Delta’s operation at NYC’s JFK airport will see record traffic this summer Alphotographic/iStock Unreleased via Getty Images The past four plus years have been some of the most difficult for the airline industry. While most of us would like to forget what happened during the early days of covid, few airline investors can forget the…
Boarding1Now/iStock Editorial via Getty Images Much has gone in favor of Delta Air Lines (NYSE:DAL) in the recent past, driving its price up by ~20% year-to-date after a 22% increase in 2023. Continued improvements in travel demand, an easing in inflation impacting costs positively, the resulting profits, and a positive outlook all support the DAL…
Brandon Bell/Getty Images News Introduction In my previous two articles (one) (two), I had a sell rating on Delta Air Lines (NYSE:DAL). During these times, I believed that the macroeconomic headwinds could hinder Delta Air Lines’ operations. As the consumer delinquency rates were sharply rising, I thought that the consumers’ financial health was deteriorating potentially…
Larry Lee/The Image Bank Unreleased via Getty Images Investment Thesis Delta Air Lines (NYSE:DAL) has proven its resilience and adaptability in the face of both COVID-19 and the economy’s recent inflation surge. The company is a major player in the airline industry and has aligned itself for, in my view, a strong next five years…
Tim Boyle The airline sector remains the stock group that doesn’t rally much on great news and falls on mildly negative updates. Delta Air Lines, Inc. (NYSE:DAL) remains the sector leader, and the stock has already fallen back to early 2023 lows below $40. My investment thesis remains ultra Bullish, as higher jet fuel won’t…