New York, January 6, 2026, 07:35 (ET) — Premarket
- Delta shares were up about 0.3% in premarket trading after closing up 4% on Monday. Public
- Goldman Sachs lifted its price target on Delta to $77 from $68 and reiterated a Buy rating. TipRanks
- Focus shifts to Delta’s January 13 earnings webcast and near-term macro data that can sway travel demand and fuel costs. Delta Air Lines
Delta Air Lines (NYSE: DAL) shares were up about 0.3% at $72.03 in premarket trading on Tuesday after Goldman Sachs raised its price target on the carrier ahead of next week’s quarterly report. Public
The timing matters because Delta is due to report December-quarter and full-year 2025 results next week, a key read on ticket demand and pricing into early 2026. The company’s earnings webcast is scheduled for 10 a.m. ET on Tuesday, Jan. 13. Delta Air Lines
Analyst target changes can move airline shares in the run-up to results, especially when the stock is already near recent highs and positioning is tight. Traders will also look for any update on costs and operational reliability after a choppy start to the year for some travel corridors.
Goldman analyst Catherine O’Brien lifted her price target on Delta to $77 from $68 and kept a Buy rating, citing demand trends. In a note carried by TheFly, O’Brien said “continued improvement in demand” supports a higher valuation multiple versus last year’s risk-off period. TipRanks
Delta jumped 4% on Monday to close at $71.82, outpacing a broad market rise and several U.S. airline peers, including Southwest Airlines, United Airlines and American Airlines, which also finished higher. Volume in Delta was about 9.3 million shares, above its 50-day average, MarketWatch data showed. MarketWatch
Separately, Delta has been working to restore its Caribbean operation after FAA airspace closures disrupted flights over the weekend. The airline said it added more than 2,600 seats through extra flights across its Caribbean network and kept a travel waiver in place for customers flying to and from affected airports through Jan. 6. Delta News Hub
Fuel remains a swing factor for airline stocks. Oil prices fell on Tuesday on expectations of ample global supply and soft demand, a move that can ease pressure on jet fuel costs if it persists. Reuters
But the setup cuts both ways. A rebound in oil, renewed disruption tied to weather or airspace restrictions, or softer-than-expected pricing commentary in the earnings outlook could hit the shares, even after the recent run.