Delta Air Lines (NYSE:DAL) Price Target Raised to $80.00

Delta Air Lines (NYSE:DAL) had its price objective upped by research analysts at Dbs Bank from $70.00 to $80.00 in a research note issued to investors on Tuesday,MarketScreener reports. The firm currently has a “buy” rating on the transportation company’s stock. Dbs Bank’s price objective would suggest a potential upside of 12.12% from the company’s current price.

Other analysts have also recently issued reports about the stock. Cowen restated a “buy” rating on shares of Delta Air Lines in a report on Wednesday, January 7th. The Goldman Sachs Group increased their target price on shares of Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday. BNP Paribas Exane boosted their price target on shares of Delta Air Lines from $70.00 to $85.00 and gave the company an “outperform” rating in a report on Monday, December 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Delta Air Lines in a report on Wednesday, October 8th. Finally, Raymond James Financial reissued a “strong-buy” rating and set a $80.00 price objective on shares of Delta Air Lines in a research report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the stock. According to MarketBeat.com, Delta Air Lines has an average rating of “Buy” and an average target price of $79.97.

Delta Air Lines Stock Up 4.2%

NYSE:DAL traded up $2.86 during trading hours on Tuesday, hitting $71.35. 8,110,003 shares of the stock traded hands, compared to its average volume of 8,810,209. The firm has a 50 day moving average price of $66.23 and a 200 day moving average price of $60.54. The company has a current ratio of 0.40, a quick ratio of 0.34 and a debt-to-equity ratio of 0.60. Delta Air Lines has a fifty-two week low of $34.74 and a fifty-two week high of $73.16. The firm has a market cap of $46.59 billion, a price-to-earnings ratio of 9.30, a PEG ratio of 1.12 and a beta of 1.38.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. The business had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.Delta Air Lines’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.85 earnings per share. Delta Air Lines has set its Q1 2026 guidance at 0.500-0.900 EPS and its FY 2026 guidance at 6.500-7.500 EPS. Equities research analysts anticipate that Delta Air Lines will post 7.63 earnings per share for the current year.

Insider Buying and Selling at Delta Air Lines

In other news, EVP John E. Laughter sold 23,323 shares of the firm’s stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $62.33, for a total value of $1,453,722.59. Following the completion of the sale, the executive vice president directly owned 81,109 shares in the company, valued at approximately $5,055,523.97. This trade represents a 22.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.88% of the company’s stock.

Institutional Trading of Delta Air Lines

A number of institutional investors have recently bought and sold shares of DAL. Savant Capital LLC raised its position in shares of Delta Air Lines by 84.0% during the second quarter. Savant Capital LLC now owns 181,995 shares of the transportation company’s stock worth $8,951,000 after purchasing an additional 83,072 shares during the period. Thrivent Financial for Lutherans increased its stake in Delta Air Lines by 39.8% during the 2nd quarter. Thrivent Financial for Lutherans now owns 2,407,585 shares of the transportation company’s stock worth $118,409,000 after purchasing an additional 685,312 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Delta Air Lines by 8.8% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 825,916 shares of the transportation company’s stock worth $40,619,000 after buying an additional 67,002 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Delta Air Lines during the 2nd quarter worth approximately $15,138,000. Finally, Board of the Pension Protection Fund acquired a new position in shares of Delta Air Lines in the third quarter valued at approximately $1,141,000. Institutional investors and hedge funds own 69.93% of the company’s stock.

Trending Headlines about Delta Air Lines

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Analyst support lifted sentiment — multiple firms reiterated or initiated Buy ratings and kept bullish targets, helping push the stock up. Delta Air Lines (DAL) Gets a Buy from Wells Fargo UBS Sticks to Its Buy Rating for Delta Air Lines (DAL) Delta Air Lines, Inc. Receives Consensus Recommendation of “Buy”
• Positive Sentiment: Q4 earnings showed an EPS beat and management set FY‑2026 guidance that emphasizes premium customers, margin gains and strong free cash flow — supporting expectations for debt reduction and higher shareholder returns. Q4 2025 earnings call transcript Delta Q4 results and guidance (Yahoo)
• Positive Sentiment: Delta’s order for Boeing 787 Dreamliners signals fleet modernization and long-term unit-cost improvement, which analysts view as a structural positive for margins and international growth. Delta orders Boeing 787s (Business Insider)
• Neutral Sentiment: Management highlighted premiumization (more premium fliers and expected fare mix improvement) and plans to expand lounges to address capacity — both support revenue quality but require execution. Delta Expects Premium Fliers to Boost Profit (MSN) CEO: We’re working on adding more lounges (YouTube)
• Neutral Sentiment: Industry tailwind noted: analysts suggest potential fuel savings if average passenger weight declines (e.g., from weight‑loss drugs), a macro factor that could modestly lower unit costs over time. Airlines to save on fuel as weight-loss pills gain popularity (CNBC)
• Negative Sentiment: Investors also digested a revenue miss vs. consensus and relatively cautious near‑term guidance, which pressured shares immediately after the release — a reminder that growth expectations must match execution. Delta falls as investors digest earnings and Dreamliner news (MSN) Delta Q4 coverage (Yahoo)

About Delta Air Lines

Delta Air Lines is a major U.S.-based global airline that provides scheduled passenger and cargo air transportation, aircraft maintenance and repair services, and related travel products. Its operations include mainline domestic and international passenger services, a branded regional network operating under the Delta Connection name, dedicated air cargo carriage, and in-house maintenance, repair and overhaul through Delta TechOps. Delta offers a range of cabin products for different customer segments, including premium business-class service on long-haul routes and tiered economy offerings on domestic and international flights, and it markets customer loyalty benefits through the SkyMiles frequent-flyer program.

The carrier operates a mixed fleet of narrow- and wide-body aircraft from multiple U.S.