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AerCap Holdings N.V. (AER) Affirms Commitment to Shareholder Value on Record Q2 Net Income

By Abdul Rahman | August 29, 2025, 12:19 AM

AerCap Holdings N.V. (NYSE:AER) is one of the best stocks to invest in, according to billionaire George Soros. On August 13, TD Cowen reaffirmed its Buy rating on AerCap Holdings, setting a price target of $130. The firm sees upside potential if Spirit proceeds with asset disposals, enabling AerCap to deploy capital more efficiently and boost earnings.

AerCap Holdings N.V. (AER) Affirms Commitment to Shareholder Value on Record Q2 Net Income

TD Cowen estimates that AerCap could use $540 million in equity to acquire $2 billion in aircraft assets, potentially adding $0.40 to annual EPS. While not all of AerCap’s $3.5 billion in excess capital is expected to go toward purchases, full deployment could support up to $13 billion in acquisitions, raising annual EPS by an estimated $2.60.

AerCap Holdings N.V. (NYSE:AER) is the world’s largest owner of commercial aircraft and a leader in the aviation leasing industry, providing airlines, cargo operators, and other customers with long-term leases for aircraft, engines, and helicopters. The company offers comprehensive fleet solutions, including new and used assets, and provides aftermarket services such as parts distribution and financing through its AerCap Materials division.

While we acknowledge the potential of AER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Cathie Wood Stock Portfolio: Top 10 Stocks to Buy Now and Ken Fisher Stock Portfolio: 10 Stocks to Buy.

Disclosure: None. This article is originally published at Insider Monkey.

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