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Airbus (ENXTPA:AIR) is back in focus after AirAsia confirmed a firm order for 150 A220-300 jets, a roughly $19b deal that reshapes the programme and underscores demand for fuel efficient single aisle aircraft.
See our latest analysis for Airbus.
The AirAsia order lands after a mixed few months for the stock, with a 14.15% 1 month share price return and a year to date share price return of a 7.46% decline, yet a 112.78% 5 year total shareholder return that points to longer term momentum.
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With Airbus stock up 24.20% over the past year, but still showing a 7.46% decline year to date and trading at a 35.50% discount to one intrinsic value estimate, you have to ask: is there still mispricing here, or is the market already baking in future growth?
Most Popular Narrative: 18.5% Undervalued
According to Tokyo’s widely followed narrative, Airbus’s fair value of €231 sits well above the last close at €188.50, which frames the current Airbus move in the context of a long runway backed by backlog, governance, and profitability assumptions.
Airbus is not a hyper-growth story. It is a backlog-driven, duopoly industrial platform with improving governance and operational discipline.
But structurally:
• Entry barriers are extreme
• Switching costs are massive
• Demand visibility is high
Want to see what sits behind that fair value gap? The narrative leans on steady revenue expansion, firmer margins, and a profit multiple usually reserved for elite industrial franchises.
Result: Fair Value of €231 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, this depends on smooth execution. Supply chain problems or new issues in Defence and Space contracts could quickly challenge that undervaluation story.
Find out about the key risks to this Airbus narrative.
Next Steps
The bullish tone around Airbus is clear, but the decision is ultimately yours. Move quickly, review the data, and weigh the 4 key rewards.
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If Airbus has sharpened your interest, do not stop here. Broaden your watchlist with a few focused sets of stocks that could complement your research.