What podcasts say about Delta Air Lines
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Delta Air Lines
11 statements · 7 positive · 3 negative · 1 mixed
Options imply Delta could move roughly $4–$4.50 around earnings.
“the options market is implying that Delta could move about $4 to $4.50 higher or lower”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 39:43
Delta is the preferred airline investment among its peers.
“Among the airlines, I like this one best.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 40:27
Delta’s continued gross-margin growth supports holding the stock.
“why not hang in there on a company that's continued to grow their gross margin?”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 41:12
Investors should own Delta rather than another airline.
“So if you're going to own one, I would own Delta.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 41:39
Analysts expect some volatility ahead for Delta.
“analysts still see a little bit of volatility ahead”
Open the episode · Meta Rises, Delta Gains Aritzia Surges on ‘Another Beat, Another Raise’Listen at 1:55
Morgan Stanley considers Delta’s revenue growth very encouraging.
“the revenue growth is very encouraging”
Open the episode · Meta Rises, Delta Gains Aritzia Surges on ‘Another Beat, Another Raise’Listen at 2:13
Delta delivered what investors wanted and set a high bar for peers.
“the company did deliver what the market wanted to see and is setting a high bar for some of their peers”
Open the episode · Meta Rises, Delta Gains Aritzia Surges on ‘Another Beat, Another Raise’Listen at 2:16
Unchanged full-year guidance implies weaker second-half growth, warranting selling Delta stock.
“you keep your full year guidance the same, which implies that actually growth in the second half is going to be less than we thought. Boom. Sell the stock.”
Open the episode · Meta Rises, Delta Gains Aritzia Surges on ‘Another Beat, Another Raise’Listen at 2:29
Delta reaffirmed full-year profit guidance amid strong premium and corporate travel demand.
“They reaffirmed their full year profit guidance, strong demand for the premium and corporate segments.”
Open the episode · Meta Gains, Robinhood Mixed, Delta Rises as Travel Demand Withstands Fuel CostsListen at 3:14
Delta does not expect airfares to decrease soon.
“don't anticipate any lower airfares anytime soon.”
Open the episode · Meta Gains, Robinhood Mixed, Delta Rises as Travel Demand Withstands Fuel CostsListen at 3:44
TD Cowen expects Delta to report very strong demand across products and geographies.
“TD Cowan expecting the company to report very strong demand across all products and geographies.”
Open the episode · Week Ahead: SpaceX To Join Nasdaq 100, PepsiCo & Delta Earnings PreviewListen at 5:26
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.