Ryanair's Profit Decline: Ryanair reported a 46% drop in Q1 profit, falling to €360 million from €663 million the previous year, leading to a significant decline in its share price.
Lower Future Fares: The airline warned that fares for Q2 will be "materially" lower than last summer, indicating potential challenges ahead.
Impact on Competitors: Ryanair's poor performance negatively affected shares of competitors easyJet and Wizz Air, which saw drops of 7.5% and 9%, respectively.
Market Conditions: Ryanair cited constrained European short-haul capacity due to engine repairs and delivery backlogs as contributing factors to their struggles.
Consumer Sentiment: CEO Michael O’Leary noted signs of consumer resistance and a recessionary atmosphere, suggesting that Ryanair may need to reduce fares more aggressively than its rivals.
Wall Street analysts forecast RYAAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RYAAY is USD with a low forecast of USD and a high forecast of 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.
0 Analyst Rating
Wall Street analysts forecast RYAAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RYAAY is USD with a low forecast of USD and a high forecast of 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.
0 Buy
0 Hold
0 Sell
Current: 70.920
Low
Averages
High
Current: 70.920
Low
Averages
High
JPMorgan
NULL -> Overweight
maintain
2026-01-22
New
Reason
JPMorgan
Price Target
AI Analysis
2026-01-22
New
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Ryanair to EUR 38 from EUR 34.50 and keeps an Overweight rating on the shares.
RBC Capital
Ruairi Cullinane
Outperform
maintain
2026-01-08
Reason
RBC Capital
Ruairi Cullinane
Price Target
2026-01-08
maintain
Outperform
Reason
RBC Capital analyst Ruairi Cullinane raised the firm's price target on Ryanair to EUR 32 from EUR 30 and keeps an Outperform rating on the shares.
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JPMorgan
NULL -> Overweight
maintain
2026-01-05
Reason
JPMorgan
Price Target
2026-01-05
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Ryanair to EUR 34.50 from EUR 33.50 and keeps an Overweight rating on the shares.
Morgan Stanley
NULL -> Overweight
maintain
2025-12-15
Reason
Morgan Stanley
Price Target
2025-12-15
maintain
NULL -> Overweight
Reason
Morgan Stanley raised the firm's price target on Ryanair to EUR 30.50 from EUR 30.40 and keeps an Overweight rating on the shares.
About RYAAY
Ryanair Holdings PLC is the leading airline group by passenger numbers in Europe. The company employs a low-cost no-frills model to offer low fares to leisure customers on short-haul intra-European routes. In 2020, the most recent pre-pandemic fiscal year, the company carried 149 million passengers, utilizing a fleet of 467 Boeing 737 aircraft across its 1,800 routes. To keep costs low the company serves predominantly lower-cost secondary airports. The company generated sales of EUR 8.5 billion in fiscal 2020.
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.
