Aercap Holdings N.v. (AER)

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

Is AER a good stock to buy? We came across a bullish thesis on AerCap Holdings N.V. on Bristlemoon Capital’s Substack. In this article, we will summarize the bulls’ thesis on AER.

On May 8, Reuters reported that Germany's exports rose 0.5% in March, defying estimates of a 1.7% drop, due to a 3.4% spike in shipments to European Union countries, according to the federal statistics...

European stocks that beat earnings estimates are getting more attention as investors look outside the U.S. for companies that can still surprise on the upside. J.P.

Operator: Good day, and welcome to AerCap Holdings N.V. Q1 2026 Financial Results Call.

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

On March 2, Morgan Stanley raised the firm’s price target on AerCap Holdings N.V. (NYSE:AER) to $160 from $150 while maintaining an Equal Weight rating on the shares.

Stocks with a low forward price-to-earnings (P/E) ratio are often viewed as attractive because they suggest investors are paying relatively little for each dollar of expected future earnings.

The London Company, an investment management company, released its fourth-quarter 2025 investor letter for its “The London Company Mid Cap Strategy”. A copy of the letter can be downloaded here.