达美航空(DAL.N)：正在努力解决问题。 本文源自：金融界AI电报 ...

Delta Air Lines said on Friday it had resumed operations at the Detroit airport after a brief ground stop for all its flights due to a technical connectivity issue. ...

Group 1 - Citigroup research indicates that the poor performance of the airline industry in 2025 and capacity reductions will create a "tactical bullish cycle environment" for 2026, particularly benefiting "super airlines" [1] - Analysts define traditional airlines like American Airlines (AAL.US), Delta Air Lines (DAL.US), and United Airlines (UAL.US) as "super airlines," highlighting their core advantage of successfully integrating new travel business models with unique asset portfolios [1] - Traditional low-cost carriers (LLCC) are facing challenges as their business models, which were developed under different market conditions, are becoming saturated and unable to stimulate demand through lower fares [1] Group 2 - The anticipated "super airline super cycle" is expected to widen the gap between super airlines and traditional low-cost carriers, favoring the former [2] - Delta Air Lines is the only company among the three airlines rated "buy" by Citigroup to be removed from the "high-risk" rating, reflecting its long-term strategic sustainability [2] - Alaska Airlines (ALK.US), while not strictly a super airline, receives a "buy" rating due to its management's strategic plans aimed at enhancing its core competitive strengths [2] Group 3 - JetBlue Airways (JBLU.US) and Southwest Airlines (LUV.US) are attempting to reshape their business models in a manner similar to traditional airlines [3] - JetBlue's "JetForward" plan may lead to substantial stock price increases, but the analyst maintains a "sell/high risk" rating until significant performance improvements are observed [3] - Southwest Airlines faces scrutiny over its transformation plan, with a "neutral/high risk" rating, as copying operational strategies from super airlines may lead to significant brand and execution risks [3]

The longest government shutdown on record cost Delta Air Lines an estimated $200 million, CEO Ed Bastian said Wednesday in the first disclosure by a U.S. airline regarding the shutdown's financial imp... ...

calls of the day. Robin Hood target goes to 172 today from 145. It got reiterated outperformed that at Mazouo.So that's some nice upside there. Joe, you own that name. >> Nice technical formation as well.Today's first day back above the 50-day moving average. It held the 200 day moving average down below at 102. I think really all you need is for cryptocurrencies to stabilize, not continue the rate of decline that they've seen.And there's some out there that are suggesting that might be unfolding. I'm not s ...

American Airlines received its first Airbus A321XLR in October. First flight will be JFK-LAX on Dec. 18.American AirlinesTopline: American and Delta Execs Spoke to InvestorsDelta remains the leading U.S. carrier, but American thinks it move closer in financial metrics and passenger preference, top executives from the two carriers told investors on Wednesday.United executives did not appear at either conference, but United’s effort to catch up with Delta is well known as CEO Scott Kirby seemed to become the ...

Airline Industry - Airline stocks are experiencing a resurgence due to healthy revenues and increased demand for premium travel, with Delta Airlines (NYSE: DAL) rising from $65 to $67.49 following a Citi upgrade to a buy rating with a $77 price target [1] - American Airlines (NASDAQ: AAL) received a buy rating from Citi with a $19 price target, while United Airlines (NASDAQ: UAL) was also upgraded with a $132 price target [1] Technology Sector - Goldman Sachs reiterated its buy rating on Salesforce (NYSE: CRM) after the company reported earnings, setting a price target of $385, with EPS of $3.25 beating estimates by 39 cents and revenue of $10.26 billion reflecting an 8.7% year-over-year increase [2] - Analysts from Wedbush, Evercore, Morgan Stanley, and Wells Fargo have also provided positive ratings on Salesforce, with price targets ranging from $265 to $405 [3] Restaurant Technology - JPMorgan has given Toast (NYSE: TOST) an overweight rating with a price target of $43, highlighting its potential as a disruptive player in the restaurant industry, which is in need of IT modernization [4] - Toast is noted as one of the fastest growers in its competitive group from FY24-28E, with improving profitability justifying a high valuation and supporting the overweight rating [5]

Core Viewpoint - The article summarizes key research rating adjustments from Wall Street that are likely to influence market trends, highlighting companies with upgraded, downgraded, and newly initiated ratings [1][6]. Upgraded Ratings - Toll Brothers (TOL): JPMorgan upgraded the rating from "Neutral" to "Overweight," raising the target price from $138 to $161, citing significantly higher gross and operating margins compared to industry averages [5]. - Toast (TOST): JPMorgan upgraded the rating from "Neutral" to "Overweight," maintaining the target price at $43, with expectations of improved performance if regulatory policies on transaction fees are implemented [5]. - Accelerant (ARX): Citizens JMP upgraded the rating from "Market Perform" to "Outperform," setting a target price of $20, indicating that market concerns over its related party business have been overstated [5]. - UMH Properties (UMH): Colliers upgraded the rating from "Neutral" to "Buy," increasing the target price from $16 to $17, highlighting the resilience of the manufactured housing sector [5]. - Descartes Systems (DSGX): Raymond James upgraded the rating from "Market Perform" to "Outperform," setting a target price of $118, noting that the current price-to-EBITDA ratio is near a 10-year low, positioning it well for a market recovery [5]. Downgraded Ratings - PayPal (PYPL): JPMorgan downgraded the rating from "Overweight" to "Neutral," lowering the target price from $85 to $70, indicating that 2026 will be a critical year for execution and investment [5]. - Sociedad Química y Minera (SQM): Goldman Sachs downgraded the rating from "Buy" to "Neutral," raising the target price from $45 to $63, as the stock has risen 80% this year, exceeding fundamental support [5]. - Lennar (LEN): JPMorgan downgraded the rating from "Neutral" to "Underweight," lowering the target price from $118 to $115, maintaining a cautious stance on the residential builders sector for 2026 [5]. - Halozyme (HALO): Goldman Sachs downgraded the rating from "Neutral" to "Sell," setting a target price of $56, expressing concerns over the ambitious revenue targets set for 2041 [5]. - Fidelity National Information Services (FISV): JPMorgan downgraded the rating from "Overweight" to "Neutral," maintaining the target price at $85, indicating that 2026 will be a year requiring proof of execution [5]. Newly Initiated Ratings - United Airlines (UAL): Citigroup initiated coverage with a "Buy" rating and a target price of $132, citing a positive outlook for the airline industry [10]. - General Electric Aviation (GE): Susquehanna initiated coverage with a "Positive" rating and a target price of $350, noting its dominant position in the commercial aviation engine market [10][12]. - Hershey (HSY): Jefferies resumed coverage with a "Hold" rating and a target price of $181, acknowledging the company's strategies to manage cocoa cost pressures while noting high current valuations [10][13]. - Monday.com (MNDY): Guggenheim initiated coverage with a "Buy" rating and a target price of $250, indicating a potential 64% upside from current levels [10][13]. - Cava Group (CAVA): Truist initiated coverage with a "Buy" rating and a target price of $66, highlighting its leadership in the Mediterranean fast-casual dining sector [10][13].

不过，巴斯蒂安也表示，达美航空在感恩节假期业务繁忙，随着圣诞新年假期来临，机票预订量出现反 弹，"我认为我们已挺过难关……期待12月能有强劲表现，为全年画上圆满句号"。（荆晶） （文章来源：新华社） 美国联邦政府10月1日"停摆"后，全美40座主要机场出现创纪录的航班取消。美国联邦航空局11月初发 布紧急指令，从11月7日起开始按一定比例减少前述机场的航班。交通部长肖恩·达菲说，这一决策对保 障航空出行安全而言必不可少。 达美航空公司首席执行官埃德·巴斯蒂安说，在联邦政府"停摆"的43天里，乘飞机出行充满不确定性， 因此机票退票量大幅增加，预订量则减少了5%至10%，相当于达美航空每股亏损约25美分。 "交通部长公开告知民众我们面临空管人员短缺，甚至在一定程度上对航空出行的安全性提出质疑，这 种情况此前从未发生过，直接导致更多旅客推迟假期出行计划。"巴斯蒂安说。 新华财经北京12月4日电美国达美航空公司3日说，不久前的联邦政府"停摆"导致该公司损失大约2亿美 元。这是美国航空运营商首次公布政府"停摆"对其造成的经济影响。 ...

格隆汇12月4日｜由于早前美国政府停摆导致航班大幅减少，达美航空预计第四季利润将减少2亿美元， 每股盈利将下降约25美分，此前公司预计第四季利润将与第三季持平或略有增长。公司补充称，第四季 度及2026年初，市场需求依然强劲，目前预订量增长已恢复到最初的预期水平。 ...