Airbus Group SE: Strong Q1 Performance Amid Cautious Outlook Leads to Hold Rating

In a report released today, Chloe Lemaire from Jefferies maintained a Hold rating on Airbus Group SE (EADSF – Research Report), with a price target of €180.00.

Chloe Lemaire’s rating is based on a combination of factors that reflect the current performance and future outlook of Airbus Group SE. The company’s first-quarter results surpassed expectations, with adjusted EBIT coming in 4% higher than consensus estimates, primarily driven by strong performance in the Commercial and Defense & Space segments.
Furthermore, the company’s free cash flow was robust, bolstered by substantial advance payments related to orders and an anticipated increase in commercial activity. Despite these positive indicators, the analyst remains cautious, noting that while tariffs have not yet caused additional supply chain disruptions, their direct impact remains a concern. This balanced view of both the strengths and potential risks has led to the Hold rating.

In another report released on April 24, Kepler Capital also maintained a Hold rating on the stock with a €170.00 price target.

Based on the recent corporate insider activity of 34 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of EADSF in relation to earlier this year.