01:50 AM EDT, 09/10/2026 (MT Newswires) -- Mwb Research affirmed its investment opinion on Airbus (AIR.F, AIR.PA), noting the European planemaker's reduced long-term aircraft demand forecast in China amid the country's expansion of its high-speed rail network. "Airbus cut its 20-year China aircraft demand forecast by ~470 units due to high-speed rails. While high-speed rail could create some further downside to domestic air traffic assumptions according to one academic study from 2023, the impact is immaterial to our estimates given Airbus' ~9-year backlog and still-strong global demand outlook. We see [Commercial Aircraft Corporation of China, or COMAC] as the more relevant structural risk, particularly from the mid-2030s as certification, production capacity and domestic engine capabilities improve," analysts said Wednesday. In the short term, the research firm believes delivery performance is still the critical investment case driver. "Q3 is currently pointing to a relatively low delivery number, although we again expect a very strong Q4," mwb wrote. "A potential unit slip would defer value into 2027 rather than destroy it, given a backlog and underlying business that support revenues well into the 2030s." Accordingly, analysts reiterated their buy rating and price target of 227 euros on the stock.

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