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European Defense Expansion and Cyber Efforts Will Drive Aerospace and Space Opportunities

Published
09 Mar 25
Updated
27 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
48.6%
7D
-3.0%

Author's Valuation

€279.1314.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 27 Oct 25

Fair value Increased 1.29%

Analysts have modestly raised their fair value estimate for Thales to EUR 279.13. This reflects continued optimism around stronger Aerospace performance and steady revenue growth forecasts.

Shared on 20 Sep 25

Fair value Decreased 1.31%

European Defense And Cybersecurity Trends Will Fuel Aerospace And Space Opportunities

Thales' consensus analyst price target saw a slight downward revision to €275.56 as bullish drivers such as strong defense sector demand and order visibility were partially offset by valuation concerns, though the overall outlook remains broadly positive. Analyst Commentary Bullish analysts cite robust rearmament cycles and elevated defense sector demand as key drivers for higher price targets.

Shared on 17 Jul 25

Fair value Increased 34%

European Defense And Cybersecurity Trends Will Fuel Aerospace And Space Opportunities

Shared on 12 Mar 25

Fair value Increased 2.80%

Debt Costs Will Rise, But Defence Contracts Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.