Corporate DemandStrong corporate demand and outsized revenue growth in premium cabins are encouraging trends for Delta Air Lines.
Financial PerformanceThe strong 3Q25 results and 4Q25 outlook provided earnings upside, supporting an increase in the price objective.
Revenue StreamsGrowing high-margin revenue streams are expected to drive growth in 2026, with premium seating and aircraft upgrades playing a significant role.
Sales MomentumSales have accelerated across geographies and advance purchase windows, indicating momentum in Delta's business.
Strategic PositioningDelta Air Lines is seen as a key beneficiary of structural changes occurring across the industry.