Loading...
Back to narrative

Update shared on10 Oct 2025

Fair value Increased 4.74%
AnalystConsensusTarget's Fair Value
CA$189.29
0.5% overvalued intrinsic discount
10 Oct
CA$190.22
Loading
1Y
72.8%
7D
-5.5%

Analysts have increased their price target for Bombardier from approximately C$181 to C$189. They cite updated financial models and revenue growth assumptions following recent quarterly results.

Analyst Commentary

Street research continues to reflect both optimism and caution regarding Bombardier's future, as evidenced by recent price target adjustments and updated outlooks from major firms.

Bullish Takeaways
  • Bullish analysts point to ongoing revenue growth as a key factor driving upward revisions in price targets.
  • Recent quarterly results have exceeded some expectations, leading to more optimistic financial modeling and valuation assumptions.
  • Improved guidance and execution on strategic initiatives are cited as reasons for maintaining or raising positive outlooks on the shares.
  • The ability to consistently secure new business and manage expenses has contributed to confidence in Bombardier’s growth trajectory.
Bearish Takeaways
  • Bearish analysts remain cautious due to the company’s challenging competitive environment and cyclical end markets.
  • Some express concerns about potential volatility in demand, which could impact the company’s ability to meet ambitious growth targets.
  • Valuation is considered more demanding following recent price appreciation, prompting some to remain neutral despite higher targets.

What's in the News

  • JPMorgan raised Bombardier's price target to C$135 from C$100 after updating its post-Q2 report model (Periodicals)
  • Long-time charter operator AB Jets took delivery of its first Bombardier Challenger 3500 and plans for two more, enhancing its fleet and customer experience (Key Developments)
  • Bombardier announced the opening of a new service centre at Fort Wayne International Airport in Indiana, expanding U.S. maintenance capabilities (Key Developments)
  • Bombardier delivered its first Challenger 3500 business jet in Costa Rica, marking a milestone in Central American operations (Key Developments)

Valuation Changes

  • The Fair Value Estimate has risen slightly, moving from CA$180.73 to CA$189.29.
  • The Discount Rate has edged up, increasing from 7.57% to 7.61%.
  • Revenue Growth expectations have improved marginally, from 5.36% to 5.50%.
  • Net Profit Margin forecasts have decreased moderately, from 9.60% to 9.26%.
  • The Future P/E ratio has fallen significantly, from 22.94x to 17.72x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.