IrelandNov. 10, 2025 3:54 AM ETRyanair Holdings plc (RYAAY) Stock, RYAOF StockRYAAY, RYAOFVincent Lan11 FollowersCommentsRyanair delivered record H1 FY2026 results, supporting its ambitious plan to expand to 800 aircraft and 300m passengers by FY2034.RYAAY's widening cost leadership, strong balance sheet, and opportunistic capex drive its competitive moat and enable industry-leading margins.Macroeconomic tailwinds, tight industry capacity, and effective fuel hedging support ongoing fare growth and margin expansion for RYAAY.Valuation suggests a fair market value of $77/share versus the $65 current price, offering 18% upside for a high-quality, resilient airline.Sjo/iStock Unreleased via Getty ImagesRyanair Holdings (RYAAY) (OTCPK:RYAOF) is probably the single most efficient operation in global aviation. The company's structural cost advantage, coupled with tailwinds in interest rates, oil prices, and industry capacity, gives me confidence in its ambitious planThis article was written byVincent Lan11 FollowersBuffet fanboy. Learning about the world one investment at a time.I am an individual value investor with a background in law and finance. I am a lawyer admitted to the New York Bar and currently serve as Chief Financial Officer of a healthcare technology company. I am interested in all industry sectors, as long as there are opportunities that I can understand. Born and raised in China, I am also particularly interested in Chinese companies. I write on Seeking Alpha to refine my own investment thinking, share research with a broader community, and learn from constructive dialogue with other investors.Analyst’s Disclosure:I/we have a beneficial long position in the shares of RYAAY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments