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Investing.com - Stifel has raised its price target on FTAI Aviation (NASDAQ:FTAI) to $147.00 from $123.00 while maintaining a Buy rating on the stock. Currently trading at $145.29, FTAI has analyst targets ranging from $123 to $300, according to InvestingPro data.
The firm cited management’s explanation that aerospace margins were depressed in the second quarter due to a large order from a major U.S. airline, with larger customers typically demanding better pricing.
Stifel noted that FTAI has significantly increased module production and expects piece part repairs plus PMA (Parts Manufacturer Approval) to drive higher margins in the second half of the year, with management guiding to 40% margins by year-end and approximately 45% in 2026.
The HPT blade PMA part was submitted for approval before May 1, which likely indicates an approval in October, according to the research note.
Stifel recommends owning the stock into PMA approval, stating that with "line of sight on PMA approval, likely improving margins, adjusted EBITDA and adjusted FCF should continue beating expectations."
In other recent news, FTAI Aviation reported impressive second-quarter 2025 results, significantly surpassing analyst expectations. The company achieved an adjusted EBITDA of $347 million, well above the anticipated $284 million. The Aerospace Products segment contributed $165 million to the adjusted EBITDA, while the Aviation Leasing segment added $199 million, both showing sequential growth. Additionally, FTAI Aviation’s earnings per share (EPS) came in at $1.57, exceeding the expected $1.29, marking a 21.71% surprise. Revenue for the quarter reached $676 million, surpassing the forecasted $536.76 million. Benchmark has reiterated its Buy rating for FTAI Aviation, maintaining a price target of $300.00, following these strong earnings results.
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