AerCap Signs Lease for Two A321neo Aircraft with My Freighter
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: 59 minutes ago0mins
- New Customer Acquisition: AerCap has signed lease agreements for two Airbus A321neo aircraft with My Freighter, marking its first customer partnership in Uzbekistan, which is expected to bolster the local aviation industry.
- Delivery Timeline: The aircraft are scheduled for delivery in Q4 2027, enhancing My Freighter's operational capabilities and supporting its upcoming routes to Europe, thereby improving Uzbekistan's international air connectivity.
- Market Competitive Advantage: The A321neo, known for its market-leading fuel efficiency and extended range, will assist My Freighter and its subsidiary Centrum Air in expanding into new markets, enhancing passenger travel experiences and strengthening competitive positioning.
- Strategic Partnership Outlook: AerCap's Chief Commercial Officer expressed enthusiasm for a long-term partnership with My Freighter, which not only supports the development of Uzbekistan's aviation sector but also facilitates connections between East and West, showcasing AerCap's leadership in the global aviation leasing market.
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Analyst Views on AER
Wall Street analysts forecast AER stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AER is 148.43 USD with a low forecast of 141.00 USD and a high forecast of 157.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 139.990
Low
141.00
Averages
148.43
High
157.00
Current: 139.990
Low
141.00
Averages
148.43
High
157.00
Morgan Stanley
Equal Weight
maintain
$120 -> $150
2025-11-11
Reason
Morgan Stanley
Price Target
$120 -> $150
2025-11-11
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on AerCap to $150 from $120 and keeps an Equal Weight rating on the shares. The firm, which says its Equal Weight rating balances a strong financial position with the current valuation, sees capital deployment having the potential to be a significant driver of value from here. The firm is anticipating a continued strong leasing environment, sustained higher aircraft asset values, and "robust" capital deployment opportunities, the analyst tells investors.
Susquehanna
Positive
maintain
$134 -> $157
2025-11-11
Reason
Susquehanna
Price Target
$134 -> $157
2025-11-11
maintain
Positive
Reason
Susquehanna raised the firm's price target on AerCap to $157 from $134 and keeps a Positive rating on the shares. The firm updated its estimates following Q3 results and still sees the company as well positioned over the mid-term, benefiting from what is likely a multi-year, supply/ demand imbalance for NBs and WBs.
BofA
Ronald Epstein
Buy
maintain
$130 -> $150
2025-11-04
Reason
BofA
Ronald Epstein
Price Target
$130 -> $150
2025-11-04
maintain
Buy
Reason
BofA analyst Ronald Epstein raised the firm's price target on AerCap to $150 from $130 and keeps a Buy rating on the shares. While OEM production has improved, the firm does not think it spells the end of the "Golden Age" for aircraft lessors, adding that persistent supply constraints for both engines and aircraft make the company's high-quality portfolio and expertise in moving assets quickly and efficiently "extremely valuable."
TD Cowen
Buy
maintain
$135 -> $150
2025-10-30
Reason
TD Cowen
Price Target
$135 -> $150
2025-10-30
maintain
Buy
Reason
TD Cowen raised the firm's price target on AerCap to $150 from $135 and keeps a Buy rating on the shares. The firm said they delivered an exceptional quarter and raised their estimates accordingly.
See All Ratings
About AER
AerCap Holdings N.V. is an Ireland-based company, which is primarily engaged in aviation leasing. The Company provides a range of assets for lease, including narrowbody and widebody aircraft, regional jets, freighters, engines and helicopters. Its portfolio consists of 3,536 aircraft, engines, including engines owned and managed by its Shannon Engine Support Ltd (SES) joint venture, and helicopters that were owned, on order or managed. In addition, it offers aftermarket components, equipment and services through its materials business and the lease, purchase and financing of spare engines. Its passenger aircraft portfolio includes Airbus A220 Family, Airbus A320neo Family, Airbus A320 Family, Airbus A330neo Family, Airbus A330neo Family, Airbus A350, Boeing 737 MAX, Boeing 737NG, Boeing 777-200ER/ 300-ER, Boeing 787 and Embraer E190/E195/E2. Its freight aircraft portfolio includes Airbus A321, Boeing 737 and Boeing 767/777.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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