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Emerging Markets And Decarbonization Will Shape Future Aviation

Published
07 Nov 24
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
€200.26
3.2% undervalued intrinsic discount
19 Sep
€193.86
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1Y
44.3%
7D
1.1%

Author's Valuation

€200.26

3.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 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 on04 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 on01 May 25
Fair value Increased 6.11%

Shared on23 Apr 25
Fair value Decreased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.