AerCap Holdings N.V. (NYSE:AER) shares traded lower on Wednesday, while the company announced lease agreements with China Southern Air Logistics Co. Ltd. for three Boeing 777-300ERSF converted freighter aircraft.
The company expects to deliver the first aircraft in October 2027, followed by the second and third aircraft in the first and second quarters of 2028.
The Boeing 777-300ERSF, known as "The Big Twin," is the first passenger-to-freighter conversion program for the Boeing 777-300ER. The aircraft offers range, payload capability, and efficiency, powered by the GE90 platform.
China Southern Airlines Cargo will add the three converted freighters to its fleet.
According to AerCap, the aircraft will integrate with China Southern Air Logistics’ existing B777 fleet and support the company’s intercontinental route expansion strategy.
AER Stock Technical Setup
AerCap shares have gained 31.21% over the past 12 months.
The stock is trading above its 20-day simple moving average of $144.45 and its 50-day simple moving average of $142.08. The 50-day SMA also serves as a key support level.
The MACD is above its signal line, suggesting downside pressure is easing, and momentum is improving.
Key resistance stands at $155.99, the stock’s 52-week high. Key support is at $142.08, in line with the 50-day SMA.
AerCap (AER) Earnings Preview And Analyst Price Targets
AerCap is expected to provide its next financial update on July 29, 2026.
Analysts estimate earnings of $3.99 per share, up from $2.83 a year earlier. Revenue is expected to rise to $2.06 billion from $1.77 billion year over year.
The stock trades at a P/E ratio of 6.6x.
Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price target of $166.83. Recent analyst moves include:
- Barclays: Overweight (Raises Target to $179.00) (July 7)
- Susquehanna: Positive (Raises Target to $176.00) (July 7)
- JPMorgan: Overweight (Raises Target to $155.00) (April 30)
AerCap (AER) Benzinga Edge Rankings: Growth, Value And Quality
Below is the Benzinga Edge scorecard for Aercap, highlighting its strengths and weaknesses compared to the broader market: – Value: Strong (Score: 79.55) — Indicates a favorable valuation relative to peers.
- Growth: Strong (Score: 86.14) — Suggests robust growth potential.
- Quality: Strong (Score: 89) — Reflects a solid financial position.
- Momentum: Moderate (Score: 64.51) — Indicates a stable performance trend.
The Verdict: The Edge data points to a strong growth and quality profile, while the moderate momentum score suggests the stock may face some resistance in extending its recent gains.
AerCap (AER) Stock Price Action In Premarket Trading
AER Stock Price Activity: AerCap Holdings shares were down 1.23% at $149.31 at the time of publication on Wednesday, according to Benzinga Pro data.
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