DAL logo

Delta Air Lines, Inc. Stock Price

NYSE:DAL Community·US$53.0b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 353 Fair Values set on narratives written by author

DAL Share Price Performance

US$82.41
20.72 (33.59%)
US$63.21
Fair Value
US$82.41
20.72 (33.59%)
30.4% overvalued intrinsic discount
US$63.21
Fair Value
Price US$82.41
PittTheYounger US$63.21
AnalystConsensusTarget US$105.52
AnalystHighTarget US$125.00

DAL Community Narratives

Fair Value
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Fair Value US$63.21 30.4% overvalued intrinsic discount

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

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24users have followed this narrative
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Fair Value US$105.52 21.9% undervalued intrinsic discount

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

1users have liked this narrative
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81users have followed this narrative
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Fair Value US$125 34.1% undervalued intrinsic discount

International Premium Markets And UPS Agreement Will Secure Future Stability

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7users have followed this narrative
US$63.21
30.4% overvalued intrinsic discount
Fair Value
Revenue
2% p.a.
Profit Margin
8%
Future PE
10x
Price in 2029
US$86.44
US$79.44
3.7% overvalued intrinsic discount
Revenue
-0.66% p.a.
Profit Margin
9.48%
Future PE
10.82x
Price in 2029
US$102.35
US$105.52
21.9% undervalued intrinsic discount
Revenue
4.07% p.a.
Profit Margin
9.48%
Future PE
12.42x
Price in 2029
US$135.1

Trending Discussion

No trending discussion available.

Updated Narratives

DAL logo

Delta remains a cash cow, but for the time being, the glory days might be over

Fair Value: US$63.21 30.4% overvalued intrinsic discount
24 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DAL logo

DAL: Future Margin Upside Will Struggle To Justify Current Pricing Power Expectations

Fair Value: US$79.44 3.7% overvalued intrinsic discount
2 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 And Loyalty Revenue Will Support Structurally Higher Future Margins

Fair Value: US$105.52 21.9% undervalued intrinsic discount
81 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with reasonable growth potential.

2 Risks
3 Rewards

Delta Air Lines, Inc. Key Details

US$68.3b

Revenue

US$55.5b

Cost of Revenue

US$12.8b

Gross Profit

US$8.8b

Other Expenses

US$4.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.04
18.70%
5.78%
64.2%
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 Aug 18

Delta Air Lines Has A Margin Moat

Summary Delta Air Lines earns a buy rating, driven by robust margin resilience and strong pricing power, even amid record-high fuel costs. DAL's shift toward premium and loyalty revenue streams, now 61% of total revenue, is accelerating margin expansion and long-term growth potential. Despite cyclical risks, DAL's premium positioning and brand strength support its ability to pass on costs and maintain profitability. With a forward P/E of 13.9 and reaffirmed 20% EPS growth guidance for 2026, DAL offers compelling value relative to peers. Read the full article on Seeking Alpha
Narrative Update Aug 11

DAL: Future Margin Upside Will Struggle To Justify Current Pricing Power Expectations

Analysts have raised the fair value estimate for Delta Air Lines from about $64.40 to approximately $79.44, citing a series of higher Street price targets that reflect confidence in structurally higher margins, stronger pricing power, and the earnings contribution from Delta's loyalty program and diversified revenue base. Analyst Commentary Recent Street research around Delta Air Lines has been largely constructive, with many firms adjusting price targets higher following quarterly results, updated guidance, and commentary around the pricing backdrop, fuel costs, and the airline's diversified revenue mix.

Recent updates

No updates