Delta Air Lines, Inc.DALNYSE
LOADING
|||

Analyst Sentiment

Analysts lean bullish — 100% recommend buying.

Consensus Rating
Buy
20 analysts·High coverage
100%
Rating Distribution
Strong Buy
15%
Buy
1995%
Hold
00%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see modest upside — consensus target 7% higher.

Bear Case
$65.00
-10%
Consensus
$77.73
+7%
Bull Case
$90.00
+24%
Price Range20 analysts
Low
Consensus
High
$65.00
$90.00
Current Target
Current Price
$72.31
Upside to Target
$5.42

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$7.22(8 analysts)
P/E10x
Current: 10.1x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+5.30%
EPS+13.57%
FY2028
Rev+4.87%
EPS+11.70%
FY2029
Rev+6.38%
EPS+9.28%

Earnings Surprises

Beat rate:75%(9/12 quarters)
Avg surprise:+6.7%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 9, 2026Susquehanna
Delta Air Lines price target raised to $85 from $70 at Susquehanna
Target:$85.00
+18.1%from $72.00
Jan 6, 2026Goldman Sachs
Delta Air Lines price target raised to $77 from $68 at Goldman Sachs
Target:$77.00
+7.2%from $71.82
Dec 19, 2025Raymond James
Delta Air Lines price target raised to $80 from $70 at Raymond James
Target:$80.00
+14.0%from $70.15
Dec 18, 2025Wells Fargo
Delta Air Lines initiated with an Overweight at Wells Fargo
Target:$87.00
+24.8%from $69.72
Dec 12, 2025UBS
Delta Air Lines assumed with a Buy at UBS
Target:$90.00
+27.6%from $70.56
Dec 8, 2025BMO Capital
Delta Air Lines initiated with an Outperform at BMO Capital
Target:$80.00
+19.0%from $67.22
Oct 10, 2025UBS
Delta Air Lines price target raised to $75 from $72 at UBS
Target:$75.00
+25.9%from $59.57
Oct 10, 2025Raymond James
Delta Air Lines price target raised to $70 from $68 at Raymond James
Target:$70.00
+17.5%from $59.57
Oct 10, 2025Bernstein
Delta Air Lines price target raised to $74 from $71 at Bernstein
Target:$74.00
+24.2%from $59.57
Oct 10, 2025Susquehanna
Delta Air Lines price target raised to $70 from $68 at Susquehanna
Target:$70.00
+17.5%from $59.57
Oct 10, 2025Deutsche Bank
Delta Air Lines price target raised to $72 from $63 at Deutsche Bank
Target:$72.00
+20.9%from $59.57
Oct 3, 2025Susquehanna
Delta Air Lines price target raised to $68 from $65 at Susquehanna
Target:$68.00
+19.1%from $57.08
Oct 1, 2025Jefferies
Delta Air Lines upgraded to Buy from Hold at Jefferies
Target:$70.00
+23.3%from $56.75
Sep 29, 2025Evercore ISI
Delta Air Lines price target raised to $75 from $70 at Evercore ISI
Target:$75.00
+31.1%from $57.20
Jul 11, 2025Barclays
Why Delta's Premium Passengers Are Driving Its Next Leg Up
Target:$65.00
+14.7%from $56.65
Jul 11, 2025UBS
Delta Air Lines price target raised to $72 from $63 at UBS
Target:$72.00
+27.1%from $56.65
Jul 11, 2025Susquehanna
Delta Air Lines price target raised to $65 from $51 at Susquehanna
Target:$65.00
+14.7%from $56.65
Jul 10, 2025Goldman Sachs
Delta Air Lines price target raised to $67 from $60 at Goldman Sachs
Target:$67.00
+18.0%from $56.78
Jun 18, 2025Bernstein
Delta Air Lines price target lowered to $60 from $61 at Bernstein
Target:$60.00
+26.2%from $47.56
May 19, 2025UBS
Delta Air Lines upgraded to Buy from Neutral at UBS
Target:$66.00
+28.9%from $51.19
Apr 7, 2025UBS
Delta Air Lines downgraded to Neutral from Buy at UBS
Target:$42.00
+14.4%from $36.70
Apr 1, 2025Jefferies
Delta Air Lines downgraded to Hold from Buy at Jefferies
Target:$46.00
+8.4%from $42.42
Mar 11, 2025Morgan Stanley
Morgan Stanley would be buyers of weakness in Delta after Q1 update
Target:$100.00
+114.2%from $46.68
Jan 13, 2025Deutsche Bank
Delta Air Lines price target raised to $82 from $80 at Deutsche Bank
Target:$82.00
+34.0%from $61.18
Nov 15, 2024Goldman Sachs
Goldman Sachs Resumes Delta Air Lines (DAL) at Buy
Target:$83.00
+28.0%from $64.85