Here is why AerCap (AER) is Among the 10 Best European Stocks That Beat Earnings Estimates to Buy

AerCap Holdings N.V. (NYSE:AER) is one of the 10 Best European Stocks That Beat Earnings Estimates to Buy.

On April 30, 2026, TD Cowen analyst Moshe Orenbuch raised the price target on AerCap Holdings N.V. (NYSE:AER) to $175 from $170 and maintained a Buy rating, citing a broad-based Q1 beat driven by higher gains on sale. The firm also noted that 2026 EPS guidance was raised to $14.50.

Susquehanna analyst Christopher Stathoulopoulos lifted the price target to $170 from $165 with a Positive rating, saying a higher-for-longer fuel environment could pressure airline margins but pointing to AerCap’s portfolio management, aircraft supply constraints, and SLB opportunities as supportive of future lease revenue, with secondary market volatility continuing to support gains on sale.

Truist also raised its price target to $161 from $159 and kept a Buy rating following the earnings beat, noting strong sales gains reflect supply-demand imbalance and highlight the resilience of aircraft leasing despite pressures such as higher oil prices.

Here is why AerCap (AER) is Among the 10 Best European Stocks That Beat Earnings Estimates to Buy

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AerCap Holdings N.V. (NYSE:AER) reported Q1 adjusted EPS of $5.39 versus $3.71 consensus and book value per share of $116.67 as of March 31, up about 20% year over year. CEO Aengus Kelly said the company delivered a “record quarter,” with strong demand for aviation assets, 286 transactions completed, and an 87% lease extension rate, while raising 2026 adjusted EPS guidance to $14.50 and announcing a $1.0B share repurchase program.

AerCap Holdings N.V. (NYSE:AER) leases, finances, and manages commercial aircraft globally.

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