Airbus Shares Rise 1.5% at Close Driven by Spanish Contract

Airbus shares closed on Tuesday, December 30 at 198.94 euros, up 1.5% from the previous day, with a trading volume representing 0.08% of the capital exchanged. This increase occurred on the day the Spanish Directorate General of Armament and Material confirmed an order of 30 Hürjet training aircraft from Turkish Aerospace, in a deal worth 2.6 billion euros coordinated by Airbus Defence and Space. This program includes adapting the fleet to Spanish standards, establishing an aircraft conversion center on Spanish soil, and delivering the aircraft between 2028 and 2035. Technically, the stock is now 1.7% below its 50-day moving average of 202.63 euros, a level that constitutes short-term resistance. The RSI is positioned at 48, in a neutral zone, indicating no significant imbalance. Nevertheless, the stock maintains an impressive annual performance with a 29.05% increase over the year, despite contained volatility of 8.29% over the last month and a very low beta of 0.05.

Airbus had signed a strategic partnership with Turkish Aerospace last July at the IDEF 25 exhibition in Istanbul, coordinating a consortium of Spanish companies tasked with developing an integrated combat training system for the Spanish Air Force. The manufacturer emphasized that this program will boost national industry participation and ensure Spanish sovereignty throughout the process. This announcement comes at a time when the group faces production challenges on the A320, having revised its 2025 delivery target to 790 aircraft from an initially planned 820. In terms of analysis, JPMorgan has set a target price of 255 euros with an overweight recommendation, while Deutsche Bank targets 222 euros, maintaining its buy advice. These targets suggest significant upside potential from the current level. The next key event for the market will be the publication of the 2025 annual results scheduled for February 19, 2026.