FTAI Aviation

FTAI

Market cap $25.9B

Sifting the World's Chris DeMuth Jr. shares his strategy for focusing on mispricings, hidden value, and opportunities in overlooked or misunderstood situations. WLFC's asset value is underappreciated; partnerships could monetize up to $800M of its $1B market cap, clarifying true inventory worth.

AAR Corporation: A Quality Aerospace Stock Still Trading Below What It Deserves

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.

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 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.

The Investment Committee give you their top stocks to watch for the second half.

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.

DENVER & NEW YORK--(BUSINESS WIRE)--Palantir (NASDAQ: PLTR), a leading provider of AI software, and FTAI Aviation Ltd. (NASDAQ: FTAI), a global leader in aircraft engine maintenance, today announced a multi-year strategic partnership, which will allow FTAI to leverage Palantir's Artificial Intelligence Platform (“AIP”) across FTAI's global maintenance footprint. Through this partnership, Palantir's AIP is helping FTAI transform productivity and reduce manufacturing costs by improving maintenanc.