mwb confirms Buy rating and EUR 227.00 target for Airbus stock

Published on 10/09/2026 at 12:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Airbus delivered 72 aircraft in September, down 1.00 percent year over year. Airbus stock was EUR 186.36 on October 9, 2026 versus EUR 188.55.

Key points in brief

mwb research confirmed a Buy rating and EUR 227.00 target for Airbus on October 2, 2026.
Airbus delivered 72 aircraft in September, down 1.00 percent year over year, according to Investing.com.
Airbus stock was EUR 186.36 at Lang & Schwarz on October 9, 2026, down 1.16 percent versus the prior close.
Airbus targets 870 commercial aircraft deliveries and EUR 7.5 billion in adjusted EBIT for 2026.
The next company dates are October 14, 2026, for pre-quarterly communication, and October 28, 2026, for the 9m results call.

Isometrischer 3D-Render einer Airbus SE Flugzeug-Endmontagehalle — Airbus SE Fertigungsprozess als isometrisches 3D-Diagramm: Endmontagehalle mit mehreren Rümpfen, Roboterarmen und winzigen Arbeiterfiguren, Illustration mit AI erstellt.

mwb research confirmed its Buy rating and EUR 227.00 target for Airbus on October 2, 2026, while Airbus stock was EUR 186.36 at Lang & Schwarz on October 9, 2026, down 1.16 percent versus the EUR 188.55 prior close. The target is 21.82 percent above the Lang & Schwarz price, using the same euro currency.

Deliveries expose the Q4 pressure

Airbus delivered 72 aircraft in September, down 1.00 percent from September 2025, according to Investing.com on October 9, 2026. The figure was four aircraft above Jefferies' estimate, but Airbus needs 13.00 percent delivery growth from October through December to reach its 870-aircraft 2026 target.

The same report put year-to-date deliveries 8.00 percent above the prior year and third-quarter flying inventory at 66 aircraft, up 23 aircraft from the second quarter. Jefferies estimated a EUR 100.00 million to EUR 200.00 million earnings before interest and taxes headwind from volume, mix and technical factors.

What does the Q4 target require?

mwb research calculated that the 870-aircraft target implies 326 deliveries in the fourth quarter, 14.00 percent above the fourth quarter of 2025. Its October 2 note kept the EUR 227.00 target and Buy rating, citing deferred A321neo deliveries and continued engine supply pressure.

Three dated Airbus milestones

On July 29, 2026, Airbus reported first-half revenue of EUR 33.20 billion, up 12.00 percent year over year, and adjusted EBIT of EUR 2.70 billion through its investor materials. On September 11, 2026, Airbus announced a buyback of up to 4,100,000 shares for employee share ownership and compensation plans, according to Airbus. On October 2, 2026, mwb research confirmed the EUR 227.00 target and Buy rating.

Upcoming reporting dates

Airbus' next scheduled disclosure is its Q3 pre-quarterly communication on October 14, 2026. The company will hold its 9m 2026 earnings release analyst call on October 28, 2026, according to Airbus.

Stock remains below the target

At 12:34 p.m. CEST on October 9, 2026, Airbus stock was trading at EUR 186.36 at Lang & Schwarz, down 1.16 percent versus the EUR 188.55 prior close. The primary listing is Euronext Paris, where Airbus trades in euros; the 52-week range was EUR 157.42 to EUR 221.30 and market capitalization was EUR 148.1 billion as of October 9, 2026. The further course of trading is shown by the continuously updated real-time quote of Airbus stock.