$Airbus SE(EADSY)$ 🚀🛫📢 Airbus Ascends: From India to China, $EADSY is Soaring Past Boeing 📢🛫🚀

Global aviation momentum is tilting east, and Airbus ($EADSY) is flying straight into the jet stream of this shift. With Indian and Chinese carriers ramping up aggressive fleet expansions, Airbus is fast becoming the geopolitical and commercial alternative to Boeing ($BA). The recent headlines? Massive.

Tata-owned Air India is reportedly in talks with both Airbus and Boeing for a fresh order of around 200 extra single-aisle jets. Meanwhile, Interglobe’s IndiGo has doubled its Airbus A350 order, signing code-share deals with Delta, Air France-KLM, and Virgin Atlantic in a clear push for long-haul market dominance. Add to that:

China may soon finalise an order between 200 to 500 aircraft, potentially announced during high-level diplomatic visits in July by French President Macron and German Chancellor Merz. The move? A symbolic and strategic message to Washington as tensions flare again over U.S. export bans on jet engine technology.

🧠 Smart money is watching: 

Airbus recently posted Q1 deliveries of 136 commercial aircraft, edging past Boeing’s 130. Behind this outperformance lies a structural workforce trend. Airbus job openings are up 35% since September, while Boeing’s have plummeted by 35%. The LinkUp data (see chart) shows this isn’t noise, it’s a full-blown capacity pivot.

📊 Fundamental Edge and Valuation Check

From a fundamentals lens, Airbus sits on strong operational metrics:

   •   EPS (TTM): €1.05 with Forward EPS forecast at €1.69

   •   P/E TTM: 45.45 | Forward P/E: 28.16

   •   ROE: 21.07%

   •   P/B: 6.01 | P/S: 1.89

   •   Market Cap: $150.7B USD (vs Boeing’s $119.9B)

Compare that to Boeing’s negative current EPS (-20.37) and stretched 57.1x forward P/E and it’s clear who’s flying smoother through turbulence.

🔍 Technical View: Breakout in Progress

Airbus is pushing new 52-week highs, closing at $47.60, with:

   •   RSI(6) at 75.89, signalling strong bullish momentum

   •   MACD crossover building upward traction

   •   MAs aligned in bullish formation: MA5 > MA10 > MA20 > MA30

Price action shows a clean breakout above prior resistance at $45.30. If it holds, next technical target sits around $50.74, aligning with the current analyst average target (see image). A breakout beyond this level opens room toward the $65.40 high-end target, a potential +37% move from here.

📈 Analyst Sentiment & Strategic Upside

Out of 3 analysts:

   •   33% rate it Strong Buy

   •   33% Buy

   •   33% Hold

With none rating it Sell, and a 6.6% short-term upside forecasted to $50.74, consensus is conservatively bullish. But what the Street hasn’t fully priced in is the pending Chinese megadeal, which could fundamentally reshape the global aircraft order book and set off a second wave of institutional rotation into Airbus.

⚠️ Risks and Considerations

Supply chain delays remain a bottleneck, with Airbus informing airlines that delivery lags will extend for three more years. Investors must also factor in possible geopolitical entanglements as Europe plays both commercial peacemaker and strategic counterweight to the U.S.–China divide.

But here’s the contrarian edge: While Boeing battles regulatory scrutiny, PR disasters, and U.S. export restrictions, Airbus is executing with operational clarity and diplomatic alignment.

🎯 What I’m Watching

   •   Finalisation of China’s 200 to 500 plane order in July

   •   Volume confirmation on breakout above $47.60

   •   Analyst upgrades as consensus adjusts post-China order

   •   Follow-through in hiring data and delivery guidance for Q2

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