Added to YB: 2026-07-13
Pitch date: 2026-07-09
FTAI [bullish]
FTAI Aviation Ltd.
+0.31%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Market Cap
$23.3B
Pitch Price
$226.65
Price Target
400.00 (+76%)
Dividend
0.79%
EV/EBITDA
25.91
P/E
45.31
EV/Sales
9.31
Sector
Aerospace and Defense
Category
value
Show full summary:
FTAI Aviation ($FTAI): Why the Market Is Underestimating the Value of Its Aviation and AI Power Platforms
FTAI: Sold off to ~$210 from $280 on sentiment-driven vol, not fundamentals. Bull sees SOTP misapplying stale multiples. MRE FY26 $1.05B EBITDA→FY27 $1.3B+ at 17x; AI Power ramp $750M FY27→$1B FY28 EBITDA; SCI, Legacy Leasing solid. Targets $300 ex-Power, $400+ w/ Power.
Read full article (2 min)