$DAL (Delta Air Lines, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 74.2%)

Graded daily on value A, growth C-, profitability C, momentum A, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $DAL

@schwabnetwork (Schwab Network) — 30 mentions · 81.5K followers
@schaeffers (Schaeffer's Investment Research) — 29 mentions · 14.7K followers
@chitrader (CHItrader) — 26 mentions · 7.9K followers

Recent headlines featuring $DAL

2026-11-01: bp CEO flags refining margin at $46.70/bbl as quarterly profit jumps to $8.5bn
2026-10-12: Delta delays Atlanta–Riyadh launch to March 2027
2026-10-10: Delta cuts 2026 outlook as fuel costs squeeze profit
2026-10-09: Delta Air Lines trims 2026 outlook as fuel costs add $6 billion

Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $DAL are available with SpikePanel Pro.

Stock Ratings · Today Headlines · SpikePanel

For richer charts and full features, open SpikePanel on desktop.

$DAL — what investors on X are saying · SpikePanel

$DALDelta Air Lines, Inc. · Airlines, Airports & Air Services · $60.3B

$91.79

-0.4%

Event thread

Key events, in time order

19 items

2026-11-078-K filing
8-K: Item 1.01, Item 8.01, Item 9.01
D1 +4.8% · since +0.9%
2026-10-27Analyst
Delta Air Lines Options Volume Surges, Bullish Calls in Focus
Options volume doubles average, Dec 87.5 calls lead, indicating heightened market interest
D1 +2.9% · +5d +2.2%

17 earlier events

2026-10-19CompanyBull
Delta Expands Boston Spring Flights on Leisure Demand
Targets 2027 Patriots' Day and spring break demand, strengthening Boston competitive position
D1 -1.0% · +5d +6.1%
2026-10-09 → 10-15Earnings
Delta Cuts Guidance, Analyst Cites Strong Demand
Jefferies analyst cites main cabin demand up 12% YoY, premium and loyalty revenue up 18%
D1 +0.0% · +5d -8.3%
7 waves of this story
- 2026-10-09 Fuel surge pressures margins; FY EPS outlook cut sharply; shares down ~3% premarket
- 2026-10-10 Fuel costs up $6B; FY FCF ~$2.5B
- 2026-10-10 Rising fuel costs pressure margins, prompting lowered profit outlook
- 2026-10-12 Surging fuel costs add $6B to annual bill, cut adjusted EPS forecast by ~25%
- 2026-10-14 Fuel costs surged 62% to $4.14B, squeezing operating margins to 9.4%; still expects ~20% revenue growth in Dec quarter
- 2026-10-15 After weak Q3, guidance cut as fuel and operating costs pressure profits
- 2026-10-15 Jefferies analyst cites main cabin demand up 12% YoY, premium and loyalty revenue up 18%
2026-10-12 → 10-13Company
Delta Delays Atlanta-Riyadh Route to March 2027
Houthi missile strikes on Riyadh airport and FAA safety warning prompt Delta to reschedule inaugural flight
D1 -2.5% · +5d -6.8%
2 waves of this story
- 2026-10-12 After Riyadh airport attacks and FAA warning, Delta postpones Oct 23 debut
- 2026-10-13 Houthi missile strikes on Riyadh airport and FAA safety warning prompt Delta to reschedule inaugural flight
2026-10-02 → 10-09Earnings
Delta Q3 Earnings Due; Fuel Costs & Guidance in Focus
Multiple outlets and analysts focus on the report; options imply move, fuel costs key
D1 +0.0% · +5d -2.3%
7 waves of this story
- 2026-10-02 Bullish sentiment builds ahead of earnings, but falling estimates and cost pressures raise concerns
- 2026-10-03 Multiple sources flag upcoming earnings; revenue robust but EPS below guidance
- 2026-10-05 Multiple sources confirm DAL reports this week, among first major companies of earnings season
- 2026-10-05 Ahead of earnings, higher fuel and non-fuel costs plus refinery outage weigh
- 2026-10-06 Ahead of earnings, traders position for volatility amid pressured consumers and higher oil prices
- 2026-10-08 Options price 6-7% post-earnings move; 5 of last 8 reports stayed within, 3 exceptions were large upside
- 2026-10-09 Multiple outlets and analysts focus on the report; options imply move, fuel costs key
2026-10-09Earnings
Earnings report
9月季度营收增长16%，税前利润15亿美元，每股收益1.72美元，运营利润率9.4%，尽管燃油成本增加了16亿美元。
D1 +0.0% · +5d -8.3%
2026-10-098-K filing
8-K: Item 2.02, Item 9.01
D1 +0.0% · +5d -8.3%
2026-10-06CompanyBull
Delta and LATAM Mark Four Years of JV, Expanding Connectivity Across Americas
Joint venture growth strengthens network and passenger benefits across the Americas
D1 +0.7% · +5d -4.9%
2026-10-02Company
Delta Shuns Starlink, Musk Fumes; United Targets Its Loyalists
Delta picks Amazon Wi-Fi, Musk criticizes; United status-match lures elites
D1 +0.0% · +5d -2.3%
2026-10-01CompanyBear
Musk Mocks Delta Wi-Fi, Starlink Gap Draws Attention
Musk jabs Delta's in-flight Wi-Fi, contrasting United's Starlink rollout raises competitive concerns
D1 +0.8% · +5d -2.4%
2026-09-29CompanyBull
Delta Adds New Europe Nonstop Routes from Detroit and Boston
Expands European network with new nonstops and extended seasonal service as transatlantic demand grows
D1 +1.0% · +5d -1.4%
2026-09-28AnalystBear
Delta pressured by rising fuel costs and analyst price target cut
BMO trims PT to $100; oil rise threatens airline earnings; stock down 2.5%
D1 -1.1% · +5d -1.1%
2026-08-15 → 08-17CapitalBull
Berkshire Boosts Delta Stake to 8.7%
Regulatory filings show Berkshire increased Delta stake to 8.7%, reinforcing prior Q2 accumulation
D1 -2.0% · +5d -5.8%
3 waves of this story
- 2026-08-15 Two major funds added DAL positions in Q2, signaling institutional interest
- 2026-08-15 Berkshire's Q2 DAL purchase aligns with Druckenmiller's interest, signaling institutional attention
- 2026-08-17 Regulatory filings show Berkshire increased Delta stake to 8.7%, reinforcing prior Q2 accumulation
2026-08-09CompanyBear
Delta EVP Sells $3.8M in Shares
Sale represents 28% of holdings, second insider sale this month
D1 -2.3% · +5d -1.8%
2026-08-07 → 08-08CapitalBear
Delta CEO Sells ~207K Shares for $19.2M
Following CEO sale, another insider cuts 28% of holdings after option exercise, extending exec selling trend
D1 -0.7% · +5d -2.2%
2 waves of this story
- 2026-08-07 CEO Edward Bastian reduced direct holdings by 13% on Aug 4; confirmed by multiple independent sources
- 2026-08-08 Following CEO sale, another insider cuts 28% of holdings after option exercise, extending exec selling trend
2026-08-04Insider sellingBear
Insider selling $26.1M (3)
D1 +1.3% · +5d -2.5%
2026-07-27Company
United Approached Delta About Potential Merger
WSJ reports United CEO called Delta CEO last year to discuss a deal, but talks did not progress.
D1 +1.9% · +5d +5.7%
2026-07-13 → 07-23EarningsBull
Delta Air Lines Q2 Results Strong, Reaffirms 2026 Outlook
Bessemer raised stake 105.3% in Q1; Joby-Virgin Atlantic deal expands Delta ties
D1 -1.4% · +5d -1.9%
4 waves of this story
- 2026-07-13 Multiple sources confirm international demand and pricing offset record fuel costs
- 2026-07-13 Multiple sources confirm Delta's reaffirmed guidance; CEO's comments on oil and demand add new details to the existing event.
- 2026-07-17 Zacks compares DAL vs UAL Q2 beats, confirming resilient premium, international, corporate travel demand
- 2026-07-23 Bessemer raised stake 105.3% in Q1; Joby-Virgin Atlantic deal expands Delta ties

Related — this ticker is not the subject

2026-11-01RelatedEarnings
bp CEO flags refining margin at $46.70/bbl as quarterly profit jumps to $8.5bn
Refining margin rose from $15.80 a year earlier; bp frames the gain as capturing market disruption rather than broad demand strength
D1 +4.1% · +5d +9.6%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

be the first

Be civil · your views are your own

No comments yet.

Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

19 items

2026-11-078-K filing
8-K: Item 1.01, Item 8.01, Item 9.01
D1 +4.8% · since +0.9%
2026-10-27Analyst
Delta Air Lines Options Volume Surges, Bullish Calls in Focus
Options volume doubles average, Dec 87.5 calls lead, indicating heightened market interest
D1 +2.9% · +5d +2.2%
2026-10-19CompanyBull
Delta Expands Boston Spring Flights on Leisure Demand
Targets 2027 Patriots' Day and spring break demand, strengthening Boston competitive position
D1 -1.0% · +5d +6.1%
2026-10-09 → 10-15Earnings
Delta Cuts Guidance, Analyst Cites Strong Demand
Jefferies analyst cites main cabin demand up 12% YoY, premium and loyalty revenue up 18%
D1 +0.0% · +5d -8.3%
7 waves of this story
- 2026-10-09 Fuel surge pressures margins; FY EPS outlook cut sharply; shares down ~3% premarket
- 2026-10-10 Fuel costs up $6B; FY FCF ~$2.5B
- 2026-10-10 Rising fuel costs pressure margins, prompting lowered profit outlook
- 2026-10-12 Surging fuel costs add $6B to annual bill, cut adjusted EPS forecast by ~25%
- 2026-10-14 Fuel costs surged 62% to $4.14B, squeezing operating margins to 9.4%; still expects ~20% revenue growth in Dec quarter
- 2026-10-15 After weak Q3, guidance cut as fuel and operating costs pressure profits
- 2026-10-15 Jefferies analyst cites main cabin demand up 12% YoY, premium and loyalty revenue up 18%
2026-10-12 → 10-13Company
Delta Delays Atlanta-Riyadh Route to March 2027
Houthi missile strikes on Riyadh airport and FAA safety warning prompt Delta to reschedule inaugural flight
D1 -2.5% · +5d -6.8%
2 waves of this story
- 2026-10-12 After Riyadh airport attacks and FAA warning, Delta postpones Oct 23 debut
- 2026-10-13 Houthi missile strikes on Riyadh airport and FAA safety warning prompt Delta to reschedule inaugural flight

14 earlier events

2026-10-02 → 10-09Earnings
Delta Q3 Earnings Due; Fuel Costs & Guidance in Focus
Multiple outlets and analysts focus on the report; options imply move, fuel costs key
D1 +0.0% · +5d -2.3%
7 waves of this story
- 2026-10-02 Bullish sentiment builds ahead of earnings, but falling estimates and cost pressures raise concerns
- 2026-10-03 Multiple sources flag upcoming earnings; revenue robust but EPS below guidance
- 2026-10-05 Multiple sources confirm DAL reports this week, among first major companies of earnings season
- 2026-10-05 Ahead of earnings, higher fuel and non-fuel costs plus refinery outage weigh
- 2026-10-06 Ahead of earnings, traders position for volatility amid pressured consumers and higher oil prices
- 2026-10-08 Options price 6-7% post-earnings move; 5 of last 8 reports stayed within, 3 exceptions were large upside
- 2026-10-09 Multiple outlets and analysts focus on the report; options imply move, fuel costs key
2026-10-09Earnings
Earnings report
9月季度营收增长16%，税前利润15亿美元，每股收益1.72美元，运营利润率9.4%，尽管燃油成本增加了16亿美元。
D1 +0.0% · +5d -8.3%
2026-10-098-K filing
8-K: Item 2.02, Item 9.01
D1 +0.0% · +5d -8.3%
2026-10-06CompanyBull
Delta and LATAM Mark Four Years of JV, Expanding Connectivity Across Americas
Joint venture growth strengthens network and passenger benefits across the Americas
D1 +0.7% · +5d -4.9%
2026-10-02Company
Delta Shuns Starlink, Musk Fumes; United Targets Its Loyalists
Delta picks Amazon Wi-Fi, Musk criticizes; United status-match lures elites
D1 +0.0% · +5d -2.3%
2026-10-01CompanyBear
Musk Mocks Delta Wi-Fi, Starlink Gap Draws Attention
Musk jabs Delta's in-flight Wi-Fi, contrasting United's Starlink rollout raises competitive concerns
D1 +0.8% · +5d -2.4%
2026-09-29CompanyBull
Delta Adds New Europe Nonstop Routes from Detroit and Boston
Expands European network with new nonstops and extended seasonal service as transatlantic demand grows
D1 +1.0% · +5d -1.4%
2026-09-28AnalystBear
Delta pressured by rising fuel costs and analyst price target cut
BMO trims PT to $100; oil rise threatens airline earnings; stock down 2.5%
D1 -1.1% · +5d -1.1%
2026-08-15 → 08-17CapitalBull
Berkshire Boosts Delta Stake to 8.7%
Regulatory filings show Berkshire increased Delta stake to 8.7%, reinforcing prior Q2 accumulation
D1 -2.0% · +5d -5.8%
3 waves of this story
- 2026-08-15 Two major funds added DAL positions in Q2, signaling institutional interest
- 2026-08-15 Berkshire's Q2 DAL purchase aligns with Druckenmiller's interest, signaling institutional attention
- 2026-08-17 Regulatory filings show Berkshire increased Delta stake to 8.7%, reinforcing prior Q2 accumulation
2026-08-09CompanyBear
Delta EVP Sells $3.8M in Shares
Sale represents 28% of holdings, second insider sale this month
D1 -2.3% · +5d -1.8%
2026-08-07 → 08-08CapitalBear
Delta CEO Sells ~207K Shares for $19.2M
Following CEO sale, another insider cuts 28% of holdings after option exercise, extending exec selling trend
D1 -0.7% · +5d -2.2%
2 waves of this story
- 2026-08-07 CEO Edward Bastian reduced direct holdings by 13% on Aug 4; confirmed by multiple independent sources
- 2026-08-08 Following CEO sale, another insider cuts 28% of holdings after option exercise, extending exec selling trend
2026-08-04Insider sellingBear
Insider selling $26.1M (3)
D1 +1.3% · +5d -2.5%
2026-07-27Company
United Approached Delta About Potential Merger
WSJ reports United CEO called Delta CEO last year to discuss a deal, but talks did not progress.
D1 +1.9% · +5d +5.7%
2026-07-13 → 07-23EarningsBull
Delta Air Lines Q2 Results Strong, Reaffirms 2026 Outlook
Bessemer raised stake 105.3% in Q1; Joby-Virgin Atlantic deal expands Delta ties
D1 -1.4% · +5d -1.9%
4 waves of this story
- 2026-07-13 Multiple sources confirm international demand and pricing offset record fuel costs
- 2026-07-13 Multiple sources confirm Delta's reaffirmed guidance; CEO's comments on oil and demand add new details to the existing event.
- 2026-07-17 Zacks compares DAL vs UAL Q2 beats, confirming resilient premium, international, corporate travel demand
- 2026-07-23 Bessemer raised stake 105.3% in Q1; Joby-Virgin Atlantic deal expands Delta ties

Related — this ticker is not the subject

2026-11-01RelatedEarnings
bp CEO flags refining margin at $46.70/bbl as quarterly profit jumps to $8.5bn
Refining margin rose from $15.80 a year earlier; bp frames the gain as capturing market disruption rather than broad demand strength
D1 +4.1% · +5d +9.6%

$DAL (Delta Air Lines, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 74.2%)

Most active credible voices on $DAL

Recent headlines featuring $DAL

$DAL (Delta Air Lines, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 74.2%)

Most active credible voices on $DAL

Recent headlines featuring $DAL

8-K: Item 1.01, Item 8.01, Item 9.01

Delta Air Lines Options Volume Surges, Bullish Calls in Focus

Delta Expands Boston Spring Flights on Leisure Demand

Delta Cuts Guidance, Analyst Cites Strong Demand

Delta Delays Atlanta-Riyadh Route to March 2027

Delta Q3 Earnings Due; Fuel Costs & Guidance in Focus

Earnings report

8-K: Item 2.02, Item 9.01

Delta and LATAM Mark Four Years of JV, Expanding Connectivity Across Americas

Delta Shuns Starlink, Musk Fumes; United Targets Its Loyalists

Musk Mocks Delta Wi-Fi, Starlink Gap Draws Attention

Delta Adds New Europe Nonstop Routes from Detroit and Boston

Delta pressured by rising fuel costs and analyst price target cut

Berkshire Boosts Delta Stake to 8.7%

Delta EVP Sells $3.8M in Shares

Delta CEO Sells ~207K Shares for $19.2M

Insider selling $26.1M (3)

United Approached Delta About Potential Merger

Delta Air Lines Q2 Results Strong, Reaffirms 2026 Outlook

bp CEO flags refining margin at $46.70/bbl as quarterly profit jumps to $8.5bn

Bull vs bear

Discussion

8-K: Item 1.01, Item 8.01, Item 9.01

Delta Air Lines Options Volume Surges, Bullish Calls in Focus

Delta Expands Boston Spring Flights on Leisure Demand

Delta Cuts Guidance, Analyst Cites Strong Demand

Delta Delays Atlanta-Riyadh Route to March 2027

Delta Q3 Earnings Due; Fuel Costs & Guidance in Focus

Earnings report

8-K: Item 2.02, Item 9.01

Delta and LATAM Mark Four Years of JV, Expanding Connectivity Across Americas

Delta Shuns Starlink, Musk Fumes; United Targets Its Loyalists

Musk Mocks Delta Wi-Fi, Starlink Gap Draws Attention

Delta Adds New Europe Nonstop Routes from Detroit and Boston

Delta pressured by rising fuel costs and analyst price target cut

Berkshire Boosts Delta Stake to 8.7%

Delta EVP Sells $3.8M in Shares

Delta CEO Sells ~207K Shares for $19.2M

Insider selling $26.1M (3)

United Approached Delta About Potential Merger

Delta Air Lines Q2 Results Strong, Reaffirms 2026 Outlook

bp CEO flags refining margin at $46.70/bbl as quarterly profit jumps to $8.5bn