AER

AerCapC

NYSE / Capital Goods

At close

2026-06-03

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

25%

Probability

Target price

$170.10

+26.5% vs current

Most likely

Base case

60%

Probability

Target price

$151.11

+12.3% vs current

B-

Bear case

15%

Probability

Target price

$126.64

-5.8% vs current

AI sentiment snapshot

Latest data as of 2026-02-08

AI commentary

Market tone is cautiously constructive: average analyst targets exceed the anchor but dispersion persists due to uncertainty around lease rates and funding. Near-term direction will be driven by upcoming earnings and lease-roll outcomes.

RankAlpha Sentiment AI - 2026-02-08

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-03-31eventAnalyst target updates and broker notesHigh impact

Periodic broker updates (target raises/lowers) following results or industry news — use end-of-window date as assumption for timing of consensus revisions [#SERP-1].

2026-05-09catalystNext quarterly earnings / resultsMedium impact

Upcoming quarterly results and guidance update that can move the stock on lease-rate trends, used-air values and financing costs; consensus targets and commentary referenced in analyst summaries [#SERP-2], [#SERP-6].

2027-02-08catalystFleet growth / delivery cycle and capital markets accessHigh impact

Multi-quarter recovery in aircraft deliveries and improved access to capital (lease placements, securitizations) could drive valuation re-rating; analyst target dispersion highlights material upside if execution continues [#SERP-4], [#SERP-9].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-02-08 • Updated nightlySource: Internal modelMethodology