There is a growing sentiment that high-risk stocks—particularly some high-growth tech stocks—will be out of favor in 2026. It's helpful to look at a statement like this on two levels.
A specialized player in aviation leasing and aerospace products, this stock has emerged as a standout performer.
FTAI declared the commencement of FTAI Power, a new initiative aimed at transforming its extensive supply of CFM56 aircraft engines into power turbines for the AI and data center market. The market's response was swift and vigorous, with the stock experiencing a gap up and engaging in heavy trading, reaching a new 52-week peak.
FTAI Aviation remains a buy as it expands into AI-driven data center power generation, leveraging core aeroengine technology. FTAI's new Power business targets 100 units annually, capitalizing on surging data center energy demand and enhancing its value extraction strategy. EBITDA estimates for FTAI have been revised upward, with a 2027 price target of $246.18, implying 25% upside from current levels.
FTAI Aviation (FTAI) delivered strong Q3 results, raising 2026 EBITDA guidance and dividend, and closed its $6B Strategic Capital Initiative fund. FTAI's asset-light SCI model and new partnerships are driving growth, with analysts reiterating Buy ratings and price targets up to $500 by 2028. After a massive leg up following a short report earlier this year, prices are consolidating, creating a buying opportunity at attractive multiples.
FTAI Aviation (FTAI) is rated a buy, with a YE26 price target of $236, reflecting strong growth in its MRE business. FTAI's strategic shift from leasing to maintenance, repair, and overhaul (MRE) is driving higher margins and market share gains through 2027. FTAI's valuation could rise as MRE dominates EBITDA, with potential upside if free cash flow is deployed to expand capacity.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Alan Andreini - Investor Relations Joseph Adams - Chairman & CEO Eun Nam - CFO & Chief Accounting Officer David Moreno - Chief Operating Officer Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Kristine Liwag - Morgan Stanley, Research Division Joshua Sullivan - JonesTrading Institutional Services, LLC, Research Division Giuliano Anderes-Bologna - Compass Point Research & Trading, LLC, Research Division Hillary Cacanando - Deutsche Bank AG, Research Division Brian Mckenna - Citizens JMP Securities, LLC, Research Division Edward Morgan - BTIG, LLC, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Presentation Operator Good day, and thank you for standing by.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Aviation Ltd.
FTAI Aviation Ltd. (NASDAQ:FTAI ) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants Alan John Andreini - Investor Relations David Moreno - Chief Operating Officer Eun Nam - CFO & Chief Accounting Officer Joseph P.
Although the revenue and EPS for FTAI Aviation (FTAI) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
FTAI Aviation (FTAI) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $0.26 per share a year ago.