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seekingalpha.com Market update

Delta Air Lines is Berkshire Hathaway's only airline stock

[High angle view of Delta Air Lines passenger airplane Airbus A330-223 registration N858NW taxiing at Swiss Airport Zürich Kloten on a sunny summer day.] Michael Derrer Fuchs Delta Air Lines (DAL [https://seekingalpha.com/symbol/DAL]) edged higher in early trading on Monday after Berkshire Hathaway (BRK.A [https://seekingalpha.com/symbol/BRK.A]) (BRK.B [https://seekingalpha.com/symbol/BRK.B]) boosted its position in the airline company to 8.7% from 6.1% as …

Is Berkshire’s Bigger Bet on Delta (DAL) Altering The Investment Case For The Airline?

In recent filings, Berkshire Hathaway disclosed that it added millions of Delta Air Lines shares while also reshaping its broader equity portfolio, including exiting Constellation Brands and trimming its Bank of America stake. This increased exposure places Delta alongside Berkshire's core holdings such as …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Air Lines (DAL) Stock Looks Undervalued While Broader Checks Stay Mixed

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Delta Air Lines stock has delivered a strong 142.8% return over the past 5 years, yet current valuation checks point to a mixed …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.

Berkshire Hathaway Boosted Alphabet, Delta Stakes in 2nd Quarter, Sold Bank of America

Berkshire’s Alphabet stake—consisting of the search giant’s voting and nonvoting shares—rose about 80% in the quarter to 106 million shares, reflecting a purchase directly from Alphabet in June and open-market buys, based on a 13-F report with the Securities and Exchange Commission late Friday. …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Air Lines (DAL) Dips More Than Broader Market: What You Should Know

Delta Air Lines (DAL) ended the recent trading session at $89.20, demonstrating a -2.31% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.17%. Meanwhile, the Dow experienced a drop of 0.2%, and the …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Expands Seattle-Tokyo Network With New Narita Service

Delta Air Lines' DAL launch of daily nonstop service between Seattle and Tokyo-Narita, beginning March 27, 2027, is expected to strengthen its position in the Pacific Northwest and expand connectivity between the United States and Japan. By serving both Tokyo-Narita and Tokyo-Haneda from Seattle, …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Delta and United’s Loyalty Programs Could Be Worth $30 Billion

Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

United Airlines Holdings Inc. (UAL) Wanted to Merge With Delta Air Lines Inc. (DAL). Here Is Why It Never Happened.

United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta's leadership discussed the proposal as part of preliminary …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is Delta Air Lines (DAL) Fully Valued Following Recent Insider Selling?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Insider activity at Delta Air Lines stock Recent insider sales at Delta Air Lines (DAL) have put executive trading activity in focus. Investors …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Airline Insider Hits Eject, Sells 40,460 Shares Valued at $3.8 Million

Key Points The executive liquidated 40,460 shares on August 5, 2026, for a total transaction value of ~$3.8 million. The disposition represented 28% of total equity holdings, including shares acquired via the concurrent option exercise. The transaction was conducted directly by the insider following …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft joins, Broadcom exits Goldman’s top-stocks list

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others. In a note to clients, the firm highlighted what it sees as "Stocks for a broadening market," adding Applied …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Air Lines expands CES 2027 service with special nonstop flights from Asia to Las Vegas

HONG KONG, Aug. 3, 2026 /PRNewswire/ -- Delta Air Lines is ramping up service to Las Vegas for CES® 2027 with more than 120 peak-day flights connecting the city to key business hubs across the U.S. and around the world. Special Asia-Pacific services from …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

United Airlines’ Megamergers Didn’t Fly—but CEO Has It on the Right Trajectory

United Airlines' failed approaches to Delta and American appear to make little sense. Investors should trust the CEO anyway. Continue Reading

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

How Q2 2026 Earnings Beat And Premium Growth At Delta Air Lines (DAL) Has Changed Its Investment Story

Delta Air Lines recently reported second-quarter 2026 earnings of US$1.56 per share, topping consensus estimates despite higher fuel costs and revenue coming in slightly below expectations, while premium and diversified revenue streams continued to expand. Analysts have responded to this performance with upgraded earnings …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta (DAL) Stock Looks Cheap On Earnings But Pricey After 125% Return

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Delta Air Lines stock has delivered a strong 124.7% return over the past 5 years, yet today's mixed valuation checks leave investors weighing how much …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Xcel Energy (XEL) Appoints Delta President Peter Carter To Its Board

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Xcel Energy (NasdaqGS:XEL) has appointed Peter Carter, president of Delta Air Lines, to its …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Are Transportation Stocks Lagging Delta Air Lines (DAL) This Year?

For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Delta Air Lines (DAL) one of those stocks right now? By taking a look at the stock's year-to-date performance in …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Brokers Suggest Investing in Delta (DAL): Read This Before Placing a Bet

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Air Lines, Inc. (DAL) Is a Trending Stock: Facts to Know Before Betting on It

Delta Air Lines (DAL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this airline …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Air Lines (DAL) Stock Gets Fair Value Boost After Q2 Spurs Analyst Target Hikes

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The fair value estimate for Delta Air Lines has shifted from US$81.81 to US$105.52, a change of about 29% that moves closer to the higher …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

American Airlines Revenue Reset Gains Traction Despite Fuel Risks

American Airlines AAL is gaining commercial momentum as premium demand, corporate travel recovery, network improvements and loyalty growth improve revenue quality. The challenge is whether those gains can offset fuel inflation, labor costs and leverage. The setup also matters for peers such as Delta …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Royal Caribbean, Carnival, Norwegian Cruise Line, American Airlines, and Delta Shares Are Soaring, What You Need To Know

Royal Caribbean, Carnival, Norwegian Cruise Line, American Airlines, and Delta Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after a sudden de-escalation in Middle East tensions sent global oil prices tumbling. The primary …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

United reportedly explores Delta mega merger: Why 'now is the time' for big M&A deals

United Airlines (UAL) is reportedly exploring a merger with Delta (DAL). Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and Argent Capital Management portfolio manager Jed Ellerbroek share their thoughts in the video above. Video Transcript 00:00 Speaker A …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Forget United and Delta Talks, Airline Stocks Are Rising for a Different Reason

Airline stocks were taking off again early Monday after a turbulent start to the second half of the year. United Airlines approached its rival Delta Air Lines for talks about a megamerger last year, The Wall Street Journal reported Sunday. It’s juicy corporate gossip …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

United reportedly sought merger with Delta before approaching American

Investing.com -- United Airlines had reportedly approached Delta Air Lines last year about a potential merger between the two carriers United Chief Executive Scott Kirby called Delta CEO Ed Bastian as part of the pitch, the Wall Street Journal reported on Sunday citing people …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Delta Air Lines (DAL) Could Be 35% Overvalued As Low Option Volatility Draws Focus

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Low Option Volatility Puts Focus on Delta Air Lines Stock Delta Air Lines (DAL) stock is drawing attention after its options moved to a very low implied …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Land A Return From Delta Air Lines Stock — Any Which Way It Travels

Delta Air Lines stock is currently trading with a very low implied volatility rank, meaning options are cheap compared to the last 12 months. Delta Air Lines is a major U.S. carrier headquartered in Atlanta, where it operates at the world's busiest airport as …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Swelling jet fuel costs hit American Airlines outlook

Shares of American Airlines fell after it lowered its 2026 forecast, citing the drag from higher jet fuel costs (Patrick T. FALLON) American Airlines lowered its annual profit outlook Thursday, hitting shares while the carrier pointed to swelling jet fuel costs as a negative …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can American Airlines (AAL) Close the Profitability Gap With Delta and United?

American Airlines Group Inc. (NASDAQ:AAL) seeks to close its profitability gap with rivals Delta Air Lines and United Airlines. Last year, United generated about $3 billion more in profit than American, while Delta earned roughly $5 billion more. American Airlines CEO Robert Isom has …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

4 Transportation Stocks Positioned to Beat Q2 Earnings Expectations

The second-quarter earnings season for the Zacks Transportation sector kicked off on July 10, with Delta Air Lines DAL exceeding bottom-line estimates. A couple of other S&P 500 components — United Airlines UAL and J.B. Hunt Transport Services JBHT — have also reported quarterly …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Shell (LSE:SHEL) Expands Aviation Fuel Supply, Is It Still Below Fair Value?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Shell (LSE:SHEL) is back in focus after reaching a five year agreement with Delta Air Lines to expand sustainable aviation fuel capacity and …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Joby and Virgin Atlantic Finalize Deal to Bring Electric Air Taxi Service to the UK

Joby and Virgin Atlantic sign multi-year agreement that builds on Joby's existing exclusivity arrangement with Delta Air Lines London Heathrow and Manchester Airport expected to be among the primary UK connection points, with a plan to extend service across the UK over time Virgin …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Shell (LSE:SHEL) Signs Five Year SAF Deal With Delta Across Major U.S. Airports

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Shell (LSE:SHEL) and Delta Air Lines have signed a new five year agreement for sustainable aviation fuel (SAF). The partnership aims to increase …

DEAI34 main company
Sharemaestro market context Trend signal active 52 weeks +49.4% DEAI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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