"Transportation Stocks Surge, Triggering Buy Signal from 'Dow Theory'"
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5h ago
0mins
Should l Buy DAL?
Source: Barron's
- Transportation Shares Movement: Recent activity in transportation stocks indicates potential for continued stock market rally despite recent downturns.
- Market Resilience: The resilience of transportation shares suggests that investor confidence may remain strong, supporting overall market performance.
- Stock Market Dynamics: The interplay between transportation stocks and broader market trends highlights the importance of sector performance in stock market recovery.
- Investor Sentiment: Positive movements in specific sectors like transportation can influence overall investor sentiment and market outlook.
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Analyst Views on DAL
Wall Street analysts forecast DAL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DAL is 81.36 USD with a low forecast of 69.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
16 Buy
0 Hold
0 Sell
Strong Buy
Current: 69.780
Low
69.00
Averages
81.36
High
90.00
Current: 69.780
Low
69.00
Averages
81.36
High
90.00
About DAL
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company has hubs and markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, Paris-Charles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, Seoul-Incheon, and Tokyo. Its segments include Airline and Refinery. Its airline segment is managed as a single business unit that provides scheduled air transportation for passengers and cargo throughout the United States and around the world and includes its loyalty program, as well as other ancillary businesses. Its refinery segment operates for the benefit of the airline segment by providing jet fuel to the airline segment from its own production and through jet fuel obtained through agreements with third parties. The refinery's production consists of jet fuel as well as non-jet fuel products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
"Transportation Stocks Surge, Triggering Buy Signal from 'Dow Theory'"
- Transportation Shares Movement: Recent activity in transportation stocks indicates potential for continued stock market rally despite recent downturns.
- Market Resilience: The resilience of transportation shares suggests that investor confidence may remain strong, supporting overall market performance.
- Stock Market Dynamics: The interplay between transportation stocks and broader market trends highlights the importance of sector performance in stock market recovery.
- Investor Sentiment: Positive movements in specific sectors like transportation can influence overall investor sentiment and market outlook.
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Delta Air Lines Officer Plans to Sell $11.78 Million in Common Stock, According to Form 144
Delta Airlines Stock Sale: Officer Haunstein Glean intends to sell 165,860 shares of Delta Airlines common stock on February 6, with a total market value of approximately $11.78 million.
Reduction in Shareholding: Haunstein Glean has reduced his shareholding in Delta Airlines by 33,576 shares since January 14, 2026, with a total value of around $2.36 million.
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Delta Air Lines Declares Quarterly Dividend
- Quarterly Dividend Declaration: Delta Air Lines' Board of Directors has declared a quarterly dividend of $0.1875 per share, with a record date of February 26, 2026, and a payment date of March 19, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Customer Service Innovation: In 2025, Delta served over 200 million customers and was recognized by J.D. Power for achieving the highest satisfaction in Premium Economy Passenger Satisfaction, further solidifying its market leadership.
- Operational Capacity: Delta operates up to 5,500 flights daily to over 300 destinations, showcasing its robust global network and operational capabilities, ensuring customers can conveniently connect worldwide.
- On-Time Performance Leadership: Recognized by Cirium as North America's most on-time airline in 2025, Delta's punctuality not only enhances its brand image but also strengthens customer trust and loyalty.
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- Operational Efficiency Boost: The five-year plan will focus on advanced automation, digitization, and AI-powered inspection technologies, anticipated to significantly reduce turnaround times and enhance customer service experience, thereby improving overall operational efficiency.
- Memorandum of Understanding: GE Aerospace signed a Memorandum of Understanding with the Singapore Economic Development Board to initiate discussions on developing advanced engine repair capabilities, further solidifying their collaborative relationship in the aviation maintenance sector.
- Strategic Partnership Example: Additionally, in November 2025, Saudia Group signed a strategic deal with GE Aerospace to equip its 39 Boeing 787-9 and 787-10 aircraft order with GEnx-1B engines, showcasing GE's strong influence in the global aviation market.
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U.S. Aviation Market Growth Stagnates
- Market Growth Forecast: Willie Walsh, Director General of IATA, indicated that the U.S. aviation market is expected to be 'broadly flat' while global demand is projected to grow by 4.9%, suggesting a potential lag for the U.S. in the global tourism recovery.
- Challenges for Airlines: Walsh highlighted that shortages of aircraft, tariffs, tighter immigration policies, and supply chain issues are impacting major U.S. airlines, leading to stagnation in the American aviation market, which needs to address these structural issues to restore growth.
- Political Interference Concerns: When asked about President Trump's threat to decertify Canadian aircraft, Walsh expressed 'full confidence' in the FAA, believing that politics would not interfere with regulatory matters; however, the FAA Administrator called for equitable resource allocation for certifying U.S. and foreign aircraft.
- Tourism Industry Struggles: According to the WTTC report, the U.S. is expected to see a 6% drop in foreign visitors by 2025, even as global tourism rises, and the ESTA social media disclosure requirement could slash visitor spending by $15.7 billion, impacting 157,000 American jobs.
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- Chip Stocks Rally: Chipmakers and AI infrastructure stocks performed strongly on Monday, with Sandisk (SNDK) surging over 15% to lead the S&P 500 gainers, reflecting strong demand for tech stocks and a recovery in investor confidence.
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- Cryptocurrency Market Retreats: Bitcoin plummeted over 7% to a 9.75-month low, leading to widespread declines in cryptocurrency-related stocks, with Galaxy Digital Holdings (GLXY) and Strategy (MSTR) both dropping over 6%, reflecting weakened investor confidence in the crypto market.
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"Transportation Stocks Surge, Triggering Buy Signal from 'Dow Theory'"
- Transportation Shares Movement: Recent activity in transportation stocks indicates potential for continued stock market rally despite recent downturns.
- Market Resilience: The resilience of transportation shares suggests that investor confidence may remain strong, supporting overall market performance.
- Stock Market Dynamics: The interplay between transportation stocks and broader market trends highlights the importance of sector performance in stock market recovery.
- Investor Sentiment: Positive movements in specific sectors like transportation can influence overall investor sentiment and market outlook.
See More
Delta Air Lines Officer Plans to Sell $11.78 Million in Common Stock, According to Form 144
Delta Airlines Stock Sale: Officer Haunstein Glean intends to sell 165,860 shares of Delta Airlines common stock on February 6, with a total market value of approximately $11.78 million.
Reduction in Shareholding: Haunstein Glean has reduced his shareholding in Delta Airlines by 33,576 shares since January 14, 2026, with a total value of around $2.36 million.
See More
Delta Air Lines Declares Quarterly Dividend
- Quarterly Dividend Declaration: Delta Air Lines' Board of Directors has declared a quarterly dividend of $0.1875 per share, with a record date of February 26, 2026, and a payment date of March 19, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Customer Service Innovation: In 2025, Delta served over 200 million customers and was recognized by J.D. Power for achieving the highest satisfaction in Premium Economy Passenger Satisfaction, further solidifying its market leadership.
- Operational Capacity: Delta operates up to 5,500 flights daily to over 300 destinations, showcasing its robust global network and operational capabilities, ensuring customers can conveniently connect worldwide.
- On-Time Performance Leadership: Recognized by Cirium as North America's most on-time airline in 2025, Delta's punctuality not only enhances its brand image but also strengthens customer trust and loyalty.
See More
GE Aerospace Unveils $300 Million Investment to Enhance Engine Repair in Singapore
- Investment Overview: GE Aerospace announced a multi-year investment plan of up to $300 million to enhance its engine repair capabilities in Singapore, supported by the Singapore Economic Development Board, which is expected to modernize operations and improve service efficiency and customer satisfaction.
- Operational Efficiency Boost: The five-year plan will focus on advanced automation, digitization, and AI-powered inspection technologies, anticipated to significantly reduce turnaround times and enhance customer service experience, thereby improving overall operational efficiency.
- Memorandum of Understanding: GE Aerospace signed a Memorandum of Understanding with the Singapore Economic Development Board to initiate discussions on developing advanced engine repair capabilities, further solidifying their collaborative relationship in the aviation maintenance sector.
- Strategic Partnership Example: Additionally, in November 2025, Saudia Group signed a strategic deal with GE Aerospace to equip its 39 Boeing 787-9 and 787-10 aircraft order with GEnx-1B engines, showcasing GE's strong influence in the global aviation market.
See More
U.S. Aviation Market Growth Stagnates
- Market Growth Forecast: Willie Walsh, Director General of IATA, indicated that the U.S. aviation market is expected to be 'broadly flat' while global demand is projected to grow by 4.9%, suggesting a potential lag for the U.S. in the global tourism recovery.
- Challenges for Airlines: Walsh highlighted that shortages of aircraft, tariffs, tighter immigration policies, and supply chain issues are impacting major U.S. airlines, leading to stagnation in the American aviation market, which needs to address these structural issues to restore growth.
- Political Interference Concerns: When asked about President Trump's threat to decertify Canadian aircraft, Walsh expressed 'full confidence' in the FAA, believing that politics would not interfere with regulatory matters; however, the FAA Administrator called for equitable resource allocation for certifying U.S. and foreign aircraft.
- Tourism Industry Struggles: According to the WTTC report, the U.S. is expected to see a 6% drop in foreign visitors by 2025, even as global tourism rises, and the ESTA social media disclosure requirement could slash visitor spending by $15.7 billion, impacting 157,000 American jobs.
See More
US Stocks Close Higher on Strong Manufacturing Data
- Manufacturing Index Surge: The US January ISM manufacturing index rose by 4.7 to 52.6, surpassing expectations of 48.5, marking the strongest expansion in over 3.25 years, which bolstered market optimism and contributed to stock gains.
- Chip Stocks Rally: Chipmakers and AI infrastructure stocks performed strongly on Monday, with Sandisk (SNDK) surging over 15% to lead the S&P 500 gainers, reflecting strong demand for tech stocks and a recovery in investor confidence.
- Energy Stocks Under Pressure: Energy producers faced headwinds as WTI crude oil prices fell more than 4%, with Diamondback Energy (FANG) and Occidental Petroleum (OXY) both declining over 3%, indicating growing concerns in the energy sector.
- Cryptocurrency Market Retreats: Bitcoin plummeted over 7% to a 9.75-month low, leading to widespread declines in cryptocurrency-related stocks, with Galaxy Digital Holdings (GLXY) and Strategy (MSTR) both dropping over 6%, reflecting weakened investor confidence in the crypto market.
See More
