Air Canada Loyalty Stake Sale Unlocks Hidden Value

Conviction: 66% · Horizon: 6M · 2026-08-13
Blackstone's 25% Aeroplan purchase crystallizes loyalty-program value the market had underpriced.

Air Canada confirmed Blackstone will buy 25% of Aeroplan after a leak that already lifted the stock. The loyalty asset was not fully in the share price, and a completed third-party stake sale can keep a re-rating going even after the first pop, with a Street target at 33.50.

Instrument Side Target Reason
AC.TO Long 33.5 The official sale of 25% of Aeroplan to Blackstone crystallizes loyalty-program value that was not fully in the share price, and a completed deal can support a further re-rating even after the first move.

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