RBC Capital raised the firm’s price target on FTAI Aviation (FTAI) to $350 from $270 and keeps an Outperform rating on the shares. Among the recent FTAI announcements, the recent CFM International partnership is perhaps the most strategically significant, and the firm believes FTAI is now positioned to exceed prior CFM56 expectations in terms of both revenues and margins, the analyst tells investors in a research note. The company should now be viewed as the leading non-OEM player in the CFM56 aftermarker, ...

Core Insights - FTAI Aviation's recent partnerships with Palantir and GE Aerospace are enhancing its growth prospects significantly [1][4][6] Company Overview - FTAI Aviation specializes in owning and maintaining aircraft engines for airlines, cargo companies, and leasing companies, providing a cost-effective solution for engine maintenance [2] - The company has a market capitalization of $30 billion and has seen its stock price increase by 219% over the past year [3][1] Strategic Partnerships - FTAI has established a multiyear strategic partnership with GE Aerospace, securing OEM replacement parts, thrust performance upgrades, and component repair services [4] - The partnership with Palantir focuses on utilizing AI technology to enhance production turnaround times and improve unit economics, aiming for cost savings for customers globally [6][8] Market Dynamics - GE Aerospace has extended the timeline for expected declines in CFM56 shop visits from 2025 to 2027 due to strong airline demand, benefiting FTAI [5] - FTAI Power, a new business unit, aims to convert CFM56 engines into power turbines for data centers, with a target of producing over 100 units annually [6][7] Financial Metrics - FTAI Aviation is currently trading at 43 times forward earnings, indicating a premium valuation, but the growth potential in both aircraft engine servicing and FTAI Power is substantial [8]

Key Points FTAI and Hexcel serve different but compatible roles in the aviation sector. FTAI benefits from aftermarket services and new AI-driven opportunities. Hexcel’s composite materials are becoming more important for future aircraft and long-term growth. 10 stocks we like better than Ftai Aviation › FTAI Aviation (NASDAQ: FTAI) and Hexcel (NYSE: HXL) are two attractive stocks in the aviation sector, and while Hexcel looks like the better buy right now for long-term investors, they are actuall ...

FTAI Aviation (FTAI) has surged 242% over the past year, recently hitting a new all-time high. FTAI exhibits strong technical momentum and maintains a 100% “Buy” opinion from Barchart. Revenue and earnings are both projected to grow sizably this year and next. Most analysts rate FTAI a “Strong Buy” although some warn of overvaluation. Today’s Featured Stock Valued at $28.75 billion, FTAI Aviation (FTAI) owns and maintains commercial jet engines with a focus on CFM56 engines. What I’m Watching ...

Core Viewpoint - FTAI Aviation Ltd. has signed a multi-year agreement with CFM International to provide component and repair support for CFM56 engines, enhancing the maintenance and repair ecosystem for the largest commercial aircraft engine population globally [1][2]. Group 1: Agreement Details - The agreement aims to extend the life of CFM56 engines through optimized repair and maintenance offerings, supporting the global demand for current generation narrowbody aircraft [2]. - FTAI will secure OEM replacement part supply, thrust performance upgrades, and component repair, enhancing its ability to provide cost-effective engine maintenance solutions [2]. Group 2: Company Mission and Leadership Statements - FTAI's mission is to be the most efficient provider of aftermarket CFM56 engine solutions, allowing airlines to focus on operations while reducing costs and improving fleet reliability [3]. - The CEO emphasized that the agreement strengthens FTAI's capability to support the long-term maintenance needs of the global fleet, which is expected to remain robust over the next decade [3]. - The COO expressed excitement about the collaboration with CFM, highlighting that the agreement lays the foundation for a stronger CFM56 aftermarket by providing access to new parts and repair solutions [3]. Group 3: Company Overview - FTAI combines advanced turbine technology and asset ownership to serve essential markets globally [4].

Core Insights - Two stocks in the industrials sector are signaling potential warnings for momentum-focused investors as of January 21, 2026 [1] Group 1: Tigo Energy Inc (NASDAQ:TYGO) - Tigo Energy announced the full repayment of a $50 million convertible promissory note, marking a significant milestone for its balance sheet and capital structure [5] - The repayment simplifies Tigo's capital structure and enhances its focus on profitable growth for 2026 [5] - Tigo's stock has surged approximately 126% over the past five days, reaching a 52-week high of $4.50, with an RSI value of 90.9 [5] Group 2: FTAI Aviation Ltd (NASDAQ:FTAI) - Barclays analyst Brandon Oglenski maintained an Overweight rating for FTAI Aviation and increased the price target from $200 to $260 [5] - FTAI's stock has increased around 64% over the past month, achieving a 52-week high of $281.12, with an RSI value of 89 [5] - The stock's price rose by 2.4% to close at $280.24 on Tuesday, with an Edge Stock Rating of 97.50 for momentum and a value score of 1.39 [5]

NEW YORK, Jan. 20, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the "Company" or “FTAI”) plans to announce its financial results for the fourth quarter and full year 2025 after the closing of Nasdaq on Wednesday, February 25, 2026. A copy of the press release and an earnings supplement will be posted to the Investor Relations section of the Company's website, https://www.ftaiaviation.com/. In addition, management will host a conference call on Thursday, February 26, 2026 at 8:00 A.M. Eastern T ...

Group 1: Stock Performances - FTAI Aviation Ltd. gained 21.42% this week following the announcement of FTAI Power [1] - Symbotic Inc. soared 11.73% this week [1] - Sandisk Corporation increased by 6.17% this week [1] - Micron Technology, Inc. rose 8.77% this week, with semiconductor stocks showing positive sentiment [2] - ASML Holding N.V. experienced a rise of 9.72% this week [2] - Intel Corporation increased by 8.90% this week [2] - ASE Technology Holding Co., Ltd. rose 6.71% this week [2] - Bloom Energy Corporation gained 10.9% this week, attributed to optimism regarding AI technology and energy production [3] - Reddit, Inc. soared 9.57% this week, influenced by discussions on California's proposed billionaire wealth tax [3] - Taiwan Semiconductor Manufacturing Company Ltd. increased by 6.86% this week after receiving an annual export license from the US Department of Commerce [4]

Core Viewpoint - FTAI Aviation has launched FTAI Power, a venture that converts CFM56 aircraft engines into 25-megawatt power turbines, leading to a surge in its stock price to a record high [1] Group 1: Company Developments - FTAI Power aims to manufacture over 100 power turbines annually starting in 2026, transforming existing assets into energy capacity [1] - The company is leveraging its maintenance expertise to address a global power shortfall, positioning itself as a rapid-response partner for the AI economy [2][3] - FTAI Aviation has a market capitalization of nearly $20.18 billion and has seen its stock price increase by 55.61% over the past year [5] Group 2: Financial Performance - FTAI's stock rose approximately 14.4% in a single session, reaching a 52-week high of $199.88 [3] - The company has raised its quarterly dividend to $0.35 per share from $0.30, supported by strong free cash flow [6] - FTAI currently trades at 7.9 times sales, above the industry average and its own five-year norm, indicating strong market confidence in its growth potential [6]

Core Viewpoint - FTAI Aviation has launched a new strategic platform, FTAI Power, to convert CFM56 engines into aeroderivative gas turbines, aiming to meet the increasing power demand from AI hyperscalers [1] Group 1: Company Developments - FTAI Power is designed to expand FTAI's existing flexible and cost-efficient offerings in the commercial aerospace aftermarket [1] - The company expects to deliver over 100 engines annually while maintaining a modular maintenance model [1] Group 2: Market Insights - The demand for CFM56 engines remains strong, and the expansion into the aeroderivative gas turbine market is seen as a positive move that may extend the program's lifespan [1] - RBC Capital views the expansion into the aeroderivative gas turbine market as beneficial for the CFM56 aftermarket, providing further growth opportunities for FTAI [1] Group 3: Analyst Rating - RBC Capital has assigned an Outperform rating on FTAI shares with a price target of $200 [1]