Bernstein lowers Delta Air Lines price target due to higher fuel costs, but remains bullish

From Yahoo Finance: 2025-06-23 12:48:00

Delta Air Lines Inc. (NYSE: DAL) is considered one of the 10 most undervalued industrial stocks to buy by analysts. Bernstein analyst David Vernon slightly lowered the price target to $60 from $61 due to higher fuel cost estimates related to geopolitical risks like tensions between Iran and Israel.

The ongoing uncertainty in the Middle East could impact summer travel demand, affecting the sector’s performance. Despite these challenges, Vernon maintains a positive outlook on Delta’s long-term prospects and operational strength.

Delta Air Lines provides scheduled air transportation services for passengers, freight, and mail. While DAL shows potential as an investment, other AI stocks may offer greater upside potential and lower downside risk according to analysts.

Overall, Bernstein remains confident in Delta’s positioning despite short-term challenges and geopolitical tensions affecting fuel costs and travel demand.

Read more: Bernstein Flags Fuel Headwinds but Stays Bullish on Delta’s (DAL) Flight Path