RYAAY Stock Recent News

JP Morgan remains upbeat on Ryanair Holdings PLC (LSE:RYA), highlighting its confidence in strong summer pricing and controlled cost inflation. After hosting Ryanair's CFO Neil Sorahan at an investor conference in New York, JPM noted that the airline expects solid fare growth for the peak travel season, even as some airlines express caution over softening demand in certain markets.

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RYAAY's February 2025 load factor of 92% remained flat on a year-over-year basis.

Azul, Volaris, Allegiant, JetBlue and Ryanair are included in this Analyst Blog.

Ryanair Holdings PLC has said fares will likely grow over the coming year, following news from On the Beach Group PLC that consumers were still forking out for holidays. Fares were seen climbing 4% to 6% ahead, chief executive Michael O'Leary said on Tuesday, after the airline faced a 10% drop last year, in part on disputes with travel agents.

Ryanair epitomizes the ‘budget airline' business model, boasting some of the highest efficiency and operational metrics amongst its peers, like its 93.5% load factor (FY24). Two years clear of the initial impact of COVID-19, Ryanair is rapidly growing its already dominant reach, with a 3-year revenue CAGR in excess of 54%. A considerable investment in fleet expansion, seeking to increase their aircraft from 609 to 900 by 2034, underpins their growth strategy.

With RYAAY shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

RYAAY's January 2025 load factor improved to 91% from 89% in the year-ago period.

UK Chancellor Rachel Reeves "knows the third runway in Heathrow won't be delivered until about 2040, possibly even 2050, if at all," says Ryanair CEO Michael O'Leary. "This is a dead cat she's throwing up on the table to mask the fact that she has no growth plan," he adds.

Ryanair is confident that Boeing will ramp up its production of 737 MAX jets to 38 per month this summer and that it will be allowed by the administration of U.S. President Donald Trump to then increase that to 42, its CEO said on Wednesday.