Cautious Stance Maintained as Chloe Lemarie Cuts Price Target to $185 on Constrained Upside Potential

Analyst Chloe Lemarie from Jefferies maintained a Hold rating on Airbus Group SE and decreased the price target to €185.00 from €190.00.

Chloe Lemarie has given his Hold rating due to a combination of factors, notably that Q1 operating profit in the commercial segment fell short of market expectations, even though this was partly cushioned by a better-than-anticipated performance in Defense & Security. Free cash flow was also pressured by higher inventory levels, which tempers the near-term financial picture despite some constructive signals from management.

At the same time, Lemarie believes the stock’s risk/reward profile is not compelling enough to justify a more positive stance, particularly given ongoing doubts about the durability of air traffic trends and the still modest pace of delivery ramp-up early in Q2. Reflecting this more cautious balance, the official price target was trimmed from $190 to $185, reinforcing the view that upside potential remains constrained for now.

According to TipRanks, Lemarie is a 5-star analyst with an average return of 26.8% and a 69.96% success rate. Lemarie covers the Industrials sector, focusing on stocks such as Airbus Group SE, RENK Group AG, and BAE Systems.

In another report released on April 16, Kepler Capital also maintained a Hold rating on the stock with a €196.00 price target.