DAL Stock Recent News

The massive Israeli strike on Iranian nuclear and military sites has sparked fears of a wider conflict in the Middle East and sent oil prices surging.

Delta Air Lines (DAL) closed at $49.17 in the latest trading session, marking a -4.86% move from the prior day.

No one should be under any illusions that the air travel market isn't under some pressure right now. It is. Still, the long-term case for investing in a higher-quality airline like Delta Air Lines (DAL -4.88%) remains undiminished, and some of the forces that created the weakness are now strengthening the case for buying the stock.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Delta Air Lines (DAL) closed at $48.98 in the latest trading session, marking a +0.31% move from the prior day.

Delta Air Lines (DAL 1.14%) stock rose by 16.2% in May, according to data provided by S&P Global Market Intelligence. The move primarily results from the de-escalation of the tariff conflict, primarily between the U.S. and China in mid-May.

Delta's strategic focus on premium travel, international routes, and loyalty programs drives revenue growth and margin resilience despite sector headwinds. Disciplined cost control, robust free cash flow, and a strengthened balance sheet support Delta's financial stability and credit rating upgrade. Attractive valuation, sustainable dividend, and potential for further shareholder returns set Delta apart from peers in the airline sector.

We initiate coverage on Delta Air Lines at Buy. We view premiumization, margin resilience, and earnings durability as structurally understated by consensus. Our $57 PT is predicated on a 4.5x FY26E EBITDA multiple, +18% upside. We estimate FY25E/FY26E EBITDA of $7.3bn and $8.2bn, respectively, both well ahead of consensus.

Major airlines said Monday they oppose a new effort to advance legislation that would reduce fees charged by Visa and Mastercard on transactions, saying the bill could force them to stop offering rewards credit cards that give consumers frequent flyer miles for making transactions.

The global airline industry is expected to generate in profit this year than previously thought, the International Air Transport Association said Monday.