Delta Defies Disruption: Stock Rallies as Confidence Builds for Blockbuster Q2 Report

ATLANTA, GA – Delta Air Lines (NYSE: DAL) is proving its resilience, and investors are taking notice. As the airline giant gears up for its second-quarter earnings report on July 10, its stock is riding a powerful tailwind, soaring nearly 36% over the past three months.
Remarkably, not even severe weather could ground the company’s momentum. After a weekend of major flight disruptions at its Atlanta hub due to extreme storms, Delta’s stock did the unexpected—it climbed higher, demonstrating powerful investor confidence in the airline’s operational strength and bright future.
This confidence is being echoed loudly on Wall Street, where analysts are overwhelmingly bullish ahead of the earnings release. They see the recent operational hiccups as a minor blip on the radar for a company poised for success.
Here’s why the experts are betting on Delta:
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Bank of America Securities is holding firm with a Buy rating and a $56 price target. Analyst Andrew Didora expects a strong report and has already raised his full-year 2025 earnings forecast, signaling his belief in Delta’s sustained profitability.
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TD Cowen is also on board, with analyst Thomas Fitzgerald reaffirming a Buy rating and boosting his price target from 55**.
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Even more cautious observers see significant upside. Sheila Kahyaoglu at Jefferies raised her price target to $56, lifting her Q2 earnings estimate based on strong summer travel demand and last-minute bookings.
While some broader economic concerns and a year-to-date stock dip have kept investors watching closely, the recent rally and overwhelmingly positive analyst sentiment tell a powerful story. The market expects Delta to report strong earnings of $2.06 per share on a massive $16.18 billion in revenue.
With clear skies on the horizon and Wall Street firmly in its corner, Delta Air Lines is flying high into its most anticipated earnings report of the year.