A Fresh Look at Airbus (ENXTPA:AIR) Valuation Following Recent Gains

Airbus (ENXTPA:AIR) shares edged up slightly in recent trading, with the stock moving 0.6% higher at last close. Investors are weighing recent performance, as the company’s momentum over the past year remains strong.

See our latest analysis for Airbus.

The latest share price return for Airbus sits at a healthy 27.6% so far this year, reinforcing the upbeat sentiment that has been building around the stock. Over the past twelve months, its 49.8% total shareholder return points to broad-based momentum that goes beyond recent price fluctuations. This hints at sustained optimism among investors despite short bouts of volatility.

If you’re interested in how other aerospace and defense names are performing, check out See the full list for free..

With Airbus showing double-digit growth and robust long-term returns, the big question is whether its current valuation captures all the potential upside or if the market is already taking future gains into account, leaving little room for surprises.

Most Popular Narrative: 8.9% Undervalued

At €204.4 per share, Airbus is trading below the most widely tracked fair value estimate. This suggests more upside, according to the dominant narrative in the market.

Expansion in the defense and space segments, supported by rising European defense budgets such as post-NATO summit commitments, ongoing strategic transformation, and growing demand for UAVs and advanced military aircraft, enhances earnings growth potential and diversifies revenue streams. Continued investments in automation, digitalization, and ramp-up of higher-margin aftermarket services businesses set the stage for cost efficiencies, improved recurring revenue, and higher overall net margins moving forward.

Read the complete narrative.

Curious what ambitious growth rates and margin targets underpin this higher valuation? There’s a financial story here that challenges conventional sector projections. See how bold assumptions about market expansion and efficiency gains shape the full fair value outlook.

Result: Fair Value of €224.40 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent supply chain disruptions or delays in critical supplier acquisitions could quickly derail the growth trajectory of Airbus and dampen investor enthusiasm.

Find out about the key risks to this Airbus narrative.

Build Your Own Airbus Narrative

If you prefer to form your own perspective or reach your own conclusions, you can explore the numbers yourself and craft a custom narrative in just a few minutes. Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Airbus.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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