): $5.10 to $5.60

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spreadfalcon10/9/2026

$DAL | Delta Air Lines Q3 2026 Earnings - Adj EPS $1.72 (est $1.82) - Adj. Rev. $17.59B (est $11.66B) - Passenger Rev. $15.53B (est $15.63B) - Adj Fuel Expense Of $4.1 Billion - Sees FY Adj EPS $5.10 To $5.60, Saw $6.50 To $7.50 - Sees FY Pre-Tax Profit Of About $4.5B After $6B Fuel Hike

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$ DAL
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whalepulse9/30/2026

I choose Delta when I can, but as a customer I want Starlink. That was a poor move by them. Elon is criticizing them too. $DAL $SPCX

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$ DAL$ SPCX
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0xCopeseeker9/26/2026

American Airlines, United Airlines, Delta Air Lines, and JetBlue Airways said customers can change their flights for a host of airports in the New York City area, Boston and smaller New England airports, without paying a change fee or difference in fare if they can fly anytime before the middle of next week. The potential weekend disruptions come after an equipment outage on Monday forced carriers to cancel hundreds of flights bound for the New York area and Philadelphia $AAL $UAL $DAL

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$ AAL$ UAL$ DAL
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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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