AerCap Holdings N.V. (AER) Price Target Analysis
Wall Street analyst price targets, ratings consensus & upside potential · Updated May 1, 2026
Current Price
$151.05
Price Target
$165.00
Target Range
$155.00 — $175.00
Analyst Rating
Buy
Forward P/E8.8x
Trailing P/E7.1x
Forward PEG—
Implied Growth-27.8%
Median Target$164.00
Analyst Spread12.1%
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Bear Case
$155
+2.6%
Consensus
$165
+9.2%
Bull Case
$175
+15.9%
Valuation Model TargetsConfidence: 52/100
Bear$73
Base$197
Bull$123
AER Price Target Analysis
Updated May 7, 2026As of May 7, 2026, AerCap Holdings N.V. (AER) has a Wall Street consensus price target of $165.00, based on estimates from 25 covering analysts. With the stock currently trading at $151.05, this represents a potential upside of +9.2%. The company has a market capitalization of $25.21B.
Analyst price targets range from a low of $155.00 to a high of $175.00, representing a 12% spread in expectations. The median target of $164.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 24 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, AER trades at a trailing P/E of 7.1x and forward P/E of 8.8x. Analysts expect EPS to grow -27.8% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $197.48, with bear and bull scenarios of $72.52 and $122.80 respectively. Model confidence stands at 52/100, reflecting moderate uncertainty in projections.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Industrials stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside+30.3%
Avg Forward P/E585.4x
Peers with Coverage9 / 10
| Company | Market Cap | Price | Target | Upside | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 ALAir Lease Corporation | $7.3B | $65.00 | $65.00 | +0.0% | Buy | 12.8x | 20 |
 FLYFirefly Aerospace Inc. | $5.5B | $34.55 | $39.50 | +14.3% | Buy | — | 7 |
 FTAIFTAI Aviation Ltd. | $29.2B | $285.01 | $297.67 | +4.4% | Buy | 38.8x | 18 |
 GATXGATX Corporation | $7.1B | $199.55 | $212.00 | +6.2% | Buy | 19.9x | 14 |
 WLFCWillis Lease Finance Corporation | $1.8B | $238.88 | — | — | Buy | 17.2x | 1 |
 AVAVAeroVironment, Inc. | $8.7B | $174.37 | $343.60 | +97.1% | Buy | 60.6x | 28 |
 TDGTransDigm Group Incorporated | $69.7B | $1233.64 | $1617.88 | +31.1% | Buy | 31.8x | 39 |
 HEIHEICO Corporation | $25.0B | $296.38 | $371.00 | +25.2% | Buy | 52.8x | 34 |
 KTOSKratos Defense & Security Solutions, Inc. | $11.5B | $61.52 | $110.58 | +79.7% | Buy | 79.3x | 22 |
 BAThe Boeing Company | $181.3B | $229.93 | $263.67 | +14.7% | Buy | 4955.4x | 54 |
Upside Potential Comparison
AVAVKTOSTDGHEIBAFLYGATXFTAIFull AER Stock Analysis
Analyst consensus, bull case, AI-generated risk factors, and peer comparison — all in one place.
See AER's True Return
Price is only half the story. See total return with reinvested dividends.
Launch CalculatorIs AER Undervalued?
DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.
View ValuationCompare AER vs SPIR
Side-by-side business, growth, and profitability comparison vs Spire Global, Inc..
Start ComparisonAER — Frequently Asked Questions
Quick answers to the most common questions about buying AER stock.
What is the AER stock price target for 2026?
The consensus price target for AER is $165, close to the current price of $151.05 (9.2% implied move). Based on 25 analyst estimates, the stock appears fairly valued near current levels.
Is AER a buy, sell, or hold?
AER has a consensus rating of "Buy" based on 25 Wall Street analysts. The rating breakdown is predominantly bullish, with 24 Buy/Strong Buy ratings. The consensus 12-month price target of $165 implies 9.2% upside from current levels.
Is AER stock overvalued or undervalued?
With a forward P/E of 8.7889x, AER trades at a relatively low valuation. The consensus target of $165 implies 9.2% appreciation, suggesting the market may be pricing in risks.
How high can AER stock go?
The most bullish Wall Street analyst has a price target of $175 for AER, while the most conservative target is $155. The consensus of $165 represents the median expectation. Our quantitative valuation model projects a bull case target of $123 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover AER stock?
AER is heavily covered by Wall Street, with 25 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 24 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the AER stock forecast?
The 12-month AER stock forecast based on 25 Wall Street analysts shows a consensus price target of $165, with estimates ranging from $155 (bear case) to $175 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $197, with bear/bull scenarios of $73/$123.
What is AER's fair value based on fundamentals?
Our quantitative valuation model calculates AER's fair value at $197 (base case), with a bear case of $73 and bull case of $123. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 52/100.
What is AER's forward P/E ratio?
AER trades at a forward P/E ratio of 8.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 7.1x. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Should I buy AER stock?
AER appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $165 target. Consider your investment thesis and risk tolerance. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do AER price targets vary so much?
AER analyst price targets range from $155 to $175, a 12% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $165 consensus represents the middle ground. Our model's $73-$123 range provides an independent fundamental perspective.