AerCap price target raised to $80 from $70 at TD Cowen

TD Cowen raised the firm’s price target on AerCap to $80 from $70 and keeps an Outperform rating on the shares. The analyst said they reported a strong Q4 as tight supply of aircraft and travel recovery support demand. A portfolio of real assets is a benefit with higher inflation. Catalysts for these shares include cash flow a strong balance sheet and the share repurchase program.