TD Cowen analyst Thomas Fitzgerald CFA maintains $Delta Air Lines (DAL.US)$ with a buy rating, and adjusts the target price from $59 to $75.
According to TipRanks data, the analyst has a success rate of 81.0% and a total average return of 25.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Delta Air Lines (DAL.US)$'s main analysts recently are as follows:
The performance of airline stocks has been strong following the recent election, with a notable uptick in a major airlines index. This significant movement is understandable considering the high beta nature of airline equities. The current market fundamentals appear promising, especially with the slowing pace of domestic capacity growth. Additionally, the outcome of the election seems to bode well for the underlying industry fundamentals and potential earnings.
The firm anticipates hosting its inaugural investor day shortly, during which it is expected to present guidance for FY25 metrics as well as establish new long-term objectives concerning loyalty/co-brand card and non-ticket revenue opportunities. The focal points are anticipated to include strategies related to hub and partnerships, customer lifecycle development, margin enhancements via fleet renewal, technical operations, cost-saving measures, and capital allocation.
Delta Air Lines has been recognized for its effective execution against its three-year goals set back in 2021, despite challenges beyond its control. There is potential for the company to project an earnings per share greater than $10 by 2027, which would surpass estimates by approximately 25% and consensus figures by 15%.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
TD Cowen分析师Thomas Fitzgerald CFA维持$达美航空 (DAL.US)$买入评级，并将目标价从59美元上调至75美元。
根据TipRanks数据显示，该分析师近一年总胜率为81.0%，总平均回报率为25.5%。
此外，综合报道，$达美航空 (DAL.US)$近期主要分析师观点如下：
最近选举后，航空公司股票表现强劲，在一家主要航空公司指数中出现了显着的上升。考虑到航空股票的高beta特性，这种显着波动是可以理解的。当前市场基本面似乎很有前景，尤其是在国内产能增长放缓的情况下。此外，选举结果似乎对行业基本面和潜在收益产生良好影响。
公司预计将很快举行首次投资者日活动，届时预计将提供FY25指标的指导，并确立关于忠诚度/品牌合作卡和非票务收入机会的新的长期目标。重点预计将包括与枢纽和合作伙伴关系相关的策略、客户生命周期发展、通过机队更新实现边际增强、技术运营、节约成本措施和资本配置。
达美航空已经实现了对抗其在2021年设定的三年目标的有效执行，尽管面临其控制范围之外的挑战。该公司有潜力在2027年实现每股收益超过10美元，这将超过约25%的估计和15%的共识数据。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
