Fleet Renewal And Dual Brand Strategy Will Strengthen Future Market Position

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

23 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

9.8%

7D

-1.8%

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1Y

9.8%

7D

-1.8%

You can edit this narrative until Nov 24 4:10 PM. Then, changes will post as Updates.

Author's Valuation

AU$12.0519.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Nov 25

Fair value Decreased 3.94%

QAN: Special Dividend Announcement Will Support Upward Momentum Despite Recent Downgrade

Narrative Update on Qantas Airways Analyst Price Target Analysts have revised Qantas Airways’ price target slightly downward from A$12.55 to A$12.05. This change reflects updated views on valuation and earnings outlook.

Shared on 07 Nov 25

Fair value Decreased 1.21%

QAN: Revenue Acceleration And Dividend Will Drive Stronger Performance Ahead

Qantas Airways' analyst price target saw a modest decline from A$12.70 to A$12.55, as analysts cited updated valuation assumptions and tempered profit margin forecasts, even though revenue growth estimates have improved. Analyst Commentary Recent Street research reflects a nuanced stance among analysts regarding Qantas Airways, with both positive developments and lingering concerns shaping the investment outlook.

Shared on 29 Aug 25

Fair value Increased 16%

Upward revisions to both revenue growth forecasts and future P/E multiples have driven a notable increase in Qantas Airways’ consensus analyst price target from A$10.96 to A$12.38. What's in the News Qantas Group to close its Singapore-based low-cost subsidiary Jetstar Asia due to rising costs and competition, with operations ceasing by 31 July 2025.

Shared on 01 May 25

Fair value Increased 13%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 11%

AnalystConsensusTarget has increased revenue growth from 4.6% to 5.6% and increased future PE multiple from 7.2x to 9.1x.

AnalystConsensusTarget Fair Value

AU$12.05

19.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.74%

Airlines revenue growth rate

0.97%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.70%

Calculation

AU$2.09b

Earnings '28

x

10.47x

PE Ratio '28

=

AU$21.88b

Market Cap '28

AU$21.88b

Market Cap '28

/

1.42b

No. shares '28

=

AU$15.43

Share Price '28

AU$15.43 Share Price '28

Discounted to 2025 @ 8.61% p.a.

=

AU$12.04

Fair Value '25