Update shared on 17 Nov 2025
Fair value Increased 1.24%Analysts have raised their price target for Airbus from €221.65 to €224.40, citing continued revenue growth, improved profit margins, and strong quarterly results as key factors supporting the modest upward revision.
Analyst Commentary
Recent analyst updates on Airbus reflect a balance of optimism around execution and growth, along with some caution regarding valuation and strategic headwinds.
Bullish Takeaways- Bullish analysts raised price targets, some as high as EUR 240, citing consistent revenue growth, improved profit margins, and robust quarterly performance.
- Recent quarterly results outpaced expectations, with total revenues rising by 14% and solid adjusted EBIT margins. This reinforces confidence in management's ability to deliver on guidance.
- Strong free cash flow generation and reaffirmed fiscal year targets support a positive outlook on long-term value creation for shareholders.
- Visibility into multi-year replacement demand gives Airbus a favorable outlook extending through at least 2030, strengthening conviction among optimistic analysts.
- Bearish analysts have shifted to a more neutral stance, flagging potential valuation concerns following share gains and tempered growth assumptions.
- The inclusion of additional tariff costs in the company's 2025 guidance and headwinds of up to EUR 200 million serve as reminders of execution risks ahead.
- Delivery targets, while reiterated, are seen by some as ambitious, especially if market or production disruptions occur.
- Upgrades to price targets are occasionally paired with less favorable ratings, which highlights a belief that significant upside may already be priced in.
What's in the News
- Airbus is set to win a major order from flydubai, edging out Boeing for a contract to supply 100 A321neo jets at the Dubai Airshow (Reuters).
- Germany's parliament plans to purchase 20 light combat helicopters from Airbus as part of a EUR 3 billion defense ramp-up (Bloomberg).
- Pratt & Whitney is in discussions with Airbus to secure engine supplies for increased aircraft production. Plans to boost output to 75 jets per month require further coordination (Reuters).
- Wizz Air is negotiating with Airbus to defer deliveries of around 100 aircraft into the next decade as it adjusts its fleet strategy for long-term growth (Bloomberg).
- Airbus has opened a second assembly line for its A320neo family in China, expanding its global manufacturing capacity. Full operation is expected by early 2026 (Reuters).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €221.65 to €224.40. This reflects improved confidence in the company's fundamentals.
- Discount Rate has fallen modestly from 6.23% to 6.10%, which signals a small decrease in perceived risk or cost of capital.
- Revenue Growth projections have decreased slightly from 12.58% to 12.40%. This suggests a marginally less aggressive outlook for expansion.
- Net Profit Margin is updated upward from 8.30% to 8.34%, pointing to expectations for slightly better profitability.
- Future P/E ratio has increased from 24.44x to 24.86x, indicating a modestly higher valuation multiple on future earnings.
Disclaimer
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