The Canadian bank RBC Capital Markets has rated Airbus SE’s stock with an “Outperform” rating, which represents a positive assessment and indicates above-average growth potential compared to the overall market. Analyst Ken Herbert confirmed this rating most recently on April 17, 2025, setting a target price of 185 Euros for the next twelve months.
Key Points of the Analysis
- Despite increased uncertainties due to new U.S. tariffs in the aviation and defense sector, RBC sees continued good positioning for Airbus, particularly in the European defense sector.
- The quarterly reporting season starts on April 21, 2025, with investor expectations for the figures being rather low. Nevertheless, confidence in the defense sector has improved, and deliveries at Airbus and Boeing in the first quarter have developed better than expected.
- The stock currently shows an upside potential of about 35% compared to the target price of 185 Euros, as it was trading at around 137 to 158 Euros at the time of the analysis.
- Despite short-term pressures from geopolitical trade conflicts, the long-term growth potential of the commercial aircraft business is viewed positively.
Conclusion for Investors
The “Outperform” rating from RBC Capital Markets underscores an optimistic view of Airbus SE as an investment opportunity, particularly against the backdrop of upcoming company news such as the quarterly report at the end of April. For investors, this could mean that the stock remains attractive despite current market fluctuations and is likely to see significant value appreciation in the medium term.