Analysts Increase Their Price Targets on Delta Air Lines Stock

Author: Olivia Taylor Updated: 10-10-2025 11:32 AM

Delta Air Lines Reports Strong Q3 Results

Delta Air Lines Inc. (NYSE:DAL) recently announced outstanding financial results for the third quarter, outperforming analysts' expectations with its earnings per share (EPS) and revenue.

Financial Highlights and Revenue Growth

The airline recorded impressive operating revenue of $16.7 billion, reflecting a 6% increase compared to the same quarter last year. In terms of EPS, Delta reported a GAAP EPS of $2.17, indicating a significant 10% year-over-year growth. Its adjusted EPS reached $1.71, conveniently surpassing the consensus estimate of $1.52.

Future Expectations from Delta Air Lines

Looking ahead, Delta Air Lines is projecting a revenue growth of 2% to 4% for the upcoming December quarter. The airline forecasts its adjusted EPS will fall between $1.60 and $1.90, while it anticipates an operating margin ranging from 10.5% to 12%.

Adjusted EPS Guidance for the Year

For the complete fiscal year, Delta narrowed its adjusted EPS guidance to around $6.00, positioning it closely to the upper limit of the previously forecasted range, which was between $5.25 and $6.25. This aligns closely with analysts' expectations, which sat at around $5.76.

Market Reaction to Earnings Announcement

Following the announcement of these results, Delta's stock experienced a slight decline, falling by 0.1% to a price of $59.53.

Analysts Adjust Their Price Targets

In the wake of the favorable earnings report, various analysts have updated their price targets for Delta Air Lines stock, indicating growing confidence in the airline's performance.

Michael Linenberg of Deutsche Bank has reiterated a Buy rating, boosting the price target from $63 to $72.
David Vernon from Bernstein has maintained an Outperform rating, increasing the target price from $71 to $74.
Christopher Stathoulopoulos at Susquehanna continues to rate Delta Air Lines positively, raising the target from $68 to $70.
Thomas Wadewitz at UBS has also reaffirmed a Buy rating, raising the price target from $72 to $75.

Analyst Consensus on DAL Stock

Are you considering investing in Delta Air Lines (DAL)? Here’s what some analysts are suggesting about potential investments in the airline's stock.

Frequently Asked Questions

What were Delta's Q3 financial results?

Delta Air Lines reported $16.7 billion in operating revenue and an adjusted EPS of $1.71.

What is Delta's revenue growth forecast for the December quarter?

Delta anticipates revenue growth of 2% to 4% for the December quarter.

What is the adjusted EPS guidance for Delta for this year?

Delta has narrowed its adjusted EPS guidance to approximately $6.00.

How did Delta's stock perform after the earnings announcement?

The stock fell by 0.1%, closing at $59.53.

What are the updated price targets from analysts for DAL?

Analysts have raised price targets, with the highest now at $75, reflecting their increased confidence in Delta's performance.

About The Author

Olivia Taylor here, a 26-year-old writer and financial advisor. After earning a degree in finance, I worked in the sector for years. I've always loved numbers and had a talent for simplifying difficult financial ideas so that anyone could understand. I wrote my first book because of this passion; it helps readers take charge of their financial futures by fusing real-life stories with useful financial advice.

Whether they are just beginning their careers, preparing for significant life events, or seeking to invest wisely, my goal with my writing is to enable people to make educated financial decisions. The foundation of my work is the conviction that security and freedom of the individual are largely determined by financial literacy. To further financial education, I run workshops and frequently write for financial blogs in addition to my books.

I like to travel, experience other cultures, and find inspiration in daily life when I'm not writing or examining market trends. My passion is utilizing sound financial practices to help people reach their financial objectives and lead the best lives possible.

Contact Olivia Taylor privately here. Or send an email with ATTN: Olivia Taylor as the subject to contact@investorshangout.com.

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