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Morgan Stanley Raises Its Price Target for Delta Air Lines to $105 From $90, Keeps Overweight
The Apex Times

THE APEX TIMES

Business/The Apex Times/Jun 7, 6:51 PM EDT

Morgan Stanley Raises Its Price Target for Delta Air Lines to $105 From $90, Keeps Overweight

The move adds to a busy stretch for Delta, including a summer schedule expansion tied to European pro soccer in November.

By The Apex Times Newsroom2 min readAI-assisted Apex article

Morgan Stanley lifted its price target for Delta Air Lines to $105 from $90 and reiterated an Overweight view of the airline, according to analyst-tracking and news aggregation pages dated to the June 1 adjustment. Delta trades on the New York Stock Exchange under the ticker DAL.

A “price target” is a Wall Street estimate of what a stock could be worth, typically over a 12-month horizon. An “Overweight” rating generally indicates that an analyst expects a stock to outperform peers or the market, though it is not a guarantee of returns.

The renewed attention on Delta arrived as the carrier continued to market targeted demand in its trans-Atlantic network. Delta’s own News Hub said it will add four extra round-trip flights between the United States and Europe this fall to support customers traveling to Madrid and Munich for two major international professional football games scheduled for November.

Delta’s plan, announced May 13, calls for two additional nonstop flights from Atlanta (MAD) to Madrid departing Nov. 4 and Nov. 5, with return service on Nov. 9. From Detroit, Delta will add two nonstop flights to Munich (MUC) departing Nov. 11 and returning Nov. 16.

Delta said all four added routes will be operated on its Airbus A330 widebody aircraft. The airline also said the flights will offer multiple cabins, including Delta One, Delta Premium Select, Delta Comfort and Delta Main, and that customers can book through and the Fly Delta app.

While these items confirm the timing of the analyst price-target increase and the airline’s announced capacity additions, details on what specifically drove Morgan Stanley’s adjustment were not provided in the public, syndicated summaries that were accessible. That means investors are left to infer the rationale from broader airline fundamentals rather than from the full research note itself.

What to watch next is whether additional analyst updates follow and whether Delta’s near-term revenue outlook reflects stronger demand in Europe heading into the November sports events, particularly if travel demand prompts other schedule changes across major U.S. hubs.

Why It Matters

  • Analyst price-target changes can influence investor sentiment, especially when they come alongside an airline-specific update rather than a broad market move.
  • Delta’s event-driven schedule expansion highlights continued competition for higher-yield international leisure demand, which can affect near-term revenue expectations.
  • If Delta’s added capacity performs as expected during peak travel windows, it may support future network investments and further upgrades or reiterations from Wall Street.
  • The lack of publicly disclosed rationale for Morgan Stanley’s target increase means investors may look to subsequent model updates, earnings commentary, or other research notes for confirmation.

Sources

Key Facts

  • Morgan Stanley raised its price target on Delta Air Lines to $105 from $90 on June 1, according to analyst-tracking data.
  • The same update reiterated an Overweight rating for Delta, per syndicated reporting.
  • Delta announced on May 13 that it will add four additional round-trip flights between the U.S. and Europe for November professional football games.
  • Delta will add two Atlanta-to-Madrid nonstop flights (Nov. 4 and Nov. 5) with returns on Nov. 9.
  • Delta will add two Detroit-to-Munich nonstop flights (Nov. 11) with returns on Nov. 16.
  • Delta said the added flights will be operated on Airbus A330 aircraft and will offer multiple cabin products, including Delta One and Delta Premium Select.

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Morgan Stanley Raises Its Price Target for Delta Air Lines to $105 From $90, Keeps Overweight | The Apex Times