Zacks Research Comments on Azul S.A.’s Q4 2025 Earnings (NYSE:AZUL)

Azul S.A. (NYSE:AZUL) – Analysts at Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for shares of Azul in a research report issued to clients and investors on Wednesday, April 10th. Zacks Research analyst S. Goswami now anticipates that the company will earn $0.53 per share for the quarter, up from their prior forecast of $0.51. The consensus estimate for Azul’s current full-year earnings is ($0.57) per share. Zacks Research also issued estimates for Azul’s Q1 2026 earnings at ($0.36) EPS and FY2026 earnings at $0.61 EPS.

AZUL has been the topic of several other reports. Barclays reduced their target price on Azul from $14.00 to $12.00 and set an “equal weight” rating on the stock in a report on Monday, April 1st. Raymond James reissued an “outperform” rating and set a $12.00 target price (down from $13.00) on shares of Azul in a report on Monday. Two investment analysts have rated the stock with a hold rating and four have issued a buy rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $12.56.

Azul Price Performance

Shares of NYSE AZUL opened at $6.04 on Monday. The stock’s fifty day moving average price is $7.57 and its two-hundred day moving average price is $8.44. Azul has a one year low of $5.66 and a one year high of $13.86. The firm has a market cap of $2.54 billion, a price-to-earnings ratio of -6.49 and a beta of 1.85.

Institutional Trading of Azul

A number of hedge funds and other institutional investors have recently made changes to their positions in AZUL. Advisor Group Holdings Inc. boosted its holdings in shares of Azul by 83.9% in the 1st quarter. Advisor Group Holdings Inc. now owns 2,630 shares of the company’s stock worth $151,000 after purchasing an additional 1,200 shares in the last quarter. BNP Paribas Arbitrage SA boosted its holdings in shares of Azul by 18.0% in the 2nd quarter. BNP Paribas Arbitrage SA now owns 9,746 shares of the company’s stock worth $69,000 after purchasing an additional 1,487 shares in the last quarter. US Bancorp DE boosted its holdings in shares of Azul by 721.4% in the 2nd quarter. US Bancorp DE now owns 1,922 shares of the company’s stock worth $26,000 after purchasing an additional 1,688 shares in the last quarter. BlackRock Inc. boosted its holdings in Azul by 9.0% during the 2nd quarter. BlackRock Inc. now owns 23,570 shares of the company’s stock valued at $323,000 after acquiring an additional 1,941 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Azul by 66.7% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 5,000 shares of the company’s stock valued at $42,000 after acquiring an additional 2,000 shares during the period. 0.82% of the stock is currently owned by institutional investors.

About Azul

Azul SA, together with its subsidiaries, provides scheduled air transportation services in Brazil. As of December 31, 2022, the company operated approximately 1,000 daily departures to 158 destinations through a network of 300 non-stop routes with an operating fleet of 177 aircraft and a passenger contractual fleet of 194 aircraft.