Delta Air Lines reported better-than-expected Q4 2025 revenue and profit, with strong growth in premium cabin and loyalty revenue. Barclays raised its price target significantly, citing positive 2026 catalysts. However, the stock fell post-earnings due to cautious economic insights and concerns over a proposed credit card interest rate cap. Analysts note the company's premium focus reflects a bifurcated consumer economy and express some caution about its lofty 2026 growth promises while acknowledging its fleet update plans.