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BofA Securities Says Delta Air Lines (DAL) Seeing Strength Via High-End Consumers

January 16, 2026 5:14 AM EST
Get Alerts DAL Hot Sheet
Price: $89.35 -2.15%

Rating Summary:
    30 Buy, 4 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 13 | Down: 14 | New: 11
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BofA Securities analyst Andrew Didora reiterated a Buy rating and $80.00 price target on Delta Air Lines (NYSE: DAL).

The analyst comments "We certainly get the sense that DAL has taken a more conservative stance on guidance with its 2026 EPS guidance of $6.50-7.50 vs our/Street’s $7.30/$7.26. Management is mindful of the macro volatility of 2025 but remains positive on fundamentals as businesses/consumers have grown accustomed to this volatility. Further, the high-end continues to spend (premium revs +9% in 4Q) while 1H26 industry capacity is favorable."

For an analyst ratings summary and ratings history on Delta Air Lines click here. For more ratings news on Delta Air Lines click here.

Shares of Delta Air Lines closed at $71.34 yesterday.



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