This summary was created by AI, based on 3 opinions in the last 12 months.
Airbus, with the symbol EADSY-OTC, is one of the two major players in the global commercial airline business. Despite some short-term supply chain issues, the company has a strong backlog for the next decade and is part of a duopoly in the industry. Analysts believe that the current share price presents a good long-term hold opportunity, especially considering the expected middle-class growth globally. The company also has a solid defence business in Europe and is trading at a relatively low earnings multiple with solid growth prospects over the next decade.
They're trying to make more narrow-body airplanes, but suffer supply chain problems. So, they've guided down which impacted shares. But they have 10 years' backlog. The dip now is an opportunity.
(Analysts’ price target is $41.23)There are some supply issues short term but it has a backlog for the next decade. It is a duopoly and its main competitor is facing huge issues. There are two other businesses that you are getting for free. The defence business in Europe is doing well. It trades at 20X earnings with solid growth over the next decade. Buy 3 Hold 0 Sell 1
(Analysts’ price target is $41.66)Still, there are some caveats: Airbus’ beta of 1.66 makes the stock vulnerable to sudden market downturns. The stock current trades at 28.3x PE, above its five-year average of 25.64x. Also, EADSY is trading within $2 of its 52-week high of $35.52 at levels not seen since January 2020. The ongoing parts shortage doesn’t help overcome its multi-year backlog. Read Planes, pizza and clothes for our full analysis.
European stocks have recovered since the war in Ukraine started. Can deliver planes for the next 8-9 years without another order. Has benefited from issues with Boeing. Downside is interference from French government.
Prefers to BA. New plane is the best one out there with the lowest cost and fuel efficiency. Cleaner story than BA. Huge backlog stalled by parts shortages. Production rates will increase next 2-3 years, which will drive earnings.
(A Top Pick Mar 24/21, Up 18%) Still bullish as Airbus is well-positioned to benefit from the recovery in air travel this year and beyond. They still benefit from an oligopoly with Boeing. Also, when Covid hit, the average age of airplanes in the industry hit all time highs, so planes were already old. The airlines look for fuel efficiency in new planes they buy (reducing carbon emission is a major driving), so this could be a key competitive advantage for Airbus.
Airbus is a American stock, trading under the symbol EADSY-OTC on the US OTC (EADSY). It is usually referred to as OTC:EADSY or EADSY-OTC
In the last year, there was no coverage of Airbus published on Stockchase.
Airbus was recommended as a Top Pick by on . Read the latest stock experts ratings for Airbus.
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0 stock analysts on Stockchase covered Airbus In the last year. It is a trending stock that is worth watching.
On 2024-11-21, Airbus (EADSY-OTC) stock closed at a price of $36.59.
One of two large players in global commercial airline business. French business with strong business prospects. Overall macro theme is very strong. Oligopoly style business with excellent market share. Expected middle class growth globally will keep growth and earnings growing. Would recommend at current share price. Good long term hold. Excellent brand name with near global recognition.