Palantir a high-risk investment with ’a one-of-a-kind growth and margin model’
In a recent transaction, Stacy Kuperus, Chief Portfolio Officer of FTAI Aviation Ltd. (NASDAQ:FTAI), acquired 1,087 ordinary shares of the company on May 2, 2025. The shares were purchased at a price of $92.9 each, amounting to a total transaction value of $100,982. The purchase comes as FTAI shares have experienced significant volatility, with the stock down approximately 17% in the past week and 35% over the last six months, according to InvestingPro data. Following this acquisition, Kuperus holds a total of 88,423 shares in the company. This purchase reflects Kuperus’s direct ownership in the company, as disclosed in the latest SEC filing. Despite recent market volatility, analysts maintain a bullish outlook, with InvestingPro showing strong consensus recommendations and expectations for sales growth this year. The company currently maintains a FAIR financial health score, with particularly strong metrics in growth and profitability. For deeper insights into FTAI’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.
In other recent news, FTAI Aviation reported its Q1 2025 earnings, showcasing a mixed financial performance. The company posted an earnings per share (EPS) of $0.87, which fell short of the projected $0.97. Revenue also missed expectations, coming in at $502.08 million compared to the forecasted $502.31 million. Despite these misses, FTAI Aviation’s Adjusted EBITDA saw a significant 64% year-over-year increase, highlighting strong operational efficiency.
Stifel analysts upgraded FTAI Aviation from a Hold to a Buy rating, setting a price target of $123.00. This upgrade was influenced by a $101 million transaction with Strategic Capital Initiative (SCI) in the aerospace product segment, which was clarified to be from engine transactions rather than aircraft sales. The analysts believe the stock is undervalued based on projected 2026 EBITDA.
Additionally, FTAI Aviation expanded its Board of Directors with the appointment of Shyam Gidumal as an independent director. Gidumal will serve as a Class II director until the 2027 annual general meeting. These developments reflect the company’s strategic moves to strengthen its governance and financial outlook.
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