RBC Capital Markets confirmed its "outperform" rating on the European planemaker's stock this morning with a "neutral" short-term sentiment, maintaining a price target of 225 euros.

The analyst estimates that the start of 2026 shows a delivery pace below market expectations, with 54 aircraft delivered by the end of February, approximately 17% less than during the same period in 2025. According to the firm, engine delivery difficulties at Pratt & Whitney are expected to remain a headwind throughout much of 2026, which could weigh on short-term sentiment, with a delivery profile more heavily weighted toward the second half of the year.

The research firm also indicated it has lowered its delivery forecasts for 2027 and 2028 to 955 and 1,049 aircraft, levels below the Visible Alpha consensus, suggesting that investors will remain primarily focused on the pace of deliveries rather than orders.

For its part, DZ Bank confirmed its "buy" recommendation on Airbus shares, with an unchanged price target of 227 euros.

The bank noted that the 35 aircraft deliveries in February represent a year-on-year decline, yet remain about five units above the five-year average. Deliveries notably included 23 aircraft from the A320 family, as well as six A350s.

The research firm added that supply chain difficulties - particularly regarding the A320 - continue to temporarily weigh on the production rate. DZ Bank nevertheless believes that deliveries should accelerate during the year, supported by consistently robust demand.