Update shared on20 Sep 2025
Fair value Increased 1.24%Consensus analyst price targets for Safran have been raised to €311.43, reflecting improved sector outlooks, robust aerospace demand recovery, and ongoing strength in the engine aftermarket, with broad-based institutional confidence supporting expectations for continued earnings growth and capital returns.
Analyst Commentary
- Bullish analysts highlight strong demand recovery in the European aerospace market, especially as travel demand outpaces supply.
- Ongoing strength and growth in the engine aftermarket support expectations for superior earnings growth through the end of the decade.
- Safran is perceived as particularly well-positioned to deliver significant near-term capital returns.
- Recent upward revisions to price targets reflect improved sector outlooks and the company's ability to capture market share during the recovery.
- The consensus is reinforced by major institutions (Goldman Sachs, JPMorgan, Morgan Stanley, Barclays) lifting their targets, indicating broad-based confidence in Safran’s operating leverage and profitability trajectory.
What's in the News
- Bernstein upgraded Safran to Outperform from Market Perform, raising its price target to EUR 370 from EUR 320, citing strength in the aftermarket driving superior earnings growth (Bernstein).
- Safran raised its earnings guidance for 2025, expecting revenue to increase in the low teens and exceed EUR 30 billion, with recurring operating income guidance improved by EUR 200 million at midpoint (Company Guidance).
- The company attributes improved guidance to strong performance in the civil aerospace aftermarket segment (Company Guidance).
- Aftermarket strength is expected to support robust earnings growth through the end of the decade, according to analysts (Bernstein).
- Improved outlook and analyst upgrades underscore positive momentum and confidence in Safran’s long-term growth trajectory (Bernstein, Company Guidance).
Valuation Changes
Summary of Valuation Changes for Safran
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €307.62 to €311.43.
- The Future P/E for Safran remained effectively unchanged, moving only marginally from 32.32x to 32.82x.
- The Consensus Revenue Growth forecasts for Safran remained effectively unchanged, moving only marginally from 10.2% per annum to 10.3% per annum.
Disclaimer
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