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RYAAY

Ryanair Holdings PLC

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 60.19 Industrials - Airlines, Airports & Air ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
USD 60.19
Buy <=wait / entry
USD 55.33
Trim >=take some off
USD 66.00
Thesis breakA confirmed multi-quarter suspension of Boeing 737 MAX deliveries to Ryanair com...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Ryanair repurchases 266k shares for cancellation under existing buy-back programme
  • Strong Q1 profit after tax of EUR820 million reported
  • Evercore ISI upgraded to Outperform; Bernstein reiterated Buy with PT raised to $68
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