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(Sharecast News) - Analysts at Bank of America sounded an upbeat note on the outlook for shares of Airbus, telling clients that the jet manufacturer likely recorded a good December in terms of actual aircraft deliveries.
They were also expecting the supply chain snags that had held back deliveries in 2024 to "unlock".
To that one could add capital return optionality.
BofA reiterated its 'buy' recommendation and 180p target price and included the shares in its list of "25 stocks for 2025".
The broker judged that Airbus was likely to have delivered more than 110 jets last month, which would bring the full-year tally to 750-760.
Looking ahead, BofA said that investors' main focus would be on the integration of manufacturer Spirit's operations in order to stabilise the production of fuselages.
Their expectation was that Airbus would guide towards 800-810 deliveries in fiscal year 2025.
They also saw "ample room" for Airbus to hike shareholder returns across 2025-29 with a share buyback programme expected to start in 2025 with 1bn of purchases.
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