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RYAAY

Ryanair Holdings PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 58.51 Industrials - Airlines, Airports & Air ServicesAWAIT ENTRY
59

Position levels

Currenttoday
USD 58.51
Buy <=wait / entry
USD 54.67
Trim >=take some off
USD 64.00
Thesis breakPublic confirmation that Boeing 737 MAX deliveries to Ryanair have been pushed m...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case27%100 / 10027.0
Base case48%62 / 10029.8
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Quarterly revenue of $2.7 billion down 8.9% YoY with operating loss of $629.3 million and net loss of $498.2 million
  • Analyst consensus Outperform rating with average price target $99.33 (implied upside from current levels)
  • Boeing 737 MAX delivery risk constraining capacity growth plans
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.