Update shared on 13 Nov 2025
Jet2's analyst price targets have been revised downward recently, with reductions up to £350 per share. Analysts cite intensifying competition and subdued near-term trends as key drivers for the change.
Analyst Commentary
Recent analyst updates provide a nuanced view of Jet2’s outlook, with opinions split between cautious and optimistic perspectives. Overall, the research emphasizes both challenges and potential opportunities surrounding the stock.
Bullish Takeaways
- Some analysts maintain positive long-term ratings, suggesting that Jet2's underlying business model continues to justify attractive valuations despite recent market pressures.
- Jet2 retains Overweight and Outperform ratings from key financial institutions, indicating confidence in the company’s ability to execute on operational goals and support share growth over time.
- Price targets, although recently reduced, remain substantially above current trading levels for certain analysts. This signals room for upside if near-term headwinds subside.
Bearish Takeaways
- Several analysts have been lowering price targets, citing intensifying sector competition that is putting downward pressure on near-term growth prospects and profitability.
- Commentary highlights weaker market trends, leading to more cautious outlooks regarding Jet2’s ability to deliver on projected earnings growth in the short term.
- Persistent headwinds such as subdued demand and challenging macroeconomic conditions are considered obstacles that could limit immediate share price recovery.
What's in the News
- Morgan Stanley began coverage of Jet2, assigning an Equal Weight rating and a price target of 1,420 GBp. The firm noted that recent near-term trends appear weak as competition intensifies (Morgan Stanley).
Valuation Changes
- Fair Value: Remains unchanged at £19.48 per share.
- Discount Rate: Decreased slightly from 10.87% to 10.51%.
- Revenue Growth: Essentially flat, holding at 7.70%.
- Net Profit Margin: Stable at approximately 5.13%.
- Future P/E: Edged down marginally from 12.76x to 12.63x.
Disclaimer
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