StreetInsider.com News Articles

Wolfe Research sees airline revenue strength amid fuel price concerns

Wed, 15 Jul 2026 05:56:25 -0400

Investing.com -- Wolfe Research updated its airline sector outlook on Wednesday, raising second-quarter earnings estimates for Southwest Airlines and United Airlines above consensus while lowering projections for other carriers following Delta Air Lines' recent report.

The research firm noted that airline demand and pricing remained strong throughout the second quarter as jet fuel prices declined. Delta reported last week and provided guidance for further revenue acceleration in the third quarter compared to the second quarter.

Wolfe Research expects similar results from most airlines this quarter. The firm's third-quarter earnings estimates now sit below consensus for all carriers due to a recent spike

Wolfe Research sees airline revenue strength amid fuel price concerns

Wed, 15 Jul 2026 05:56:25 -0400

Wolfe Research expects similar results from most airlines this quarter. The firm's third-quarter earnings estimates now sit below consensus for all carriers due to a recent spike

Wolfe Research sees airline revenue strength amid fuel price concerns

Wed, 15 Jul 2026 05:56:25 -0400

Wolfe Research expects similar results from most airlines this quarter. The firm's third-quarter earnings estimates now sit below consensus for all carriers due to a recent spike

Wolfe Research sees airline revenue strength amid fuel price concerns

Wed, 15 Jul 2026 05:56:25 -0400

Wolfe Research expects similar results from most airlines this quarter. The firm's third-quarter earnings estimates now sit below consensus for all carriers due to a recent spike

Delta Air Lines (DAL) PT Raised to $112 at TD Cowen

Tue, 14 Jul 2026 06:06:04 -0400

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."

Delta Air Lines (DAL) PT Raised to $112 at TD Cowen

Tue, 14 Jul 2026 06:06:04 -0400

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.

Delta Air Lines (DAL) PT Raised to $125 at Morgan Stanley

Mon, 13 Jul 2026 08:57:44 -0400

Morgan Stanley analyst Ravi Shanker raised the price target on Delta Air Lines (NYSE: DAL) to $125.00 (from $115.00) while maintaining a Overweight rating.

Delta Air Lines (DAL) PT Raised to $114 at JPMorgan

Mon, 13 Jul 2026 08:40:12 -0400

JPMorgan analyst Jamie Baker raised the price target on Delta Air Lines (NYSE: DAL) to $114.00 (from $85.00) while maintaining a Overweight rating.

Delta Air Lines (DAL) PT Raised to $106 at Bernstein SocGen Group

Mon, 13 Jul 2026 07:10:02 -0400

(Updated - July 13, 2026 7:10 AM EDT)

Bernstein SocGen Group analyst David Vernon raised the price target on Delta Air Lines (NYSE: DAL) to $106.00 (from $93.00) while maintaining an Outperform rating.

The analyst commented: "Taking numbers up on strong booking curve and pricing backdrop; Delta Air Lines (DAL) reported 2Q26 adj. diluted EPS of $1.56, above the high end of its guided range ($1-$1.50 Exhibit 3) and +3% vs. the street / us (Exhibit 2). FY26 EPS guide of $6-7 (~18% above street estimates going into the print) was reaffirmed (Exhibit 6). It feels like bookings through 4Q are solid

Delta Air Lines (DAL) PT Raised to $106 at Bernstein SocGen Group

Mon, 13 Jul 2026 07:10:02 -0400

(Updated - July 13, 2026 7:10 AM EDT)

Bernstein SocGen Group analyst David Vernon raised the price target on Delta Air Lines (NYSE: DAL) to $106.00 (from $93.00) while maintaining an Outperform rating.

Delta Air Lines (DAL) files mixed shelf

Fri, 10 Jul 2026 16:42:37 -0400

Delta Air Lines (NYSE: DAL) filed mixed shelf of:

Debt Securities

Warrants

Common Stock

Preferred Stock

Rights

Purchase Contracts

Units

Delta Air Lines (DAL) files mixed shelf

Fri, 10 Jul 2026 16:42:37 -0400

Delta Air Lines (NYSE: DAL) filed mixed shelf of:

Debt Securities

Warrants

Common Stock

Preferred Stock

Rights

Purchase Contracts

Units

Form S-3ASR DELTA AIR LINES, INC.

Fri, 10 Jul 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260710/26757749.html

Form S-3ASR DELTA AIR LINES, INC.

Fri, 10 Jul 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260710/26757749.html

Form 10-Q DELTA AIR LINES, INC. For: Jun 30

Fri, 10 Jul 2026 16:18:00 -0400

si-local-file:///var/storage/secattach/20260710/26757537.html

Form 10-Q DELTA AIR LINES, INC. For: Jun 30

Fri, 10 Jul 2026 16:18:00 -0400

si-local-file:///var/storage/secattach/20260710/26757537.html

Delta CEO Says Fliers Can Afford These Higher Fares - WSJ

Fri, 10 Jul 2026 13:18:24 -0400

Delta CEO Says Fliers Can Afford These Higher Fares - WSJ

Fri, 10 Jul 2026 13:18:24 -0400

Delta CEO Says Fliers Can Afford These Higher Fares - WSJ

Fri, 10 Jul 2026 13:18:24 -0400

Delta CEO Says Fliers Can Afford These Higher Fares - WSJ

Delta Air shares slip despite strong outlook, Melius says

Fri, 10 Jul 2026 11:26:52 -0400

Investing.com -- Delta Air Lines shares fell on Friday after the company reported earnings, despite providing a stronger outlook for the fourth quarter of 2026, according to Melius Research.

The airline's implied fourth quarter guidance suggests it can maintain pricing even as supply increases modestly and fuel costs moderate. Delta expects only about 1.5 percentage points of additional growth in the fourth quarter compared to the third quarter, with third quarter growth at 1% and fourth quarter growth projected at 2% to 3%.

The company's second quarter 2026 unit revenue results came in broadly in line with expectations, supported by increased fare

What Delta’s report tells investors in American and United

Fri, 10 Jul 2026 10:20:21 -0400

Investing.com - Delta Air Lines on Friday delivered $17.7 billion in Q2 2026 adjusted revenue and adjusted EPS of $1.56, beating Wall Street estimates of $1.48 EPS and $17.53 billion in revenue, yet the stock traded lower as investors "sold the news." The results now set a demanding benchmark for the other two of America's "big-three" carries: United Airlines, which reports after the close on July 15, and American Airlines, which reports July 16.

For investors holding UAL and AAL, Delta's Q2 is more than a scorecard for one carrier — it is the sector's first detailed read

What Delta’s report tells investors in American and United

Fri, 10 Jul 2026 10:20:21 -0400

For investors holding UAL and AAL, Delta's Q2 is more than a scorecard for one carrier — it is the sector's first detailed read

What Delta’s report tells investors in American and United

Fri, 10 Jul 2026 10:20:21 -0400

For investors holding UAL and AAL, Delta's Q2 is more than a scorecard for one carrier — it is the sector's first detailed read

Delta Air Lines stock climbs on earnings beat and strong guidance

Fri, 10 Jul 2026 06:58:06 -0400

Investing.com -- Delta Air Lines (NYSE: DAL) shares are trading higher premarket on Friday after the company reported its latest quarterly earnings, topping consensus expectations.

The airline reported second-quarter adjusted earnings per share of $1.56, beating the analyst consensus of $1.53, while revenue of $17.7 billion topped estimates of $17.47 billion. The company also reaffirmed its full-year adjusted EPS guidance of $6.50 to $7.50, well above the analyst consensus of $5.97.

The airline generated $1.4 billion in pre-tax profit during the quarter despite absorbing what it described as the highest quarterly fuel expense in its history. Revenue grew 14%

Delta Air Lines stock climbs on earnings beat and strong guidance

Fri, 10 Jul 2026 06:58:06 -0400

Investing.com -- Delta Air Lines (NYSE: DAL) shares are trading higher premarket on Friday after the company reported its latest quarterly earnings, topping consensus expectations.

The airline generated $1.4 billion in pre-tax profit during the quarter despite absorbing what it described as the highest quarterly fuel expense in its history. Revenue grew 14%