Ryanair Holdings PLC: Analyst Consensus and Market Position
The latest analyst survey released on 30 November 2025 confirms that Ryanair Holdings PLC remains a favourite among value‑oriented investors. Ten experts have issued a “buy” recommendation, while six opted for a “hold” stance, reflecting a cautiously optimistic view of the carrier’s trajectory.
Target‑Price Disparities
The collective median target price of €29.23 translates into an expected rise of roughly €0.98 from the closing level of €28.25 on the Irish Stock Exchange. While the average target price hovers close to the current price, individual analysts exhibit divergent expectations:
| Analyst | Target Price (€) | Expected Move | Date |
|---|---|---|---|
| Bernstein Research | 28.00 | –0.88 | 26‑11‑2025 |
| JP Morgan Chase & Co. | 30.50 | +7.96 | 12‑11‑2025 |
| Goldman Sachs Group Inc. | 29.00 | +2.65 | 06‑11‑2025 |
| UBS AG | 32.55 | +15.22 | 06‑11‑2025 |
| Barclays Capital | – | – | 24‑11‑2025 |
The most bullish outlook comes from UBS, projecting a 15‑centred jump to €32.55, while Bernstein Research maintains a conservative stance, suggesting a slight decline to €28.00.
Rating Trend and Momentum
The six‑month rating trajectory is overwhelmingly positive, with a predominant “buy” trend that signals sustained investor confidence. This consensus is reinforced by the fact that the median target price lies above the 52‑week high of €28.55, indicating that analysts anticipate a further upward swing in the near term.
Market Fundamentals
Ryanair’s market capitalization of €30.2 billion positions it as a major player in the European low‑cost segment, operating across Ireland, the United Kingdom, and the broader continent. Its price‑earnings ratio of 12.876 is comfortably below the industry average for passenger airlines, suggesting that the stock may be undervalued relative to peers. The 52‑week low of €16.80 remains well below the current trading level, underscoring the potential upside.
Strategic Context
Although the airline’s immediate focus remains on sustaining profitability and expanding network reach, the broader European aviation market is experiencing a shift. The JPMorgan 2026 outlook, while not directly citing Ryanair, highlights a renewed emphasis on long‑haul margins for carriers like Air France‑KLM and Lufthansa. Ryanair’s low‑cost model, however, remains resilient in the face of these long‑haul pressures, providing a defensive buffer in a volatile industry.
Bottom Line
Ryanair Holdings PLC is currently buoyed by a strong analyst consensus and a favorable valuation profile. The modest yet consistent upward trajectory in target prices, coupled with a solid earnings outlook and a robust market cap, positions the airline as a compelling choice for investors seeking exposure to the European low‑cost sector.
