DALIndustrials · AirlinesThe 25 Wall Street analysts covering Delta Air Lines, Inc. hold a median 12-month price target of $105 — +12.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 86 of 100 as at 4 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
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 (89): The shares have been drifting up relative to others.
Growth (45): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Delta Air Lines, Inc. — and when they’d sell — is the membership.
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.
The green dot is the last close — the median target sits +12.7% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 July 2026 | TD Cowen | Maintains | Buy | $106 → $112 |
| 13 July 2026 | Citigroup | Maintains | Buy | $106 → $110 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $85 → $114 |
| 13 July 2026 | Morgan Stanley | Maintains | Overweight | $115 → $125 |
| 13 July 2026 | UBS | Maintains | Buy | $107 → $112 |
| 10 July 2026 | Jefferies | Maintains | Buy | $105 → $110 |
| 7 July 2026 | Susquehanna | Maintains | Positive | $78 → $108 |
| 6 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 6 July 2026 | Raymond James | Downgrade | Outperform | — |
| 2 July 2026 | BMO Capital | Maintains | Outperform | — |
| 2 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 2 July 2026 | TD Cowen | Maintains | Buy | — |
| 1 July 2026 | B of A Securities | Maintains | Buy | — |
| 30 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 26 June 2026 | Citigroup | Maintains | Buy | — |
| 25 June 2026 | Barclays | Maintains | Overweight | — |
| 25 June 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 24 June 2026 | Jefferies | Maintains | Buy | — |
| 23 June 2026 | UBS | Maintains | Buy | — |
| 22 June 2026 | B of A Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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 47% of US stocks
Cheaper than 71% of US stocks
Cheaper than 37% of US stocks
Cheaper than 39% of US stocks
Higher than 70% of US stocks
Higher than 17% of US stocks
Higher than 26% of US stocks
Higher than 63% of US stocks
Higher than 62% of US stocks
Higher than 82% of US stocks
Higher than 71% of US stocks
Higher than 21% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DAL appears on the weeks it earns a place.
Delta Air Lines passengers can now access DraftKings gaming for free as a new form of in-flight entertainment, following a partnership between Delta and the sports-betting company.
Why it matters — The tie-up gives Delta a new, no-cost onboard entertainment offering through an unexpected partner, which DAL watchers would note as an addition to the airline's passenger experience.
Oil prices fell for a second straight session, extending losses after Treasury Secretary Scott Bessent's comments and other market developments reinforced the view that inflation pressures may continue to ease.
Why it matters — Lower oil prices point to potentially lower jet-fuel costs, a significant expense for Delta.
Zacks Investment Research highlights Delta Air Lines (DAL) as a strong momentum stock, pointing to its Style Scores as a tool for identifying market-beating stocks. The article frames DAL favorably within this screening framework.
Why it matters — The piece signals that DAL is being recognized by a stock-screening methodology for strong momentum, which could be relevant to investors tracking the airline's performance.
Delta Air Lines responded to higher fuel costs in 2026 by raising fares and cutting low-return capacity, which still resulted in strong revenue growth and new pricing strategies.
Why it matters — The piece suggests Delta's response to the fuel shock could lead to structurally higher margins if it maintains elevated fares as fuel prices normalize.
United Airlines CEO Scott Kirby's dual merger gambit has ended before it began, according to the report. The item indicates United's future will focus on fleet innovation rather than mergers and acquisitions.
Why it matters — The item is relevant to a Delta Air Lines watcher because it concerns the strategic direction of a major competitor, United Airlines.
The 25 Wall Street analysts covering Delta Air Lines, Inc. have a median 12-month price target of $105, with estimates ranging from $50 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. 86 out of 100 across roughly 4,600 US stocks as at 4 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Aug 2026, Delta Air Lines, Inc. ranks 86 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 (89 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +12.7% from the last close, and Ticker Nerd's factor model ranks Delta Air Lines, Inc. 86 out of 100 as at 4 Aug 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: $50 to $125 over the next 12 months.
Delta Air Lines, Inc. returned +78.1% over the 12 months to 5 Aug 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 (Fast Company, 5 Aug 2026): "Delta passengers can now play DraftKings at 35,000 feet—for free". Delta Air Lines passengers can now access DraftKings gaming for free as a new form of in-flight entertainment, following a partnership between Delta and the sports-betting company.
Delta Air Lines, Inc. is a major U.S. global airline headquartered in Atlanta, Georgia. The company provides scheduled air transportation services for passengers and cargo across a broad domestic and international network, serving hundreds of destinations worldwide through mainline operations and regional affiliates. Delta focuses on a mix of travel offerings, including standard economy and premium cabins, airport lounges, and a comprehensive loyalty program that rewards frequent flyers and partners in travel and commerce. Beyond core passenger services, Delta operates cargo transportation, Delta Vacations travel packages, and Delta TechOps, one of North America’s largest maintenance, repair, and overhaul providers, which also serves third-party airlines. The company reports two primary business segments: the airline segment, encompassing passenger, cargo, loyalty, and maintenance activities, and the refinery segment, centered on Monroe Energy to support jet fuel supply. As a member of the SkyTeam alliance and through extensive joint ventures and codeshares, Delta Air Lines plays a central role in connecting individuals and businesses across global aviation markets.
CEO Mr. Edward H. Bastian · 103,000 employees · United States · https://www.delta.com