Lufthansa Shares Push Past AlphaValue Target as Insiders Buy and Brokers Rerate
Published on 11/10/2026 at 17:12 | Editorial boerse-global.de
Lufthansa stock climbed 1.2% to EUR 8.84 on Thursday, carrying the shares above the EUR 7.53 six-month price target that AlphaValue reaffirmed just a day earlier alongside a fresh lift to its 2027 earnings forecast.
The Paris-based research house raised its earnings-per-share estimate for 2027 from EUR 0.77 to EUR 0.95 but kept its sell recommendation in place — a split verdict that captures the divergence running through sell-side coverage of the German carrier.
Barclays moved the other way on Friday, upgrading Lufthansa from Underweight to Equal Weight and lifting its target from EUR 7.50 to EUR 8.40. Another brokerage raised its own target that same day from EUR 9.00 to EUR 9.50 while holding a Market Perform rating. In total, three further research houses have now nudged their price targets higher — on 3 November, Thursday and Friday — with the new levels spanning EUR 7.50 to EUR 9.50, all without changing their ratings.
Should investors sell immediately? Or is it worth buying Lufthansa?
Boardroom Buying
Supervisory board member Astrid Stange bought Lufthansa shares worth a total of EUR 153,759 on Thursday, according to a mandatory disclosure filed by the company. The purchase lands as the stock trades above at least one prominent bearish target.
Fuel Costs Force a Trimmed Ceiling
The reassessment of Lufthansa's earnings power follows the group's quarterly report roughly a week ago, when management lowered the upper end of its adjusted EBIT guidance for 2026 to EUR 2.0 billion from EUR 2.2 billion. The group now guides to a range of EUR 1.7 billion to EUR 2.0 billion. Expected fuel costs came in around EUR 600 million higher than three months earlier, the company said. Even so, the quarterly result slightly beat expectations, according to Reuters.
TAP Stake Signed, Brussels Next
Lufthansa and the Portuguese government signed the contract on 3 November for the acquisition of an initial 44.9% stake in TAP Air Portugal. The purchase price is EUR 1.02 billion. Completion remains conditional on regulatory approvals, above all the green light from the European Commission.
The broader tape has also lent a hand. Lufthansa shares rose 4.0% on Monday as oil prices fell, with media reports pointing to hopes of a de-escalation in the Iran conflict giving the travel sector additional support.
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Lufthansa Stock: New Analysis - 10 November
Fresh Lufthansa information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
