{"id":9400,"date":"2026-05-07T12:12:11","date_gmt":"2026-05-07T12:12:11","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/9400\/"},"modified":"2026-05-07T12:12:11","modified_gmt":"2026-05-07T12:12:11","slug":"airbus-enxtpaair-valuation-after-airasias-record-a220-order-and-mixed-recent-share-price-performance","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/9400\/","title":{"rendered":"Airbus (ENXTPA:AIR) Valuation After AirAsia\u2019s Record A220 Order And Mixed Recent Share Price Performance"},"content":{"rendered":"\n

Get insights on thousands of stocks<\/a> from the global community of over 7 million individual investors at Simply Wall St.<\/p>\n

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.<\/p>\n

See our latest analysis for Airbus.<\/a><\/p>\n

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.<\/p>\n

If this Airbus news has you thinking about other aviation related ideas, it could be a good moment to scan 32 robotics and automation stocks<\/a><\/p>\n

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?<\/p>\n

Most Popular Narrative: 18.5% Undervalued <\/p>\n

According to Tokyo’s widely followed narrative, Airbus’s fair value of \u20ac231 sits well above the last close at \u20ac188.50, which frames the current Airbus move in the context of a long runway backed by backlog, governance, and profitability assumptions.<\/p>\n

Airbus is not a hyper-growth story. It is a backlog-driven, duopoly industrial platform with improving governance and operational discipline.<\/p>\n

But structurally:<\/p>\n

\u2022 Entry barriers are extreme<\/p>\n

\u2022 Switching costs are massive<\/p>\n

\u2022 Demand visibility is high<\/p>\n

Read the complete narrative.<\/a><\/p>\n

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.<\/p>\n

Result: Fair Value of \u20ac231 (UNDERVALUED)<\/p>\n

Have a read of the narrative in full and understand what’s behind the forecasts.<\/a><\/p>\n

However, this depends on smooth execution. Supply chain problems or new issues in Defence and Space contracts could quickly challenge that undervaluation story.<\/p>\n

Find out about the key risks to this Airbus narrative.<\/a><\/p>\n

Next Steps <\/p>\n

The bullish tone around Airbus is clear, but the decision is ultimately yours. Move quickly, review the data, and weigh the 4 key rewards.<\/p>\n

Looking for more investment ideas? <\/p>\n

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.<\/p>\n","protected":false},"excerpt":{"rendered":"Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…\n","protected":false},"author":2,"featured_media":2840,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[60],"tags":[7281,90,797,5158,489],"class_list":{"0":"post-9400","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-airbus","8":"tag-airasia","9":"tag-airbus","10":"tag-fair-value","11":"tag-individual-investors","12":"tag-intrinsic-value"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/9400","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=9400"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/9400\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/2840"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=9400"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=9400"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=9400"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}