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    How Investors May Respond To Delta Air Lines (DAL) Leadership Transition And New Wells Fargo Coverage

    Simply Wall St·12/19/2025 14:28:16
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    • Delta Air Lines recently announced that long-time president Glen Hauenstein will retire in February 2026, with current network planning head Joe Esposito stepping up as E.V.P. – Chief Commercial Officer while Hauenstein remains a strategic advisor through the end of 2026.
    • At the same time, Wells Fargo has begun covering Delta with a favorable view, emphasizing the airline’s strength in premium travel and loyalty economics as key elements of its commercial profile.
    • We’ll now examine how Wells Fargo’s constructive sector stance and Esposito’s expanded commercial role may influence Delta’s existing investment narrative.

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    Delta Air Lines Investment Narrative Recap

    To own Delta, you generally need to believe its focus on premium cabins, loyalty and a disciplined capacity plan can offset softer main cabin and corporate demand. The Hauenstein retirement and Esposito promotion look more like planned continuity than a change that materially alters the near term catalyst around protecting margins and free cash flow, or the key risk that a weaker economy could pressure main cabin volumes and pricing.

    The most directly related development is Wells Fargo’s new, positive coverage of Delta, which leans heavily on the same premium and loyalty story that Esposito will now oversee. That aligns with the current catalyst of resilient premium, loyalty and international revenue supporting cash generation, even as investors weigh ongoing risks from economic uncertainty and competition in lower fare segments.

    Yet while premium and loyalty look comparatively resilient, investors should still be paying close attention to the risk that...

    Read the full narrative on Delta Air Lines (it's free!)

    Delta Air Lines' narrative projects $68.4 billion revenue and $4.6 billion earnings by 2028. This requires 3.4% yearly revenue growth and a modest $0.1 billion earnings increase from $4.5 billion today.

    Uncover how Delta Air Lines' forecasts yield a $73.64 fair value, a 5% upside to its current price.

    Exploring Other Perspectives

    DAL 1-Year Stock Price Chart
    DAL 1-Year Stock Price Chart

    Nine members of the Simply Wall St Community value Delta anywhere between about US$40.57 and US$143.04 per share, showing how far apart individual views can be. When you set those opinions against the current focus on margin protection through flat capacity growth, it underlines why many investors like to compare several different narratives before deciding what Delta’s future might mean for its share price.

    Explore 9 other fair value estimates on Delta Air Lines - why the stock might be worth 42% less than the current price!

    Build Your Own Delta Air Lines Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.