Update shared on 01 Dec 2025
Airbus's analyst price targets have been raised, with some now as high as EUR 240. Analysts cite stronger than expected Q3 results and maintained guidance as key reasons for their increased optimism.
Analyst Commentary
Recent analyst reports on Airbus present a range of perspectives, highlighting both optimism around the company's growth prospects as well as caution concerning potential headwinds. Price targets have broadly moved higher given strong quarterly performance and reaffirmed forward guidance. However, not all analysts share the same enthusiasm for near-term upside.
Bullish Takeaways- Bullish analysts emphasize the robust Q3 results, with revenues rising by double digits and profitability metrics well ahead of consensus expectations.
- Airbus maintained its full-year guidance, which suggests management confidence in execution despite tariff costs and other macroeconomic pressures.
- Upward revisions in price targets, with some now as high as EUR 240, are attributed to growth visibility and solid free cash flow outperformance compared to peers.
- There is optimism that airline demand for replacement aircraft will sustain Airbus's order book growth through at least 2030, supporting a premium valuation multiple.
- Bearish analysts remain cautious about the impact of rising costs, including new tariff headwinds for 2025 that could affect margins.
- Some note that high delivery targets, such as the planned 820 aircraft deliveries this year, leave limited room for execution missteps in Q4.
- Certain firms have downgraded their outlook to a neutral or hold stance, citing near-term valuation concerns and limited upside after recent gains.
- Guidance, while reiterated, now incorporates substantial headwinds that could temper profit momentum if not offset by stronger than expected deliveries or pricing power.
What's in the News
- Airbus is set to win a major order from flydubai, with a deal close for the sale of 100 A321neo jets at the Dubai Airshow. This development could result in Airbus overtaking Boeing's share in the transaction (Reuters).
- Germany's parliament plans to approve the purchase of 20 light combat helicopters from Airbus as part of a military equipment ramp-up exceeding EUR 3 billion (Bloomberg).
- Pratt & Whitney is in discussions with Airbus to secure engine supplies for the next three years. Airbus is preparing to boost monthly production rates for single-aisle jets (Reuters).
- Wizz Air seeks to defer deliveries of around 100 Airbus aircraft into the next decade, shifting its order book originally scheduled for completion by 2030 (Bloomberg).
- Airbus has opened a second assembly line in China to increase A320neo production capacity. This marks its 10th final assembly line globally (Reuters).
Valuation Changes
- Fair Value Estimate remains unchanged at €224.4, reflecting a stable outlook in analyst models.
- Discount Rate has decreased slightly from 6.10% to 6.10%, indicating a marginally lower perceived risk.
- Revenue Growth Projections are steady at approximately 12.4% annually, showing no change from previous estimates.
- Net Profit Margin Estimate remains essentially unchanged at 8.34%, with only a negligible adjustment.
- Future P/E Ratio has edged down slightly from 24.86x to 24.86x, reflecting minimal adjustment in valuation multiples.
Disclaimer
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