DAL - NYSE
Delta Air Lines, Inc.
$78.78
-1.5%Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Mexico City, London-Heathrow, Paris-Charles de Gaulle, and Seoul-Incheon. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app, reservations, online travel agencies, traditional brick and mortar, and other agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers, as well as aircraft charters, and management and programs. The company operates through a fleet of approximately 1,200 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia.
At a Glance
Live SnapshotDelta Air Lines, Inc. Street Expectations Map
Wall Street analysts project that DAL stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 85.92, with estimates ranging from a low of 77.00 to a high of 105.00.
The consensus 1-year price target stands at 85.92, with estimates ranging from a low of 77.00 to a high of 105.00.
Analyst Consensus Analysis
Upside Potential
Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Risk-Reward Profile
Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.
Analyst Conviction
Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Delta Air Lines, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Delta Air Lines, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Generally favorable outlook with reasonable growth prospects and analyst support.
Delta Air Lines, Inc. Forward Estimates of EPS
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Generally favorable outlook with reasonable growth prospects and analyst support.
Delta Air Lines, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Delta Air Lines, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Delta Air Lines, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Delta Air Lines, Inc. Insider Positioning
During the last 12 months, insiders have sold $71.88M worth of DAL shares, with no buying activity reported.
3 Months
0
0.00
154.6K
11.24M
-11.2M
-$11.24M
3-6 Months
0
0.00
741.2K
52.45M
-52.4M
-$52.45M
6-9 Months
0
0.00
37.3K
2.31M
-2.3M
-$2.31M
9-12 Months
0
0.00
103.2K
5.88M
-5.9M
-$5.88M
Top Buyers
No buying activity
Top Sellers
Bastian Edward H
Director, Officer: Chief Executive Officer
$21.30M
Hauenstein Glen W
Officer: President
$14.75M
Laughter John E
Officer: Evp & Chief Of Operations
$7.25M
Samant Rahul D
Officer: Evp & Chief Info Officer
$7.20M
Bellemare Alain
Officer: Evp & Pres. - International
$7.16M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $71.88M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your DAL research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.