Should I buy Delta Air Lines (DAL) stock or is it too late?
⭐ The most reliable of them, either direction: Jefferies — 80% of its targets hit on this sector (288 calls tested). It aims for $110 (+36 %), call made on July 11, 2026, maturing on July 11, 2027 (48 d ago).
Firm-by-firm track record on Delta Air Lines
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| UBS | 92 % | +61.4 % | 12 | $112 +38% |
| Goldman Sachs | 80 % | +36.4 % | 5 | $116 +43% |
| JP Morgan | 80 % | +33.8 % | 15 | $114 +40% |
| Barclays | 81 % | +27.5 % | 16 | $105 +29% |
| Susquehanna | 60 % | +19.4 % | 10 | $108 +33% |
| Raymond James | 60 % | +18.1 % | 20 | $98 +21% |
| Citigroup | 60 % | +12.8 % | 15 | $110 +36% |
| B of A Securities | 60 % | +11.6 % | 10 | $100 +23% |
✅ Reasons to believe
- 100% of analysts rate it a buy (Buy consensus, 16 ratings) — a sign of market conviction.
- Median price target $105, i.e. +29% from the current price ($81).
- The most reliable firm on DAL, Bernstein (100% hit rate, 4 scored calls), targets $93 (call made on June 17, 2026, maturing on June 17, 2027) (+15%) in its most recent call, and $88 (call made on May 11, 2026, maturing on May 11, 2027) (+8%) in the one coming due soonest.
- 15 analysts rated reliable (≥55% hit rate, beat their sector) are bullish on the stock.
- Reasonable valuation (P/E ~14) 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 $105 (+29%) · 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 $105 (+29%), and Bernstein (most reliable on DAL, 100%) targets $93. Weigh that against valuation (P/E ~14). This is not personalized advice.
Is it too late to invest in Delta Air Lines?
Not according to analysts: the median target ($105) is still +29% above the current price ($81) (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 ($81) and its estimated value: analysts target $105 on median (+29%), 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).