StreetInsider.com News Articles

Delta Air Lines (DAL) PT Lowered to $108 at Freedom Broker

Wed, 14 Oct 2026 16:01:23 -0400

Freedom Broker analyst Sergey Glinyanov lowered the price target on Delta Air Lines (NYSE: DAL) to $108.00 (from $113.00) while maintaining a Buy rating.

Delta Air Lines (DAL) PT Raised to $105 at BMO Capital

Mon, 12 Oct 2026 10:34:29 -0400

BMO Capital analyst Michael Goldie raised the price target on Delta Air Lines (NYSE: DAL) to $105.00 (from $100.00) while maintaining a Outperform rating.

The analyst commented: "DAL reported in-line results and better-than-expected fourth quarter outlook. The company’s diversified model is underscored in the current environment in which the airline continues to generate FCF and pay down debt, despite significantly higher fuel costs. We believe consensus currently under-appreciates the unit revenue outlook into Q1/27 and 2027 more broadly, albeit visibility is admittedly low. We increase our EPS estimates to $5.37 from $4.91 in 2026 and to $7.52 from $6.78 in 2027.

Delta Air Lines (DAL) PT Raised to $105 at BMO Capital

Mon, 12 Oct 2026 10:34:29 -0400

BMO Capital analyst Michael Goldie raised the price target on Delta Air Lines (NYSE: DAL) to $105.00 (from $100.00) while maintaining a Outperform rating.

Delta Air Lines (DAL) PT Lowered to $102 at UBS, Buy Rating Maintained

Mon, 12 Oct 2026 09:02:24 -0400

(Updated - October 12, 2026 9:02 AM EDT)

UBS analyst Atul Maheswari lowered the price target on Delta Air Lines (NYSE: DAL) to $102.00 (from $105.00) while maintaining a Buy rating.

The analyst commented, "While DAL's 4Q guide didn’t check all boxes, we think there were more positives than negatives. DAL's 4Q revenue guide of approx 20% was better than expected and points to YoY 4Q RASM acceleration relative to 3Q. DAL's 3Q load factors were up YoY despite the price increases - a feat that's unlikely to be replicated by most other airlines this reporting season. This highlights that underlying demand

Delta Air Lines (DAL) PT Lowered to $102 at UBS, Buy Rating Maintained

Mon, 12 Oct 2026 09:02:24 -0400

(Updated - October 12, 2026 9:02 AM EDT)

UBS analyst Atul Maheswari lowered the price target on Delta Air Lines (NYSE: DAL) to $102.00 (from $105.00) while maintaining a Buy rating.

Delta Air Lines (DAL) PT Lowered to $95 at Susquehanna

Mon, 12 Oct 2026 05:57:07 -0400

Susquehanna analyst Christopher Stathoulopoulos lowered the price target on Delta Air Lines (NYSE: DAL) to $95.00 (from $100.00) while maintaining a Positive rating.

The analyst comments "We view DAL’s seeming cost drift as temporary, with the inputs (e.g., investing in the network and product) strategically well-minded. Looking at FY27, with gauge increase (i.e., positive incremental margin p/departure) supporting domestic capacity growth and (high margin) loyalty and international helping to support the top line, we do see a credible path for positive net unit margins."

Delta Air Lines (DAL) PT Lowered to $95 at Susquehanna

Mon, 12 Oct 2026 05:57:07 -0400

Susquehanna analyst Christopher Stathoulopoulos lowered the price target on Delta Air Lines (NYSE: DAL) to $95.00 (from $100.00) while maintaining a Positive rating.

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

Fri, 09 Oct 2026 16:22:00 -0400

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Jet fuel prices near $5 per gallon in New York and Los Angeles

Fri, 09 Oct 2026 13:48:38 -0400

Investing.com -- Jet fuel prices in New York and Los Angeles are approaching $5 per gallon as Ukrainian strikes on Russian refineries and reduced Middle East shipments of refined products pressure supplies.

Airline fuel costs in the two largest American cities have increased, while Gulf Coast prices, the U.S. benchmark region, have declined slightly from last month. Jet fuel reached $4.95 per gallon in New York on Thursday, the highest level since late March. Los Angeles prices climbed to $4.91, the highest since late April.

The rising prices may increase the cost of flying and push airline fuel bills higher, affecting inflation

Delta stock slides on Q3 profit miss, full-year outlook cut

Fri, 09 Oct 2026 07:05:12 -0400

Investing.com -- Delta Air Lines shares fell more than 2% in premarket trading Friday after the carrier missed third-quarter profit estimates and slashed its full-year profit outlook.

Delta reported third-quarter adjusted earnings per share of $1.72, below the $1.92 analysts expected. Adjusted revenue was $17.6 billion, broadly in line with the consensus.

"Demand remains strong, supported by consumers’ growing preference for experiences and travel, with air travel continuing to be one of the best values in the consumer economy," said CEO Ed Bastian.

Passenger revenue was $15.53 billion and cargo revenue was $301 million. Passenger load factor was 86%, with revenue passenger miles of

Delta stock slides on Q3 profit miss, full-year outlook cut

Fri, 09 Oct 2026 07:05:12 -0400

Investing.com -- Delta Air Lines shares fell more than 2% in premarket trading Friday after the carrier missed third-quarter profit estimates and slashed its full-year profit outlook.

Delta reported third-quarter adjusted earnings per share of $1.72, below the $1.92 analysts expected. Adjusted revenue was $17.6 billion, broadly in line with the consensus.

"Demand remains strong, supported by consumers’ growing preference for experiences and travel, with air travel continuing to be one of the best values in the consumer economy," said CEO Ed Bastian.

Passenger revenue was $15.53 billion and cargo revenue was $301 million. Passenger load factor was 86%, with revenue passenger miles of

Delta Air Lines (DAL) Misses Q3 EPS by 20c, Beats on Revenue; Cuts FY EPS Guidance

Fri, 09 Oct 2026 06:32:46 -0400

(Updated - October 9, 2026 6:32 AM EDT)

Delta Air Lines (NYSE: DAL) reported Q3 EPS of $1.72, $0.20 worse than the analyst estimate of $1.92. Revenue for the quarter came in at $20.19 billion versus the consensus estimate of $17.61 billion.

GUIDANCE:

Delta Air Lines sees Q4 2026 EPS of $1.15-$1.65.

Delta Air Lines sees FY adjusted EPS of $5.10-$5.60 vs prior guidance of $6.50-$7.50

For earnings history and earnings-related data on Delta Air Lines (DAL) click here.

Delta Air Lines (DAL) Misses Q3 EPS by 20c, Beats on Revenue; Cuts FY EPS Guidance

Fri, 09 Oct 2026 06:32:46 -0400

(Updated - October 9, 2026 6:32 AM EDT)

GUIDANCE:

Delta Air Lines sees Q4 2026 EPS of $1.15-$1.65.

Delta Air Lines sees FY adjusted EPS of $5.10-$5.60 vs prior guidance of $6.50-$7.50

For earnings history and earnings-related data on Delta Air Lines (DAL) click here.

Form 8-K DELTA AIR LINES, INC. For: Oct 09

Fri, 09 Oct 2026 06:31:00 -0400

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Delta Air Lines Announces September Quarter 2026 Financial Results

Fri, 09 Oct 2026 06:30:00 -0400

Strength of results and outlook demonstrate Delta's structural durability in high fuel cost environment

Record September quarter revenue on broad demand strength and healthy yield growth

Expect continued momentum in December quarter with revenue expected to grow approximately 20 percent

Delta Air Lines Announces September Quarter 2026 Financial Results

Fri, 09 Oct 2026 06:30:00 -0400

Strength of results and outlook demonstrate Delta's structural durability in high fuel cost environment

Record September quarter revenue on broad demand strength and healthy yield growth

Expect continued momentum in December quarter with revenue expected to grow approximately 20 percent

Stocks expected to have increasing option volume: DAL UAL AAL LUV JBLU T VZ CMCSA TMUS

Fri, 09 Oct 2026 04:38:57 -0400

Stocks expected to have increasing option volume: DAL UAL AAL LUV JBLU T VZ CMCSA TMUS

Delta Air Lines Q3 earnings preview: stronger print expected, fuel impact in focus

Fri, 09 Oct 2026 03:00:00 -0400

Investing.com-- Delta Air Lines is set to report third-quarter earnings before the market open on October 9, with the company widely expected to clock year-on-year growth despite headwinds from surging fuel costs.

Delta is expected to post earnings per share of $1.92 for the three months to September 30, Investing.com forecasts showed. That compares to EPS of $1.71 a year ago.

Revenue is expected to rise to $17.61 billion from $15.20 billion a year ago.

Travel demand was seen remaining strong through Q3, helping Delta weather rising fuel costs and capacity– both of which have historically served as a headwind to

Delta Air Lines Q3 earnings preview: stronger print expected, fuel impact in focus

Fri, 09 Oct 2026 03:00:00 -0400

Delta is expected to post earnings per share of $1.92 for the three months to September 30, Investing.com forecasts showed. That compares to EPS of $1.71 a year ago.

Revenue is expected to rise to $17.61 billion from $15.20 billion a year ago.

Travel demand was seen remaining strong through Q3, helping Delta weather rising fuel costs and capacity– both of which have historically served as a headwind to

Delta Air Lines Q3 earnings preview: stronger print expected, fuel impact in focus

Fri, 09 Oct 2026 03:00:00 -0400

Delta is expected to post earnings per share of $1.92 for the three months to September 30, Investing.com forecasts showed. That compares to EPS of $1.71 a year ago.

Revenue is expected to rise to $17.61 billion from $15.20 billion a year ago.

Travel demand was seen remaining strong through Q3, helping Delta weather rising fuel costs and capacity– both of which have historically served as a headwind to

Delta Air Lines (DAL) call put ratio 1.1 calls to 1 put into quarter results

Thu, 08 Oct 2026 10:47:07 -0400

Delta Air Lines (NYSE: DAL) October 9 weekly call option implied volatility is at 104, November is at 55; compared to its 52-week range of 33 to 62. Call put ratio 1.1 calls to 1 put into the expected release of quarter results before the bell on October 9.

Delta Air Lines (DAL) call put ratio 1.1 calls to 1 put into quarter results

Thu, 08 Oct 2026 10:47:07 -0400

Delta Air Lines (DAL) call put ratio 1.7 calls to 1 put into quarter results

Thu, 08 Oct 2026 05:23:02 -0400

Delta Air Lines (NYSE: DAL) October 9 weekly 83 straddle priced for a move of 6.5%. Call put ratio 1.7 calls to 1 put into the expected release of quarter results before the bell on October 9.

Delta Air Lines (DAL) call put ratio 1.9 calls to 1 put with a focus on October 9 weekly 90 calls into quarter results

Wed, 07 Oct 2026 11:06:17 -0400

Delta Air Lines (NYSE: DAL) October 9 weekly call option implied volatility is at 90, October is at 58; compared to its 52-week range of 33 to 62. Call put ratio 1.9 calls to 1 put with a focus on October 9 weekly 90 calls into the expected release of quarter results before the bell on October 9.

Susquehanna cuts airline price targets amid higher fuel costs

Wed, 07 Oct 2026 07:45:07 -0400

Investing.com -- Susquehanna Financial Group lowered price targets for eight airline stocks on Wednesday, citing higher fuel prices that are expected to weigh on earnings through 2027.

The firm reduced its price target for Delta Air Lines to $100 from $100, while maintaining a Positive rating. United Airlines Holdings saw its target cut to $150 from $165, and American Airlines Group was lowered to $15 from $20. Both carriers retained Positive ratings.

Alaska Air Group had its target reduced to $50 from $55, keeping a Positive rating. Southwest Airlines was cut to $45 from $50 with a Neutral rating.

Among low-cost carriers,