---
title: "Moshe Orenbuch Reiterates Buy on AerCap, Lifts Price Target to $180 on Strong Earnings Momentum and Attractive Valuation"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292847135.md"
description: "TD Cowen analyst Moshe Orenbuch reiterated a Buy rating on AerCap, raising the price target to $180. This upgrade reflects strong earnings momentum, attractive valuation, and higher projected EPS driven by aircraft sales and maintenance revenue. Orenbuch cites tight supply, durable cash flows, and disciplined capital returns as key supports. Meanwhile, Goldman Sachs also maintained a Buy rating with a $170 target."
datetime: "2026-07-16T03:35:27.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292847135.md)
  - [en](https://longbridge.com/en/news/292847135.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292847135.md)
generator: "portal-rs"
---

# Moshe Orenbuch Reiterates Buy on AerCap, Lifts Price Target to $180 on Strong Earnings Momentum and Attractive Valuation

TD Cowen analyst Moshe Orenbuch maintained a Buy rating on Aercap Holdings yesterday and set a price target of $180.00.

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Moshe Orenbuch has given his Buy rating due to a combination of factors, including stronger-than-expected earnings momentum and attractive valuation. He raised his Q2 EPS projection meaningfully above consensus, driven largely by higher aircraft sale proceeds and maintenance revenue, and he also lifted his 2026 EPS forecast while keeping 2027 estimates intact, signaling confidence in the medium-term earnings trajectory.

Orenbuch also increased his price target to $180, reflecting a multiple on 2027 adjusted EPS and a premium to book value that he views as justified by AerCap’s sustained gain-on-sale profitability and disciplined capital returns, including sizable share repurchases in 1H26. In his view, tight aircraft supply, elevated gain-on-sale margins, and a fully placed orderbook through 2027 with strong placement into 2028 support durable cash flows and make the current share price an appealing entry point for investors.

In another report released on July 13, Goldman Sachs also maintained a Buy rating on the stock with a $170.00 price target.

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**