AERIndustrials · Rental & Leasing ServicesThe 10 Wall Street analysts covering AerCap Holdings NV hold a median 12-month price target of $185 — +11.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 94 of 100 as at 3 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (97): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (38): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AER, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.6% from it.
Of the 20 most recent actions, 12 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Oct 2026 | Barclays | Maintains | Overweight | $179 → $181 |
| 29 Oct 2026 | Citigroup | Maintains | Buy | $178 → $185 |
| 29 Oct 2026 | JP Morgan | Maintains | Overweight | $183 → $200 |
| 29 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $165 → $175 |
| 29 Oct 2026 | TD Cowen | Maintains | Buy | $185 → $195 |
| 29 Oct 2026 | Truist Securities | Maintains | Buy | $180 → $185 |
| 12 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 12 Oct 2026 | TD Cowen | Maintains | Buy | $180 → $185 |
| 30 July 2026 | Citigroup | Maintains | Buy | $173 → $178 |
| 30 July 2026 | Citigroup | Maintains | Buy | — |
| 30 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 30 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $155 → $165 |
| 30 July 2026 | Truist Securities | Maintains | Buy | $175 → $180 |
| 30 July 2026 | Truist Securities | Maintains | Buy | — |
| 20 July 2026 | Citigroup | Initiates | Buy | — |
| 20 July 2026 | Citigroup | Initiates | Buy | $173 |
| 16 July 2026 | TD Cowen | Maintains | Buy | — |
| 16 July 2026 | TD Cowen | Maintains | Buy | $175 → $180 |
| 8 July 2026 | Truist Securities | Maintains | Buy | $161 → $175 |
| 8 July 2026 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AER appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, AerCap Holdings NV returned +27.7% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 61% of US stocks
Cheaper than 43% of US stocks
Cheaper than 61% of US stocks
Cheaper than 30% of US stocks
Higher than 39% of US stocks
Higher than 20% of US stocks
Higher than 52% of US stocks
Higher than 98% of US stocks
Higher than 92% of US stocks
Higher than 77% of US stocks
Higher than 74% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AerCap Holdings NV has a market value of $24.8B and an enterprise value of $65.0B.
Revenue in the twelve months to 30 June 2026: $9.0B. The latest quarter grew 4.6% year on year.
Net income over the same four quarters: $3.4B, a 37.9% net margin.
Diluted earnings per share, trailing twelve months: $20.32.
Free cash flow in the twelve months to 30 June 2026: −$307.3M.
AerCap Holdings NV spent $2.9B on share buybacks and $223.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 8.3×; forward P/E: 8.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.98%, paying out 8% of earnings.
AerCap Holdings NV employs 668 people — $13.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
AerCap raised its 2026 earnings outlook, citing record profits and strong aircraft sales. Robust leasing demand is offsetting concerns about maintenance income normalization.
Why it matters — The update highlights the earnings outlook, aircraft sales, leasing demand, and maintenance income trends relevant to AER watchers.
The headline reports that AerCap shares rose 8.63% over one week. The excerpt frames the item as a question about whether AER may appeal to momentum investors.
Why it matters — AER watchers may note the reported weekly share move and the article’s momentum-investor focus.
AerCap Holdings (AER) was included in Zacks Investment Research’s Zacks Rank #1 (Strong Buy) momentum stocks list for November 3, 2026, alongside HPE and BWFG.
Why it matters — AER watchers may note the company’s inclusion in the Zacks momentum-stock list.
The article compares AerCap (AER) and Old Dominion Freight Line (ODFL) with their sector's performance so far this year.
Why it matters — It gives AER watchers a sector-relative performance comparison, though the excerpt does not state the results.
AerCap Holdings NV (AER) was added to the Zacks Rank #1 (Strong Buy) List on November 3, 2026, alongside HPE, UGP, ONC and BWFG.
Why it matters — The addition is a Zacks ranking update that AER watchers may note as an external assessment of the stock.
The 10 Wall Street analysts covering AerCap Holdings NV have a median 12-month price target of $185, with estimates ranging from $175 to $200. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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 94 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, AerCap Holdings NV ranks 94 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +11.6% from the last close, and Ticker Nerd's factor model ranks AerCap Holdings NV 94 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $175 to $200 over the next 12 months.
AerCap Holdings NV returned +27.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
AerCap Holdings N.V. is a global aviation leasing company that provides airlines with access to commercial aircraft, engines, and helicopters through long-term lease agreements.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "AER Q3 Earnings Call Highlights Raised Outlook and Strong Asset Sales". AerCap raised its 2026 earnings outlook, citing record profits and strong aircraft sales. Robust leasing demand is offsetting concerns about maintenance income normalization.
AerCap Holdings N.V. is a global aviation leasing company that provides airlines with access to commercial aircraft, engines, and helicopters through long-term lease agreements. The company serves a broad customer base with fleet solutions that support passenger and cargo operations across a wide range of markets. Its business is centered on owning, managing, and leasing aviation assets, along with related services such as asset management, remarketing, and portfolio management. AerCap’s operations span multiple regions worldwide, making it a key intermediary in the aviation finance market for airlines seeking flexible fleet access without direct ownership. The company also focuses on modern, fuel-efficient aircraft and other in-demand aviation assets, which are central to its commercial offering. AerCap Holdings N.V. is headquartered in Dublin, Ireland.
CEO Mr. Aengus Kelly A.C.A. · 668 employees · Ireland · https://www.aercap.com
