Air Travel Demand And OEM Backlogs Will Sustain Future Upside

Published
18 Jul 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$1,625.40
14.6% undervalued intrinsic discount
14 Aug
US$1,387.88
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1Y
8.4%
7D
-0.1%

Author's Valuation

US$1.6k

14.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 20%

Shared on30 Apr 25
Fair value Decreased 10%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on23 Apr 25
Fair value Decreased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 7.47%

AnalystConsensusTarget has increased profit margin from 22.7% to 25.0%, decreased future PE multiple from 44.4x to 38.6x, decreased discount rate from 7.6% to 6.7% and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on09 Apr 25
Fair value Increased 6.35%

Shared on02 Apr 25
Fair value Increased 2.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 9.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.