AerSaleASLE
About: AerSale Corp is an integrated, diversified leader in aviation aftermarket products and services. It specializes in the sale, lease, and exchange of used aircraft, engines, and components, in addition to providing a broad range of maintenance, repair, and overhaul, and engineering services for commercial aircraft and components. The company operating segment includes Asset Management Solutions and TechOps. It generates maximum revenue from the Asset Management Solutions segment.
Employees: 707
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
2% more funds holding
Funds holding: 107 [Q1] → 109 (+2) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
5.92% less ownership
Funds ownership: 77.81% [Q1] → 71.89% (-5.92%) [Q2]
9% less capital invested
Capital invested by funds: $291M [Q1] → $264M (-$27M) [Q2]
32% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $1.81M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Truist Securities Michael Ciarmoli 72% 1-year accuracy 34 / 47 met price target | 50%upside $8 | Buy Maintained | 18 Oct 2024 |
Stifel Bert Subin 44% 1-year accuracy 12 / 27 met price target | 106%upside $11 | Buy Maintained | 9 Aug 2024 |
RBC Capital Ken Herbert 80% 1-year accuracy 40 / 50 met price target | 50%upside $8 | Sector Perform Maintained | 8 Aug 2024 |
Truist Securities Michael Ciarmoli 72% 1-year accuracy 34 / 47 met price target | 87%upside $10 | Buy Maintained | 8 Aug 2024 |
