Airbus
Note: This is a daily stock update and the information stands true as of 06/01/25, 09:00 CET.
Company Update:
Expert Opinion:
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Company Update:
According to market rumors relayed by Reuters (and uncommented by the company), Airbus appears to have narrowly missed its 2024 delivery target, with 760 aircraft delivered compared to the expected 770, bringing December deliveries to around 120. The official figure is expected to be announced on January 9.
While it is slightly below Airbus’s target, this figure still exceeds the consensus estimate of 755 deliveries for 2024 and the miss should not be considered material.
The production ramp-up is still one of the challenges faced by Airbus, notably due to the issues in its supply chain (engines and seats notably).
Expert Opinion:
We remain positive on Airbus over the long run. These are little alternatives top its products at this stage, especially considering Boeing’s predicament. Valuation wise, the stock is still relatively cheap in view of its long term bright prospects. Indeed Airbus trades on a PE24 of 27.2, 21.1x for 2025 and 18.2x for 2026. This is a long term Buy and Hold stock.
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Alphavalue Morning Market Tip
Solid start of 2025 with signs of recovery in key markets.