From Financial Modeling Prep: 2025-02-21 08:53:11

Jefferies downgraded Airbus to ‘hold’ citing production challenges and lack of catalysts. Price target lowered to €180, with EPS estimates cut for 2025 (-2%), 2026 (-4%), and 2027 (-9%) due to FX assumptions and operational constraints. Risks include A320 delays, aerostructure integration issues, and flat A350 deliveries.

Concerns include slower earnings growth, A320 production delays, and flat A350 deliveries. Integration of aerostructures businesses may lead to financial pressures. No share buyback announcement impacts stock support. Revised FX assumptions result in EPS cuts of 2%-9% through 2027.

Short-term pressures and EPS cuts weigh on investor sentiment. Lack of buybacks adds to concerns. However, strong long-term demand for A320 family and potential backloaded earnings tailwind post-2025 offer some optimism.

Jefferies’ ‘hold’ rating with a €180 target price reflects near-term risks in Airbus’ commercial aircraft segment. While financially strong, production delays, FX headwinds, and integration challenges pose downside risks. Investors can monitor financial performance using Key Metrics API amid industry shifts.



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