AIR Share Price Performance
€165.92
25.32 (18.01%)
23.0% undervalued intrinsic discount
€215.52
Fair Value
Price €165.92
AnalystConsensusTarget €215.52
AnalystLowTarget €175.64
AnalystHighTarget €255.00
Fair Value€215.52
Share Pricen/a
Airbus SE Stock Price
- 4 Narratives written by author
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- 442 Fair Values set on narratives written by author
AIR Community Narratives
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Fair Value
·Fair Value €215.52 23.0% undervalued intrinsic discount
AIR: Delivery Challenges And Order Trends Will Shape Performance Through 2030
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205users have followed this narrative
AN
Fair Value
·Fair Value €175.64 5.5% undervalued intrinsic discount
Rising Climate And Supply Chain Risks Will Erode Aerospace Margins
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9users have followed this narrative
AN
Fair Value
·Fair Value €255 34.9% undervalued intrinsic discount
Global Air Travel And Defence Trends Will Drive Expansion
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EU#6 - From Political Experiment to Global Aerospace Power
Airbus: From Political Experiment to Global Aerospace Power In 1970, Europe made a decision that sounded almost naïve: it would challenge America in the skies. At the time, US manufacturers—especially Boeing—dominated global aviation.Read more
Global Air Travel And Defence Trends Will Drive Expansion
Key Takeaways Accelerated restructuring, partnerships, and innovation in Defence, Commercial Aircraft, and digital services could drive margins, earnings, and cash flows materially above current forecasts. Airbus's leadership in next-generation aviation technologies and expanded production lines position it for long-term growth, stronger pricing, and dominant global market access.Read more
AN
€255
34.9% undervalued intrinsic discount
Fair Value
Revenue
16.77% p.a.
Profit Margin
8.36%
Future PE
24.68x
Price in 2029
€306.44
AIR: Delivery Challenges And Order Trends Will Shape Performance Through 2030
Key Takeaways Rising global demand, sustainability focus, and airline fleet modernization drive strong aircraft sales, margin expansion, and long-term backlog growth. Diversified growth in defense, space, and aftermarket services enhances earnings potential and operational efficiency through ongoing strategic investments.Read more
AN
€215.52
23.0% undervalued intrinsic discount
Fair Value
Revenue
11.1% p.a.
Profit Margin
8.35%
Future PE
24.29x
Price in 2029
€259.38
Rising Climate And Supply Chain Risks Will Erode Aerospace Margins
Key Takeaways Tightening climate regulations and green technology challenges threaten future revenue growth, profitability, and margin improvement prospects. Supply chain fragility and supplier consolidation increase costs, operational risks, and working capital strains, intensifying earnings volatility.Read more
AN
€175.64
5.5% undervalued intrinsic discount
Fair Value
Revenue
8.66% p.a.
Profit Margin
7.71%
Future PE
22.93x
Price in 2029
€211.62
Trending Discussion
Recently Updated Narratives
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EU#6 - From Political Experiment to Global Aerospace Power
Fair Value: €231.41 28.3% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
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AN
AIR: Defense Expansion And Backlog Execution Will Support Future Upside
Fair Value: €255 34.9% undervalued intrinsic discount
18 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AIR: New Orders And Defense Programs Will Support Future Cash Generation
Fair Value: €215.52 23.0% undervalued intrinsic discount
205 fair values setusers have set this as their fair value
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Snowflake Analysis
Airbus SE Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 28, 2026
- 6.63
- 15.62%
- 7.11%
- 45.3%
About AIR
- Founded
- 1998
- Employees
- 165294
- CEO
- WebsiteView website
Airbus SE, together with its subsidiaries, engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide. It operates through three segments: Airbus, Airbus Helicopters, and Airbus Defence and Space. The Airbus segment develops, manufactures, markets, and sells commercial jet passenger aircraft, freighter aircraft, regional turboprop aircraft, and aircraft components, as well as provides aircraft conversion and related services. The Airbus Helicopters segment develops, manufactures, markets, and sells civil and military helicopters; and provides uncrewed aerial systems and their related services. The Airbus Defence and Space segment designs, develops, delivers, and supports crewed and uncrewed military air systems and related services. This segment also offers civil and defence space systems for telecommunications, earth observations, navigation, and science and orbital systems; and services around data processing from platforms, secure communication, and cyber security. The company was formerly known as Airbus Group SE and changed its name to Airbus SE in April 2017. The company was incorporated in 1998 and is headquartered in Leiden, the Netherlands.
