Aena posts second quarter results in line with estimates By Investing.com

Barclays upgraded Aena to “overweight” and raised its price target to €28.50 from €24.50, citing nearing completion of the DORA III regulatory review and a CNMC opinion that reduces uncertainty. Barclays cut Fraport to “equal weight,” lowering its target to €71 from €96, citing weaker traffic and ground-handling losses. It also adjusted forecasts for Fraport and maintained ratings for ADP, Athens and Zurich.

Investing.com reports Aena SME SA shares rose 1.2% to €27.14 after Bernstein upgraded the stock to “Outperform” and raised its price target to €30.80 from €27.00. Bernstein cited higher passenger forecasts, accelerating commercial revenue, and a favorable regulatory outlook, including a 2026 traffic forecast of 333 million. Bank of America also upgraded to “Buy” with a €30.50 target.

Bernstein upgraded Aena to “outperform” from “market-perform” and raised its price target to €30.80 from €27, citing a stronger medium-term earnings outlook. It forecasts Spanish traffic growth of 3.6% in 2026 (vs Aena guidance 1.3% and consensus 2.5%), with 2026 traffic at 333 million. It expects a September final regulatory agreement and says FY+2 EBITDA estimates are 2-3% above consensus.

Janus Living (NYSE:JAN) reported sequential same-store NOI margin down 40 bps, citing seasonality. Occupancy rose for independent living but fell for skilled nursing. The company acquired two communities for $105M, sold one for $23M, and completed $1B more acquisitions post-quarter. It raised 2026 FFO guidance to $0.95-$0.98 and same-store adjusted NOI growth to 13%-17%.

Joby Aviation (NYSE:JOBY) raised full-year revenue guidance to $115 million to $125 million from $105 million to $115 million. Q2 cash use was about $202 million and GAAP net loss was $245 million, including a $108 million non-cash warrant and earn-out fair value change. For 2H 2026, it expects $385 million to $415 million cash use. The company said aircraft availability is a key constraint on Blade routes and outlined manufacturing, infrastructure, and JV plans with Toyota.

James Hardie (NYSE:JHX) said about one-third of fiber-cement growth came from strategic initiatives, one-third from prior-year destocking comparisons, and the rest from price and mix. June sell-through rose 19%. Deck, Rail & Accessories sales fell 5% to $305.1M with 27.1% Adjusted EBITDA margin. Q2 net sales forecast $1.485B-$1.575B and FY2027 outlook raised; FCF Q1 was $254M and it redeemed $400M notes.