Q4 2025 Earnings Forecast for Azul S.A. Issued By Zacks Research (NYSE:AZUL)

Azul S.A. (NYSE:AZUL - Free Report) - Equities researchers at Zacks Research lifted their Q4 2025 earnings estimates for Azul in a research note issued to investors on Wednesday, April 10th. Zacks Research analyst S. Goswami now expects that the company will post earnings of $0.53 per share for the quarter, up from their prior estimate 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.

Several other equities research analysts also recently issued reports on AZUL. Barclays cut their price target on Azul from $14.00 to $12.00 and set an "equal weight" rating for the company in a report on Monday, April 1st. Raymond James restated an "outperform" rating and set a $12.00 target price (down previously from $13.00) on shares of Azul in a research note on Monday. Two analysts have rated the stock with a hold rating and four have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $12.56.

Azul Stock Down 4.9 %

Shares of NYSE AZUL traded down $0.33 during midday trading on Monday, hitting $6.25. 3,639,972 shares of the company's stock were exchanged, compared to its average volume of 1,458,809. The firm has a market capitalization of $2.63 billion, a PE ratio of -6.71 and a beta of 1.85. Azul has a 12 month low of $5.80 and a 12 month high of $13.86. The company's 50 day moving average price is $7.61 and its 200 day moving average price is $8.45.

Institutional Investors Weigh In On Azul

A number of hedge funds and other institutional investors have recently modified their holdings of AZUL. US Bancorp DE raised its position in shares of Azul by 721.4% in the second quarter. US Bancorp DE now owns 1,922 shares of the company's stock valued at $26,000 after buying an additional 1,688 shares in the last quarter. Advisor Group Holdings Inc. raised its holdings in Azul by 83.9% in the 1st quarter. Advisor Group Holdings Inc. now owns 2,630 shares of the company's stock valued at $151,000 after acquiring an additional 1,200 shares in the last quarter. Tower Research Capital LLC TRC lifted its position in shares of Azul by 3,578.9% during the 3rd quarter. Tower Research Capital LLC TRC now owns 3,495 shares of the company's stock valued at $30,000 after acquiring an additional 3,400 shares during the period. UBS Group AG grew its holdings in shares of Azul by 930.7% during the 2nd quarter. UBS Group AG now owns 3,628 shares of the company's stock worth $26,000 after purchasing an additional 3,276 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. grew its holdings in shares of Azul by 66.7% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 5,000 shares of the company's stock worth $42,000 after purchasing an additional 2,000 shares in the last quarter. Institutional investors and hedge funds own 0.82% of the company's stock.

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.