What exactly did Jefferies change for Airbus on Feb 20, 2026?

Jefferies maintained a **Hold** rating for Airbus SE and lowered its price target to **EUR 195** from **EUR 215** on February 20, 2026, citing near-term margin and execution concerns.

How should investors interpret a maintained Hold with a lower target?

A maintained Hold with a cut in target means the analyst sees less upside but not enough negative change to downgrade to Sell. Investors should reassess position size and monitor operational updates.

Where can I read the analyst note and relevant earnings context?

Jefferies’ summary was reported by The Fly and Airbus’s Q4 2025 call transcript is available on Seeking Alpha for further context on CapEx and production commentary.

Does Meyka provide a stock grade for EADSY and what does it mean?

Meyka AI rates EADSY with a grade of B+. The grade combines benchmark comparison, sector performance, growth, metrics, and analyst consensus and should be one input in your research.

Analyst Ratings

Jefferies Maintains Hold on Airbus SE (EADSY) Feb 20, 2026

ByHuzaifa Zahoor February 21, 2026February 21, 2026

Jefferies on February 20, 2026 maintained a Hold on Airbus SE (EADSY) and lowered its price target to EUR 195 from EUR 215. The move is a maintained rating rather than an outright downgrade, but the EUR 20 cut signals growing caution on near-term margin or delivery risks. The EADSY analyst rating update follows a string of industry headwinds discussed on Airbus’s Q4 2025 call and will be watched by income and value investors. We examine the change, market impact, and what investors should watch next.