Analyst Opinion Supports Airbus Growth
On April 28, 2025, the Airbus SE stock was rated with a Buy recommendation by Merrill Lynch & Co., Inc. Analyst Benjamin Heelan highlights technological advancements and strategic projects such as digital twins as key factors for the company’s long-term growth in his assessment.
At the time of the analysis, the stock was trading at 145.38 EUR in XETRA trading, representing an increase of 3.4 %. A price increase potential of around 60 % was projected compared to previous prices.
Core Aspects of the Analysis
- Valuation Basis: Progress in technology and strategic projects like digital twins.
- Market Performance: Airbus shows strength in the European market, in line with gains in the DAX and Euro STOXX 50.
- Fundamentals: Market capitalization of approximately 110.79 billion EUR, P/E ratio of 28.89, and a dividend yield of 1.29 %.
Company Development and Peer Group Comparison
On the same day, Airbus completed the acquisition of Spirit AeroSystems under adjusted terms to secure the supply chains in aircraft production. This development is supported by positive ratings from other financial institutions such as RBC Capital Markets (Outperform) and Barclays (Overweight).
| Date | Institution | Rating |
|---|---|---|
| April 28, 2025 | Merrill Lynch | Buy |
| April 28, 2025 | RBC Capital Markets | Outperform |
| April 22, 2025 | JP Morgan Chase & Co. | Overweight |
Conclusion
The recommendation reflects confidence in Airbus’s ability to convince despite macroeconomic challenges through operational efficiency and full order books – important factors for investors, especially in the DACH region.