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Copa Holdings: Strong Traffic Growth and Capacity Management Drive Buy Rating

Morgan Stanley analyst Jens Spiess maintained a Buy rating on Copa Holdings yesterday and set a price target of $125.00.

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Jens Spiess has given his Buy rating due to a combination of factors including Copa Holdings’ impressive traffic growth and capacity management. The company’s total traffic, measured in revenue passenger miles, saw a year-over-year increase of 6.3% in June and 6.4% for the second quarter of 2025, surpassing both the consensus and Morgan Stanley estimates. This indicates strong demand and effective operational strategies.
Furthermore, Copa Holdings demonstrated efficient capacity utilization with a load factor of 87.3% in the second quarter, which is an improvement from the previous year. The company’s ability to increase capacity by 5.8% year-over-year while maintaining high load factors suggests robust performance and potential for continued growth. These positive indicators likely contributed to Jens Spiess’s confidence in recommending a Buy rating for Copa Holdings.

In another report released on July 1, Evercore ISI also maintained a Buy rating on the stock with a $150.00 price target.

CPA’s price has also changed moderately for the past six months – from $91.760 to $110.490, which is a 20.41% increase.

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