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

Last close, 13 Oct 2026
$146
−0.36% on the day

The 10 Wall Street analysts covering AerCap Holdings NV hold a median 12-month price target of $180 — +23.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 12 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$22.9B
Ticker Nerd rank
98 / 100
Median analyst target
$180
Analysts covering
10
Revenue$2.2B+14.9% y/y
Operating income$777.7M
Net income$725.7M
Free cash flow$139.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−0.4%
1M
+3.0%
YTD
+2.2%
1Y
+19.6%
From 52W high
−5.9%
From 52W low
+22.6%
$119
$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 12 Oct 2026
98 / 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
93
Revisions
93
Quality
88
Momentum
85
Value
78
Accruals
68
Growth
64
Size
9

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

Growth (64): 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
$120$140$160$180$200Jan 26Apr 26Jul 26Oct 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.

Data provided by Twelve Data

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

The green dot is the last close — the median target sits +23.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
12 Oct 2026TD CowenMaintainsBuy$180 → $185
30 July 2026CitigroupMaintainsBuy$173 → $178
30 July 2026Morgan StanleyMaintainsEqual-Weight$155 → $165
30 July 2026Truist SecuritiesMaintainsBuy$175 → $180
20 July 2026CitigroupInitiatesBuy$173
20 July 2026CitigroupInitiatesBuy—
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—
7 July 2026SusquehannaMaintainsPositive$170 → $176
30 Apr 2026BarclaysMaintainsOverweight—
30 Apr 2026JP MorganMaintainsOverweight—
30 Apr 2026Morgan StanleyMaintainsEqual-Weight—
30 Apr 2026SusquehannaMaintainsPositive—
30 Apr 2026TD CowenMaintainsBuy—
30 Apr 2026Truist SecuritiesMaintainsBuy—

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.

Performance

AER vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 13 Oct 2026, AerCap Holdings NV returned +19.6% against +18.6% for the S&P 500, dividends included.

AER vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130Jan 26Apr 26Jul 26Oct 26AERS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
+9.4%
Analysts raising
8
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
7.1×

Cheaper than 63% of US stocks

Price / sales
2.6×

Cheaper than 46% of US stocks

Price / book
1.2×

Cheaper than 64% of US stocks

EV / EBITDA
12.4×

Cheaper than 29% 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 52% 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 72% of US dividend payers

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

Key statistics

AerCap Holdings NV (AER) statistics: revenue, profit & scale

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 $22.9B and an enterprise value of $63.7B.

  • Revenue in the twelve months to 30 June 2026: $9.0B. The latest quarter grew 14.9% 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.

  • Shares outstanding: 157.2M.

  • Trailing P/E: 7.1×; forward P/E: 8.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.09%, paying out 7% of earnings.

  • AerCap Holdings NV employs 668 people — $13.4M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Oct 2026

Data provided by Twelve Data

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$22.9B
98
SUNBSunbelt Rentals Holdings, Inc.$31.3B
24
UHALU-Haul Holding Co.$9.8B
38
RRyder System, Inc.$9.1B
94
URIUnited Rentals, Inc.$66.2B
77
GATXGATX Corp.$5.9B
59
HRIHerc Holdings, Inc.$4.2B
71

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

Wall Street Analysts Think AerCap (AER) Could Surge 25.77%: Read This Before Placing a Bet

Zacks Investment Research · 8 Oct 2026positive

Zacks reports that the consensus price target for AerCap implies 25.8% upside. It notes that this metric has limited empirical effectiveness, while upward earnings estimate revisions may indicate near-term upside.

Why it matters — AER watchers may note both the consensus target and the earnings-estimate revision trend, alongside the stated limitation of the target metric.

AerCap Holdings N.V. to Release Third Quarter 2026 Financial Results on October 28, 2026

PRNewsWire · 5 Oct 2026neutral

AerCap Holdings N.V. announced it will release its third quarter 2026 financial results on October 28, 2026, and will host a conference call and webcast for investors and analysts at 8:30 a.m. that day. The announcement was made on October 5, 2026.

Why it matters — AerCap watchers will want to mark the date to hear the company's third quarter financial performance directly from management.

AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026

PRNewsWire · 5 Oct 2026neutral

AerCap Holdings announced its major business transactions for the third quarter of 2026, reporting that it leased, purchased and sold 204 assets during the period. The company signed 85 lease agreements, comprising 16 widebody aircraft, 45 narrowbody aircraft, 13 engines and 11 helicopters.

Why it matters — AerCap watchers can track the company's leasing activity and asset portfolio movements, which are key indicators of its operational momentum and fleet position.

AER or WAB: Which Is the Better Value Stock Right Now?

Zacks Investment Research · 28 Sept 2026neutral

Zacks Investment Research compares AerCap (AER) and Westinghouse Air Brake Technologies (WAB) to determine which offers the better value opportunity within the Transportation - Equipment and Leasing sector, though no conclusion is presented in the excerpt.

Why it matters — AerCap watchers would be interested in how the company's valuation is assessed relative to a peer in the same sector.

AerCap CEO on growth markets for aircraft demand

CNBC Television · 8 Sept 2026neutral

AerCap CEO Aengus Kelly appeared on CNBC's "Squawk Box" to discuss the state of aircraft demand and growth markets. The interview focuses on the outlook for aircraft demand across various markets.

Why it matters — AER watchers would care because the CEO's remarks on aircraft demand growth markets signal the demand environment that underpins the company's leasing business.

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 98 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AER?

As at 12 Oct 2026, AerCap Holdings NV ranks 98 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 +23.6% from the last close, and Ticker Nerd's factor model ranks AerCap Holdings NV 98 out of 100 as at 12 Oct 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 +19.6% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does AerCap Holdings NV do?

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.

What is the latest news on AER?

The most recent item we track (Zacks Investment Research, 8 Oct 2026): "Wall Street Analysts Think AerCap (AER) Could Surge 25.77%: Read This Before Placing a Bet". Zacks reports that the consensus price target for AerCap implies 25.8% upside. It notes that this metric has limited empirical effectiveness, while upward earnings estimate revisions may indicate near-term upside.

Company

About AerCap Holdings NV.

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