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Airbus SE Accelerates Production as Tension Grows with Suppliers
By Ion Jauregui – Analyst at ActivTrades
Airbus SE is once again at the center of industrial attention. The European manufacturer is standing firm on its ambitious plan to ramp up A320neo production to 75 aircraft per month by 2027, but pressure on the supply chain — particularly engine suppliers — threatens to disrupt the timeline.
According to industry sources, Pratt & Whitney, a subsidiary of RTX Corp (NYSE:RTX), is engaged in intensive negotiations with Airbus to secure engine deliveries beyond 2027. Although the supplier has already fulfilled the commitments agreed for 2025, tensions continue to rise. The reason: accumulated delays in repairs of its GTF engines, which have left hundreds of aircraft grounded worldwide over the past months.
The situation is delicate enough that Airbus is forced to manage fuselage production while also handling a growing inventory of “gliders” — aircraft that are technically completed but lack engines. In this context, the battle between Pratt & Whitney and CFM International — the alliance between GE Aerospace and Safran SA (EPA:SAF) — is intensifying. Both groups compete to power the backbone of the global narrow-body fleet, yet neither is immune to capacity constraints and maintenance-shop bottlenecks.
Industrial and Financial Impact
The challenge for Airbus is significant. Airlines are pushing to receive their orders at a time when demand for single-aisle aircraft is at historic highs. For the company, meeting production targets is essential to sustain revenues, margins, and cash flow in the coming years.
Engine delays have forced Pratt & Whitney to prioritize critical repairs, slowing the delivery of new units. Although Airbus has not officially revised its guidance, several European and Middle Eastern airlines warn that bottlenecks could extend into 2027, coinciding with the most demanding phase of the production ramp-up.
Technical Analysis: Airbus SE (AIR.GE)
Since April, Airbus SE (EPA:AIR) has maintained an upward trend and, in recent sessions, has been trading near the upper end of its current range, between €216.85 and €198.15, reflecting market confidence in the structural growth of the aerospace sector. However, the stock is showing resistance near the indicated all-time highs, where the price appears to be consolidating as investors await updates on the supply chain.
Any signs of stabilization in the engine-related issues could act as a bullish catalyst. Conversely, new inspections, extended delays, or any news suggesting further disruptions could trigger technical corrections toward key support levels.
From a technical standpoint, the current price fluctuates around the 50-day moving average, after having lost it in the previous session. The RSI sits at a neutral 49.82%, while the MACD appears to have entered corrective territory. ActivTrades Europe Market Pulse indicates that speculation and risk sentiment in the European market are neutral, suggesting that the current price action reflects a consolidation phase following the recent highs.
Market Outlook
For Airbus, the equation is clear: demand is strong, the backlog is solid, and financing is not an issue. However, the supply chain — particularly engine providers — remains the Achilles’ heel of global aviation. For the European manufacturer, Pratt & Whitney’s ability to meet deadlines will determine whether 2027 becomes a year of full expansion or one marked by delays in one of the most ambitious industrial plans of the decade.
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Adidas AG (ADS) | Preparing for Wave 5 Rally Toward €500–€1,200Adidas AG (XETR:ADS) | Long-Term Elliott Wave & Structural Outlook
Adidas AG is completing a Wave 4 correction near key Fibonacci support, aligning technical structure and smart money accumulation for a potential long-term Wave 5 expansion toward €500–€1,200.
📊 Technical & Fundamental Confluence for Multi-Year Expansion Potential
Summary:
Adidas AG (ADS) is approaching the completion of a major Wave 4 correction within a long-term Elliott Wave structure originating from the 2009 low. The broader market structure remains intact, suggesting the potential for a strong Wave 5 impulsive advance in the coming years.
Technical Overview 🌀
The current corrective leg has retraced near the 0.382 Fibonacci level , a typical Wave 4 depth before a continuation move.
Elliott Wave projections indicate potential Wave 5 extensions toward €529 (3.618) and €1,290 (4.618) , aligning with historical impulsive proportions.
Price has recently swept liquidity below key swing lows, hinting at accumulation within a higher-timeframe demand zone.
Smart Money & Market Structure 💰
Evidence of institutional accumulation and potential reaccumulation phase.
A confirmed break of structure (BoS) and impulsive follow-through would validate the transition into the markup phase .
The long-term uptrend remains valid as long as Wave 4 support holds.
Market Cycle & Fundamentals ⚙️
Adidas may be shifting from markdown to accumulation , aligning with the early stages of a new expansion cycle .
Fundamentally supported by strong brand equity, global positioning, and improving margins as macro conditions stabilize.
Long-term investors could find value within current price ranges.
Outlook 🚀
As long as the €130–€160 accumulation zone remains intact, confluence across wave theory, Fibonacci structure, and smart money behavior supports a bullish long-term scenario toward €500–€1,200 .
📈 Bias: Long-Term Bullish
📍 Accumulation Zone: €130 – €160
🎯 Targets: €529 → €1,290
#Adidas #ADS #ElliottWave #SmartMoneyConcepts #PriceAction #Fibonacci #MarketStructure #Fundamentals #LongTermInvesting #TradingView 
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