UBS Boosts Delta Target to $95, Sees Earnings Doubling to $13

UBS raised its price target for Delta Air Lines (DAL) to $95 from $86 while maintaining a Buy rating.

Delta’s focus on premium cabin segmentation and brand partnerships drives the positive outlook. Its loyalty program generates higher-margin, recurring revenue streams.

This premium-focused model reduces earnings and cash flow volatility compared to industry peers. UBS expects Delta to achieve mid-teens EBIT margins.

Analysts forecast earnings of at least $13 per share in the coming years. This represents a significant increase from the $6 per share projected for 2025.