FTAI AviationFTAI
Market Cap: $11.5B
About: FTAI Aviation Ltd is a aerospace company .It owns and maintains commercial jet engines with a focus on CFM56 engines. FTAI owns and leases jet aircraft which often facilitates the acquisition of engines at attractive prices. It invests in aviation assets and aerospace products that generate strong and stable cash flows with the potential for earnings growth and asset appreciation.
Employees: 170
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
120% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 35
59% more capital invested
Capital invested by funds: $6.21B [Q1] → $9.88B (+$3.67B) [Q2]
25% more funds holding in top 10
Funds holding in top 10: 24 [Q1] → 30 (+6) [Q2]
15% more funds holding
Funds holding: 278 [Q1] → 320 (+42) [Q2]
3.32% more ownership
Funds ownership: 92.03% [Q1] → 95.35% (+3.32%) [Q2]
8% more call options, than puts
Call options by funds: $263M | Put options by funds: $244M
12% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 109
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
BTIG Andre Madrid 62% 1-year accuracy 8 / 13 met price target | 24%upside $140 | Buy Assumed | 27 Aug 2024 |
BTIG Andre Madrid 62% 1-year accuracy 8 / 13 met price target | 24%upside $140 | Buy Assumed | 26 Aug 2024 |
Morgan Stanley Kristine Liwag 89% 1-year accuracy 17 / 19 met price target | 24%upside $140 | Overweight Maintained | 16 Aug 2024 |
Benchmark Josh Sullivan 76% 1-year accuracy 41 / 54 met price target | 33%upside $150 | Buy Maintained | 16 Aug 2024 |
Barclays Brandon Oglenski 56% 1-year accuracy 23 / 41 met price target | 2%downside $110 | Overweight Maintained | 8 Aug 2024 |