AER trades 13.7% below Wall Street's consensus target of $165.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes AER achieves its forward estimates and maintains a stable P/E multiple of 8.4x. This scenario reflects the blended consensus of 25 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 21, 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 $145.06, this represents a potential upside of +13.7%. The company has a market capitalization of $24.21B.
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 6.8x and forward P/E of 8.4x. 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 $144.54, with bear and bull scenarios of $91.06 and $190.45 respectively. Model confidence stands at 52/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
ALAir Lease Corporation | $7.3B | $65.00 | $65.00 | +0.0% | Buy | 12.8x | 20 |
FLYFirefly Aerospace Inc. | $5.0B | $30.95 | $42.71 | +38.0% | Buy | — | 8 |
FTAIFTAI Aviation Ltd. | $28.3B | $276.11 | $314.83 | +14.0% | Buy | 40.2x | 18 |
GATXGATX Corporation | $6.3B | $177.17 | $220.00 | +24.2% | Buy | 17.6x | 14 |
WLFCWillis Lease Finance Corporation | $1.6B | $206.43 | — | — | Buy | 14.6x | 1 |
AVAVAeroVironment, Inc. | $8.5B | $169.61 | $292.20 | +72.3% | Buy | 58.9x | 28 |
TDGTransDigm Group Incorporated | $75.0B | $1328.31 | $1569.30 | +18.1% | Buy | 33.2x | 39 |
HEIHEICO Corporation | $47.0B | $337.10 | $378.44 | +12.3% | Buy | 55.6x | 35 |
KTOSKratos Defense & Security Solutions, Inc. | $10.2B | $54.21 | $110.00 | +102.9% | Buy | 70.9x | 24 |
BAThe Boeing Company | $175.6B | $222.72 | $281.56 | +26.4% | Buy | — | 54 |
Quick answers to the most common questions about buying AER stock.
AerCap Holdings N.V. (AER) has a consensus 12-month price target of $165, implying 13.7% upside from $145.06. The 25 analysts covering AER see moderate appreciation potential.
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 13.7% upside from current levels.
With a forward P/E of 8.4404x, AER trades at a relatively low valuation. The consensus target of $165 implies 13.7% appreciation, suggesting meaningful undervaluation.
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 $190 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
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.
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 $145, with bear/bull scenarios of $91/$190.
Our quantitative valuation model calculates AER's fair value at $145 (base case), with a bear case of $91 and bull case of $190. 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.
AER trades at a forward P/E ratio of 8.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 6.8x. 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.
Wall Street analysts are optimistic on AER, with a "Buy" consensus rating and $165 price target (13.7% upside). 24 of 25 analysts rate it Buy or Strong Buy. 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.
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 $91-$190 range provides an independent fundamental perspective.
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