EADSF - Ryanair Stock Takes Flight: Unimpressive Earnings, Bullish Outlook

2025-05-20 05:05:02 ET

Summary

• Ryanair's FY25 results were underwhelming, with profit down 16% due to lower fares, but passenger growth remained strong.
• Aircraft delivery delays impact all airlines, limiting industry capacity growth and supporting fare stability, which benefits Ryanair's competitive position.
• Modest 3% capacity growth in FY26 and anticipated Boeing 737 MAX 10 certification should help stabilize fares and improve profitability.
• I maintain a buy rating with a new $60.37 price target, reflecting 12% upside, as Ryanair's fundamentals and market environment remain favorable.

Ryanair ( RYAAY , RYAOF ) posted its Q4 2025 earnings on the 19 ^th of May and the results and comments from CEO O’Leary seem to have pleased investors as the stock price surged nearly 8%. In December, I covered Ryanair stock with a price target that implied 26%. Since then, the stock has gained 22%, nearly matching my price target and significantly outperforming the S&P 500 which lost 1%....

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