Update shared on08 Sep 2025
Fair value Increased 1.00%Analysts have modestly raised International Consolidated Airlines Group’s price target to £4.36 amid expectations of robust demand, particularly for Iberia, and sector-wide earnings strength, though some caution persists around future profit growth and downside risks.
Analyst Commentary
- Bullish analysts cite structural drivers including slot constraints and robust demand growth, particularly at Iberia, as reasons for optimism on International Consolidated Airlines Group.
- Upward revisions in price targets reflect improved earnings estimates ahead of quarterly reporting, with expectations of solid performance by the European airline sector.
- Some analysts express caution about potential profit growth slowdown and highlight downside risks to shares, leading to a more bearish outlook despite an increase in price target.
- Adjustments to price targets are informed by updated models as new financial results and sector data are incorporated.
- A divergence in outlook exists among analysts, with some upgrading their ratings to reflect expected outperformance, while others downgrade due to perceived risks in future growth prospects.
What's in the News
- Completed repurchase of 161,126,761 shares (3.32% of share capital) for €572 million under the announced buyback program.
- Held Analyst/Investor Day focused on Iberia Group's quality and strategic opportunities.
Valuation Changes
Summary of Valuation Changes for International Consolidated Airlines Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £4.32 to £4.36.
- The Future P/E for International Consolidated Airlines Group has significantly fallen from 7.07x to 6.23x.
- The Discount Rate for International Consolidated Airlines Group remained effectively unchanged, moving only marginally from 10.36% to 10.25%.
Disclaimer
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