DAL logo

Delta Air Lines, Inc. Stock Price

NYSE:DAL Community·US$59.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 345 Fair Values set on narratives written by author

DAL Share Price Performance

US$92.77
39.90 (75.47%)
US$63.21
Fair Value
US$92.77
39.90 (75.47%)
46.8% overvalued intrinsic discount
US$63.21
Fair Value
Price US$92.77
PittTheYounger US$63.21
AnalystConsensusTarget US$105.52
AnalystHighTarget US$125.00

DAL Community Narratives

Fair Value
·
Fair Value US$63.21 46.8% 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
·
Fair Value US$105.52 12.1% 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
79users have followed this narrative
·
Fair Value US$125 25.8% undervalued intrinsic discount

International Premium Markets And UPS Agreement Will Secure Future Stability

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$63.21
46.8% overvalued intrinsic discount
Fair Value
Revenue
2% p.a.
Profit Margin
8%
Future PE
10x
Price in 2029
US$86.44
US$105.52
12.1% undervalued intrinsic discount
Revenue
4.07% p.a.
Profit Margin
9.48%
Future PE
12.42x
Price in 2029
US$135.1
US$64.4
44.1% overvalued intrinsic discount
Revenue
0.78% p.a.
Profit Margin
7.78%
Future PE
10.68x
Price in 2029
US$83.01

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 46.8% overvalued intrinsic discount
23 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 12.1% undervalued intrinsic discount
79 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 Engine Will Support Structurally Higher Future Margins

Fair Value: US$125 25.8% 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

Snowflake Analysis

Reasonable growth potential and fair value.

2 Risks
2 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 8h

Delta Air Lines: Higher Fuel Costs Might Produce Surprising Gains

Summary Delta Air Lines responded to the 2026 fuel shock by raising fares and restricting low-return capacity, yet still achieved strong revenue growth. DAL's ability to maintain elevated fares as fuel prices normalize could lead to structurally higher margins by 2027. The fuel crisis forced DAL to experiment with new pricing strategies, indicating adaptability in volatile markets. If current pricing discipline persists, DAL may emerge from the crisis with a more resilient and profitable business model. Read the full article on Seeking Alpha
Narrative Update Jul 28

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

Analysts have lifted the fair value estimate for Delta Air Lines stock from $81.81 to $105.52. This reflects higher Street price targets in the $100 to $125 range that are tied to views on the company's margin potential, fuel cost relief, premium demand and loyalty economics.

Recent updates

No updates