BofA positive on Airbus, names as 1 of 25 buy ideas for 2025

Analysts at Bank of America sounded an upbeat note on the outlook for shares of Airbus, telling clients that the jet manufacturer likely recorded a good December in terms of actual aircraft deliveries.

Airbus Group N.V.
02 January 2025 15:05:38

Bank of America branch in Palm Beach, Florida (U.S.A.)

Source: Sharecast

They were also expecting the supply chain snags that had held back deliveries in 2024 to "unlock".

To that one could add capital return optionality.

BofA reiterated its 'buy' recommendation and 180p target price and included the shares in its list of "25 stocks for 2025".

The broker judged that Airbus was likely to have delivered more than 110 jets last month, which would bring the full-year tally to 750-760.

Looking ahead, BofA said that investors' main focus would be on the integration of manufacturer Spirit's operations in order to stabilise the production of fuselages.

Their expectation was that Airbus would guide towards 800-810 deliveries in fiscal year 2025.

They also saw "ample room" for Airbus to hike shareholder returns across 2025-29 with a share buyback programme expected to start in 2025 with €1bn of purchases.

Transferring your account

Transfer your existing ISAs and Share Dealing Accounts and you could save money. In order to transfer, log in to your existing account and complete the online application form. We’ll do the rest for you. It’s free to transfer (we will not charge you). Please check your current provider to see if they have any charges for transferring.

Transfer to us

Compare our accounts

If you're looking to grow your money over the longer term (5+ years), we have a range of investment choices to help.

View our accounts

Bank of Scotland is not responsible for the content and accuracy of the Markets News articles. We may not share the views of the author. Understand the risks, please remember the value of your investment can go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. Past performance is not a guide to future performance.

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.