DAL Delta Air Lines, Inc. Common Stock

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

DAL faces falling earnings estimates, rising crew costs and fuel volatility after double-digit share losses over three months.

Based on the average brokerage recommendation (ABR), Delta (DAL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Strong earnings from memory chip maker Micron are also helping sentiment—the stand out figure for me is its gross margin of 87%—compare that with the likes of old school manufacturers like Ford which hovers around 8%. For those hooked on a little bit of gloom to kick off the morning, the 10-year Treasury yield reached its highest level since 2002 on a cocktail of macro concerns. You can subscribe to the Barron’s Daily newsletter here.

Delta Air Lines has had a powerful run in recent years, and the share price now asks a clear question about how its earnings stack up against that move. With the stock back in focus after fresh news and a long stretch of gains, the issue is whether today’s valuation still lines up with what the airline is actually earning. Over the past 3 years, Delta stock has returned 139.3%, which puts real weight on whether the underlying profit stream can support that kind of share price reset. Recent...

Delta Air Lines (DAL) just affirmed a quarterly dividend of $0.2150 per share, payable on November 5, 2026. This maintains income returns for shareholders as the stock trades near recent highs. Recent trading has been mixed for Delta Air Lines, with a 1-day share price return of 1.00% and a 30-day share price return of 5.99% offset by a 90-day share price decline of 8.80% as the stock changes hands at $84.87. In contrast to that short term pullback, momentum over longer horizons remains...

Three major airlines faced the same turbulent September, but one carrier broke sharply from the pack while another sank deeper into trouble. The gap between winner and loser tells a story about which airline model investors actually trust right now.

Cooling inflation, lower rate fears and still solid spending have created an unusual mix. Cash is earning more, yet consumers are still opening their wallets. That tension can reward investors who select stocks exposed to this news thoughtfully and avoid those that look stretched. This article examines three stocks from the U.S. Consumer Discretionary and Travel Stocks Levered to Strong Spending and Easing Rate Fears screener and explains how this backdrop could matter for each one. The three...

The spat between SpaceX CEO Elon Musk and Delta Air Lines CEO Ed Bastian is escalating. Delta passed on Starlink in the spring, opting for Amazon.com’s space-based broadband product, called Amazon Leo. Delta now uses T-Mobile, with the help of Viasat, and will roll out Leo in 2028.

Delta Air Lines’ board recently affirmed a quarterly dividend of US$0.2150 per share, payable on November 5, 2026, to shareholders of record as of October 15, 2026, while investors await its October 9 earnings report and monitor expanding transatlantic routes. Beyond the dividend, Delta’s push into additional European destinations and its premium-focused network underlines how the airline is leaning into resilient long-haul travel demand and higher-yield customers. With investors watching...

In a post on X this week, SpaceX (SPCX) founder and CEO Elon Musk took aim at Delta Air Lines (DAL) for not using Starlink to offer internet access on its flights. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the story.

In a post on X this week, SpaceX (SPCX) founder and CEO Elon Musk took aim at Delta Air Lines (DAL) for not using Starlink to offer internet access on its flights. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the story.

Space Exploration Technologies Corp. CEO Elon Musk warned that Delta Air Lines Inc. could lose business by not offering Starlink internet on its flights. Starlink Snub By Delta? In a post on X on Monday, user John LeFevre said that...

Delta Air Lines (DAL) closed the most recent trading day at $84.88, moving +1.01% from the previous trading session.

DAL expands its European network, with new nonstop routes and extended seasonal service as transatlantic travel demand grows.

Delta Air Lines is scheduled to report its thir-quarter results next month, and analysts are forecasting a double-digit jump in profits, signaling continued momentum in its earnings performance.

Delta faces scrutiny over its in-flight WiFi strategy after Elon Musk warned it could lose customers.

In the closing of the recent trading day, Delta Air Lines (DAL) stood at $84.03, denoting a -1.07% move from the preceding trading day.

US carriers oppose adding more direct flights between China and the United States, Reuters reported

By David Shepardson WASHINGTON, Sept 24 (Reuters) - The head of industry group Airlines for America said on Thursday that US carriers oppose adding more direct flights from China to the United States

US airlines likely face a "modestly favorable" setup heading into the next earnings season amid robu

Analyst calls don’t often come with an admission that a thesis has run its course, but that’s exactly what Rothschild & Co Redburn did on Southwest Airlines Co. (NYSE:LUV) on September 18. The firm raised Southwest to Neutral from Sell and lifted its price target to $40 from $35, ending a bearish position that had […]

A senior Iranian official told a Japanese news agency that Tehran could reopen one of the world's most critical oil chokepoints within seven days, and the stocks that stand to gain the most are not the ones the market moved on Friday.

Oil just slipped back below the psychological $100 mark for Brent and $90 for WTI, easing some of the pressure that has stalked fuel intensive transport and logistics stocks in recent months. When a key input suddenly gets cheaper, cost structures can look very different, and that can shift how investors think about everything from airlines to freight operators. This article walks through 3 stocks from our Fuel intensive Transportation and Logistics Stocks screener that are directly exposed...

The latest trading day saw Delta Air Lines (DAL) settling at $83.92, representing a +1.72% change from its previous close.

United, American lead airline rally, cruise stocks surge as oil prices fall on positive Middle East developments. Airlines, cruises feel for bottom.

Some travelers just lost a favorite flight, while others got exactly what they’ve been hoping for.

DAL plans its largest-ever LAX summer schedule in 2027, with 200+ daily departures and expanded premium lounges and onboard offerings.

The leading network airline is a very different business from what it was a decade ago, and it might be time for the market to rerate its stock.

The purchase — the first by a major airline — confounded observers in the airline and oil industries.

WASHINGTON, Sept 18 (Reuters) - A group representing major US airlines said on Friday it opposes Air China's bid to schedule ‌additional flights from Beijing to New York and Washington as part of ‌President Xi Jinping's planned meeting with President Donald Trump. Airlines for America, which represents American Airlines, Delta ​Air Lines, United Airlines and others, opposed the request because US airlines are effectively banned from flying from the US east coast to China because they cannot acc

Investing.com -- Redburn has reiterated a positive stance on U.S. airlines, keeping Buy ratings on Delta and United and upgrading Southwest to Neutral on Friday, citing a strong sector backdrop.

According to TheFly, Rothschild sees a stronger airline revenue backdrop into next year, while the FAA’s planned AI rollout targets the operational disruptions that continue to weigh on carriers.

On September 9, Hyatt Hotels Corporation (NYSE:H) and Delta Air Lines announced a long-term loyalty partnership that will let elite members earn World of Hyatt points on qualifying Delta airfare and Delta SkyMiles on qualifying Hyatt stays. It has the shape of a classic catalyst, two premium travel brands teaming up to keep their best […]

Wealthy Italians have long been drawn to Costa Smeralda, but local real-estate pros say they’ve seen an uptick in interest from U.S. buyers

You may no longer have to choose between two of your favorite travel rewards.

Fuel costs are quickly separating winners from losers

Delta and United posted strong Q2 2026 earnings and raised guidance despite rising fuel costs, yet both stocks trade well below their consensus analyst price targets on low P/E ratios.

Delta Air Lines has soared past the broader industrial sector over the past year, while strong Wall Street optimism continues to support the stock’s growth outlook.

Delta Air Lines (NYSE:DAL) and Hyatt Hotels unveiled a new long-term loyalty collaboration that ties together their elite rewards programs. The agreement introduces dual earning of airline miles and hotel points on qualifying bookings across both brands for eligible members. Elite customers are expected to see integrated recognition and benefits across flight and hotel stays as the partnership rolls out. The Delta and Hyatt dual-earning loyalty alliance is an important shift to weigh...

The latest trading day saw Delta Air Lines (DAL) settling at $78.83, representing a -1.22% change from its previous close.

Sen. Elizabeth Warren (D-Mass.) has criticized Delta Air Lines Inc. for reportedly refusing to allow its flight attendants to form a union. Warren Accuses Delta of Threatening Pay, Benefits Over Unionization Taking to the social media platform X, Warren quoted...

The average brokerage recommendation (ABR) for Delta (DAL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

UBS upgraded Allegiant Travel to Buy with a $107 target after shares fell 28%, citing strong asset backing, Sun Country synergies, and contracted cargo revenue.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Barclays lowered price targets as higher oil prices threaten margins.

Delta Air Lines Inc.’s (NYSE:DAL) results exceeded management’s guidance for the June quarter. Premium products and diversified, high-margin revenue streams accounted for 61% of the company’s adjusted operating revenue. Premium revenue increased 17% year-over-year, amid continued investments in premium seating and strengthened yields. The company posted adjusted EPS of $1.56 along with $1.7 billion in […]

DAL's Hyatt alliance links SkyMiles and World of Hyatt rewards, aiming to deepen loyalty and strengthen its premium travel appeal.

Airfares are getting ridiculous. Airline stocks have struggled in recent weeks as oil prices have climbed back above $100 a barrel. With airlines significantly hiking airfares in August, it suggests the largest U.S. carriers are well-placed to mitigate much of the increase in fuel costs.

Starting the lightning round, a caller inquired about Joby Aviation, Inc. (NYSE:JOBY) on September 8, and Mad Money host replied: Okay, I’ve been against Joby because it’s losing a lot of money, and I’m going to stick with that position. It’s an interesting spec, but I would not put my money in it. Long-Term Strategic […]