AIR.DE Stock Today: February 26 — Rebound as Barclays Stays Overweight
Airbus stock is rebounding in Frankfurt on 26 February as sentiment improves after recent declines. The Frankfurt-listed AIR.DE last traded near €186.74, up about 2.1%, with buyers citing Barclays’ Overweight rating and €220 price target. Solid 2024 results and a higher dividend support the case, while supply chain issues and A320 engine shortages still cap near-term production. We break down price action, Airbus earnings quality, the Barclays price target rationale, and what the A320 engine situation could mean for delivery schedules and valuation.
Price action and rating drivers
Airbus stock advanced to €186.74 (+2.09%), between a day low of €184.68 and high of €188.20. The price sits below the 50-day average (€199.87) and the 200-day average (€190.07), keeping a cautious technical tone despite today’s bounce. Year-to-date performance is -9.04% versus a 1-year gain of 12.48%. The setup suggests a relief rally within a broader consolidation.
Barclays reiterated Overweight with a €220 target, pointing to demand resilience and multi-year visibility from the order backlog. The bank’s stance helps sentiment after recent pullbacks and aligns with stronger 2024 results and a higher dividend. See the rating update on wallstreet-online. Investors also monitor delivery cadence and any incremental guidance tied to the narrow-body ramp.
Fundamentals and Airbus earnings
Airbus earnings improved year over year, with revenue up about 5.8% and net income up 11.7% in 2024. TTM EPS is €6.39, implying a P/E near 28.9 at the current price. The dividend per share is €2.00, up strongly year over year, for a yield around 1.08% and a payout ratio near 45%. Coverage looks reasonable given rising operating cash flow.
Demand remains healthy, supported by airlines prioritizing fuel-efficient narrow-bodies. Return on equity of 21.2% and stable leverage metrics provide comfort for long-term holders. German investors should note Airbus’ large industrial footprint and supplier base in Europe. Tagesschau reports results ahead of expectations while flagging supply issues, offering balanced context for 2025-2026 plans source.
A320 engine shortages and production risks
A320 engine shortages tied to Pratt & Whitney GTF inspections continue to limit available spare engines and can disrupt near-term delivery slots. While demand is not the issue, the timing of inductions and returns from the shop can push deliveries rightward. This dynamic could restrain the 2026 ramp and tilt the delivery mix, with knock-on effects for working capital and margin conversion.
Broader supply chain tightness still affects aerostructures and cabin components. Management has highlighted vendor reliability as a key risk, even as internal execution improves. Any slippage could defer revenue recognition and free cash flow, despite strong orders. Investors should watch monthly deliveries and remarks on parts availability, engine turnaround times, and stabilization efforts across the tiered supplier base.
Technical picture and key levels
Short-term momentum is still soft: RSI is 38.86, CCI is -122.5, and MACD remains below signal. ADX at 27.7 indicates a firm trend, recently to the downside. Bollinger bands show the price hovering above the lower band (€181.93) with the middle band near €190.84. A daily ATR of €5.12 implies wider ranges around news and delivery updates.
Immediate resistance sits at today’s high (€188.20), then the 200-day average (€190.07) and the Bollinger mid-band (€190.84). A close above €199.87 would improve the medium-term tone. Supports are the day low (€184.68) and the lower band (€181.93). Next catalyst: Airbus earnings on 28 April 2026. Position sizes should reflect volatility.
Final Thoughts
Airbus stock is recovering as investors give weight to Barclays’ Overweight call and a €220 target while acknowledging ongoing A320 engine shortages. The 2024 step-up in revenue, earnings, and dividend supports the bull case, but delivery execution will drive near-term multiples and cash flow. For German investors, the risk-reward looks tied to clearing supply bottlenecks and preserving the narrow-body ramp. Tactically, a close above €190 would strengthen momentum toward the €200 zone. Strategically, backlog strength, improving cash generation, and disciplined payouts underpin the long-term story. Monitor monthly deliveries, engine turnaround updates, and the 28 April earnings print for guidance detail. This article is informational only, not investment advice.
FAQs
Why is Airbus stock up today?
Airbus stock is rebounding as sentiment improves after recent declines. Buyers are responding to Barclays’ Overweight rating with a €220 price target and solid 2024 results, including a higher dividend. Short-term supply issues remain, but long-term demand and backlog support the shares.
What is Barclays’ price target on Airbus?
Barclays maintains an Overweight rating on Airbus with a €220 price target, citing strong demand visibility and a solid backlog that can support cash generation over time. The rating provides support after recent weakness and keeps focus on delivery execution and guidance updates.
How do A320 engine shortages affect the outlook?
A320 engine shortages from Pratt & Whitney GTF inspections reduce spare engine availability, which can delay aircraft handovers and shift the delivery mix. This may cap near-term production ramps and free cash flow timing, even though airline demand remains strong and the order book is robust.
When are the next Airbus earnings?
The next scheduled Airbus earnings date is 28 April 2026. Investors will look for detail on delivery targets, supply chain stabilization, engine availability, dividend plans, and cash flow guidance. Any change in the narrow-body ramp could influence valuation and near-term price action.
Is Airbus stock attractive for long-term investors?
For long-term holders, Airbus stock offers strong demand visibility, rising cash generation, and a growing dividend. Risks include supply chain reliability and A320 engine shortages. Valuation near 28-29 times TTM earnings is not cheap, so execution and delivery cadence will be key.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.