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DAL logo

Delta Air Lines, Inc. Stock Price

NYSE:DAL Community·US$51.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 361 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DAL Share Price Performance

US$78.75
17.36 (28.28%)
​
US$105.52
Fair Value
US$78.75
17.36 (28.28%)
25.4% undervalued intrinsic discount
US$105.52
Fair Value
Price US$78.75
AnalystConsensusTarget US$105.52
AnalystHighTarget US$125.00
PittTheYounger US$63.21
Tue, 28 Jul 26
Fair ValueUS$105.52
Share Pricen/a

DAL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$105.52 25.4% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
86users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$125 37.0% undervalued intrinsic discount

International Premium Markets And UPS Agreement Will Secure Future Stability

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
PI
PittTheYounger
PittTheYounger's
Fair Value
·
Fair Value US$63.21 24.6% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
DAL logo
Delta Air Lines
24.6% overvalued intrinsic discount

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

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PI
PittTheYounger
Emerging Author
PittTheYounger
Updated 13 Jul
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DAL logo
Delta Air Lines
25.4% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 28 Jul
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DAL logo
Delta Air Lines
Fairly Valued intrinsic discount

Domestic Cabin Demand And Tariffs Will Pressure Operating Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Aug
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DAL logo
Delta Air Lines
37.0% undervalued intrinsic discount

International Premium Markets And UPS Agreement Will Secure Future Stability

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AN
AnalystHighTarget
AnalystHighTarget
Updated 14 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

PI
PittTheYounger
DAL logo

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

Fair Value: US$63.21 24.6% overvalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
DAL logo

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

Fair Value: US$79.44 Fairly Valued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
DAL logo

DAL: Premium And Loyalty Revenue Will Support Structurally Higher Future Margins

Fair Value: US$105.52 25.4% undervalued intrinsic discount
86 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with moderate growth potential.

2 Risks
3 Rewards
View Full Analysis

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
User avatar
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

Delta Air Lines, Inc. Competitors

UNP logo

Union Pacific

Symbol: NYSE:UNP
Market cap: US$171.4b
UBER logo

Uber Technologies

Symbol: NYSE:UBER
Market cap: US$149.4b
CSX logo

CSX

Symbol: NasdaqGS:CSX
Market cap: US$90.8b
UPS logo

United Parcel Service

Symbol: NYSE:UPS
Market cap: US$85.5b
View more competitors

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