AERAERIndustrials · Rental & Leasing Services

AER Stock Forecast: AerCap Holdings NV Price Predictions for 2026-2027

Last close, 14 Aug 2026
$152
+2.19% on the day

The 10 Wall Street analysts covering AerCap Holdings NV hold a median 12-month price target of $180 — +18.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 99 of 100 as at 15 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$24.0B
Ticker Nerd rank
99 / 100
Median analyst target
$180
Analysts covering
10
Total return, dividends reinvested
1W
+0.5%
1M
+3.9%
YTD
+6.6%
1Y
+36.0%
From 52W high
−1.8%
From 52W low
+36.0%
$112
$155
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AER stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores AerCap Holdings NV on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Aug 2026
99 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
99
Volatility
96
Revisions
94
Quality
88
Momentum
87
Value
78
Accruals
68
Growth
63
Size
9

Issuance (99): The share count has been shrinking and the company is not leaning on new borrowing.

Growth (63): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AER stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AER, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$120$140$160$180$200Oct 25Jan 26Apr 26Jul 26AERHigh $190Median $180Low $165

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says10 analysts
9 Buy1 Hold0 Sell
Low $165Median $180High $190

The green dot is the last close — the median target sits +18.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
30 July 2026CitigroupMaintainsBuy$173$178
30 July 2026Morgan StanleyMaintainsEqual-Weight$155$165
30 July 2026Truist SecuritiesMaintainsBuy$175$180
20 July 2026CitigroupInitiatesBuy
20 July 2026CitigroupInitiatesBuy$173
16 July 2026TD CowenMaintainsBuy
16 July 2026TD CowenMaintainsBuy$175$180
8 July 2026Truist SecuritiesMaintainsBuy$161$175
8 July 2026Truist SecuritiesMaintainsBuy
7 July 2026BarclaysMaintainsOverweight$164$179
7 July 2026BarclaysMaintainsOverweight
7 July 2026SusquehannaMaintainsPositive$170$176
7 July 2026SusquehannaMaintainsPositive
30 Apr 2026BarclaysMaintainsOverweight
30 Apr 2026JP MorganMaintainsOverweight
30 Apr 2026Morgan StanleyMaintainsEqual-Weight
30 Apr 2026SusquehannaMaintainsPositive
30 Apr 2026TD CowenMaintainsBuy
30 Apr 2026Truist SecuritiesMaintainsBuy
2 Mar 2026Morgan StanleyMaintainsEqual-Weight

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AER appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

AER analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+9.8%
Analysts raising
4
Analysts cutting
0
Fundamentals

AerCap Holdings NV (AER) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
7.3×

Cheaper than 63% of US stocks

Price / sales
2.7×

Cheaper than 45% of US stocks

Price / book
1.3×

Cheaper than 65% of US stocks

EV / EBITDA
12.5×

Cheaper than 31% of US stocks

Growth & margins
Revenue growth (YoY)
14.9%

Higher than 62% of US stocks

Earnings growth (YoY)
−42.4%

Higher than 12% of US stocks

Gross margin
41.9%

Higher than 53% of US stocks

Operating margin
57.5%

Higher than 98% of US stocks

Net margin
37.9%

Higher than 94% of US stocks

Returns & dividend
Return on equity
18.7%

Higher than 80% of US stocks

Return on assets
4.4%

Higher than 73% of US stocks

Dividend yield
1.1%

Higher than 25% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AER vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelRental & Leasing Services
CompanyMarket capTKN rank
AERAerCap Holdings NV$24.0B
99
SUNBSunbelt Rentals Holdings, Inc.$35.1B
5
UHALU-Haul Holding Co.$12.9B
44
RRyder System, Inc.$10.1B
94
URIUnited Rentals, Inc.$72.3B
79
GATXGATX Corp.$6.4B
57
HRIHerc Holdings, Inc.$5.8B
72

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own AerCap Holdings NV — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AER news & analysis

AerCap, Boeing and Aeroméxico Celebrate Dreamliner Milestones

PRNewsWire · 14 Aug 2026positive

AerCap announced it has delivered its tenth Boeing 787 aircraft on lease to Grupo Aeroméxico, marking a milestone in their partnership alongside Boeing. The delivery was announced in a press release from AerCap's Dublin headquarters.

Why it matters — The milestone delivery signals continued progress in AerCap's leasing operations with a key airline customer, reflecting ongoing activity in its aircraft portfolio.

Best Growth Stocks to Buy for August 10th

Zacks Investment Research · 10 Aug 2026positive

According to Zacks Investment Research, AerCap Holdings (AER) was added to the Zacks Rank #1 (Strong Buy) growth stocks list on August 10, 2026. The announcement appeared in an article titled "Best Growth Stocks to Buy for August 10th," alongside VRT and NVST.

Why it matters — AER being placed on Zacks' Strong Buy growth stocks list signals a favorable assessment of the company by a major research firm, which AER watchers would note as a positive external recognition.

Aercap Holdings N.V. (AER) Hits Fresh High: Is There Still Room to Run?

Zacks Investment Research · 6 Aug 2026positive

AerCap (AER) has reached a fresh 52-week high. The Zacks article reviews the company's fundamentals to assess its prospects for further gains.

Why it matters — The item is relevant to AER watchers because it examines the company's fundamentals at a moment when the stock has hit a new 52-week high.

33 stocks to bet on foreign markets continuing to beat the S&P 500

Market Watch · 6 Aug 2026neutral

The article lists 33 stocks that bet on foreign markets continuing to outperform the S&P 500, noting that many foreign markets are ahead of the U.S. in year-to-date performance.

Why it matters — AerCap, which derives much of its business internationally, could be relevant to investors tracking the relative performance of foreign markets against the S&P 500.

AerCap: Hidden Aircraft Value Still Makes It A Buy

Seeking Alpha · 5 Aug 2026positive

Seeking Alpha's analysis reiterates a buy rating on AerCap, citing compounding book value, robust cash flow, and asset sales consistently exceeding carrying values, while downgrading from strong buy to buy as the easiest upside has materialized. The piece notes 2026 adjusted EPS guidance of $16.80, described as likely conservative.

Why it matters — AER watchers would care because the analysis presents a positive view of the company's valuation, cash generation, and capital deployment outlook.

FAQ

Frequently asked questions about AER stock

What is the AER stock price forecast for 2026-2027?

The 10 Wall Street analysts covering AerCap Holdings NV have a median 12-month price target of $180, with estimates ranging from $165 to $190. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AER stock a buy right now?

Of the 10 analysts covering AerCap Holdings NV, 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AerCap Holdings NV 99 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AER?

As at 15 Aug 2026, AerCap Holdings NV ranks 99 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (99 of 100).

Will AER stock go up?

No one can know that. What the data says: the median 12-month target from 10 analysts implies +18.1% from the last close, and Ticker Nerd's factor model ranks AerCap Holdings NV 99 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AER stock forecast for 2030?

No analyst covering AerCap Holdings NV publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AER are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $165 to $190 over the next 12 months.

How has AER stock performed over the past year?

AerCap Holdings NV returned +36.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does AerCap Holdings NV do?

AerCap Holdings N.V. is an aircraft leasing company that provides leasing, financing, sales, and management services for commercial aircraft and engines.

What is the latest news on AER?

The most recent item we track (PRNewsWire, 14 Aug 2026): "AerCap, Boeing and Aeroméxico Celebrate Dreamliner Milestones". AerCap announced it has delivered its tenth Boeing 787 aircraft on lease to Grupo Aeroméxico, marking a milestone in their partnership alongside Boeing. The delivery was announced in a press release from AerCap's Dublin headquarters.

Company

About AerCap Holdings NV.

AerCap Holdings N.V. is an aircraft leasing company that provides leasing, financing, sales, and management services for commercial aircraft and engines. The company also operates across aviation leasing for aircraft, engines, and helicopters, serving airlines and other aviation customers with fleet solutions tailored to their operational needs. AerCap’s business centers on managing a diversified portfolio of aviation assets and supporting customers with access to new technology aircraft and engine platforms. Its activities play a key role in the global aviation market by helping operators expand, refresh, and optimize their fleets through flexible asset-based solutions. AerCap Holdings N.V. is headquartered in Dublin, Ireland.

CEO Mr. Aengus Kelly A.C.A. · 668 employees · Ireland · https://www.aercap.com