Berkshire Hathaway's 3 Biggest Moves in Q1
The company exited several smaller, distracting positions. Berkshire's new management team appears a little more willing to take risks on seemingly undervalued tickers.
DAL - Delta Air Lines, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$83.91
DETAILS
HIGH:
$95.00
LOW:
$77.00
MEDIAN:
$85.00
CONSENSUS:
$83.91
UPSIDE:
10.20%
Stock News
Airlines are absorbing up to 50% of surging jet fuel costs. Alaska is still betting on premium international flights
Alaska Airlines launched its new Seattle-to-London route on Thursday, at a testing time for aviation. An executive told Business Insider most airlines are only covering up to 50% of increased fuel costs.
Delta Air Lines (DAL) Laps the Stock Market: Here's Why
Delta Air Lines (DAL) concluded the recent trading session at $75.63, signifying a +2.04% move from its prior day's close.
Airline Stocks Soar as Summer Travel Demand Holds Strong
Airline stocks rose Wednesday as lower oil prices and stronger booking commentary helped lift sentiment, with investors also looking ahead to summer travel dema
Airline Stocks Rise As Oil Prices Drop: Here's What You Should Know
Airline stocks are trading higher on Wednesday as falling oil prices ease pressure on an industry that has been squeezed by soaring fuel costs. Here's a look at some of the biggest movers.
GSL to Report Q1 Earnings: What's in Store for the Stock?
Global Ship Lease heads into Q1 earnings with steady EPS estimates, a strong beat history and pressure from costs and disruptions.
Delta CEO stands by his decision to choose Amazon over Elon Musk's Starlink for one main reason
Delta Air Lines' CEO revealed why he chose Amazon Leo over Elon Musk's Starlink. He praised its access to gaming technologies — and a "much lower price point.
Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.
Buffett is no longer CEO, but he was almost certainly involved with Berkshire's stock purchases in Q1.
Warren Buffett Once Said Airlines Were 'A Bottomless Pit' But Berkshire Hathaway Just Invested $2.65B in Delta—What's Changed?
Warren Buffett famously thought investing in airlines was a bad idea after getting burned. Berkshire Hathaway investors undoubtedly hope Greg Abel has better luck.
Today is the last day Delta will offer free snacks on short flights. I'll miss the Biscoff, but it's really not a big deal.
Delta Air Lines is ending snack service on flights under 350 miles starting May 19. The change also means flights over 350 miles get a full snack and beverage service.
Delta Air Lines Stock Is Pulling Back Today: What's Happening?
Delta Air Lines Inc (NYSE:DAL) shares are retreating Monday. Berkshire Hathaway revealed a major new position in the airline.
Delta Expands Europe Flights to Capture Event-Driven Travel Demand
DAL adds special flights to Madrid and Munich, tapping football-driven travel demand with premium cabin offerings.
Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire.
Breakfast News: NVDA Earnings To Take Center Stage
Nvidia set to unveil Q1 results, Greg Abel reshapes Berkshire's holdings, and more
Warren Buffett Famously Bailed On Airlines in 2020. Now Berkshire Just Bet $2.65 Billion on Delta.
Berkshire Hathaway disclosed a brand-new 39.8 million-share stake in Delta Air Lines in its latest 13F filing. Delta's premium products revenue surpassed main cabin revenue for the first time in the fourth quarter of 2025.
Delta Air Lines: Strong Demand Offsets Part Of Fuel Inflation
Delta Air Lines delivered strong Q1 results, beating revenue and margin expectations, and remains undervalued versus peers. DAL's diversified revenue base, premium product focus, and refinery ownership drive superior profitability and resilience to fuel price volatility. Management guides for 10–13% Q2 revenue growth but expects margin pressure from rising fuel costs; DAL is least exposed among peers.
Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio
The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.
Delta Air Lines (DAL) Dips More Than Broader Market: What You Should Know
Delta Air Lines (DAL) concluded the recent trading session at $70.23, signifying a -1.84% move from its prior day's close.
Berkshire Hathaway reveals stakes in Delta, Macy's as portfolio reshuffled under Warren Buffett's successor
Berkshire sold many of its smaller stock holdings including in Amazon and UnitedHealth.
Berkshire Boosted Stake in Alphabet in First Quarter, Bought Delta Air, Sold Visa, Mastercard
Berkshire Hathaway boosted its stake in Alphabet to nearly 58 million shares on March 31 from almost 18 million shares at year-end.
Price Targets
Delta Air Lines price target raised to $88 from $81 at Bernstein
$88.00
(was $73.33)
Bernstein
Delta Air Lines price target raised to $95 from $86 at UBS
$95.00
(was $73.34)
UBS
Delta Air Lines price target raised to $85 from $80 at Evercore ISI
$85.00
(was $74.47)
Duane Pfennigwerth
·
Evercore ISI
Delta Air Lines price target raised to $86 from $84 at UBS
$86.00
(was $67.83)
UBS
Delta Air Lines price target lowered to $78 from $81 at Susquehanna
$78.00
(was $67.83)
Susquehanna
Delta Air Lines price target lowered to $88 from $89 at Seaport Research
$88.00
(was $67.89)
Seaport Global
Delta Air Lines price target lowered to $87 from $90 at UBS
$87.00
(was $69.67)
UBS
Delta Air Lines price target raised to $80 from $70 at Argus
$80.00
(was $69.23)
John Staszak
·
Argus Research
Bernstein Reiterates Outperform Rating on Delta Air Lines (DAL)
$81.00
(was $70.18)
David Vernon
·
Bernstein
Delta Air Lines price target raised to $85 from $65 at Barclays
$85.00
(was $72.31)
Barclays
Delta Air Lines price target raised to $85 from $70 at Susquehanna
$85.00
(was $72.00)
Christopher Stathoulopoulos
·
Susquehanna
Delta Air Lines price target raised to $77 from $68 at Goldman Sachs
$77.00
(was $71.82)
Catherine O'Brien
·
Goldman Sachs
Delta Air Lines price target raised to $80 from $70 at Raymond James
$80.00
(was $70.15)
Savanthi Syth
·
Raymond James
Delta Air Lines initiated with an Overweight at Wells Fargo
$87.00
(was $69.72)
Wells Fargo
Delta Air Lines assumed with a Buy at UBS
$90.00
(was $70.56)
UBS
Delta Air Lines initiated with an Outperform at BMO Capital
$80.00
(was $67.22)
Michael Goldie
·
BMO Capital
Delta Air Lines price target raised to $75 from $72 at UBS
$75.00
(was $59.57)
Thomas Wadewitz
·
UBS
Delta Air Lines price target raised to $70 from $68 at Raymond James
$70.00
(was $59.57)
Savanthi Syth
·
Raymond James
Delta Air Lines price target raised to $74 from $71 at Bernstein
$74.00
(was $59.57)
Bernstein
Delta Air Lines price target raised to $70 from $68 at Susquehanna
$70.00
(was $59.57)
Susquehanna