DALIndustrials · AirlinesThe 25 Wall Street analysts covering Delta Air Lines, Inc. hold a median 12-month price target of $102 — +24.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 26 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Delta Air Lines, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (91): The shares have been drifting up relative to others.
Revisions (38): Analysts have, on balance, been cutting their forecasts.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on DAL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +24.6% from it.
Of the 20 most recent actions, 3 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | BMO Capital | Maintains | Outperform | $100 → $105 |
| 12 Oct 2026 | Susquehanna | Maintains | Positive | $100 → $95 |
| 12 Oct 2026 | UBS | Maintains | Buy | $105 → $102 |
| 7 Oct 2026 | Bernstein | Maintains | Outperform | $106 → $100 |
| 7 Oct 2026 | Susquehanna | Maintains | Positive | $105 → $100 |
| 6 Oct 2026 | Wells Fargo | Maintains | Overweight | $105 → $100 |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | $105 → $101 |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 28 Sept 2026 | BMO Capital | Maintains | Outperform | — |
| 28 Sept 2026 | BMO Capital | Maintains | Outperform | $105 → $100 |
| 24 Sept 2026 | UBS | Maintains | Buy | $99 → $105 |
| 24 Sept 2026 | UBS | Maintains | Buy | — |
| 18 Sept 2026 | Rothschild & Co | Maintains | Buy | $104 → $105 |
| 18 Sept 2026 | Rothschild & Co | Maintains | Buy | — |
| 11 Sept 2026 | Barclays | Maintains | Overweight | $105 → $95 |
| 11 Sept 2026 | Barclays | Maintains | Overweight | — |
| 10 Sept 2026 | UBS | Maintains | Buy | $112 → $99 |
| 10 Sept 2026 | UBS | Maintains | Buy | — |
| 24 Aug 2026 | Raymond James | Maintains | Outperform | — |
| 24 Aug 2026 | Raymond James | Maintains | Outperform | $104 → $98 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
DAL appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 27 Oct 2026, Delta Air Lines, Inc. returned +36.2% against +13.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 45% of US stocks
Cheaper than 75% of US stocks
Cheaper than 38% of US stocks
Cheaper than 41% of US stocks
Higher than 70% of US stocks
Higher than 11% of US stocks
Higher than 25% of US stocks
Higher than 59% of US stocks
Higher than 59% of US stocks
Higher than 76% of US stocks
Higher than 71% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Delta Air Lines, Inc. has a market value of $50.5B and an enterprise value of $66.4B.
Revenue in the twelve months to 30 June 2026: $68.3B. The latest quarter grew 21.1% year on year.
Net income over the same four quarters: $4.0B, a 5.8% net margin.
Diluted earnings per share, trailing twelve months: $6.03.
Free cash flow in the twelve months to 30 June 2026: $3.4B, after $4.7B of capital spending.
Delta Air Lines, Inc. spent $496.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 15.6×; forward P/E: 10.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.10%, paying out 16% of earnings.
Delta Air Lines, Inc. employs 100,000 people — $683K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Delta Air Lines, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A creditor group preparing for a possible restructuring has hired advisers, and JetBlue shares fell 16% to $2. The headline reports United up 3% and Delta edging higher.
Why it matters — The item contrasts JetBlue’s decline with a slight gain in Delta, offering context on airline-sector performance.
Rising oil prices reversed the relief rally in airline shares after American Airlines reported a record quarter. American Airlines fell 4%, while Delta and United shares slid 3%.
Why it matters — The report links higher oil prices with declines in Delta shares, a relevant development for DAL watchers.
The article says airline stocks may remain worth owning despite oil rising above $100 a barrel. It cites US crude above $100 and Brent around $114 amid intensifying Middle East supply concerns.
Why it matters — Higher oil prices make airline investing more challenging, a relevant backdrop for Delta watchers.
The Reuters headline says U.S. airlines are favoring higher fares over fuller planes as fuel costs squeeze profits.
Why it matters — The headline frames fare-setting amid fuel-cost pressure, a relevant industry context for watchers of Delta Air Lines.
Airline shares rose Thursday after Southwest Airlines beat Wall Street's third-quarter estimates.
Why it matters — The rally in airline shares is relevant to DAL watchers as industry peers' results coincided with a rise across the sector.
The 25 Wall Street analysts covering Delta Air Lines, Inc. have a median 12-month price target of $102, with estimates ranging from $53 to $125. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Delta Air Lines, Inc., 24 rate it a Buy, 0 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Delta Air Lines, Inc. 65 out of 100 across roughly 4,600 US stocks as at 26 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 26 Oct 2026, Delta Air Lines, Inc. ranks 65 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (91 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +24.6% from the last close, and Ticker Nerd's factor model ranks Delta Air Lines, Inc. 65 out of 100 as at 26 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Delta Air Lines, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DAL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $53 to $125 over the next 12 months.
Delta Air Lines, Inc. returned +36.2% over the 12 months to 27 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Delta Air Lines, Inc. is a major U.S.
The most recent item we track (24/7 Wall Street, 26 Oct 2026): "JetBlue Airways Tumbles 16% as Creditors Hire Restructuring Advisers; United Airlines Rises 3%, Delta Edges Higher". A creditor group preparing for a possible restructuring has hired advisers, and JetBlue shares fell 16% to $2. The headline reports United up 3% and Delta edging higher.
Delta Air Lines, Inc. is a major U.S. airline that provides scheduled air transportation for passengers and cargo across domestic and international markets. The company serves leisure, business, and corporate travelers through a broad network of routes, hub airports, and partner airlines, making it a key connector in global air travel. Delta Air Lines also supports freight movement through its cargo operations and strengthens service continuity with aircraft maintenance and related travel products. Its business is organized around airline operations and a refinery segment that supplies jet fuel to its flight network, reflecting an integrated approach to aviation operations. Headquartered in Atlanta, Georgia, Delta Air Lines plays an important role in the transportation sector by linking major cities, regional markets, and international destinations through a large-scale commercial aviation platform.
CEO Mr. Edward H. Bastian · 100,000 employees · United States · https://www.delta.com
