How Verified Investing’s view on $DAL changed

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2026-10-09Bullish
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DAL has strong demand and growing revenue, but rising fuel costs currently hurt margins; potential for significant profitability if fuel costs decline while pricing remains high.

Delta Airlines reporting earnings. The stock initially flushing down to 78. It's recovered to about 80. they basically had pretty good numbers except they did I mean little literally there's a ton of demand for flying and I think that's incredible considering the price of airline tickets right now.

Um, even for first class and like upgrades is is incredible. So much demand. Um, their revenue is growing which is great. Their revenue as a company. It's not good for us because we're all paying these higher fees and taxes and essentially it's taxes, but it's it's they're raising prices non-stop.

So, the revenue is growing, but the fuel costs are skyrocketing faster, and that's why the stock is down today.