DAL logo

Delta Air Lines, Inc. Stock Price

NYSE:DAL Community·US$55.0b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 334 Fair Values set on narratives written by author

DAL Share Price Performance

US$0
-48.25 (-100.00%)
US$81.81
Fair Value
US$0
-48.25 (-100.00%)
Price US$0

DAL Community Narratives

·
Fair Value US$81.81 5.0% overvalued intrinsic discount

DAL: Momentum In Premium Travel And New Technology Will Drive Outperformance

1users have liked this narrative
0users have commented on this narrative
77users have followed this narrative
Fair Value
·
Fair Value US$63.21 35.9% overvalued intrinsic discount

Delta loses shine after warning of falling travel demand, but still industry leader

0users have liked this narrative
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19users have followed this narrative
·
Fair Value US$64.4 33.4% overvalued intrinsic discount

Domestic Cabin Demand And Tariffs Will Pressure Operating Margins

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
US$63.21
35.9% overvalued intrinsic discount
Fair Value
Revenue
3.5% p.a.
Profit Margin
8%
Future PE
10x
Price in 2029
US$86.45
US$101.56
15.4% undervalued intrinsic discount
Revenue
8.08% p.a.
Profit Margin
7.32%
Future PE
14.52x
Price in 2029
US$130.9
US$81.81
5.0% overvalued intrinsic discount
Revenue
3.94% p.a.
Profit Margin
7.27%
Future PE
13.21x
Price in 2029
US$105.28
US$64.4
33.4% overvalued intrinsic discount
Revenue
0.78% p.a.
Profit Margin
7.78%
Future PE
10.68x
Price in 2029
US$83.01

Trending Discussion

Updated Narratives

DAL logo

Delta Air Lines posts stellar unit economics but faces headwinds ahead

Fair Value: US$63.21 35.9% overvalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DAL logo

DAL: Premium Focus And Cash Resilience Will Support Future Stock Upside

Fair Value: US$101.56 15.4% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DAL logo

DAL: Premium Demand And Fuel Resilience Will Support 2026 Earnings Stability

Fair Value: US$81.81 5.0% overvalued intrinsic discount
77 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record and fair value.

2 Risks
3 Rewards

Delta Air Lines, Inc. Key Details

US$65.2b

Revenue

US$52.2b

Cost of Revenue

US$13.0b

Gross Profit

US$8.5b

Other Expenses

US$4.5b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 10, 2026
6.85
19.90%
6.87%
70.4%
View Full Analysis

About DAL

Founded
1924
Employees
103000
CEO
Edward Bastian
WebsiteView website
www.delta.com

Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Santiago (Chile), Sao Paulo, Seoul-Incheon, and Tokyo. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages. The company operates through a fleet of approximately 1,314 aircraft. Delta Air Lines, Inc. was founded in 1924 and is headquartered in Atlanta, Georgia.

Recent DAL News & Updates

Seeking Alpha Jun 21

Delta Air Lines: My Buy Thesis Played Out, But Growing Risks Are A Real Concern (Rating Downgrade)

Summary Delta Air Lines has outperformed the market, rising 77% in the past year, reflecting strong fundamentals and resilience. Despite robust Q1 results and a 14.7% dividend increase, DAL now trades at a forward P/E of 12x, appearing fairly valued. I downgrade DAL from buy to hold due to heightened macro risks, potential rate hikes, and increased near-term downside risk. Monitor operating margins and profits, as persistent inflation and higher fuel costs may pressure financials in the back half of the year. Read the full article on Seeking Alpha

Recent updates

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