AerCap price target raised to $130 from $120 at Susquehanna

Susquehanna analyst Christopher Stathoulopoulos raised the firm’s price target on AerCap (AER) to $130 from $120 and keeps a Positive rating on the shares. The firm said while tariffs and trade risk are likely to weigh on near-term demand for global air travel, they continue to see a constructive mid-term outlook, with a shortage of widebodies through end-of-decade, and the company’s “barbell” approach to its fleet supporting lease rates for in-demand next-gen aircraft and opportunistic sales for older current-gen aircraft.