Record Delivery Pace Required: Airbus aims to deliver 820 aircraft in 2025, marking a 7% increase from 2024's 766 deliveries. To meet this target, the company needs to deliver an average of 97 aircraft monthly from September to December, which is 5% higher than the previous record average of 92 aircraft in 2018.
August Deliveries and Current Status: In August, Airbus delivered approximately 60 aircraft, a significant increase from the same month in 2024. However, cumulative deliveries for 2025 are about 3% behind last year's pace, totaling around 433 jets.
Supply Chain and Production Issues
Engine and Equipment Delays: Airbus is facing delays in receiving engines and cabin equipment from suppliers, including CFM and Pratt & Whitney. This has led to the production of "gliders," or aircraft without engines, in anticipation of future engine arrivals.
Conversion Timeline: Once engines arrive, Airbus requires one to two months to convert these semi-complete airframes into fully operational airliners, adding pressure to meet delivery targets in the third quarter.
Market Position and Analyst Insights
Competitive Landscape: Despite a slow start to the year, Airbus is on track to remain the world's largest planemaker, outpacing Boeing, which is gradually recovering from internal challenges.
Analyst Predictions: Industry analysts suggest that there is only a 5% chance Airbus will reach its goal of 810 deliveries this year, with estimates leaning towards achieving around 790-800 deliveries.
Wall Street analysts forecast GE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GE is 345.67 USD with a low forecast of 275.00 USD and a high forecast of 386.00 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.
9 Analyst Rating
Wall Street analysts forecast GE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GE is 345.67 USD with a low forecast of 275.00 USD and a high forecast of 386.00 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.
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 295.000
Low
275.00
Averages
345.67
High
386.00
Current: 295.000
Low
275.00
Averages
345.67
High
386.00
Citi
Buy
maintain
$378 -> $380
2026-01-23
New
Reason
Citi
Price Target
$378 -> $380
AI Analysis
2026-01-23
New
maintain
Buy
Reason
Citi raised the firm's price target on GE Aerospace to $380 from $378 and keeps a Buy rating on the shares. The firm views the post-earnings selloff as overdone. The company's "conservative" outlook creates a buying opportunity, the analyst tells investors in a research note.
Baird
Ben Kallo
Outperform -> Neutral
downgrade
$816 -> $649
2026-01-09
Reason
Baird
Ben Kallo
Price Target
$816 -> $649
2026-01-09
downgrade
Outperform -> Neutral
Reason
Baird analyst Ben Kallo downgraded GE Vernova to Neutral from Outperform with a price target of $649, down from $816. The firm sees power capacity oversupply fears "shifting sentiment" on GE Vernova. The company's competitor announcements are attracting attention, the analyst tells investors in a research note. Baird says oversupply fears may outweigh GE Vernova's ability to exceed estimates in the near-term.
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Goldman Sachs
Buy
maintain
$86 -> $98
2026-01-09
Reason
Goldman Sachs
Price Target
$86 -> $98
2026-01-09
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on GE HealthCare to $98 from $86 and keeps a Buy rating on the shares. After a year when fundamentals diverged from stock performance, 2026 should represent a return to normalized patterns where organic growth defines relative valuation, the analyst tells investors in a research note.
Barclays
NULL
to
Overweight
maintain
$800 -> $830
2026-01-07
Reason
Barclays
Price Target
$800 -> $830
2026-01-07
maintain
NULL
to
Overweight
Reason
Barclays raised the firm's price target on GE Vernova to $830 from $800 and keeps an Overweight rating on the shares. The firm adjusted price targets in the multi-industry group as part of its Q4 outlook. It sees a "firmer" demand outlook amid artificial intelligence order strength.
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
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.
