DALIndustrials · AirlinesThe 25 Wall Street analysts covering Delta Air Lines, Inc. hold a median 12-month price target of $105 — +26.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 5 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
Volatility (89): The share price has been relatively steady.
Growth (41): 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.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +26.4% from it.
Of the 20 most recent actions, 5 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | TD Cowen | Maintains | Buy | $105 → $101 |
| 28 Sept 2026 | BMO Capital | Maintains | Outperform | $105 → $100 |
| 24 Sept 2026 | UBS | Maintains | Buy | $99 → $105 |
| 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 | — |
| 10 Sept 2026 | UBS | Maintains | Buy | $112 → $99 |
| 24 Aug 2026 | Raymond James | Maintains | Outperform | $104 → $98 |
| 24 Aug 2026 | Raymond James | Maintains | Outperform | — |
| 24 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 24 Aug 2026 | TD Cowen | Maintains | Buy | $112 → $105 |
| 14 July 2026 | TD Cowen | Maintains | Buy | $106 → $112 |
| 14 July 2026 | TD Cowen | Maintains | Buy | — |
| 13 July 2026 | Citigroup | Maintains | Buy | — |
| 13 July 2026 | Citigroup | Maintains | Buy | $106 → $110 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $85 → $114 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | — |
| 13 July 2026 | Morgan Stanley | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Oct 2026, Delta Air Lines, Inc. returned +46.7% against +17.0% 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 48% of US stocks
Cheaper than 73% of US stocks
Cheaper than 36% of US stocks
Cheaper than 39% of US stocks
Higher than 68% of US stocks
Higher than 18% of US stocks
Higher than 25% of US stocks
Higher than 60% of US stocks
Higher than 62% of US stocks
Higher than 81% of US stocks
Higher than 71% of US stocks
Higher than 65% 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 $55.3B and an enterprise value of $71.4B.
Revenue in the twelve months to 30 June 2026: $68.3B. The latest quarter grew 18.7% 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: 13.9×; forward P/E: 10.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.02%, paying out 12% of earnings.
Delta Air Lines, Inc. employs 103,000 people — $663K 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 →
Delta Air Lines (DAL) shares closed at $83.08 in the most recent trading session, falling 1.2% from the previous session while the broader market gained.
Why it matters — A DAL watcher would care because the stock declined 1.2% even as the market moved higher, a notable divergence for the airline.
The report notes that markets open the week with pre-market futures turning lower, while spot oil prices remain relatively muted but sustained at higher levels amid ongoing geopolitical risks. Bond yields are flattish but remain elevated as attention shifts toward the upcoming earnings season.
Why it matters — Sustained higher oil prices are a key input for Delta's operating costs, so a DAL watcher would track fuel price movements linked to geopolitical risk.
Delta Air Lines is preparing to report its Q3 earnings, and the company is likely to have faced cost pressure from higher fuel prices, rising non-fuel expenses, and a refinery outage, despite healthy travel demand and expected revenue growth.
Why it matters — A DAL watcher would care because Q3 cost pressures from fuel, expenses, and a refinery outage could weigh on the airline's profitability even as demand and revenue remain strong.
Morgan Stanley analyst Adam Jonas reaffirmed a bullish stance on SpaceX (SPCX), calling its shares "unusually cheap" and highlighting Elon Musk's AI and Starlink bets as key drivers. Jonas said investors have a "unique opportunity" to buy the stock.
Why it matters — The news concerns SpaceX and has no direct bearing on Delta Air Lines or its operations, so a DAL watcher would view it as unrelated to the airline's fundamentals.
Delta is the only one of the four largest US airlines that does not use Starlink for in-flight internet, having instead selected Amazon's in-flight internet service. Elon Musk has been publicly criticizing Delta CEO Ed Bastian over that decision.
Why it matters — A DAL watcher would care because the airline's choice of in-flight internet provider has drawn public criticism from Elon Musk, potentially affecting reputation and perception of its connectivity offering.
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. 67 out of 100 across roughly 4,600 US stocks as at 5 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Oct 2026, Delta Air Lines, Inc. ranks 67 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 Volatility (89 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +26.4% from the last close, and Ticker Nerd's factor model ranks Delta Air Lines, Inc. 67 out of 100 as at 5 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: $50 to $125 over the next 12 months.
Delta Air Lines, Inc. returned +46.7% over the 12 months to 5 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 (Zacks Investment Research, 5 Oct 2026): "Delta Air Lines (DAL) Stock Sinks As Market Gains: What You Should Know". Delta Air Lines (DAL) shares closed at $83.08 in the most recent trading session, falling 1.2% from the previous session while the broader market gained.
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 · 103,000 employees · United States · https://www.delta.com
