TD Cowen analyst Tom Fitzgerald raised the price target on Delta Air Lines (NYSE: DAL) to $112.00 (from $106.00) while maintaining a Buy rating.

The analyst comments "DAL 2Q26 results reinforced confidence in its resilience, balance sheet strength, and ability to invest for long-term advantage. We maintain Buy and raise our PT to $112. Strong corporate, transatlantic, cargo, MRO and loyalty trends support 2H26 revenue. We raise 4Q26 and FY27 EPS estimates, with future growth driven by international expansion, fleet upgauging, and segmentation initiatives."