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FTAI Aviation reported strong financial results in the second quarter 2025. Analysts upwardly revised their price targets on FTAI Aviation stock in August.
From a sector perspective, strength within Industrials and Information Technology offset relative weakness in Health Care. The October earnings report reinforced confidence in Comfort Systems' ability to convert a strong backlog and increasingly sophisticated project mix into sustained earnings growth. We did not make any adjustments to the position and continue to believe that the market opportunity remains robust.
The company leverages AI for productivity and power solutions in data centers. FTAI trades at a high valuation but has strong growth prospects.
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FTAI has an unusual relationship with GE Aerospace, whereby it competes and also helps its far larger peer. The new business puts it into competition with GE Vernova, but also validates the type of technology that the former GE business produces.
Cynosure Group LLC acquired a new position in shares of FTAI Aviation Ltd. (NASDAQ: FTAI) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 3,565 shares of the financial services provider's stock, valued at approximately $595,000. Several other institutional investors and hedge funds also
Large-cap gainers last week were led by FTAI Aviation on its FTAI Power launch, with broad upside across chips (MU/ASML/INTC/TSM/ASE/Sandisk) and AI-driven power plays (Bloom), plus Symbotic and Reddit on policy-driven headlines.
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.
Diversified Trust Co acquired a new position in shares of FTAI Aviation Ltd. (NASDAQ: FTAI) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 17,057 shares of the financial services provider's stock, valued at approximately $2,846,000. Several other institutional investors
FTAI announced a new platform for the power market. By adapting CFM56 engines, FTAI plans to help meet the power demands that AI is placing on data centers.
FTAI Aviation stock soared after the company announced plans for a new business unit dedicated to converting jet engines into power turbines that would supply energy to data centers.
Bar Harbor Wealth Management purchased a new position in shares of FTAI Aviation Ltd. (NASDAQ: FTAI) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 61,062 shares of the financial services provider's stock, valued at approximately $10,189,000. Bar Harbor Wealth Management owned
Shares of FTAI Aviation Ltd. (NASDAQ: FTAI - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twelve analysts that are currently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, one has given a hold rating, nine have assigned a buy rating and one
Castleark Management LLC decreased its stake in shares of FTAI Aviation Ltd. (NASDAQ: FTAI) by 95.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,156 shares of the financial services provider's stock after selling 23,928 shares during the quarter. Castleark
Federated Hermes Inc. cut its stake in shares of FTAI Aviation Ltd. (NASDAQ: FTAI) by 15.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 182,110 shares of the financial services provider's stock after selling 32,591 shares during the quarter. Federated Hermes
Edgestream Partners L.P. grew its position in shares of FTAI Aviation Ltd. (NASDAQ: FTAI) by 47.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,168 shares of the financial services provider's stock after purchasing an additional 11,036 shares during
Advantage Alpha Capital Partners LP trimmed its holdings in FTAI Aviation Ltd. (NASDAQ: FTAI) by 37.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 88,389 shares of the financial services provider's stock after selling 53,419 shares during the period. FTAI Aviation accounts