Bank of America announced on Monday that it had raised its price target for Airbus from €180 to €187, while renewing its buy recommendation on the stock, which it has decided to include among its 25 best investment ideas for 2025.
In a research note, the American investment bank says it shares the view of the aircraft manufacturer's management that aircraft deliveries could return to pre-Covid levels 'in the near future'.
BofA adds that investors' attention will increasingly be drawn to the positive effect of the euro's decline against the dollar, a dynamic that will benefit the Group's business.
Lastly, while it does not expect to implement a multi-year share buyback program, the New York-based firm believes that Airbus' cash position of over 11.5 billion euros at the end of 2024 should allow for the acquisition of new shares.
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Airbus SE is No. 1 in Europe and No. 2 worldwide in the aeronautics, aerospace, and defense industries. Net sales break down by family of products and services as follows:
- commercial aircraft (71.7%). The group is No. 1 worldwide for aircrafts with more than 100 seats;
- defense and aerospace systems (17.3%): military aircrafts (primarily transport aircrafts, marine surveillance aircrafts, anti-submarines fighter planes and flight refueling aircrafts), spatial equipment (orbital launchers, observation and communication satellite, turboprop aircraft, etc.), defense and security systems (missile systems, electronic and telecommunications systems, etc.). Airbus SE also provides training and aircrafts maintenance services;
- civil and military helicopters (11%).
Net sales are distributed geographically as follows: Europe (40.2%), Asia/Pacific (25.6%), North America (23.7%), Middle East (4.5%), Latin America (2.5%) and other (3.5%).
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