Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?
Airline stocks' sensitivity to jet fuel prices is tested whenever fuel spikes. In 2026, fuel costs are testing every airline's balance sheet.
DAL - Delta Air Lines, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$107.75
DETAILS
HIGH:
$125.00
LOW:
$85.00
MEDIAN:
$107.00
CONSENSUS:
$107.75
UPSIDE:
28.01%
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Delta Air Lines (DAL) is a Top-Ranked Value Stock: Should You Buy?
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Is Delta Air Lines (DAL) Stock Outpacing Its Transportation Peers This Year?
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Wall Street Bulls Look Optimistic About Delta (DAL): Should You Buy?
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Fast-paced Momentum Stock Delta (DAL) Is Still Trading at a Bargain
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Delta Air Lines earnings resilience supports valuation, Bank of America says
Delta Air Lines Inc (NYSE:DAL) reaffirmed its full-year earnings outlook despite higher fuel costs, a move Bank of America said underscores the carrier's earnings resilience and supports its valuation following stronger-than-expected second quarter results. Bank of America maintained its ‘Buy' rating on Delta after the airline reported second-quarter earnings per share above consensus, with the beat driven by lower-than-expected costs while revenue was broadly in line with expectations.
Delta Air Lines Stock Outlook as Premium Demand Fuels Growth
Delta's premium demand, loyalty growth and cash flow bolster resilience, while fuel, labor and capacity risks keep the stock outlook balanced.
Is DAL Stock a Buy Now After Rallying on Stronger Revenue Mix?
Delta's premium mix, earnings revisions and reasonable valuation support upside, but rising costs and a slimmer safety margin raise the stakes.
Delta Air Lines Trends to Watch in Fuel, Loyalty and AI Push
Delta's premium demand, loyalty growth and AI-led personalization support revenue durability, while fuel and cost inflation pressure margins.
Delta Air Lines earnings resilience supports valuation, Bank of America says
Delta Air Lines Inc (NYSE:DAL) reaffirmed its full-year earnings outlook despite higher fuel costs, a move Bank of America said underscores the carrier's...
Delta CEO Says Oil Prices Will Stay 'Sticky for Longer'
Delta Air Lines CEO Ed Bastian says oil prices will stay "sticky for longer," but the carrier will still do "just fine." He says there is still strong demand for premium and international travel.
DAL Q2 Earnings Call Highlights Durable Demand, Firm Outlook
Delta Air Lines reaffirms its 2026 outlook as disciplined capacity, stronger pricing and diversified revenues offset record quarterly fuel costs.
Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing
Delta Air Lines NYSE: DAL lived up to its motto, with the Q2 2026 earnings results showing strength, suggesting its shares can Keep Climbing. Drivers include outperformance driven by international demand, overall demand, premiumization, and structural cost advantages, which together provide ample cash flow.
World Cup Boosts American, Delta And United, Now And Maybe Later Too
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Delta AI Assistant Boosts Customer Satisfaction Scores 25 Points During Travel Disruptions
Delta Air Lines has seen its latest digital tools boost customer satisfaction while helping travelers get where they want to go.
Price Targets
Delta Air Lines price target raised to $105 from $100 at Argus
$105.00
(was $85.57)
Argus Research
Delta Air Lines (DAL) PT Raised to $112 at TD Cowen
$112.00
(was $86.19)
Tom Fitzgerald
·
Cantor Fitzgerald
Delta Air Lines price target raised to $112 from $107 at UBS
$112.00
(was $85.75)
Atul Maheswari
·
UBS
Delta Air Lines price target raised to $106 from $93 at Bernstein
$106.00
(was $87.39)
Bernstein
Delta Air Lines price target raised to $125 from $115 at Morgan Stanley
$125.00
(was $87.36)
Ravi Shanker
·
Morgan Stanley
Delta Air Lines price target raised to $110 from $105 at Jefferies
$110.00
(was $87.70)
Jefferies
Delta Air Lines price target raised to $108 from $78 at Susquehanna
$108.00
(was $91.68)
Susquehanna
Delta Air Lines price target raised to $115 from $105 at Morgan Stanley
$115.00
(was $93.66)
Ravi Shanker
·
Morgan Stanley
Delta Air Lines downgraded to Outperform from Strong Buy at Raymond James
$104.00
(was $92.75)
Savanthi Syth
·
Raymond James
Delta Air Lines price target raised to $116 from $80 at Goldman Sachs
$116.00
(was $93.06)
Catherine O'Brien
·
Goldman Sachs
Delta Air Lines price target raised to $105 from $75 at Wells Fargo
$105.00
(was $93.17)
Wells Fargo
Delta Air Lines price target raised to $105 from $85 at Barclays
$105.00
(was $90.65)
Brandon Oglenski
·
Barclays
Delta Air Lines price target raised to $107 from $98 at UBS
$107.00
(was $85.92)
UBS
Delta Air Lines price target raised to $93 from $88 at Bernstein
$93.00
(was $83.14)
David Vernon
·
Bernstein
Delta Air Lines price target raised to $105 from $90 at Morgan Stanley
$105.00
(was $79.84)
Morgan Stanley
Delta Air Lines (DAL) PT Raised to $98 at UBS on Improved Sector Outlook
$98.00
(was $79.00)
Atul Maheswari
·
UBS
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