Delta Air Lines (DAL) — What Changed

Material changes in the AI committee's view · 26 events tracked · Detected nightly

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2026-08-01 MATERIAL
▲ Agreement Shift

DAL's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-08-01 MINOR
▲ Score Change

DAL's Committee score moved from 57.08 to 58.87 (+1.79, 1 day(s) apart).

57.08 → 58.87 (+1.8)

2026-08-01 MATERIAL
— Conviction Change

DAL's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-31 MINOR
▲ Score Change

DAL's Committee score moved from 56.31 to 57.08 (+0.77, 1 day(s) apart).

56.31 → 57.08 (+0.8)

2026-07-30 MINOR
▼ Score Change

DAL's Committee score moved from 59.00 to 56.31 (-2.69, 1 day(s) apart).

59.00 → 56.31 (-2.7)

2026-07-28 MINOR
▲ Score Change

DAL's Committee score moved from 57.83 to 59.00 (+1.17, 1 day(s) apart).

57.83 → 59.00 (+1.2)

2026-07-24 MATERIAL
▲ Agreement Shift

DAL's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-24 MINOR
▲ Score Change

DAL's Committee score moved from 54.55 to 54.66 (+0.11, 1 day(s) apart).

54.55 → 54.66 (+0.1)

2026-07-19 MINOR
▲ Score Change

DAL's Committee score moved from 61.38 to 61.69 (+0.31, 1 day(s) apart).

61.38 → 61.69 (+0.3)

2026-07-18 MINOR
▲ Score Change

DAL's Committee score moved from 60.31 to 61.38 (+1.07, 1 day(s) apart).

60.31 → 61.38 (+1.1)

2026-07-17 MINOR
▲ Score Change

DAL's Committee score moved from 58.76 to 60.31 (+1.55, 1 day(s) apart).

58.76 → 60.31 (+1.6)

2026-07-17 MAJOR
— Rating Change

DAL moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-16 MINOR
▲ Agreement Shift

DAL's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-16 MINOR
▼ Score Change

DAL's Committee score moved from 60.58 to 58.76 (-1.82, 1 day(s) apart).

60.58 → 58.76 (-1.8)

2026-07-16 MAJOR
— Rating Change

DAL moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MINOR
▼ Agreement Shift

DAL's Committee agreement moved from 57.10% to 50.00% (-7.10pp, 1 day(s) apart).

57.10 → 50.00 (-7.1)

2026-07-15 MINOR
▲ Score Change

DAL's Committee score moved from 59.69 to 60.58 (+0.89, 1 day(s) apart).

59.69 → 60.58 (+0.9)

2026-07-15 MAJOR
— Rating Change

DAL moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MATERIAL
▼ Agreement Shift

DAL's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-14 MINOR
▼ Score Change

DAL's Committee score moved from 61.93 to 59.69 (-2.24, 1 day(s) apart).

61.93 → 59.69 (-2.2)

2026-07-14 MAJOR
— Rating Change

DAL moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▲ Agreement Shift

DAL's Committee agreement moved from 66.70% to 71.40% (+4.70pp, 1 day(s) apart).

66.70 → 71.40 (+4.7)

2026-07-13 MINOR
▼ Score Change

DAL's Committee score moved from 64.64 to 64.28 (-0.36, 1 day(s) apart).

64.64 → 64.28 (-0.4)

2026-07-10 MAJOR
▼ Agreement Shift

DAL's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 3 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-10 MINOR
▲ Score Change

DAL's Committee score moved from 57.46 to 59.45 (+1.99, 3 day(s) apart).

57.46 → 59.45 (+2.0)

2026-07-10 MATERIAL
— Conviction Change

DAL's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →