In a recent update, Morgan Stanley analyst Kristine Liwag has revised the price target for AerCap Holdings N.V. (AER, Financial), reducing it from $112 to $101. Despite the adjustment, the shares maintain an Equal Weight rating.
The decision reflects growing concerns within the aerospace sector, particularly regarding the impact of tariffs and the potential for further disruptions in an already fragile supply chain. These uncertainties are influencing strategic preferences, with a tilt towards more resilient aftermarket entities rather than original equipment manufacturers.
This adjustment comes as part of Morgan Stanley’s broader analysis of the aerospace industry, highlighting the challenges and positioning strategies in a fluctuating market environment.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 8 analysts, the average target price for AerCap Holdings NV (AER, Financial) is $122.13 with a high estimate of $130.00 and a low estimate of $112.00. The average target implies an upside of 35.14% from the current price of $90.37. More detailed estimate data can be found on the AerCap Holdings NV (AER) Forecast page.
Based on the consensus recommendation from 10 brokerage firms, AerCap Holdings NV's (AER, Financial) average brokerage recommendation is currently 1.8, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for AerCap Holdings NV (AER, Financial) in one year is $92.21, suggesting a upside of 2.04% from the current price of $90.37. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the AerCap Holdings NV (AER) Summary page.
