What is AER stock price target for 2026?

WallStSmart's 12-month price target for AerCap Holdings NV is $137.97, representing 0.1% downside from the current price of $138.11.

What is AER stock forecast?

AerCap Holdings NV forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

Is AER undervalued based on price targets?

Our DCF intrinsic value for AerCap Holdings NV is $103.81, against a current price of $138.11. The margin of safety is -42.80%.

AER

AerCap Holdings NV

NYSE: AER · INDUSTRIALS · RENTAL & LEASING SERVICES

$138.11

+0.71% today

Updated 2026-04-29

Market cap

$22.48B

P/E ratio

6.48

P/S ratio

2.64x

EPS (TTM)

$21.30

Dividend yield

1.17%

52W range

$105 – $155

Volume

1.4M

Market cap

$22.48B

P/E ratio

6.48

P/S ratio

2.64x

EPS (TTM)

$21.30

Dividend yield

1.17%

52W range

$105 – $155

Volume

1.4M

AerCap Holdings NV (AER) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$138.11

Consensus

$150.29

+8.82%

2030 Target

$612.39

+343.41%

DCF

$103.81

-42.80% MoS

Current price

$138.11

Analyst consensus

$150.29

+8.82%

2030 Target

$612.39

+343.41%

Intrinsic (DCF)

$103.81

-42.80% MoS

7 analysts:

3 Buy1 Hold0 Sell

Management guidance

No specific revenue guidance for 2026-2030 found in recent earnings calls or investor communications. CEO emphasis is on long-term growth through fleet modernization (100 new Airbus A320neo order through 2034) and expanding cargo/freighter segment. AerCap's investment narrative projects $8.3B revenue and $2.5B earnings by 2029 (per Simply Wall Street analysis), implying mid-to-high single-digit annual growth from current $8.74B base.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$1,016.01

$8.7B Rev × 20x P/S

Base case (2030)

$612.39

$8.7B Rev × 12x P/S

Bear case (2030)

$403.62

$8.7B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$7.6B	$8.0B	$8.2B	$8.3B	$8.4B	$8.7B	$8.3B	$8.7B
Revenue growth	—	5.5%	2.4%	-2.4%	1.6%	2.5%	-4.0%	4.2%
EPS	$12.87	$12.02	$15.43	$15.56	$16.38	$17.25	$15.80	$17.50
P/S ratio	—	—	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	—	—	$584.56	$598.47	$612.39	$584.56	$612.39

Catalysts & risks

Growth catalysts

+ 100 Airbus A320neo aircraft order (2028-2034 deliveries) expanding fleet capacity and future lease revenue

+ Expansion into cargo/freighter leasing (Ethiopian Airlines 777-300ERSF, Virgin Atlantic A330NEO deals signal growing widebody/specialty segment)

+ Tight global aircraft supply and sustained air travel recovery driving lease rates higher

+ Q1 2026 momentum: 286 assets leased/purchased/sold, $3B financing transactions, 5.4M share buyback at $745M

Key risks

- Analyst consensus revenue for 2026 (-2.5%) and 2027 (+1.5%) suggests near-term cyclical pressure and lease rate normalization risk

- Rising interest rates and debt servicing costs (EV/EBITDA 10.33x, Debt/Eq 2.38x) may compress margins

- Geopolitical tensions, airline insolvencies, and supply chain delays could reduce leasing demand or increase default risk

- Aircraft delivery delays from OEMs (Boeing, Airbus) could defer revenue realization beyond 2028

Methodology

AerCap Holdings NV's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 7 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.