AZUL

Azul

1.60 USD
-0.04
2.44%
Updated Apr 1, 3:43 PM EDT
1 day
-2.44%
5 days
-6.98%
1 month
-9.09%
3 months
-9.09%
6 months
-51.81%
Year to date
-9.09%
1 year
-79.27%
5 years
-81.00%
10 years
-92.56%
 

About: Azul SA is involved in the operation of regular and non-regular airline passenger services, cargo or mail, passenger charter, provision of maintenance and hangarage services for aircraft, engines, parts and pieces, aircraft acquisition and lease, development of frequent-flyer programs, development of related activities and equity holding in other companies. The Company considers that it has a single reportable segment which is air transport.

Employees: 15,367

0
Funds holding %
of 7,398 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

0.63% less ownership

Funds ownership: 4.38% [Q3] → 3.75% (-0.63%) [Q4]

9% less funds holding

Funds holding: 67 [Q3] → 61 (-6) [Q4]

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

38% less call options, than puts

Call options by funds: $3.63M | Put options by funds: $5.87M

57% less capital invested

Capital invested by funds: $51M [Q3] → $21.8M (-$29.2M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$2.40
50%
upside
Avg. target
$3.70
131%
upside
High target
$5
213%
upside

2 analyst ratings

positive
50%
neutral
50%
negative
0%
Goldman Sachs
Bruno Amorim
40% 1-year accuracy
2 / 5 met price target
50%upside
$2.40
Neutral
Maintained
25 Mar 2025
Raymond James
Savanthi Syth
19% 1-year accuracy
3 / 16 met price target
213%upside
$5
Outperform
Maintained
4 Feb 2025

Financial journalist opinion

Neutral
Business Wire
5 days ago
Azul Report Finds 83% of CIOs are Spending More on their Cloud Infrastructure and Applications than Anticipated, While Only 2% are Under Budget
SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, released The CIO Cloud Trends Survey & Report today, providing a look at how CIOs are maximizing their cloud investments while addressing the challenges of cost management and resource optimization. The study of 300 CIOs in the U.S. reveals that 83% are spending an average of 30% over what they anticipated for cloud infrastructure and applications, and only 2% of respondents said that their spending was under b.
Azul Report Finds 83% of CIOs are Spending More on their Cloud Infrastructure and Applications than Anticipated, While Only 2% are Under Budget
Neutral
Zacks Investment Research
4 weeks ago
The Zacks Analyst Blog Azul, Volaris, Allegiant, JetBlue and Ryanair
Azul, Volaris, Allegiant, JetBlue and Ryanair are included in this Analyst Blog.
The Zacks Analyst Blog Azul, Volaris, Allegiant, JetBlue and Ryanair
Neutral
Zacks Investment Research
1 month ago
AZUL Q4 Earnings & Revenues Lag Estimates, EBITDA 2025 View Intact
AZUL's fourth-quarter 2024 revenues benefit from a healthy demand environment, robust revenues from its business units, and an increase in capacity.
AZUL Q4 Earnings & Revenues Lag Estimates, EBITDA 2025 View Intact
Positive
Seeking Alpha
1 month ago
Azul's Flight To Recovery: Merger, Deleverage, And Survival
Azul's investment thesis has shifted to survival due to macroeconomic challenges, climatic events, and operational setbacks, significantly impacting its financial health and stock performance. The potential merger with Gol Linhas Aéreas could create synergies, reduce operating costs, and provide a substantial boost to Azul's market position and share price. Despite high leverage and ongoing financial struggles, Azul's renegotiation of debt and operational efficiencies offer a glimmer of hope for future stability and growth.
Azul's Flight To Recovery: Merger, Deleverage, And Survival
Negative
Seeking Alpha
1 month ago
Azul Confirmed 85% Dilution But Might Still Not Cover Interest, A Clear Pass
Azul S.A.'s 85% dilution is confirmed, aligning with my prior warnings; key financial restructuring details remain undisclosed, posing significant valuation challenges. Despite strong operational performance, Azul's financing issues persist, with R$30 billion in negative equity and substantial interest costs. Post-restructuring, Azul will still face R$3.7 billion in annual interest expenses, barely reduced from the current R$5.2 billion.
Azul Confirmed 85% Dilution But Might Still Not Cover Interest, A Clear Pass
Neutral
Seeking Alpha
1 month ago
Azul S.A. (AZUL) Q4 2024 Earnings Call Transcript
Azul S.A. (NYSE:AZUL ) Q4 2024 Earnings Conference Call February 24, 2025 10:00 AM ET Company Participants Thais Haberli - Head of IR David Neeleman - Founder and Chairman John Rodgerson - CEO Alex Malfitani - CFO Abhi Shah - President Conference Call Participants Savi Syth - Raymond James Victor Mizusaki - Bradesco Rogerio Araujo - Bank of America Guilherme Mendes - JPMorgan Operator Hello, everyone, and welcome to Azul's fourth quarter earnings call. My name is Zach, and I will be your operator for today.
Azul S.A. (AZUL) Q4 2024 Earnings Call Transcript
Positive
Invezz
1 month ago
Brazil's Azul Airlines' stock rallies after encouraging Q4 results, but analysts express caution: here's why
Azul Airlines (AZUL4) had a surge in share price after releasing its 4Q24 report on January 24. At 11:15 am (Brasília), the company's shares increased 5.23% to R$3.82 per.
Brazil's Azul Airlines' stock rallies after encouraging Q4 results, but analysts express caution: here's why
Negative
Zacks Investment Research
1 month ago
AZUL's Q4 Earnings Coming Up: What's in the Offing for the Stock?
AZUL's fourth-quarter bottom line is expected to have been hurt by elevated operating expenses.
AZUL's Q4 Earnings Coming Up: What's in the Offing for the Stock?
Neutral
Business Wire
1 month ago
Azul's Simon Taylor Named 2025 CRN® Channel Chief
SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, today announced that CRN®, a brand of The Channel Company, has named Simon Taylor, Azul's vice president of Global Partners and Alliances, to its prestigious 2025 Channel Chiefs list. The annual list recognizes IT channel vendor and distribution executives who drive strategy and set the channel agenda for their companies. The recognition comes as Azul's latest State of Java Survey reveals 88% of enterprises are con.
Azul's Simon Taylor Named 2025 CRN® Channel Chief
Neutral
Reuters
1 month ago
LATAM Airlines expects mitigation measures amid Gol-Azul tie-up talks
LATAM Airlines said on Friday it was still too early to discuss potential impacts of a planned merger between its two largest rivals in top market Brazil, but voiced trust in antitrust watchdog CADE to put in place mitigation measures.
LATAM Airlines expects mitigation measures amid Gol-Azul tie-up talks
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