LON:AIBG
AIB Group plc
Position levels
Currenttoday
880.00p
Buy <=wait / entry
740.00p
Trim >=take some off
940.00p
Thesis breakA confirmed 15-20% Irish housing correction coupled with NII tracking materially...
-
Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Recent quarterly EPS beats (0.364p actual vs 0.333p estimate on Jul 30 2026; 0.81p actual vs 0.338p on Mar 04 2026)
- Annual earnings growth of 29.7% with net margins of 47.2% and ROE of 15.3%
- Revenue growth averaging 13.7% per year