2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
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Airbus’s fair value estimate has been nudged slightly higher, moving from €224.25 to €225.11. This lines up with recent research where some firms are lifting targets while others are turning more cautious. That modest shift captures a market that is still willing to recognize Airbus’s progress but is also paying closer attention to execution risks and how comfortably the current share price reflects existing plans. Stay tuned to see how you can track these kinds of price target tweaks and keep on top of the evolving narrative around the stock.
Stay updated as the Fair Value for Airbus shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Airbus.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Citi recently lifted its Airbus price target by €1, a small move that still signals some willingness to edge expectations higher rather than pull them back. Berenberg raised its price target to €210 from €205 while keeping a Hold rating, which points to recognition of Airbus’s execution and growth plans even if the firm is not pushing a more aggressive stance. The limited size of the recent target increases suggests analysts see progress on execution and growth momentum, but also view a fair amount of upside as already reflected in the share price.
🐻 Bearish Takeaways
Jefferies has recently downgraded Airbus, signaling more caution around the story despite the broader mix of views, with the firm flagging reasons for stepping back from a more positive stance. JPMorgan reduced its Airbus price target by €15, which points to greater concern about how comfortably current valuation sits against the company’s plans and potential execution risks. Taken together, the Jefferies downgrade and the JPMorgan cut show a group of analysts that is more focused on near term risks and whether the current valuation already captures a large part of Airbus’s expected progress.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!ENXTPA:AIR 1-Year Stock Price Chart
What's in the News
Boeing and Airbus are reported to be in talks with state owned Saudia over a large jet order, highlighting potential widebody and narrowbody demand from Saudi Arabia's flag carrier, according to Bloomberg. Airbus CEO Guillaume Faury has warned staff to be ready to adapt to new risks, with Reuters reporting a focus on risk management and operational flexibility across the company. Bloomberg reports that Airbus is producing aircraft at a rapid pace in the final days of the year as it works toward its recently revised annual delivery goal, with sources citing 90 civil aircraft delivered in December and roughly 35 more expected for delivery. Filings cited by Bloomberg indicate Airbus secured aircraft orders from Juneyao Airlines and Spring Airlines, with a combined planned purchase of 55 A320 jets valued at about US$8b based on list prices.
Story Continues
How This Changes the Fair Value For Airbus
Fair value is modestly higher, moving from €224.25 to €225.11, a change of less than 1%. The discount rate is slightly higher, shifting from 6.19% to about 6.28%, which suggests a marginally more cautious required return. Revenue growth is a bit lower in the model, moving from about 12.37% to around 11.45%. The net profit margin is nudged lower, moving from roughly 8.32% to about 8.15%. The future P/E is set higher, moving from about 25.0x to roughly 26.4x, indicating a modestly richer multiple assumption.
🔔 Never Miss an Update: Follow The Narrative
Narratives on Simply Wall St let you connect Airbus’s story to the numbers in a clear way. You set out your view on the business, link it to forecasts for revenue, earnings, and margins, and then tie that to a fair value. Narratives live on the Community page used by millions of investors, update automatically when news or earnings arrive, and help you compare Fair Value to the current price so you can decide if the stock still fits your plan.
If you want the full picture on how Airbus’s story ties into its numbers, it is worth reading the original narrative in detail at AIR: Delivery Execution And New Orders Will Support Future Cash Generation. Head over to the Simply Wall St Community and follow the Narrative on Airbus to stay on top of:
How rising global air travel, fleet renewal, and sustainability themes feed into Airbus’s long term order book and potential cash generation. The role of defense, space, and aftermarket services in supporting earnings alongside commercial jet deliveries. Key risks, from supply chain and supplier deals to working capital and production ramp up plans, that could challenge the current fair value story.
Curious how numbers become stories that shape markets? Explore Community Narratives
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.
Companies discussed in this article include AIR.PA.
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