"I'm a fan of what 
@elonmusk is doing - I drive a Tesla " says $DAL CEO Ed Bastian on not picking Starlink for flights. "So this nonsense about it being personal is not true at all." https://cnb.cx/4hNt5vw
Reasoning: Not tagged by analyst
← Back to dashboard
DAL
Delta Air Lines, Inc.Partly aligned
Stance mix of tracked accounts 6 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
0
Neutral
5
No stance
1
Bearish
0
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @bespokeinvestViews › | 0 | 1 | 0 | 0 |
 @ripster47Views › | 0 | 0 | 0 | 1 |
 @DiMartinoBoothViews › | 0 | 1 | 0 | 0 |
 @leadlagreportViews › | 0 | 1 | 0 | 0 |
 @SawyerMerrittViews › | 0 | 1 | 0 | 0 |
 @petenajarianViews › | 0 | 1 | 0 | 0 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- none
Bear case
- none
Partly aligned. No clearly opposing views so far.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Pete Najarian @petenajarianViews ›
@petenajarianViews ›Neutral First call
Basis not tagged · "I'm a fan of what @elonmusk is doing - I drive a Tesla " says $DAL CEO Ed Bastian on not picking Starlink for flights. "So this nonsense about it being personal is not true at all." https://cnb.cx/4hNt5vw
@elonmusk is doing - I drive a Tesla " says $DAL CEO Ed Bastian on not picking Starlink for flights. "So this nonsense about it being personal is not true at all." https://cnb.cx/4hNt5vw2026-10-10 01:24 HKT Original post ↗
Sawyer Merritt @SawyerMerrittViews ›
@SawyerMerrittViews ›Neutral First call
Fundamentals · Delta Airlines CEO Ed Bastian in new interview on Delta not adopting @Starlink:
"We know what we’re doing in the space, and we’ve been the pioneer in Wi-Fi. We set that standard launching free, fast Wi-Fi that forced the industry to adopt it. We’re happy with where we sit."
He said he wasn't worried about being at a competitive disadvantage by not having Starlink. Delta said it will adopt Amazon's LEO satellite internet, but won't start installations until 2028.
(via WSJ)
2026-10-09 22:04 HKT Original post ↗
Michael A. Gayed, CFA @leadlagreportViews ›
@leadlagreportViews ›Neutral First call
Fundamentals · Delta just proved demand is not the problem. Oil is.
Record September-quarter revenue. Q4 revenue guided up about 20%.
Full-year EPS cut to $5.10-5.60 from $6.50-7.50 anyway.
The gap is roughly $6B of extra fuel. A rate hike cannot refine a barrel.
$DAL $JETS $USO
2026-10-09 22:00 HKT Original post ↗
Danielle DiMartino Booth @DiMartinoBoothViews ›
@DiMartinoBoothViews ›Neutral First call
Fundamentals · Via @AdamJJosephson on @Delta miss & cut came even as it’s among consumer-related companies benefiting most from the K-shaped economy. Its premium cabin revenue continues to grow rapidly, well in excess of its main cabin revenue, such that the former is now higher than the latter
2026-10-09 20:48 HKT Original post ↗
Ripster @ripster47Views ›
@ripster47Views ›No stance
Basis not tagged · （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。2026-10-09 20:44 HKT Original post ↗
Bespoke @bespokeinvestViews ›
@bespokeinvestViews ›Neutral First call
Basis not tagged · Delta Air Lines $DAL reports tomorrow before the open, the only notable earnings release on the calendar.
2026-10-09 05:30 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 1 posts · Bull 0 / Bear 0@petenajarian: "I'm a fan of what @elonmusk is doing - I drive a Tesla " says $DAL CEO Ed Bastian on not picking Starlink for flights. "So this nonsense about it being personal is not true at all." https://cnb.cx/4hNt5vw (Neutral)
- 10/3–10/9 · 5 posts · Bull 0 / Bear 0@SawyerMerritt: Delta Airlines CEO Ed Bastian in new interview on Delta not adopting @Starlink:
"We know what we’re doing in the space, and we’ve been the pioneer in Wi-Fi. We set that standard launching free, fast Wi-Fi that forced the industry to adopt it. We’re happy with where we sit."
He said he wasn't worried about being at a competitive disadvantage by not having Starlink. Delta said it will adopt Amazon's LEO satellite internet, but won't start installations until 2028.
(via WSJ) (Neutral)
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
Delta Airlines CEO Ed Bastian in new interview on Delta not adopting @Starlink: "We know what we’re doing in the space, and we’ve been the pioneer in Wi-Fi. We set that standard launching free, fast Wi-Fi that forced the industry to adopt it. We’re happy with where we sit." He said he wasn't worried about being at a competitive disadvantage by not having Starlink. Delta said it will adopt Amazon's LEO satellite internet, but won't start installations until 2028. (via WSJ)
Reasoning: Fundamentals Specific
Delta just proved demand is not the problem. Oil is. Record September-quarter revenue. Q4 revenue guided up about 20%. Full-year EPS cut to $5.10-5.60 from $6.50-7.50 anyway. The gap is roughly $6B of extra fuel. A rate hike cannot refine a barrel. $DAL $JETS $USO
Reasoning: Fundamentals Specific
Via @AdamJJosephson on @Delta miss & cut came even as it’s among consumer-related companies benefiting most from the K-shaped economy. Its premium cabin revenue continues to grow rapidly, well in excess of its main cabin revenue, such that the former is now higher than the latter
Reasoning: Fundamentals
Delta Air Lines $DAL reports tomorrow before the open, the only notable earnings release on the calendar.
Reasoning: Not tagged by analyst
No-stance mentions (1)
@TENETTRADEGROUP（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.