economy
February 19, 2026
Airbus stock falls on weak delivery guidance. Here's why analysts still like it
Analysts say that despite weak 2026 delivery targets, Airbus looks like a good long-term investment.
TL;DR
- Airbus stock fell nearly 7% after issuing conservative 2026 delivery guidance of 870 aircraft.
- The company cited issues with key suppliers, like Pratt & Whitney, for the weak guidance and production ramp-up delays.
- Despite near-term challenges, 17 out of 25 analysts maintain Buy ratings, viewing the situation as a 'clearing event' for long-term investment.
- Airbus's performance lags behind rival Boeing over the past 12 months, which has seen stronger stock gains and more net orders in 2025.
- CEO Guillaume Faury noted improvements in the supply chain but acknowledged ongoing issues.
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