Bank of America raises target for Aena stock to EUR 30.70

Published on 10/07/2026 at 10:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Aena stock costs EUR 25.53 on October 7, 2026 after EUR 25.73, minus 0.78 percent. Market value is EUR 38.3 billion.

Flughafen-Terminal mit Flugzeugen bei Sonnenuntergang, Aena ES0105046009 — Fotorealistisches Bild zeigt Flughafen-Terminal bei Sonnenuntergang, passend zu Aena S.M.E. S.A., ISIN ES0105046009, Luftfahrtinfrastruktur, Illustration mit AI erstellt.

Bank of America raised its Aena price target from EUR 30.50 to EUR 30.70 on September 16, 2026, giving Aena stock a fresh valuation reference while the Lang & Schwarz quote stood at EUR 25.53 on October 7, 2026. The target change followed improved visibility around Spain's airport regulation.

Bank of America lifts its target

According to Bolsamania, Bank of America kept its buy recommendation and lifted the target to EUR 30.70 from EUR 30.50. The report also raised its 2027 and 2028 earnings-per-share estimates by 2 percent to 3 percent.

The target is EUR 5.17 above the Lang & Schwarz price, a calculated 20.25 percent difference. That comparison matters because the same report expects Aena's 2026 traffic growth at 4.40 percent, up from 3.90 percent previously.

Regulation meets stronger traffic

Benzinga reported that Aena's first-half 2026 revenue rose 10.10 percent year over year to EUR 3.30 billion, while net income increased 12.10 percent to EUR 1.00 billion. EBITDA advanced 6.30 percent to EUR 1.80 billion, although the EBITDA margin declined to 54.50 percent from 56.50 percent.

The regulatory backdrop is now a central valuation variable. Europa Press reported on September 21, 2026 that DORA III covers nearly EUR 13.0 billion of airport investment for 2027 through 2031 and sets average annual tariff growth at 0.33 percent. For Aena, the framework supports investment visibility but leaves traffic and margin execution as the main operating tests.

Stock valuation and next results

Aena's market capitalization was EUR 38.3 billion on October 7, 2026, while its 52-week range was EUR 21.96 to EUR 28.86. The next results presentation is scheduled for October 28, 2026, according to the company's investor-relations page, which lists the first-half release dated July 29, 2026.

At Lang & Schwarz, Aena was trading at EUR 25.53 on October 7, 2026 at 10:12 a.m. CEST, down EUR 0.20 or minus 0.78 percent versus the prior close of EUR 25.73 on October 6, 2026. The further course of trading is shown by the continuously updated real-time quote of Aena stock.