Airbus stock price target raised to EUR200 from EUR190 at RBC Capital

Investing.com - RBC Capital raised its price target on Airbus SE (EPA:AIR) (OTC:EADSY), a $158.57 billion aerospace giant, to EUR200.00 from EUR190.00 on Thursday, while maintaining an Outperform rating. According to InvestingPro data, the stock has delivered impressive returns, up 25.63% year-to-date.

The price target increase follows Airbus’s second-quarter 2025 results, which RBC described as "relatively positive" with flat revenue growth and adjusted EBIT margins of 9.8%, exceeding the consensus estimate of 9.3%. InvestingPro analysis indicates the stock is currently trading at a premium to its Fair Value, with a P/E ratio of 31.91x. InvestingPro subscribers have access to 10 additional key insights about Airbus’s valuation and growth prospects.

Airbus maintained its full-year 2025 guidance despite concerns about delivery schedules, with the company noting approximately 60 narrowbody "gliders" (aircraft awaiting engines or components) at the end of the second quarter.

RBC expressed confidence in Airbus’s projected second-half performance, particularly the expected inventory release as aircraft deliveries are forecast to surge in the fourth quarter of 2025.

The investment firm acknowledged that the implied strength in the second half of 2025 "could be a risk" but remained confident enough in the outlook to raise its price target while keeping its Outperform rating intact.

In other recent news, Airbus SE delivered approximately 60 aircraft in June, which is below the pace needed to achieve its annual delivery target. The company has delivered slightly more than 300 planes in the first half of 2025. In a positive development, LOT Polish Airlines placed an order for 40 Airbus A220 jets at the Paris Airshow, with options to potentially expand the order to 84 aircraft. Deutsche Bank (ETR:DBKGn) raised its price target for Airbus to €185, maintaining a Buy rating, citing expected increases in NATO defense spending that could benefit the company. Additionally, RBC Capital increased its price target for Airbus to €190, maintaining an Outperform rating following the company’s business update at the Paris Airshow. This update included revised mid-term targets for Airbus’s defense and helicopter divisions. These developments reflect ongoing strategic moves and market expectations for Airbus.

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