DAL

In the past six months, Delta reported strong Q1 and Q2 FY26 earnings, exceeding analyst estimates. Rothschild & Co raised its price target to $105 with a 'Buy' rating in September 2026, citing a strong domestic revenue outlook. The company secured a regulatory victory with a favorable ruling vacating a Department of Transportation order concerning its joint venture with Aeromexico. However, in September 2026, the stock faced pressure from Federal Reserve interest rate hikes and surging Treasury yields, leading to a 1.86% decline in the preceding month and a 17.6% drop from its July 52-week high, despite a 38.56% increase over the last year. Slipping oil prices in September 2026 were noted as a potential positive, and the Q3 2026 earnings call was scheduled for October 9, 2026.