Ryanair: Affirming Confidence In 2027

2026-02-05 02:57:21 ET

We return to Ryanair (RYAAY) (RYAOF) after having issued two updates in June and July of last year. The call proved timely, with Ryanair’s share price appreciating meaningfully thereafter and beating the S&P 500's return (Fig. 1). Last time, we reported that the company beat top-line sales and that earnings exceeded expectations on stronger fare yields and disciplined cost control. We were also supportive on a macro level thanks to 1) strategic aircraft deliveries, 2) network expansion, and 3) forthcoming index inclusions. At this stage, our Ryanair target price reached our expectations, and the company delivered a Q3 update, so it is a good time to review our investment call....

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