EADSY AIRBUS SE UNSP/ADR Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
22:14
Aug 05
Aug 05
Bloomberg Markets
Boeing-Airbus duopoly provides long earnings runway
Boeing and Airbus form a great global duopoly with no new aircraft technology expected until 2040, giving both manufacturers a long earnings runway and the ability to be rational players.
EADSY
AIRBUS SE UNSP/ADR
Long
1ST
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18:43
Jul 20
Jul 20
Bloomberg Markets
Airbus strong demand and production ramp.
Airbus is seeing very strong demand for aircraft, with a backlog of more than 9,200 planes and continuing fresh orders. High oil prices increase demand for fuel-efficient aircraft, and Airbus is progressing well on production rate increases.
EADSY
AIRBUS SE UNSP/ADR
Long
1ST
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12:13
Mar 12
Mar 12
Bloomberg Markets
"When you look what is the clear picture of Europe this day, I would say it's the security and defense... all the events are supporting this European sovereignty dynamic." The combination of the Ukraine war, Middle East instability, and US protectionism (tariffs) is forcing European governments to drastically increase domestic defense and security spending to achieve strategic autonomy. This provides long-term, high-margin revenue visibility for European defense contractors. LONG. Defense companies are direct beneficiaries of the structural shift toward European sovereignty and increased military budgets. Supply chain bottlenecks for critical components (like semiconductors) or political gridlock delaying the allocation of defense budgets.
EADSY
AIRBUS SE UNSP/ADR
Long
1ST
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About EADSY Investor Commentary
Across the available history and selected sources, Buzzberg tracks EADSY (AIRBUS SE UNSP/ADR) across 13 sources: 8 bullish vs 0 bearish calls from 27 authors. Historical directional balance: 11% = 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. 74 total trade ideas tracked. Latest voices: Sheila Kahyaoglu, Guillaume Faury, Roland Kaloyan.