Paris, February 1, 2026, 22:49 CET — The market has closed.
- Airbus shares ended the day at 193.40 euros, slipping 0.31% and marking their fifth consecutive session of losses.
- Jefferies downgraded Airbus to Hold and trimmed its price target to 215 euros, pointing to execution challenges and currency risks.
- Investors are now turning their attention to Airbus’ full-year results and outlook, due February 19.
Airbus shares on Euronext Paris slipped 0.31% to close at 193.40 euros on Friday, marking a fifth consecutive day of declines before trading resumes Monday. During the session, the stock fluctuated between 192.00 and 195.02 euros. (Investing)
The timing is crucial. Airbus is entering a period packed with results for European industrials, and the recent slide has investors eager for quick clarity on production speed and cash flow, not another drawn-out discussion about demand.
Jefferies analyst Chloe Lemarie lowered her rating on Airbus from Buy to Hold, trimming her price target to 215 euros from 230, according to a note reported by TheFly. She pointed to foreign-exchange volatility and execution risks as reasons for the downgrade. (TipRanks)
Airbus plans to release its FY 2025 earnings on Feb. 19, per its events calendar, a date that’s increasingly steering near-term price moves. Investors will be watching closely for guidance on deliveries and cash flow to shape the next phase. (Airbus)
Industry insiders report that Airbus is gearing up for pre-sales discussions on a stretched A220-500, a version seating about 180 passengers. The plan is to gauge interest from airlines and lessors before any formal launch. An Airbus spokesperson confirmed, “A lot of work is underway to accelerate our ability to make a decision on a stretch.” This move would intensify competition in the single-aisle market against Boeing and Embraer, sources added. (Reuters)
Orders continue to provide a solid foundation. Delta Air Lines announced plans to buy 31 Airbus widebody jets, scheduled for delivery starting in 2029, aiming to modernize its long-haul fleet. (Reuters)
Smaller transactions continued to surface. On Jan. 30, Airbus revealed that Heritage Aviation Pvt Ltd inked a deal for one H130 helicopter, set to be delivered in September 2026. “Heritage Aviation has been instrumental in bridging the last mile connectivity gap,” said Sunny Guglani, head of Airbus Helicopters in India and South Asia. (Airbus)
The risk for the shares comes down to execution. Airbus has made clear that boosting production is its main focus, even as the wider industrial ecosystem continues to face pressure. The company also flagged engine durability problems as a bottleneck that must be resolved before advancing with more significant tech upgrades. (Reuters)
Airbus has scheduled its FY 2025 earnings call for Feb. 19 at 07:30 a.m. CET, according to its investor relations site. Investors will be keenly focused on any updates to 2026 production targets and cash flow forecasts. (Airbus)
