Slowed Delivery Pace: Airbus delivered only around 30 aircraft in the first half of December, falling below average monthly rates, which poses a significant challenge to the remaining target of over 100 aircraft needed to meet the revised goal of 790 jets for 2025.
Target Revision: Following weak deliveries in November, Airbus has cut its full-year delivery target by 4% to approximately 790 jets, reflecting the impact of recent quality issues with A320 family fuselage panels on production.
Airline Reactions: Several airlines have delayed accepting delivery of up to 628 aircraft while awaiting technical details, pressing for compensation and improved warranty terms, indicating dissatisfaction with the delivery delays.
Safety Clarification: While the panel defect does not affect flight safety, Airbus must still address safety vulnerabilities related to cosmic radiation following a software recall, which may impact customer confidence and future orders.
AIR
$82.71+Infinity%1D
Analyst Views on AIR
Wall Street analysts forecast AIR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 89.00 USD with a low forecast of 85.00 USD and a high forecast of 93.00 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.
4 Analyst Rating
Wall Street analysts forecast AIR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 89.00 USD with a low forecast of 85.00 USD and a high forecast of 93.00 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.
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 83.680
Low
85.00
Averages
89.00
High
93.00
Current: 83.680
Low
85.00
Averages
89.00
High
93.00
JPMorgan
NULL -> Overweight
maintain
2025-12-10
New
Reason
JPMorgan
Price Target
2025-12-10
New
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Airbus to EUR 255 from EUR 240 and keeps an Overweight rating on the shares.
Deutsche Bank
Buy
downgrade
2025-12-04
Reason
Deutsche Bank
Price Target
2025-12-04
downgrade
Buy
Reason
Deutsche Bank lowered the firm's price target on Airbus to EUR 222 from EUR 228 and keeps a Buy rating on the shares.
Jefferies
Chloe Lemarie
Buy
downgrade
2025-12-03
Reason
Jefferies
Chloe Lemarie
Price Target
2025-12-03
downgrade
Buy
Reason
Jefferies analyst Chloe Lemarie lowered the firm's price target on Airbus to EUR 230 from EUR 235 and keeps a Buy rating on the shares after Airbus lowered its 2025 delivery guidance following the discovery of a quality issue with one supplier providing external skin panels. Airbus trimming its guidance to 790 deliveries, but maintaining its adjusted EBIT guide of about EUR 7B and free cash flow guidance of about EUR 4.5B is positive on operating leverage, but leads the firm to trim its price target, the analyst noted.
RBC Capital
Outperform
maintain
$85 -> $90
2025-11-26
Reason
RBC Capital
Price Target
$85 -> $90
2025-11-26
maintain
Outperform
Reason
RBC Capital raised the firm's price target on AAR Corp. to $90 from $85 and keeps an Outperform rating on the shares. The firm is updating AAR Corp estimates to include the company's two recent acquisitions - ADI and HAECO - and its follow-on equity raise, the analyst tells investors in a research note. Although initially dilutive, the long-term opportunity to expand company margins remains intact as AAR delivers on adding scale and limiting its USM exposure, the firm added.
About AIR
AAR Corp. is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. The Company’s Parts Supply segment consists of its sales of used serviceable engine and airframe parts and components and distribution of new parts. The Repair & Engineering segment consists of its maintenance, repair, and overhaul (MRO) services across airframes and components. The Integrated Solutions segment consists of its fleet management and operations of customer-owned aircraft, customized performance-based supply chain logistics programs in support of the United States (U.S.) Department of Defense, U.S. Department of State, and foreign governments, flight hour component inventory and repair programs for commercial airlines, and integrated software solutions, including Trax. The Expeditionary Services segment consists of products and services supporting the movement of equipment and personnel by the U.S. and foreign governments and non-governmental organizations.
About the author
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.
