Why analysts are watching it
Analysts are watching DAL due to conflicting signals concerning its recent re-acquisition by Berkshire Hathaway. On May 18, 2026, Couch Investor noted in "The Stocks Billionaire Investors Are Quietly Buying" that Berkshire Hathaway is once again buying airlines, with Delta Airlines making up 1% of its portfolio. However, The Patient Investor pointed out on May 19, 2026, in "Berkshire Hathaway Stock: A Rare Buying Opportunity," that Berkshire had previously sold its Delta Airlines stake at a loss, and Warren Buffett has expressed reservations about the airline industry. This renewed interest from a major investor, despite past performance and Buffett's general sentiment, is generating discussion. Investors should be aware that the airline industry is highly susceptible to external shocks.
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"They bought back Delta Airlines, which they sold at a loss and Warren Buffett previously said that he's not a big fan of the airline business"
— Berkshire Hathaway Stock: A Rare Buying Opportunity
"They're buying airlines again. [625s] So, that's 1% of the portfolio, Delta [628s] Airlines."
— The Stocks Billionaire Investors Are Quietly Buying