Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Delta Air Lines wasn t one of them.
- Bernstein raised its price target on Delta Air Lines (NYSE:DAL) to $88 from $81, reiterating an Outperform rating on the carrier.
- The call lands just days after UBS lifted its Delta price target to $95 from $86, creating back-to-back bullish signals from major institutions.
Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation David Moadel Mon, May 11, 2026 at 9:23 PM GMT+7 4 min read DAL CL=F AXP NVDA Quick Read Delta Air Lines (DAL) received price target hikes from both Bernstein (to $88) and UBS (to $95) based on its structural fuel insulation advantage, including a Pennsylvania refinery that delivered a $0.06 per gallon benefit in Q1 2026 and projected $300 million benefit in Q2 2026.
Bernstein is trimming its sector-wide earnings estimates but raising Delta’s target as elevated oil prices at $109.76 per barrel amplify the competitive advantage of the airline’s refinery and premium-heavy customer base.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Delta Air Lines wasn t one of them. Get them here FREE.