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Investing.com - BTIG raised its price target on FTAI Aviation (NASDAQ:FTAI), a $15.2 billion aerospace company with "GREAT" financial health according to InvestingPro, to $230 from $190 while maintaining a Buy rating on Monday.
The research firm cited FTAI’s strong earnings beat in the second quarter of 2025 and the company’s raised outlook for 2025 across its Aviation Leasing and Aerospace Products segments, as well as improved free cash flow projections. The company has demonstrated impressive revenue growth of 56% over the last twelve months, though it currently trades at a relatively high P/E ratio of 36.4.
BTIG expressed increasing positivity about FTAI Aviation’s prospects, noting several potential catalysts that could drive further share price appreciation. Get deeper insights into FTAI’s valuation and growth potential with InvestingPro’s comprehensive research report, one of 1,400+ available for top US stocks.
These catalysts include the pending approval of the company’s third PMA (Parts Manufacturer Approval) part, an expected increase in 2026 targets as management grows confident in achieving over 40% margins in the Aerospace Products segment, and a potential relative valuation inflection.
FTAI Aviation reported its second-quarter 2025 earnings earlier this month, exceeding analyst expectations and prompting the company to raise its full-year guidance.
In other recent news, FTAI Aviation reported a significant second-quarter earnings beat, with adjusted EBITDA reaching $347 million, surpassing Street estimates of $284 million. The Aerospace Products segment contributed $165 million, up from $131 million in the previous quarter, while the Aviation Leasing segment generated $199 million, an increase from $162 million sequentially. Following these results, several analyst firms raised their price targets for FTAI Aviation. JMP Securities increased its target to $205, describing the quarter as an inflection point for the company. Jefferies raised its target to $180, noting a 26% sequential increase in AP EBITDA, reflecting substantial market penetration growth. Morgan Stanley also adjusted its price target to $175, highlighting a projected revenue and EBITDA growth rate of 28% from 2024 to 2026. Meanwhile, Stifel set a new target of $147, based on the outlook for PMA approval and the impact of large orders from major U.S. airlines. Benchmark reiterated its Buy rating with a $300 price target, emphasizing the company’s strong quarterly performance.
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