Should I buy Delta Air Lines (DAL) stock or is it too late?
⭐ The most reliable of them, either direction: BMO Capital — 74% of its targets hit on this sector (179 calls tested). It aims for $105 (+32 %), call made on October 13, 2026, maturing on October 13, 2027 (1 d ago).
Firm-by-firm track record on Delta Air Lines
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| UBS | 92 % | +59.5 % | 13 | $102 +28% |
| Goldman Sachs | 80 % | +36.4 % | 5 | $116 +46% |
| JP Morgan | 81 % | +33.8 % | 16 | $114 +43% |
| Barclays | 81 % | +27.5 % | 16 | $95 +19% |
| Bernstein | 100 % | +26.4 % | 5 | $100 +26% |
| Susquehanna | 67 % | +22.7 % | 12 | $95 +19% |
| Raymond James | 62 % | +19.0 % | 21 | $98 +23% |
| Citigroup | 60 % | +12.8 % | 15 | $110 +38% |
✅ Reasons to believe
- 100% of analysts rate it a buy (Buy consensus, 16 ratings) — a sign of market conviction.
- Median price target $104, i.e. +30% from the current price ($80).
- The most reliable firm on DAL, Bernstein (100% hit rate, 5 scored calls), targets $100 (call made on October 7, 2026, maturing on October 7, 2027) (+26%) in its most recent call, and $88 (call made on May 11, 2026, maturing on May 11, 2027) (+11%) in the one coming due soonest.
- 8 analysts rated reliable (≥55% hit rate, beat their sector) are bullish on the stock.
- Reasonable valuation (P/E ~16) relative to its sector.
⚠️ Reasons to hesitate
- A 12-month target is not a guaranteed path: the price can fall in the meantime.
- A near-unanimous consensus leaves little room for positive surprise — a lot of optimism is already baked in.
The analyst consensus on DAL
Median target $104 (+30%) · 16 ratings · Buy consensus
⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.
Frequently asked questions
Should you invest in Delta Air Lines now?
We won't decide for you. The facts: 100% of analysts rate it a buy, median target $104 (+30%), and Bernstein (most reliable on DAL, 100%) targets $100. Weigh that against valuation (P/E ~16). This is not personalized advice.
Is it too late to invest in Delta Air Lines?
Not according to analysts: the median target ($104) is still +30% above the current price ($80) (most reliable on DAL: Bernstein, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.
Is Delta Air Lines still worth investing in?
It depends on the gap between the price ($80) and its estimated value: analysts target $104 on median (+30%), with 100% buys (most reliable on DAL: Bernstein, 100%). Cross-check with their real reliability on DAL and the cautions above. Information, not advice.
What's the main risk in buying DAL?
A 12-month target is not a guaranteed path: the price can fall in the meantime.
→ Go deeper: the full Delta Air Lines profile (consensus, analyst reliability, price target, performance).