Core Viewpoint - FTAI Aviation Ltd. is facing challenges in stock performance despite positive catalysts due to the overall aviation sector underperforming compared to the travel industry [1] Group 1: Company Overview - FTAI Aviation Ltd. (NASDAQ:FTAI) is involved in owning, leasing, and selling aircraft, engines, and aerospace components, along with providing repair and refurbishment services [2] Group 2: Financial Outlook and Catalysts - Tourlite Capital Management highlighted strong fundamentals and market adoption for FTAI, mentioning upcoming catalysts such as an investor day in Montreal, expected FAA approval for a third PMA part, and a potential second Strategic Capital Initiative (SCI) vehicle [2] - There is an optimistic projection for FTAI to reach a valuation of over $250 per share within the next 12 months [2] Group 3: Comparative Investment Perspective - While FTAI shows potential, certain AI stocks are perceived to offer greater upside potential with less downside risk [2]
Jim Cramer on FTAI: “Hold on to It”