Delta Air Lines Inc stock (US24703L2025): Morgan Stanley lifts NYSE DAL price target to USD 105

Delta Air Lines stock on the New York Stock Exchange traded modestly lower on 06/01/2026 even as a fresh analyst note from Morgan Stanley in the United States pushed the investment bank’s price target on the carrier to USD 105 and maintained an overweight rating, underscoring continued confidence in the airline’s earnings recovery and cash generation.

According to a report cited by MarketBeat and MarketScreener on 06/01/2026, Morgan Stanley increased its price target on Delta from USD 90 to USD 105 and kept an overweight stance, implying upside potential from the previous closing price and reinforcing the stock’s position among favored U.S. airline names.

The stock recently traded at about USD 81 on the NYSE under the ticker DAL on 06/01/2026, with MarketBeat data showing a move of roughly minus 1.5 percent during the early afternoon session in New York.

For German investors accessing the name via off-exchange venues, Delta shares are also available in euro trading on platforms such as Tradegate, where they typically mirror the U.S. dollar reference price once FX movements are taken into account.

The company’s market capitalization stood at around USD 54.18 billion as of late May 2026, placing Delta among the larger listed global airlines by equity value, according to Nasdaq-reported figures consolidated by CompaniesMarketCap.

MarketBeat data as of 06/01/2026 show that Delta carries a consensus analyst rating of Moderate Buy, reflecting one strong buy rating, more than 20 buy ratings and a small number of hold recommendations across the U.S. sell-side coverage universe.

On the same date, the average price target compiled by MarketBeat was reported at roughly USD 80.85, meaning Morgan Stanley’s USD 105 level sits significantly above the broader analyst consensus for the Atlanta-based carrier.

The new Morgan Stanley note follows a period in which several research houses had already become more constructive on U.S. airlines amid solid demand trends and disciplined capacity, with Delta often cited as a key beneficiary thanks to its premium network and corporate travel exposure.

At the fundamental level, earlier disclosures highlighted that Delta generated a return on equity of just over 20 percent and a net margin close to 7 percent in its latest reported period, while quarterly revenue increased by about 9.4 percent year on year, according to data summarized by MarketBeat from company filings.

Those profitability and growth figures, while still subject to cyclical swings in ticket pricing and fuel costs, help explain why U.S. banks such as Morgan Stanley see room for earnings resilience and balance sheet repair over the medium term.

As of: 06/01/2026

By the editorial team - specialized in equity coverage.

Delta Air Lines Inc: core business model

Delta Air Lines operates a large U.S.-based global network carrier that connects major hubs and regional destinations while monetizing demand through a mix of main cabin, premium and loyalty-driven travel offerings.

What banks and research houses say about Delta Air Lines Inc

The most recent high-profile research update on 06/01/2026 came from Morgan Stanley in the United States, which raised its price target on Delta from USD 90 to USD 105 and reiterated an overweight rating, according to MarketBeat and a detailed summary on MarketScreener.

Beyond this individual call, MarketBeat’s overview of Delta’s coverage shows that, as of 06/01/2026, the stock carries a Moderate Buy consensus rating across more than two dozen analysts, with an average price target of roughly USD 80.85 and a distribution tilted toward buy recommendations rather than holds.

This combination of a constructive consensus and an above-average target from a major U.S. investment bank suggests that research houses see scope for Delta to continue normalizing profitability and managing leverage even as the broader airline sector navigates fuel volatility and macroeconomic uncertainty.

Conclusion

The combination of a higher USD 105 price target and an unchanged overweight rating from Morgan Stanley on 06/01/2026 highlights that at least some U.S. banks see meaningful upside in Delta relative to its recent NYSE trading levels.

Set against a Moderate Buy consensus and an average price objective near USD 80.85 across the broader analyst community, the new target underlines differing views on how strongly Delta can convert robust travel demand and network advantages into sustained returns over the coming years.

For investors, the tension between current share pricing around the low-80s in U.S. dollars and the spread of analyst targets provides a framework to monitor how upcoming earnings reports, fuel trends and capacity decisions may shift sentiment toward the stock.

Disclaimer: This article does not constitute investment advice. The comprehensive scope of this informative article was made possible through the use of a.i.. Stocks are volatile financial instruments.