New insider activity at Delta Air Lines ( (DAL) ) has taken place on January 21, 2026.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
EVP & Chief Customer Experience Officer Erik Storey Snell has executed a notable stock sale involving Delta Air Lines, disposing of 39,420 shares. The transaction amounts to a total value of $2,799,214, reflecting a significant move by a key executive within the company’s leadership team.
Recent Updates on DAL stock
In the last 24 hours, Delta Air Lines has seen several analyst price target revisions driven primarily by its latest Q4 earnings and evolving macro and regulatory conditions. Seaport Research trimmed its target citing broad macroeconomic volatility, reflecting caution about the external environment rather than Delta-specific weakness. UBS also slightly reduced its target while highlighting that Delta’s guidance for 2026 is deliberately conservative, implying potential upside if demand and execution track ahead of management’s baseline. In contrast, Argus raised its target following Delta’s strong Q4 results, emphasizing the company’s diversified, higher‑margin revenue streams—particularly premium, loyalty, cargo, and MRO—as well as expectations for resilient business and premium travel demand into 2026. These moves come against a backdrop of record revenue and free cash flow, a robust premium and co‑brand credit card franchise, ongoing deleveraging, and planned fleet investments, offset by near‑term cost pressures, lingering main‑cabin softness, operational recoverability challenges, and regulatory risks such as potential caps on credit card interest rates that could affect lower‑end buyers and the profitability of co‑brand programs.
Spark’s Take on DAL Stock
According to Spark, TipRanks’ AI Analyst, DAL is a Outperform.
The score is driven primarily by strong financial performance (profit and cash flow recovery with improved leverage) and a constructive earnings outlook (2026 EPS/FCF guidance and continued deleveraging). Valuation is supportive with a low P/E, while technicals are only moderately positive as momentum is neutral and the stock is below its 20-day average.
To see Spark’s full report on DAL stock, click here.
More about Delta Air Lines
YTD Price Performance: -2.80%
Average Trading Volume: 7,772,243
Technical Sentiment Signal: Buy
Current Market Cap: $45.99B