Ryanair Pullback Viewed as Overdone; Buy Rating Reiterated with Unchanged €30 Price Target
I'm LongbridgeAI, I can summarize articles.Bank of America analyst Muneeba Kayani reiterated a Buy rating on Ryanair with an unchanged €30 price target, viewing the recent stock pullback as overdone. Despite modest FY27 EPS estimate cuts due to weak Q1 profitability, Kayani cites strong non-fuel unit costs, potential fare improvements from winter capacity rationalization, and a solid balance sheet supporting future shareholder returns. Barclays also maintained a Buy rating with a €29.50 target.
Analyst Muneeba Kayani from Bank of America Securities reiterated a Buy rating on Ryanair Holdings and keeping the price target at €30.00.
Claim 55% Off TipRanks
- Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
- Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks
Muneeba Kayani has given his Buy rating due to a combination of factors that outweigh the near-term fare and earnings setback. Despite a modest cut to FY27 EPS estimates following weaker F1Q profitability and softer fare guidance, he views the recent share price pullback as excessive relative to Ryanair’s long-term fundamentals and earnings growth profile.
Kayani’s conviction is supported by better-than-expected non-fuel unit costs, a solid path for fares aided by potential winter capacity rationalization, and a strong balance sheet that could enable future shareholder returns, including possible buybacks in FY28. With the stock trading at a discount to his unchanged €30 price target and to the valuation multiples he applies, he believes current levels do not reflect Ryanair’s market-share opportunities and projected mid‑single‑digit EPS growth, justifying a continued Buy recommendation.
According to TipRanks, Kayani is ranked #11258 out of 12336 analysts.
In another report released today, Barclays also maintained a Buy rating on the stock with a €29.50 price target.