Update shared on 28 Nov 2025
Analysts have raised their price target on FTAI Aviation by $5 to $200, citing the company's continued operational momentum, stronger 2026 guidance, and increased free cash flow expectations.
Analyst Commentary
Recent Street research on FTAI Aviation highlights a wave of optimism from analysts, with several raising their price targets and underscoring ongoing operational momentum. Their commentary following the company’s latest quarter and conference appearances provides valuable insight into both positive and cautious perspectives on the stock.
Bullish Takeaways- Bullish analysts point to FTAI Aviation’s stronger 2026 guidance and increased free cash flow targets as clear indicators of robust future growth potential.
- The company reported a quarterly performance that exceeded expectations, contributing to a perception of sustained operational execution and momentum.
- FTAI’s positioning in the legacy engine market is described as resilient. Ongoing share gains are supported by recent industry presentations and commentary.
- Upcoming catalysts, such as additional PMA approvals and successful execution on the module ramp, are seen as drivers for further valuation upside.
- Bullish adjustments are tempered by the broader transports group facing weak industrial growth and continued oversupply. These factors could impact sector valuations.
- Some analysts trimmed estimates for related peers, reflecting a degree of caution about pervasive industry headwinds despite FTAI’s relative outperformance.
- There is a note of vigilance regarding execution on strategic initiatives, as future performance will depend on the company’s ability to deliver on raised guidance and operational targets.
What's in the News
- Palantir and FTAI Aviation announced a multi-year strategic partnership to integrate AI-driven maintenance scheduling and inventory optimization across FTAI's global operations. The initiative aims to improve productivity, reduce costs, and accelerate production ramp-up. (Client Announcements)
- The Board of Directors increased the quarterly dividend to $0.35 per share for Q3 2025, up from $0.30 in the previous quarter. Payment is scheduled for November 19, 2025. (Dividend Increases)
- FTAI Aviation signed a multi-year Perpetual Power Agreement with Finnair Plc to provide engine exchanges in lieu of shop visits. This agreement is intended to enhance maintenance cost predictability and fleet reliability for Finnair. (Client Announcements)
Valuation Changes
- Fair Value Estimate remains unchanged at $227.10, reflecting stability in fundamental valuation assumptions.
- The Discount Rate decreased slightly from 8.40% to 8.33%, indicating a modest improvement in perceived risk or cost of capital.
- The Revenue Growth forecast has risen from 15.72% to 16.95%, suggesting increased expectations for top-line expansion.
- The Net Profit Margin estimate has declined modestly from 25.90% to 24.96%, pointing to slightly lower anticipated profitability.
- The future P/E ratio is nearly unchanged, moving from 31.36x to 31.48x, indicating little shift in market valuation expectations.
Disclaimer
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