Loredana Muharremi, CFA
Loredana Muharremi, CFA, is an equity analyst for Morningstar Holland BV (“Morningstar”), a wholly owned subsidiary of Morningstar, Inc.
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Rheinmetall: Shares Down 15% on Frigate Cancellation; Market Reaction Disproportionate
We think Rheinmetall stock is significantly undervalued.
Wizz Air Earnings: Growth Returns, but Productivity and Yield Recovery Lag
We think Wizz Air Holdings stock is fairly valued.
EasyJet: Lower Visibility and Delayed Fuel Recovery Drive Cut to Fair Value
We think easyJet stock is moderately undervalued.
Rheinmetall: Near-Term Jitters, Long-Term Firepower
We think Rheinmetall stock is significantly undervalued.
EasyJet Earnings: Winter Losses Persist Despite Strong Demand and Holiday Growth
We maintain our fair value estimate for easyJet stock.
Ryanair Earnings: Record Profit Despite Boeing Delays, Supported by European Capacity Constraints
We think Ryanair Holdings stock is moderately undervalued.
IAG Earnings: Strong Profit, Low Leverage, But Higher 2026 Fuel Bill Forces Modest Fair Value Cut
We think International Consolidated Airlines Group stock is moderately undervalued.
Rheinmetall: Addressing Key Investor's Concerns After Recent Weakness
We think Rheinmetall stock is significantly undervalued.
Rheinmetall Earnings: Acceleration Expected From Q2
We think Rheinmetall stock is significantly undervalued.
Wizz Air: We Lower Our Fair Value Estimate 17% as Oil Spike Meets Operational Headwinds
We think Wizz Air Holdings stock is moderately undervalued.
Rheinmetall Ahead of Earnings: Europe’s Rearmament Drives Orders, Stock Still Has Upside
Rheinmetall is one of our top stock picks in the European defense sector, trading in four-star territory.
Wizz Air: Middle East Disruption Triggers EUR 50 Million Earnings Hit
We think Wizz Air Holdings stock is moderately undervalued.
Thales Earnings: Cash Outperformance and Defense Backlog Anchor 2028 Margin Path
We think Thales stock is moderately undervalued.
IAG Earnings: Record Margins, Premium Durability Extends Valuation Horizon; Fair Value Up 18%
We think International Consolidated Airlines Group stock is fairly valued.
Melrose Earnings: Strong Results but Shares Down on Revenue Growth Phasing, Long-Term Case Intact
We think Melrose Industries stock is moderately undervalued.
Rolls-Royce Earnings: Higher Durability and LTSA Cash Underpin Target Upgrade
Raising fair value for Rolls-Royce stock, shares are moderately overvalued.
BAE Earnings: Strong Execution and Margin Delivery
We are lifting our fair value estimate for the defense stock.
Wizz Air Earnings: Capacity and Fleet Progress Offset by Ongoing Transition Costs
We think Wizz Air Holdings stock is fairly valued.
Ryanair Earnings: One-Offs Mask Improving Revenue Quality and Cost Discipline
We raise our fair value estimate for Ryanair stock.
European Defense: Possible Higher US Budget and Greenland Rhetoric Support Sector Momentum
Trump’s defense spending rhetoric keeps geopolitical risk elevated, reinforcing the global supercycle.
EasyJet Earnings: Delivered Third Consecutive Year of Profit Growth; Fair Value Maintained
We think easyJet stock is moderately undervalued.
European Defense Stocks: Overreaction to Potential Ukraine Deal Ignores the Real Drivers of Demand
Our update on select stocks from the Aerospace & Defense industry.
Rolls-Royce: Strong Civil Demand and Defense Momentum Support 2025 Targets and Midterm Upside
We think Rolls-Royce Holdings stock is fairly valued.
IAG Earnings: Softer Trans-Atlantic Yields and Weaker Leisure Demand Trigger 10% Share Decline
We think International Consolidated Airlines Group stock is fairly valued.
Rheinmetall Earnings: Order Delays From German Election Mask Strong Backlog and Structural Growth
We think Rheinmetall stock is moderately undervalued.
