Delta Air Lines (NYSE:DAL) Stock Price Expected to Rise, Dbs Bank Analyst Says

Delta Air Lines (NYSE:DAL) had its target price hoisted by equities researchers at Dbs Bank from $70.00 to $80.00 in a research note issued to investors on Tuesday,MarketScreener reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Dbs Bank’s target price indicates a potential upside of 12.12% from the company’s previous close.

Several other research firms have also recently weighed in on DAL. UBS Group lowered their target price on Delta Air Lines from $90.00 to $87.00 and set a “buy” rating on the stock in a research note on Wednesday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Delta Air Lines in a research report on Wednesday, October 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $81.00 price objective on shares of Delta Air Lines in a research note on Wednesday. HSBC lifted their target price on shares of Delta Air Lines from $73.70 to $80.20 and gave the company a “buy” rating in a research note on Wednesday. Finally, Wolfe Research boosted their price target on shares of Delta Air Lines from $70.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating and twenty-three have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, Delta Air Lines currently has an average rating of “Buy” and an average price target of $79.97.

Delta Air Lines Trading Up 4.2%

Shares of NYSE:DAL traded up $2.86 during mid-day trading on Tuesday, hitting $71.35. The stock had a trading volume of 8,218,120 shares, compared to its average volume of 8,816,760. The company’s 50 day moving average is $66.23 and its 200-day moving average is $60.54. Delta Air Lines has a 12-month low of $34.74 and a 12-month high of $73.16. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. The company has a market cap of $46.59 billion, a PE ratio of 9.30, a P/E/G 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 the consensus estimate of $1.53 by $0.02. The company had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The company’s revenue was up 2.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.85 EPS. 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. On average, sell-side analysts predict that Delta Air Lines will post 7.63 EPS for the current year.

Insider Transactions at Delta Air Lines

In related news, EVP John E. Laughter sold 23,323 shares of the company’s stock in a transaction on Tuesday, October 21st. The shares were sold at an average price of $62.33, for a total transaction of $1,453,722.59. Following the completion of the sale, the executive vice president directly owned 81,109 shares of the company’s stock, valued at approximately $5,055,523.97. This represents a 22.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.88% of the stock is owned by insiders.

Institutional Investors Weigh In On Delta Air Lines

A number of hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in Delta Air Lines by 2.3% during the 2nd quarter. Vanguard Group Inc. now owns 74,572,577 shares of the transportation company’s stock valued at $3,667,479,000 after purchasing an additional 1,648,071 shares during the period. State Street Corp lifted its holdings in shares of Delta Air Lines by 2.6% during the second quarter. State Street Corp now owns 23,059,848 shares of the transportation company’s stock worth $1,134,083,000 after buying an additional 581,421 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Delta Air Lines by 3.3% in the second quarter. Geode Capital Management LLC now owns 16,757,932 shares of the transportation company’s stock worth $822,127,000 after acquiring an additional 527,570 shares during the last quarter. Kingstone Capital Partners Texas LLC bought a new position in Delta Air Lines during the second quarter worth $386,364,000. Finally, Bank of New York Mellon Corp raised its stake in Delta Air Lines by 23.3% during the 3rd quarter. Bank of New York Mellon Corp now owns 7,661,911 shares of the transportation company’s stock valued at $434,813,000 after purchasing an additional 1,447,058 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors.

Key Stories Impacting Delta Air Lines

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

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.