Update shared on06 Sep 2025
Fair value Decreased 3.45%Analysts have slightly lowered Jet2's price target to £20.89, balancing optimism over robust passenger bookings, margin improvements, and market share gains against concerns around macroeconomic headwinds and increased competition.
Analyst Commentary
- Bullish analysts cited stronger-than-expected passenger bookings for the upcoming holiday season.
- Ongoing cost discipline and effective fuel hedging supported improved margin outlooks.
- Expanded route network and increasing market share contributed to upward adjustments.
- Bearish analysts pointed to near-term macroeconomic pressures and potential softening in consumer demand.
- Updated competitive landscape and capacity additions by rivals influenced more cautious forecasts.
What's in the News
- Jet2's Board has resolved to pay a final dividend of 12.1 pence per share, up 13%, reflecting strong financial performance and bringing the total annual dividend to 16.5 pence per share, subject to shareholder approval.
Valuation Changes
Summary of Valuation Changes for Jet2
- The Consensus Analyst Price Target has fallen slightly from £21.64 to £20.89.
- The Consensus Revenue Growth forecasts for Jet2 has fallen slightly from 8.8% per annum to 8.4% per annum.
- The Future P/E for Jet2 remained effectively unchanged, moving only marginally from 12.36x to 12.59x.
Disclaimer
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