Stocks / Transportation
DALTransportation
FollowFollowingUnfollowDelta Air Lines, Inc.
$83.481d +4.2%5d +5.5%settled close · 2026-11-02
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4 investor calls on DAL in the last 90 days (4 bullish, 0 bearish). Follow DAL free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $55B (11/2)β 1.6152w $56–94Shares 653.1MInd. Air Transportation, ScheduledNYSE since 1967Emp. 103,000HQ Atlanta, GAdelta.com
The tape, with the calls on it
Who said what, and what DAL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about DAL
20 longlatest 2026-10-26
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Unknown | Bullish | CNBC (uncut) | Delta holds superior balance sheet quality versus peers in a fuel-cost-elevated environment, making it the… |
| 2026-10-09 | Sheila KahyaogluMD, aerospace, defense & airlines equity analyst, Jefferies | Bullish | Bloomberg TV (uncut) | Delta's EPS cut is fully embedded in consensus while underlying demand metrics remain strong (main cabin… |
| 2026-10-09 | Sheila KahyaogluMD, aerospace, defense & airlines equity analyst, Jefferies | Bullish | Bloomberg TV (uncut) | Delta's EPS reduction is fully embedded in consensus while underlying demand metrics remain strong (main… |
| 2026-09-18 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | Top Stocks by Matt Weinschenk | Delta is the highest-quality airline franchise and Greg Abel's initiation of a position signals a disciplined… |
| 2026-07-10 | Ed BastianCEO, Delta Air Lines | Bullish | CNBC Television | Delta's pricing power and demand strength allowed it to absorb a $2B fuel cost headwind and still capture an… |
| 2026-07-10 | Ed BastianCEO, Delta Air Lines | Bullish | CNBC Television | Strong air travel demand enables Delta to sustain elevated fares even as fuel costs normalize, with the… |
| 2026-07-08 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | After a 10% drop in one week DAL is no longer extended and now trades at 10x next year's earnings while… |
| 2026-07-08 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Demand for Delta and United is remarkably strong and Spirit's shutdown has transferred meaningful market… |
| 2026-05-20 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | Recent two-day positive news flow and the eventual resolution of geopolitical conflict creates a buy… |
| 2026-02-24 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Committee | Packed planes and airports signal persistent consumer travel demand; oil-price concerns and soft sentiment… |
Show all 20 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-01-20 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Halftime Final Trades | Airlines sector is positioned to continue rereating higher, with Delta as the preferred name |
| 2025-09-16 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Delta trades at a single-digit P/E while benefiting from strong travel demand, a stronger balance sheet than… |
| 2025-04-03 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Delta Airlines trades at a P/E under 7x next year's consensus earnings of over $6, already pricing in deeply… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Delta's five-pronged revenue model — 34-zone cabin segmentation, cargo, third-party aircraft servicing, Amex… |
| 2025-02-28 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | The Compound | Delta enjoys a Goldilocks setup of low fuel prices, resilient travel demand, and settled union contracts… |
| 2024-08-10 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Delta's earnings hit was a one-quarter capacity overhang (3% excess) rather than a demand problem — record… |
| 2024-08-06 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Delta's earnings disappointment reflects a temporary 3% capacity overhang for one quarter, not structural… |
| 2023-07-02 | Andrew Panelist | Bullish | Barron's Roundtable | Delta is the airline industry leader, just raised financial guidance at an analyst day, and still trades at a… |
| 2023-03-07 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Committee | Strong revenue growth and locked-in labor/fuel costs create upside surprise potential while the economic… |
| 2023-01-06 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Delta trades at a 15% free cash flow yield, is returning 75% of FCF to shareholders, and has near-term… |
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Earnings
Next report: 11 Jan 2027 after the close
Confirmed date · consensus EPS 1.41. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 9 Oct 2026 | before the open | 1.72 vs 1.77 | -0.0% |
The options tape
Notable options days
Sessions in the last 120 where DAL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-06-25 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
DAL on the Wheel
DAL did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
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