Safran Remains A Top Aerospace Stock In 2025, And I Will Buy More
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Safran SA's stock has declined 5% since September, but it remains a strong buy due to its involvement in major aircraft programs and future growth potential. Opportunities include higher production rates for Boeing 737 MAX and Airbus A320neo, better cost amortization, and increased shipset value from Collins Aerospace. Risks involve aerospace supply chain issues, inflation, approval delays for a $1.8 billion acquisition, and challenges in the seat business from the Zodiac Aerospace acquisition.
December 23, 2024 | 7:30 pm
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Safran SA's stock has declined 5% since September, but it remains a strong buy due to its involvement in major aircraft programs and future growth potential. Opportunities include higher production rates for Boeing 737 MAX and Airbus A320neo, better cost amortization, and increased shipset value from Collins Aerospace.
Safran's involvement in major aircraft programs like Boeing 737 MAX and Airbus A320neo suggests strong future growth potential. Despite a recent 5% stock decline, the company's strategic position in the aerospace sector and potential for increased production rates make it a strong buy. However, risks such as supply chain issues and acquisition delays could impact performance.
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