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Future Capacity Constraints And Fleet Upgrades Will Support Long-Term Earnings Durability

Catalysts About Ryanair Holdings Ryanair Holdings operates a leading low cost European airline group focused on high frequency, short haul travel. What are the underlying business or industry changes driving this perspective?Read more

€30.02

6.6% undervalued

AnalystConsensusTarget's Fair Value

Revenue

5.26% p.a.

Profit Margin

14.74%

Future PE

14.1x

Price in 2028

€37.11

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<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (just announced) European carmaker agreement (which is believed to be Mercedes-Benz). Underneath all of this, AEVA has a pre-existing agreement with Daimler truck. So business seems to be booming, especially with really big name brands…which tends to bring in more brand nanes (and more agreements/contracts/announcements, etc). This often creates more coverage from analysts (often with upside stock upgrades) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). Anyway, just my opinion , so please do your own due diligence. Disclaimer: I DO trade in this stock from time to time and I may have a position currently

ok, if the downward trend keeps on people are distressed and cannot assess the general standing of this company. Yes, it plunged from about € 80 to 1 and a half. The personal losses and the general trend depict a detrimental development. However, the core figures of the decade long grown structure (WLN) is quite sound. Except they have far too many employees. A reduction would help, but is not so easy in France. This is a genuine case of restructuring a high tech company. It will take some 2 - 5 years. However, the firm itself and its business model is fine. The CEOs are attempting to get it on track. The valuation of the peer group can only help to image the possibilies and potentials of this enterprise. As the firm is thorougly probed and investigated, a wirecard case can be excluded. A range from 1.3 to 2 can be assumed as a bottom. Some turn around traders may see this as a decade chance.

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Future Capacity Constraints And Fleet Upgrades Will Support Long-Term Earnings Durability

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Future Capacity Constraints And Fleet Upgrades Will Support Long-Term Earnings Durability

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