Airbus: a top pick for Morgan Stanley: raises TP

(CercleFinance.com) - On Thursday, Morgan Stanley raised its target price for Airbus shares from E160 to E200, now ranking the company as one of its top picks in the aerospace sector.


The analyst - who maintains an 'overweight' recommendation on the stock - acknowledges that FY 2025 is unlikely to see a spectacular upturn in business, but says that he expects some encouraging signs that could boost market confidence in the aircraft manufacturer's medium-term targets.

While supply problems persist, we are seeing the first signs of improvement, which could lead to better operational execution, MS explains.

In its view, these factors could boost investor confidence in the group's medium-term delivery figures, and lead to an increase in the share price.

However, Morgan Stanley believes that it is still too early to consider launching a new share buyback program this year.


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