Citi on Delta Air Lines (DAL): 'A Solid Print, In A Quarter That Was Far From Easy'

Delta Air Lines (DAL) PT Lowered to $60 at Raymond James

Raymond James analyst Savanthi Syth lowered the price target on Delta Air Lines (NYSE: DAL) to $60.00 (from $62.00) while maintaining a Strong Buy rating.

The analyst comments "Deltas plans to flatten 2H25 capacity growth as it moves to protect margin and cash flow in a no-growth environment... More

Delta Air Lines pulls financial forecast, saying Trump tariffs hit demand

By Rajesh Kumar Singh

CHICAGO (Reuters) - Delta Air Lines pulled its financial forecast for 2025 and projected current-quarter profit below expectations on Wednesday, saying travel demand has "largely stalled" as sweeping U.S. tariffs fuel economic uncertainty.

The U.S. carrier said it would defer aircraft deliveries that face tariffs and slash capacity to protect its margins in the face of softening demand. Those comments reassured investors and helped lift Delta shares 6% in afternoon trade.

U.S. consumer and business confidence have sharply weakened as President Donald Trump's tariffs on imports from most of the... More

Delta Air Lines (DAL) Tops Q1 EPS by 2c, Beats on Revenue; Offers Q2 EPS Guidance

Delta Air Lines (NYSE: DAL) reported Q1 EPS of $0.46, $0.02 better than the analyst estimate of $0.44. Revenue for the quarter came in at $14 billion versus the consensus estimate of $13.11 billion.

GUIDANCE:

Delta Air Lines sees Q2 2025 EPS of $1.70-$2.30, versus the... More

Delta Air is set to report earnings today. Here's what analysts are expecting

Delta Air Lines is preparing to report its first-quarter earnings, and anticipation is building among analysts and investors eager to glean insights into the shifting dynamics of air travel demand.

The results are widely expected to serve as a litmus test for the broader airline industry, which is contending with a more opaque and uncertain operating environment as 2025 unfolds.

The tone leading into this earnings season marks a notable departure from the optimism seen just a few months ago.

According to analysts at Morgan Stanley, sentiment has reversed meaningfully since the close of last quarter.

March... More

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

Delta Air Lines (NYSE: DAL) April 11 weekly call option implied volatility is at 130, April is at 100; compared to its 52-week range of 28 to 85 into the expected release of quarter results before the bell on April 9.

Goldman downgrades American Airlines to Sell, upgrades SkyWest to Buy

Investing.com -- Goldman Sachs has taken a cautious outlook for U.S. airlines, warning that softening demand and rising economic uncertainty will weigh on the sector through 2025, and downgraded American Airlines (NASDAQ: AAL) to Sell from Neutral.  Meanwhile, the brokerage upgraded SkyWest (NASDAQ:... More

Goldman Sachs downgrades American Airlines to Sell, upgrades SkyWest to Buy

Investing.com -- Goldman Sachs cut its outlook for U.S. airlines, warning that softening demand and rising economic uncertainty will weigh on the sector through 2025, and downgraded American Airlines (NASDAQ: AAL) to Sell from Neutral. Meanwhile, the brokerage upgraded SkyWest (NASDAQ:... More

Delta Air Lines (DAL) call put ratio 1.2 calls to put into quarter results

Delta Air Lines (NYSE: DAL) April weekly 37.50 straddle priced for movement of 13% into the expected release of quarter results before the bell on April 9.

Delta Air Lines (DAL) PT Lowered to $58 at Barclays

Barclays analyst Brandon Oglenski lowered the price target on Delta Air Lines (NYSE: DAL) to $58.00 (from $80.00) while maintaining a Overweight rating.... More

Delta Air Lines (DAL) PT Lowered to $56 at Bernstein SocGen Group

Bernstein SocGen Group analyst David Vernon lowered the price target on Delta Air Lines (NYSE: DAL) to $56.00 (from $66.00) while maintaining a Outperform rating.... More

UBS downgrades US airlines on recession fears, sees lower earnings

Investing.com -- UBS downgraded Alaska Air (NYSE: ALK), Delta Air Lines (NYSE: DAL), and United Airlines from Buy to Neutral warning that a likely U.S. recession could weigh on revenue and profits across the airline sector.

The brokerage said it... More

Delta Air Lines (DAL) PT Lowered to $50 at Susquehanna

Susquehanna analyst Christopher Stathoulopoulos lowered the price target on Delta Air Lines (NYSE: DAL) to $50.00 (from $80.00) while maintaining a Positive rating.... More

Delta Air Lines (DAL) PT Lowered to $70 at Evercore ISI

Evercore ISI analyst Duane Pfenningwerth lowered the price target on Delta Air Lines (NYSE: DAL) to $70.00 (from $80.00) while maintaining a Outperform rating.

The analyst comments "While policy uncertainty was already chilling corporate travel activity as of early March, last weeks tariff announcements have... More

Citi Reiterating Buy on UAL, DAL, AAL

Citi Reiterating Buy on UAL, DAL, AAL

The analyst comments "It seems unlikely that todays market volatility will be the baseline for the remainder of the year. Although it is also hard to imagine that US tariff turmoil wont finally hit a breaking point, predicting exactly when or how we... More

UBS Downgrades Delta Air Lines (DAL) to Neutral, 'Diverse Revenue Streams but DAL is not Immune to the Cycle'

(Updated - April 7, 2025 7:00 AM EDT)

UBS analyst Thomas Wadewitz downgraded Delta Air Lines (NYSE: DAL) from Buy to Neutral with a price target of $42.00 (from $77.00).

The analyst comments "We are lowering our rating on DAL from Buy to Neutral due to our expectation of a weaker economic backdrop and rising visibility... More