AER Aercap Holdings N.V. Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
11:51
May 26
May 26
Author dismisses scam concerns for Aeralytx but calls it a good meme.
Author dismisses scam concerns for Aeralytx but calls it a good meme, implying speculative rather than fundamental value.
LOW
06:05
Mar 05
Mar 05
Richards coins the acronym "HALO" (Hard Assets, Low Obsolescence). He specifically cites aircraft engines and cranes/turbines as examples of assets with a "margin of safety." In an inflationary, conflict-prone world where AI disrupts knowledge work, physical assets that are mission-critical and hard to replicate become the safest store of value. AerCap (AER) is the proxy for aircraft leasing; XLI for industrial machinery. Long Hard Assets. Global recession reducing demand for travel and construction.
14:44
Feb 26
Feb 26
Richards highlights a recent "aircraft securitization" deal, noting 41% of their aircraft are leased to European/Asian airlines. He explicitly states, "We love asset based lending... whether it's airlines or airplanes." In a high-rate environment, owning cash-flowing hard assets (planes) that can be leased out provides better inflation protection and collateral security than lending against software "recurring revenue" which can evaporate. Aircraft lessors (AER, AL) fit this "Asset-Based Lending" thesis perfectly. LONG Aircraft Leasing companies. Geopolitical conflicts grounding fleets or a global travel recession reducing demand for aircraft.
08:30
Jan 27
Jan 27
Pratt & Whitney GTF MRO output rose 26% in FY2025 and 39% in Q4, accelerating despite a 40% rise in heavy shop visits, signaling improving repair capacity and falling AOGs. — Faster MRO turnaround reduces AOGs for A320neo operators, boosting fleet availability for Airbus and lessors, and may ease pressure on Pratt's spares supply.
MED
17:15
Jan 04
Jan 04
AerCap still cheap; funds still hold.
Aircraft lessor AerCap is a still-held example of mispricing in less-known names: in 2020 the market priced a bankruptcy and the stock fell from about $60 to $17 (the fund accumulated around 20 and lower); it kept generating cash flow, its airline clients kept paying (governments backstopped national airlines) and it held over $1bn of cash and liquidity, so the feared outcome never materialized. It has since gone from about $15 to $140 and still trades at only about 10x earnings versus about 23x for the S&P 500.
MED
About AER Investor Commentary
Across the available history and selected sources, Buzzberg tracks AER (Aercap Holdings N.V.) across 4 sources: 3 bullish vs 0 bearish calls from 4 authors. Historical directional balance: 60% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 5 total trade ideas tracked. Latest voices: x256xx, Bruce Richards, Chris Calio.