AZUL SA (AZUL)
NYSEIndustrialsAirlinesSnapshot 2026-07-31
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Create your account →NYSEIndustrialsAirlinesSnapshot 2026-07-31
Reading AZUL? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
No standing thesis yet — not enough to read.
View ThesisRelatively steady.
View RiskNot enough reads yet
Azul's recovery from bankruptcy and NYSE listing suggest growth potential. The latest news shows strong investor confidence. Azul trades at a low multiple compared to its peers. This indicates that the market may not fully value its recovery. A specific risk is the 51% chance of missing earnings expectations next quarter. Peer multiples imply a price about 12% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. AZUL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering AZUL (as of Jun 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Bankruptcy exit enhances financial stability and investor confidence.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

NYSE listing signifies recovery and growth potential.

Regulatory scrutiny could delay strategic partnerships.

Voluntary delisting from NYSE American indicates strategic repositioning.
Increased scrutiny on American Airlines-Azul deal poses risks.
