FTAI Stock Forecast & Price Target

FTAI Aviation is a strong buy, and the recent positive news around their fully committed $6bn 2025 SPV, first quarterly dividend, and inaugural ABS issuance in June, along with expanding into emerging aerospace maintenance markets through strategic partnerships with GMF Indonesia and EgyptAir, suggest a sustained growth trajectory and further market share gains as they project that their annual module capacity will increase to 3,000 at maturity; despite 2Q26 adjusted EBITDA net results being a meager $291.4mn below consensus and BTIG estimates, we highly recommend buying the dip, as the company's unique exposure to the aerospace aftermarket, asset management, and AI power demand themes, in addition to its adjusted 2027 EBITDA estimate of $2.6bn.

FTAI Aviation is facing near-term challenges with lower profitability, but its diverse portfolio and unique focus on both short and long-term value creation through its MRE offering, emerging FTAI Power business, and Strategic Capital Initiative platform provide a strong opportunity for growth and market share expansion. Though recent market weakness and concerns about fuel prices may lead to some challenges, FTAI's strong customer relationships and growing demand for low-cost alternatives in the aftermarket segment position it well for long-term success. However, with lower adjusted EBITDA estimates for 2027, it may be some time before we see the full potential of FTAI's value proposition.