How Recent Analyst Moves Are Shaping the Changing easyJet Investment Story

easyJet’s Fair Value Estimate has been revised downward, dropping slightly from £6.30 to £6.26 per share according to the latest update. This modest reduction comes as analysts weigh both positive and challenging factors in the airline’s outlook. Stay tuned to discover how you can keep up with the evolving narrative shaping easyJet’s future prospects.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value easyJet.

Recent analyst commentary on easyJet reflects a mix of cautious and neutral stances, with several key firms updating their outlooks and price targets for the airline. Below, we break down the prevailing bullish and bearish viewpoints emerging from the latest research notes.

???? Bullish Takeaways

Some analysts, such as Citi and Deutsche Bank, continue to maintain Neutral or Hold ratings. This suggests that easyJet's current valuation fairly reflects both its strengths and challenges.

Analysts acknowledge that easyJet has demonstrated solid execution and maintained cost control in a competitive sector. This supports relative stability in its share price outlook.

Citi, for example, set its price target at 520 GBp, and Deutsche Bank at 535 GBp. These targets are notable and remain above recent price lows, suggesting analysts see some potential support for shares at these levels.

There is recognition that, despite near-term headwinds, easyJet possesses the operational transparency and flexibility that could aid performance if industry dynamics become more favorable.

???? Bearish Takeaways

Morgan Stanley initiated coverage with an Underweight rating and a 400 GBp price target, citing ongoing headwinds from competitive pressures and rising costs that could impact easyJet’s near-term performance.

Across several firms, analysts have lowered their price targets. Citi moved from 600 GBp to 520 GBp, and Deutsche Bank from 600 GBp to 535 GBp, reflecting more guarded expectations about the stock’s upside.

The overall cautious approach in recent commentary indicates that most analysts see limited room for valuation expansion in the near term. Sector challenges such as pricing competition and cost inflation remain central concerns.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

Citi has lowered its price target for easyJet from 600 GBp to 520 GBp and maintained a Neutral rating. This indicates moderated expectations for share price performance amid current industry conditions.

Morgan Stanley has started coverage of easyJet with an Underweight rating and a 400 GBp price target. The firm highlights ongoing challenges for the airline, including competitive pressures and rising operational costs.

Recent periodical updates in October 2025 reflect continued scrutiny by analysts as easyJet navigates sector headwinds. This suggests that the outlook for the airline remains a key topic among investors and market watchers.

The Fair Value Estimate has edged down slightly from £6.30 to £6.26 per share.

The Discount Rate has decreased from 10.83% to 10.22%.

The Revenue Growth projection has dipped marginally from 7.82% to 7.79%.

The Net Profit Margin forecast has risen very slightly from 4.86% to 4.86%.

The future P/E ratio estimate has decreased modestly from 11.05x to 10.80x.

A Narrative is a dynamic story that brings numbers to life, connecting easyJet’s financial forecasts to its real-world business outlook. Narratives let investors combine key estimates, such as fair value, future revenues, and margins, with the latest news to form a living, evolving picture of a company’s prospects. Available on Simply Wall St’s Community page, Narratives help users know when to act by comparing Fair Value and Price, and are updated automatically as fresh information comes in.

Get the full picture by reading the original easyJet Narrative on Simply Wall St. Follow along for:

Strategic updates on easyJet’s fleet modernization, capacity plans, and revenue growth initiatives

Real-time insights into analyst expectations, fair value estimates, and earnings projections

Early signals on changing risks, from cost pressures to regulatory developments, that could impact share price

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include EZJ.L.

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