Delta Air Lines Inc (DAL) Buy, Sell or Hold

Delta Air Lines Inc (DAL)

84.06

-0.12 (0.14%)

as of Jun 18, 2026, 10:51:52 pm Market Open.

87 watching

BUY

Earnings season kicks off Thursday with Delta. The airlines aren't capturing all the profits they should, but if anyone can it is Delta.

BUY

Their Q3 started rocky due to operational issues. Then, September saw a big pick-up in travel. Managers also delivered a much-higher Q4 earnings forecast. They had highly positive comments about increasing business bookings after Labour Day. The CEO expects the December quarter revenue growth to accelerate vs. 2019.

BUY

It reports next week. Passenger levels are 95% vs. 2019, which is pretty good considering supply constraints. United Air is saying that their demand is running above 2019 levels

DON'T BUY

Delta vs. Air Canada Boy, airlines have had their ups and downs. If you've been at Pearson Airport.... Airlines have pricing power, so they can charge higher given pent-up demand. But he's concerned with business travel. Airlines don't make their money off family vacations, but businesspeople paying more for their flights. A lot of these people are still Zooming and slow to jump into planes. Secondly, the higher fuel costs and possibly higher wages worry him. All airlines are complaining about finding staff.

COMMENT

Now the market is a tradable bounce, though he's bearish. He was playing momentum by buying Boeing and Delta which has worked out okay, though not great. He sold them.

DON'T BUY

Airlines are very cyclical and she doesn't own them. Many companies go into bankruptcy. They suffer heavy capital costs and can't control fuel costs. There are also labour/wage issues. Airlines are trades at best.

BUY

They report Wednesday. The consumer isn't done traveling yet, because they have saved so much money during Covid. Planes remain filled. If Delta says that things aren't good, that would be a surprise.

BUY

He likes airplanes. The last CEO call was giddy about company performance.

COMMENT

options action It got hit early today. The stock was trading beneath the 36 level. There was a buyer of 20,000 of the July 38 calls, going for $1.35. They were getting hedged by selling the upside call. He likes seeing that; it takes away a bit of pain.

BUY

Management recently offered very bullish commentary. They returned to profitability at 10% operating margins, and expect revenues to return 95% of their last pre-Covid quarter; March 2022 saw their strongest month for flight demand. Delta can pass higher oil prices onto customers.

SELL

He sold Delta when the getting was good and made 17%. It's a great time to take profits on stocks with profits. You don't go long-term with airlines. He's glad to be out. Delta is hedged, unlike most of its peers. But the gains have been made already.

BUY

He just bought it, because he expects a great summer of travel. The planes and airports are packed.

BUY

Today, the CEO boasted of very strong demand. Things are very good for the airlines, which signals a healthy consumer. He believes in the CEO. He just bought this, the only other airline he has bought beside Alaska Air in a very long time. Delta's customer service towers over its peers. international travel is still at 55% of 2019 levels. If testing requirements are removed, he expects this travel to shoot through the roof.

STRONG BUY

Great management and fine forward guidance. They just forecast double-digit profits going forwards, based on strong bookings and demand--and the business traveller hasn't come back yet. This is a long-term hold. People are tired of sitting at home.

BUY ON WEAKNESS

Airlines are getting hit now by higher fuel costs, but this is a reopening stock and it trades at only a single-digit multiple. Endure the next few weeks of bumpiness as the Fed raises rate and hold cheaper-value cyclicals because they will outperform. He would add to it. The CEO said recently he can't meet customer demand.

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Delta Air Lines Inc (DAL)