Airbus delivers 72 jets as Bernstein keeps EUR 240 target for Airbus stock

Published on 10/05/2026 at 11:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Airbus targets 870 deliveries and EUR 7.50 billion adjusted EBIT in 2026. Airbus stock costs EUR 188.74 on October 5, 2026 after EUR 190.15, minus 0.74 percent.

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Airbus delivered 72 aircraft in September, compared with 73 a year earlier, while Bernstein Research kept its EUR 240.00 price target and Outperform rating for Airbus on October 1, 2026. The latest delivery figure narrows the immediate gap created by production quality issues, but the year-end target still requires a demanding fourth quarter.

September deliveries nearly matched 2025

According to Reuters on October 2, 2026, Airbus delivered as many as 72 aircraft in September, against 73 in September 2025. Jefferies analysts had estimated 68 deliveries, making the reported total higher than that estimate, although Airbus had not yet published its monthly industrial bulletin.

The figure matters because Airbus must maintain a high delivery pace to reach its 2026 target of 870 commercial aircraft. Reuters also reported that Airbus Commercial CEO Lars Wagner said he was very confident of meeting the target, while up to 20 aircraft had shifted from the third quarter into the fourth quarter.

Quality checks remain the counter-factor

The delivery schedule remains linked to checks on A321neo fuselage components and additional inspections of A330 aircraft. Reuters reported on October 2, 2026 that Airbus had identified a quality issue involving a tool found in an A330 horizontal tailplane, while aircraft currently leaving production had been inspected and could be delivered.

Airbus reported adjusted EBIT of EUR 2.70 billion and free cash flow before customer financing of minus EUR 1.20 billion for the first half of 2026 on its investor-relations page. The company also set 2026 targets of 870 commercial aircraft deliveries, EUR 7.50 billion of adjusted EBIT and EUR 4.50 billion of free cash flow before customer financing.

Bernstein target stays at EUR 240

According to finanzen.ch on October 1, 2026, Bernstein Research maintained its Outperform rating and EUR 240.00 target. The target is EUR 51.26 above the Lang & Schwarz price, a 27.16 percent gap based on EUR 188.74.

For investors, the central tension is visible in the numbers: September deliveries nearly matched the prior year, but Airbus still needs to execute the most demanding part of its annual plan while managing supplier and inspection risks.

Stock trades below the analyst target

Airbus stock was trading at EUR 188.74 at Lang & Schwarz on October 5, 2026 at 11:46 a.m. CEST, down 0.74 percent versus the Lang & Schwarz prior close of EUR 190.15 on October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of Airbus stock.