Delta Air Lines (NYSE:DAL) Price Target Raised to $80.00 at The Goldman Sachs Group

Delta Air Lines (NYSE:DAL) had its price objective raised by investment analysts at The Goldman Sachs Group from $77.00 to $80.00 in a research report issued on Wednesday,MarketScreener reports. The brokerage presently has a “buy” rating on the transportation company’s stock. The Goldman Sachs Group’s price target indicates a potential upside of 12.12% from the company’s current price.

A number of other research analysts have also recently commented on the company. Rothschild & Co Redburn upped their price target on Delta Air Lines from $65.00 to $72.00 in a research report on Tuesday, October 14th. TD Cowen upped their price objective on shares of Delta Air Lines from $77.00 to $82.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. UBS Group reduced their target price on shares of Delta Air Lines from $90.00 to $87.00 and set a “buy” rating for the company in a research note on Wednesday. Barclays boosted their price target on shares of Delta Air Lines from $65.00 to $85.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Wall Street Zen downgraded shares of Delta Air Lines from a “buy” rating to a “hold” rating in a report on Friday, November 28th. One investment analyst has rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $79.97.

Delta Air Lines Stock Performance

DAL traded up $2.86 during midday trading on Wednesday, reaching $71.35. The company had a trading volume of 8,110,003 shares, compared to its average volume of 8,810,209. Delta Air Lines has a 12-month low of $34.74 and a 12-month high of $73.16. The business has a 50-day moving average price of $66.23 and a two-hundred day moving average price of $60.54. The stock has a market cap of $46.59 billion, a PE ratio of 9.30, a P/E/G ratio of 1.12 and a beta of 1.38. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40.

Delta Air Lines (NYSE:DAL) last issued its quarterly earnings results on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.99%. The company had revenue of $14.61 billion during the quarter, compared to analyst estimates of $15.80 billion. During the same quarter last year, the business posted $1.85 EPS. Delta Air Lines’s quarterly revenue was up 2.9% compared to the same quarter last year. Delta Air Lines has set its Q1 2026 guidance at 0.500-0.900 EPS and its FY 2026 guidance at 6.500-7.500 EPS. On average, sell-side analysts expect that Delta Air Lines will post 7.63 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Delta Air Lines news, EVP John E. Laughter sold 23,323 shares of the firm’s stock in a transaction dated Tuesday, October 21st. The stock was sold at an average price of $62.33, for a total transaction of $1,453,722.59. Following the sale, the executive vice president owned 81,109 shares in the company, valued at $5,055,523.97. This trade represents a 22.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.88% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Delta Air Lines

Institutional investors have recently modified their holdings of the company. Signature Resources Capital Management LLC purchased a new stake in Delta Air Lines in the second quarter worth approximately $25,000. AlphaQuest LLC raised its stake in shares of Delta Air Lines by 90.6% during the third quarter. AlphaQuest LLC now owns 444 shares of the transportation company’s stock worth $25,000 after acquiring an additional 211 shares in the last quarter. NewSquare Capital LLC lifted its holdings in shares of Delta Air Lines by 184.6% in the 2nd quarter. NewSquare Capital LLC now owns 572 shares of the transportation company’s stock worth $28,000 after acquiring an additional 371 shares during the last quarter. Accredited Wealth Management LLC boosted its stake in shares of Delta Air Lines by 1,983.3% in the 3rd quarter. Accredited Wealth Management LLC now owns 500 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 476 shares in the last quarter. Finally, Activest Wealth Management raised its position in Delta Air Lines by 2,280.8% during the 2nd quarter. Activest Wealth Management now owns 619 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 593 shares during the last quarter. 69.93% of the stock is currently owned by institutional investors.

Key Delta Air Lines News

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Analyst support lifted sentiment — multiple firms reiterated or initiated Buy ratings and kept bullish targets, helping push the stock up. Delta Air Lines (DAL) Gets a Buy from Wells Fargo UBS Sticks to Its Buy Rating for Delta Air Lines (DAL) Delta Air Lines, Inc. Receives Consensus Recommendation of “Buy”
• Positive Sentiment: Q4 earnings showed an EPS beat and management set FY‑2026 guidance that emphasizes premium customers, margin gains and strong free cash flow — supporting expectations for debt reduction and higher shareholder returns. Q4 2025 earnings call transcript Delta Q4 results and guidance (Yahoo)
• Positive Sentiment: Delta’s order for Boeing 787 Dreamliners signals fleet modernization and long-term unit-cost improvement, which analysts view as a structural positive for margins and international growth. Delta orders Boeing 787s (Business Insider)
• Neutral Sentiment: Management highlighted premiumization (more premium fliers and expected fare mix improvement) and plans to expand lounges to address capacity — both support revenue quality but require execution. Delta Expects Premium Fliers to Boost Profit (MSN) CEO: We’re working on adding more lounges (YouTube)
• Neutral Sentiment: Industry tailwind noted: analysts suggest potential fuel savings if average passenger weight declines (e.g., from weight‑loss drugs), a macro factor that could modestly lower unit costs over time. Airlines to save on fuel as weight-loss pills gain popularity (CNBC)
• Negative Sentiment: Investors also digested a revenue miss vs. consensus and relatively cautious near‑term guidance, which pressured shares immediately after the release — a reminder that growth expectations must match execution. Delta falls as investors digest earnings and Dreamliner news (MSN) Delta Q4 coverage (Yahoo)

About Delta Air Lines

Delta Air Lines is a major U.S.-based global airline that provides scheduled passenger and cargo air transportation, aircraft maintenance and repair services, and related travel products. Its operations include mainline domestic and international passenger services, a branded regional network operating under the Delta Connection name, dedicated air cargo carriage, and in-house maintenance, repair and overhaul through Delta TechOps. Delta offers a range of cabin products for different customer segments, including premium business-class service on long-haul routes and tiered economy offerings on domestic and international flights, and it markets customer loyalty benefits through the SkyMiles frequent-flyer program.

The carrier operates a mixed fleet of narrow- and wide-body aircraft from multiple U.S.