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It might be a surprise to learn that the consensus price target was broadly unchanged at UK£4.82, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Barratt Redrow, with the most bullish analyst valuing it at UK£6.40 and the most bearish at UK£4.00 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Hi where was help to buy reported ?

American Airlines up 4% in early trading , 9% over 5days and IAG little movement today !

IF you want a good investment and better value shares than American airlines who are now up 3.8% then IAG is a great airline as JP Morgan says!

America airlines up 7.5% last 5days, looks like lot of investors changing from bitcoin gold etc into airlines

Https://www.fool.co.uk/2026/02/01/falling-26-in-5-years-is-taylor-wimpey-one-of-the-best-stocks-to-consider-buying-now/

Corporate travelers and premium leisure customers helped drive American Airlines’ revenue to record levels for both the fourth quarter and full year 2025.

The airline’s fourth-quarter revenue reached $14 billion, and its full-year revenue hit $54.6 billion, despite the impact of the government shutdown, which negatively impacted fourth-quarter revenue by $325 million, according to a Tuesday (Jan. 27) earnings release.

The momentum continued into the first three weeks of 2026, which saw double-digit year-over-year increases in revenue driven by premium cabins and corporate channels, per the release.

Https://www.fool.co.uk/2026/01/27/iag-share-price-is-the-market-missing-a-major-rerating-hiding-in-plain-sight/

Fair value

How much are the shares really worth?

The discounted cash flow (DCF) model is the optimal way to ascertain a share’s true worth, in my experience as a former senior investment bank trader.

It estimates a stock’s ‘fair value’ by projecting the company’s future cash flows that reflect consensus earnings growth forecasts. It then ‘discounts’ them back to today using a rate that reflects the risk of owning the shares. As such, it produces a clean, standalone valuation, unaffected by over- or undervaluation across a business sector.

Some analysts’ DCF modelling is more bearish than mine, and some more bullish, depending on the inputs used. However, based on my DCF assumptions — including a 10.1% discount rate — IAG is 39% undervalued at its current £4.13 price.

Therefore, its fair value could secretly be close to £6.77 a share.

And because asset prices typically trade towards their fair value over time, this suggests a potentially terrific buying opportunity to consider today if this modelling proves accurate.

And overall, things look bright. Both revenue and earnings are set to increase in the years ahead. Dividends are stable too – though this might be a negative for some investors, as the yield of 2.32% is on the lower side for the FTSE 100.

And all this means the analysts’ recommendations are a broad smattering of Buys and Outperforms. In fact, of the 17 analysts covering the stock, only one has the shares down as a Sell.

The consensus price target for the next 12 months is for a 17.8% increase – which would make 2026 another excellent year. One analyst is so bullish that they’re expecting a 65% increase in share price over the next year.

While the boom of the last two years is unlikely to repeat, I’d say there’s plenty of value on here for anyone aware of the risks. One to consider, I think.

Deutsche Bank raised its price target on Vistry Group from GBX 684 to GBX 803 and maintained a "buy" rating, implying roughly a 26.10% upside from the prior close.

Exactly Sainsbury Tesco Next all up , even as just food store should be up, feels like market manipulation and buying shares cheaply, time will tell!

Next on results and Tesco up 3% and M@S down 2% last 2 days , thoughts before results Thursday ?

Https://www.ig.com/uk/news-and-trade-ideas/uk-retailers-to-reflect-on-q3-trading--tesco--marks---spencer-an-260105

M&S transformation continues to deliver

​Marks & Spencer trading statement for the same period, also published on the 8th of January 2026, is expected to highlight a strong festive season driven by its food and clothing businesses.

​M&S’s premium food offering has historically outperformed in the festive season, and initial signs from third-party retail analysts and category data indicate that higher-margin seasonal lines (e.g., party platters, premium mains, luxury desserts) saw healthy uptake.

​Although M&S does not publicly disclose detailed weekly sales, commentary from market trackers suggests that its differentiated product mix continues to appeal to shoppers seeking quality for special-occasion meals.

​Despite robust trading, M&S may caution - as it did in late 2024 - that broader economic headwinds and cost pressures remain pertinent as the business continues its transformation journey under current management's strategic direction.

​M&S analyst views and share price technical outlook

​According to LSEG Data & Analytics, analysts rate M&S as a ‘buy’ and have a long-term mean price target at 427.86 pence, around 32% above the current share price (as of 05/01/2026).

Marks & Spencer

Marks & Spencer (M&S) makes its way onto our list to watch after a difficult 2025. A cyber-attack back in April hamstrung performance and crippled online sales in its Fashion, Home & Beauty (FH&B) division, driving a sharp decline in first-half profits.

Operations are set to return to full flow by March, sparking hopes that second-half profits can rebound above last year’s level. The cyber-incident also looks to have sharpened management’s focus on operational and strategic improvements, and we’re optimistic that the group can bounce back stronger.

Marks & Spencer Group plc MKS

321.00p

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M&S Operating Profit

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Past performance isn’t a guide to future returns.

Source: LSEG Workspace 14.11.25 (e = expected)

Underlying trends in the business remain positive, with both Food and FH&B continuing to capture market share from the competition, thanks to its obsessive focus on quality, value, and service.

FH&B is where we see the biggest opportunity. The online journey and margins simply aren’t as good as the competition. Big investments are being made to fix this, and if successful, could deliver a strong uplift in profitability.

With expectations reset, we think the worst is now behind M&S. Sitting at a discount to peers, the valuation offers attractive upside in our view. But competition is fierce, and M&S needs to nail its execution to deliver the expected improvements.

Https://uk.finance.yahoo.com/news/2025-marks-spencer-share-price-065200716.html

Https://www.fool.co.uk/2025/12/08/down-9-in-a-month-with-a-p-e-below-8-time-to-consider-buying-iag-shares/

Congratulations Scotland should be busy flights over summer hope Ireland Wales Northern Ireland joining the party too

Investing.com - Bernstein has reiterated an Outperform rating on International Consolidated Airlines Group SA (LON:ICAG) (OTC:ICAGY) as the airline group positions itself for a potential acquisition of Portuguese carrier TAP.

According to Bernstein, TAP is expected to be the next major acquisition target in European aviation, with a sale likely in 2026. The firm believes IAG is the most probable buyer among the three major European airline groups.

Bernstein cites three key advantages for IAG in pursuing TAP: available bandwidth with no current acquisitions underway, minimal exposure to the Brazilian market reducing antitrust concerns, and political factors favoring IAG’s approach to preserving the TAP brand and Lisbon hub.

The potential deal would cost approximately €700 million for a 45% stake in TAP, which Bernstein believes would not impede IAG’s ability to return cash to shareholders. The firm projects IAG could maintain €2 billion or more in annual cash returns regardless of whether the acquisition proceeds.

Strategically, acquiring TAP would strengthen IAG’s presence in the South Atlantic market and address its underrepresentation in Brazil, while IAG’s distribution network, loyalty programs, and joint ventures could enhance TAP’s revenue performance.

DB now assumes average annual revenue growth of 4% over the following two years.

“More importantly, we now assume IAG can sustain the ~15% margin we expect in 2025 over the next 2 years, on average rev growth of 4% pa,” Deutsche Bank said in a note.

Analysts noted that recent margin expansion has been helped by falling fuel costs and higher fares, though they cautioned that both trends may normalise.

The bank sees pricing recovering in 2026, supported by strong demand and limited premium cabin supply on some long-haul routes as analysts anticipate support with self-help drivers, including British Airways’ transformation programme and Iberia’s Plan de Vuelo.

DB's 'Buy' rating comes with an upgraded target price of 500p, from 475p.

In London, the airline share traded at 380.4p on Monday, down 1.83% on the day.

JPMorgan reiterated its 'overweight' rating on IAG on Monday despite the BA and Iberia owner's weaker-than-expected third-quarter results last week.

"IAG missed Q3 25 expectations driven by softer than expected yields, including a weaker Transatlantic, and despite our expectations did not announce a new share buyback," it said.

"While this was disappointing, we expect a positive Q4 earnings trajectory driven by sequentially improving revenue/costs, allowing for increasing capital returns, which are likely to be announced with the full-year results in February 2026."

JPM said its 2025/26/27E EBIT estimates are broadly unchanged, with slightly lower ex-fuel offsetting higher fuel costs for 2025E.

The bank said its unchanged price target of €5.50 implies more than 30% upside.

JPM said it sees three areas of opportunity in the near term. It noted that booked revenue is ahead for the fourth quarter and said it sees scope for improving Transatlantic demand, supported by continued constrained supply, to drive an increase in underlying pricing versus Q3.

JPM also said it expects strong unit cost control to continue into Q4, where it forecasts ex-fuel CASK -1.4%.

Finally, the bank said IAG's strong financial position can support increasing capital returns, with its base case a €1.5bn buyback announced at the FY25 results.

JPM said it sees the current valuation as compelling at 5.5x 2026E price-to-earnings and a 14% free cash flow yield.

"IAG remains on the 'Analyst Focus List' and is our top pick within the European Airlines," it said.