Wolfe Research Issues Positive Forecast for Delta Air Lines (NYSE:DAL) Stock Price

Delta Air Lines (NYSE:DAL) had its price target upped by Wolfe Research from $70.00 to $83.00 in a research report released on Wednesday morning,MarketScreener reports. Wolfe Research currently has an outperform rating on the transportation company’s stock.

Several other analysts have also weighed in on DAL. Bank of America boosted their target price on shares of Delta Air Lines from $74.00 to $80.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Barclays lifted their target price on Delta Air Lines from $65.00 to $85.00 and gave the stock an “overweight” rating in a report on Monday. Deutsche Bank Aktiengesellschaft upped their target price on Delta Air Lines from $63.00 to $72.00 and gave the company a “buy” rating in a report on Friday, October 10th. Dbs Bank upgraded Delta Air Lines from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Delta Air Lines in a research report on Wednesday. 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 data from MarketBeat, Delta Air Lines presently has a consensus rating of “Buy” and a consensus price target of $79.97.

Delta Air Lines Stock Up 4.2%

DAL traded up $2.86 on Wednesday, reaching $71.35. The company’s stock had a trading volume of 8,218,120 shares, compared to its average volume of 8,816,760. Delta Air Lines has a 1 year low of $34.74 and a 1 year high of $73.16. The business’s 50 day moving average is $66.23 and its 200 day moving average is $60.54. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.40 and a quick ratio of 0.34. The stock has a market cap of $46.59 billion, a price-to-earnings ratio of 9.30, a price-to-earnings-growth ratio of 1.12 and a beta of 1.38.

Delta Air Lines (NYSE:DAL) last announced its earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.02. Delta Air Lines had a return on equity of 20.99% and a net margin of 7.90%.The company had revenue of $14.61 billion for the quarter, compared to analyst estimates of $15.80 billion. During the same period in the prior year, the company posted $1.85 EPS. Delta Air Lines’s quarterly revenue was up 2.9% on a year-over-year basis. 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. As a group, research analysts forecast that Delta Air Lines will post 7.63 EPS for the current fiscal year.

Insider Buying and Selling

In other Delta Air Lines news, EVP John E. Laughter sold 23,323 shares of Delta Air Lines stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $62.33, for a total transaction of $1,453,722.59. Following the sale, the executive vice president directly owned 81,109 shares of the company’s stock, valued at approximately $5,055,523.97. The trade was a 22.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.88% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Delta Air Lines

Large investors have recently made changes to their positions in the company. Signature Resources Capital Management LLC bought a new stake in Delta Air Lines during the second quarter worth about $25,000. AlphaQuest LLC boosted its holdings in shares of Delta Air Lines by 90.6% in the 3rd quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after acquiring an additional 211 shares in the last quarter. NewSquare Capital LLC grew its position in Delta Air Lines by 184.6% during the 2nd quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after acquiring an additional 371 shares during the last quarter. Accredited Wealth Management LLC increased its holdings in Delta Air Lines by 1,983.3% during the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 476 shares in the last quarter. Finally, Activest Wealth Management raised its position in Delta Air Lines by 2,280.8% in the 2nd quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 593 shares during the last quarter. Institutional investors own 69.93% of the company’s stock.

More Delta Air Lines News

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

• Positive Sentiment: Several major brokers raised targets and reiterated buy/outperform ratings, driving upside expectations — Wolfe Research raised its PT to $83 (outperform). Wolfe Research PT raise
• Positive Sentiment: HSBC raised its price target to $80.20 and kept a buy rating, signaling more upside from current levels. HSBC PT raise
• Positive Sentiment: Goldman Sachs increased its PT to $80 and maintained a buy rating, supporting the bullish analyst tone. Goldman Sachs PT raise
• Positive Sentiment: DBS raised its PT to $80 with a buy rating — another institutional vote of confidence in Delta’s outlook. DBS PT raise
• Positive Sentiment: Wells Fargo and UBS issued/confirmed buy ratings and other firms (BMO, TD Cowen) are on the buy bandwagon — adding to broad analyst momentum and a consensus Buy. Wells Fargo buy UBS buy Analyst consensus
• Neutral Sentiment: Earnings call transcript and company commentary are available — management flagged strong cash flow, premium demand, fleet updates and plans to expand lounges (operational positives), while guidance was described as cautious. Q4 earnings call transcript
• Neutral Sentiment: Management and coverage note premium/business travel as a profit driver and cite fleet modernization as a medium-term catalyst (supportive but multi-quarter). Premium fliers uplift
• Negative Sentiment: Some caution remains from the quarter — revenue missed the Street and guidance was viewed as tepid by some analysts, which caused the initial post-earnings pullback; that risk still tempers upside if near-term demand underperforms. MarketBeat note on Q4 turbulence

Delta Air Lines Company Profile

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.