Delta Air Lines consensus builds ahead of Q2, shares near 52-week high
24.06.2026 - 10:15:46 | ad-hoc-news.de
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-24, 10:11.
Delta Air Lines (US2473617023) enters the middle of the week with a tighter analyst consensus for upcoming quarterly earnings. The NYSE-listed carrier now has prominent houses such as UBS and Bernstein publishing fresh forecasts and price targets for the shares.
What UBS now projects
UBS has raised its price target for Delta Air Lines to 107 dollars, up from 98 dollars, while reiterating a Buy rating on the stock. The bank cites a strong earnings outlook, with second quarter earnings per share (EPS) estimated at 1.38 dollars, compared with Delta's own guidance range of 1.00 to 1.50 dollars per share.
For the third quarter, UBS models EPS of 2.51 dollars, clearly above a Bloomberg consensus figure of 1.68 dollars cited in the same note. The report highlights that Delta shares recently traded around 85.99 dollars, close to a 52-week high of 87.39 dollars and roughly 80 percent above levels a year ago, giving the stock a valuation of about 12.6 times expected earnings.
Other analyst voices on the stock
Alongside UBS, Bernstein SocGen Group has also lifted its price target for Delta Air Lines, now seeing the shares between 88 and 93 dollars while keeping an Outperform stance on the stock. The firm expects Delta to beat second quarter expectations by two percent or more, driven by unit revenue growth of around 12 percent year over year in a still robust demand environment.
The broader sell-side community sees Delta as one of the stronger names among major U.S. carriers such as American Airlines Group and United Airlines Holdings, with a combination of domestic and international exposure and a focus on premium traffic. Consensus data assembled by several platforms points to mid-single-digit revenue growth for the year and a further normalization of margins toward pre-pandemic levels.
All news and analysis on the Delta Air Lines shares
Further company disclosures, analyst updates and price data on Delta Air Lines can be found in the dedicated topic section and on the airline's Investor Relations site.
The business behind the stock
Delta Air Lines generates revenue primarily from passenger air travel across its extensive domestic and international network, complemented by cargo operations and ancillary services such as seat upgrades, baggage fees and co-branded credit card partnerships. The airline also promotes travel extras through Delta Cars & Stays, where SkyMiles members can earn miles on hotel bookings and car rentals at thousands of VIP Access properties worldwide.
Where the shares trade today
Delta Air Lines shares (US2473617023) trade on the NYSE and most recently changed hands at about 85.99 dollars, close to their 52-week high, with the latest pricing snapshot taken on 2026-06-23, 15:59 Eastern Time.
Delta Air Lines at a glance
- Company: Delta Air Lines Inc.
- ISIN: US2473617023
- WKN: A0MQV8
- Ticker: DAL
- Trading venue: NYSE
- Price (as of 2026-06-23, 15:59): 85.99 USD
- Market cap: approximately 55 billion USD (as of 2026-06-23)
- Sector / industry: Airlines / Passenger Transportation
- Index membership: S&P 500
- Next earnings date: 2026-07-11
Disclaimer: This text is for informational purposes only and does not constitute investment advice, a buy or sell recommendation, or any other financial service. All data are based on sources believed to be reliable at the time of publication, but no guarantee is given for accuracy or completeness.
