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AIR: Delivery Challenges And Order Trends Will Shape Performance Through 2030

Published
07 Nov 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
53.1%
7D
-0.2%

Author's Valuation

€221.654.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 8.25%

Analysts have raised their average fair value estimate for Airbus from EUR 204.75 to EUR 221.65. They cite improved profit margins, stronger revenue growth, and optimistic Q3 performance as key drivers behind the upward price target revisions seen across recent research updates.

Shared on 18 Oct 25

Fair value Increased 0.74%

Narrative Update: Airbus Price Target Increased Amid Positive Outlook Analysts have raised Airbus's price target from €203.25 to €204.75, citing anticipated demand strength and continued long-term industry visibility. Analyst Commentary Recent analyst updates have brought renewed focus on Airbus's growth prospects, with valuation revisions reflecting substantial industry optimism.

Shared on 04 Oct 25

Fair value Increased 1.49%

Analysts have raised their price target for Airbus from €200.26 to €203.25, citing improved visibility into future demand and a steady profitability outlook. Analyst Commentary Bullish analysts have recently become more optimistic toward Airbus, citing several factors supporting the company’s positive outlook and valuation.

Shared on 19 Sep 25

Fair value Increased 1.60%

Analysts have raised their price target for Airbus to €200.26, supported by strong aircraft replacement demand, a durable order backlog, improved supply chain management, and a positive long-term outlook for air travel and deliveries. Analyst Commentary Bullish analysts cite pent-up aircraft replacement demand providing revenue and earnings visibility through at least 2030.

Shared on 04 Sep 25

Analysts have raised their confidence in Airbus due to strong replacement demand and fleet expansion drivers offsetting supply chain and macro risks, resulting in the consensus price target holding steady at €197.11. Analyst Commentary Bullish analysts are citing pent up replacement demand providing Airbus with revenue and production visibility through at least 2030.

Shared on 01 May 25

Fair value Increased 6.11%

Shared on 23 Apr 25

Fair value Decreased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.