TD Cowen raises target for AerCap stock to USD 185.00

Published on 10/20/2026 at 18:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TD Cowen lifted its target from USD 180.00 to USD 185.00 on October 12, 2026. AerCap stock costs EUR 129.03 at Lang & Schwarz on October 20, 2026.

Analyst target and reporting date

TD Cowen lifted its AerCap target from USD 180.00 to USD 185.00 on October 12, 2026.
AerCap reported USD 2.17 billion in second-quarter 2026 revenue and adjusted earnings per share of USD 5.14.
AerCap stock costs EUR 129.03 at Lang & Schwarz on October 20, 2026 at 6:42 p.m. CEST.
AerCap is scheduled to report third-quarter 2026 results on October 28, 2026.

AER, NL0000687663, Illustration mit AI erstellt.

AerCap Holdings N.V. (NL0000687663) has a fresh USD 185.00 price target from TD Cowen, which raised its previous USD 180.00 target on October 12, 2026, according to MarketBeat. AerCap stock was at EUR 129.03 at Lang & Schwarz on October 20, 2026 at 6:42 p.m. CEST.

TD Cowen sees 27.69 percent upside

The TD Cowen target stands 27.69 percent above the USD 144.88 AerCap quote on the NYSE at 12:50 p.m. ET on October 20, 2026. The analyst firm maintained a Buy rating, while the target change came ahead of AerCap's scheduled third-quarter results.

MarketBeat also reported a consensus target of USD 173.11 and a Moderate Buy consensus rating on October 12, 2026. The consensus figure is below TD Cowen's target but remains above the NYSE quote used for the comparison.

Second-quarter earnings set the backdrop

AerCap generated USD 2.17 billion in revenue in the second quarter of 2026, up 14.90 percent from the year-earlier period. Adjusted earnings per share reached USD 5.14 against a USD 4.14 consensus estimate, according to Stock Analysis.

The standardized second-quarter figures were USD 725.72 million in net income attributable to common shareholders and a 33.00 percent net profit margin. Revenue was lower than the USD 2.24 billion reported for the first quarter of 2026, while quarterly operating cash flow reached USD 1.46 billion.

October 28 is the next date

AerCap will release third-quarter 2026 financial results before U.S. markets open on October 28, 2026, with an investor call scheduled for 8:30 a.m. EDT, the company said in a release dated October 5, 2026. The announcement also identifies AerCap as listed on the New York Stock Exchange under ticker AER. The coming report will give investors a new reading on leasing demand, asset sales and capital allocation.

Price and valuation frame

AerCap's market capitalization was USD 22.8 billion on October 20, 2026. The same market snapshot put the 52-week range at USD 118.96 to USD 158.81, a price-to-earnings ratio of 7.13 and trading volume at 264,342 shares.

Stock position for investors

AerCap combines a target increase with a near-term reporting date and a strong second-quarter earnings comparison. The most important test is whether the October results support the USD 185.00 target without weakening the revenue and adjusted earnings momentum reported for the second quarter.

The stock was trading at EUR 129.03 at Lang & Schwarz on October 20, 2026 at 6:42 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of AerCap stock.