DAL Delta Air Lines Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:19
Aug 25
Aug 25
AI implementation will significantly boost Delta's profitability.
Delta is the best-run airline in the world and is actively implementing AI for fare setting and baggage technology, which management expects could lift profitability by up to 50% through margin expansion.
HIGH
20:12
Aug 25
Aug 25
United expansion lifts airline shares.
United Airlines is adding 10 destinations in Europe and Asia to its network next year, lifting its shares by 1%, with Delta higher by 0.3% on cross-Atlantic airline strength.
LOW
17:03
Aug 25
Aug 25
Author notes Delta's refinery ownership reduces oil price sensitivity.
Author notes Delta's refinery ownership reduces oil price sensitivity, a factual comparison rather than a directional trade call.
LOW
16:15
Aug 23
Aug 23
Airline consolidation makes Delta more profitable
The US airline industry has consolidated into a few dominant carriers, improving margins, lowering cyclicality and reducing debt, while travel and experience spending is structurally rising. Delta is among the most profitable majors, trades around 9x earnings after correction, and is expected to grow EPS from about $6 to nearly $10 over a few years; Buffett is selecting the strongest operator in an improving sector.
HIGH
03:26
Aug 21
Aug 21
A US appeals court overturned the Trump administration's September 2025 order that sought.
A US appeals court overturned the Trump administration's September 2025 order that sought to force Delta Air Lines and Aeromexico to unwind their joint venture.
23:10
Aug 20
Aug 20
Delta and Aeromexico won a US appeals court ruling vacating a Trump administration order.
Delta and Aeromexico won a US appeals court ruling vacating a Trump administration order to dissolve their trans-border joint venture.
00:08
Aug 20
Aug 20
The author is scanning consumer discretionary sectors as a broad watchlist.
The author is scanning consumer discretionary sectors as a broad watchlist, noting they are "getting interesting" without stating any current positions or explicit buy calls.
LOW
15:39
Aug 18
Aug 18
13Fs show funds buying airlines.
Going through 13F filings, the host notices one of the underlying trends is airlines. Delta and American are being accumulated or twapped by large funds, which he calls interesting.
LOW
01:57
Aug 18
Aug 18
Top investors are heavily buying airline stocks.
Major investors like Warren Buffett and Stanley Druckenmiller are heavily buying airlines like Delta and United, indicating a hot sector trend that is worth monitoring.
MED
10:02
Aug 17
Aug 17
Berkshire doubles down on Alphabet, Delta.
Berkshire Hathaway's latest 13F shows its new CEO appears to be doubling down, adding to its stakes in Delta and Alphabet, with Alphabet now the third-largest holding.
LOW
22:50
Aug 14
Aug 14
Berkshire Hathaway increased its stakes in Delta Air Lines and Alphabet during the second.
Berkshire Hathaway increased its stakes in Delta Air Lines and Alphabet during the second quarter as Greg Abel began deploying the company's cash reserves.
22:50
Aug 14
Aug 14
Berkshire Hathaway adds new positions in Google and Delta while trimming Bank of America.
Berkshire Hathaway adds new positions in Google and Delta while trimming Bank of America and Kroger as Abel deploys record cash reserves.
20:20
Aug 14
Aug 14
Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R.
Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R. Horton and exits Constellation Brands, with major buys in Alphabet and Delta and significant cuts in Bank of America and Kroger.
20:07
Aug 14
Aug 14
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer.
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer, Delta, and AMD while listing TSM, STM, and Amazon as its largest holdings in its latest 13F filing.
21:31
Aug 05
Aug 05
Delta to new highs, multiple rerating.
Broadening profit growth and a strong economy will lift Delta Air Lines to new highs. The stock is also poised for a multiple re-rating as earnings expand beyond tech, making it a beneficiary of the broadening theme.
MED
20:37
Aug 04
Aug 04
Watch airlines on jet-fuel scarcity headwind
Watch DAL, UAL, and AAL for a negative near-term earnings read-through from elevated jet-fuel costs and constrained distillate capacity; author does not signal a short.
MED
20:30
Aug 04
Aug 04
Booking's second-quarter results were hurt by the Middle East conflict, particularly in airline capacity and flight ticket prices. However, they saw a normalization beginning in June that continued into July, with domestic and intra-regional travel remaining healthy. — This suggests that the negative impact of the Middle East conflict on global long-haul travel is diminishing, which could signal a recovery for airlines heavily exposed to international routes, though fuel costs remain a factor.
MED
10:14
Aug 03
Aug 03
Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied.
Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied Materials and Delta while removing four others including Broadcom and ServiceNow.
10:13
Aug 03
Aug 03
Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others.
Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others, reflecting a routine portfolio rebalancing with no explicit price targets or directional commentary from named analysts.
07:00
Aug 03
Aug 03
Delta has strong pricing power.
Higher-income consumers pay any price to fly, giving Delta the pricing power to pass through 100% of fuel costs, indicating strong revenue and margin potential.
MED
13:31
Jul 27
Jul 27
U.S. airline stocks rallied sharply as crude oil prices plunged more than 7%.
U.S. airline stocks rallied sharply as crude oil prices plunged more than 7%, boosting expectations for lower fuel costs across the sector.
08:30
Jul 24
Jul 24
Refresh of Delta co-brand card contributed to earlier card fee growth cycles, indicating ongoing partnership.
HIGH
11:45
Jul 23
Jul 23
Delta Air Lines announces plans to launch direct flights to Saudi Arabia as reported by Semafor.
10:00
Jul 23
Jul 23
Southwest is shifting capacity growth into its 'points of strength'—markets where it already has leading positions—and away from new markets, focusing on profitable optimization rather than share gain. — This capacity strategy could intensify competition in Southwest's stronghold airports while reducing capacity pressure in other markets, potentially benefiting competitors in those secondary markets.
MED
07:30
Jul 23
Jul 23
Delta is one of several partners providing perks to T-Mobile customers, part of a broad loyalty program that drives customer engagement.
HIGH
15:39
Jul 22
Jul 22
Delta Cargo introduces a new five-day flexible-date search feature in its booking system.
22:15
Jul 21
Jul 21
Invest in top-K consumer luxury companies.
The K-shaped economy is real but the extreme is at the top—affluent consumers are thriving. Investing in companies that serve the top of the K is a legitimate and powerful strategy right now. High-end insurance, luxury travel, and premium credit cards are earning record profits as wealthy clients spend freely.
MED
01:39
Jul 17
Jul 17
The author advises against selling into deep losses and outlines a watchlist for potential tech.
The author advises against selling into deep losses and outlines a watchlist for potential tech, medical, and travel entries once downtrends stabilize, but expresses no current directional positions.
15:16
Jul 16
Jul 16
Delta and United are top airline picks
Delta and United are the best-positioned airlines. They have the strongest balance sheets, most diverse revenue streams, and most resilient business models. Despite high fuel costs, strong demand and pricing power protect margins. Both are buys.
HIGH
15:23
Jul 15
Jul 15
Delta Air Lines partners with Shell Aviation for blended and neat sustainable aviation fuel.
Delta Air Lines partners with Shell Aviation for blended and neat sustainable aviation fuel deliveries at Delta hubs.
About DAL Analyst Coverage
Buzzberg tracks DAL (Delta Air Lines Inc.) across 34 sources. 47 bullish vs 10 bearish calls from 82 analysts. Sentiment: predominantly bullish (22%). 165 total trade ideas tracked. Latest voices: Josh Brown, Charlie Pellett, incomesharks.