TSX drops after Canadian index edges higher in prior session
Investing.com - Bernstein has increased its price target on Airbus (AIR:FP) (OTC:EADSY) stock to EUR223.00 from EUR198.00 while maintaining an Outperform rating. The aerospace giant, currently valued at $191.3 billion, has demonstrated strong financial health according to InvestingPro metrics, with a perfect Piotroski Score of 9.
The research firm cited ongoing supply constraints in the aviation industry as a key factor behind the target increase, noting that limited availability of new aircraft cannot be resolved by the slow capacity increases at both Airbus and Boeing.
Bernstein expects both original equipment and aftermarket segments to continue performing well, assuming there is no deterioration in air traffic trends.
Despite Airbus shares rising approximately 50% year-to-date in dollar terms, Bernstein considers the stock one of the cheapest in the aerospace sector, trading at 13 times EV/EBITDA.
The firm projects Airbus stock will continue to perform strongly through the fourth quarter of 2025 as investors seek reasonably priced exposure to the aerospace industry.
In other recent news, Airbus has delivered 507 jets in the first nine months of 2025, aiming to reach a target of 820 aircraft by the year’s end. This includes a record 73 jets delivered in September, reflecting improved engine supplies. Additionally, Airbus has achieved a significant milestone as its A320 family of planes has overtaken the Boeing 737 to become the most-delivered jetliner in history, with a total of 12,260 deliveries. The delivery pace in 2025 has surpassed that of 2024, with 504 aircraft delivered from January to September, marking a 1.4% increase. In a strategic move, IndiGo has finalized an order for 30 additional Airbus A350 aircraft, bringing its total to 60, as part of its plans to expand into the long-haul international market. Furthermore, RBC Capital has raised its price target for Airbus to EUR220.00 from EUR200.00, maintaining an Outperform rating, following a meeting with Airbus management.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.