FTAIIndustrials · Aerospace & DefenseThe 10 Wall Street analysts covering FTAI Aviation Ltd. hold a median 12-month price target of $350 — +76.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 41 of 100 as at 22 Aug 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores FTAI Aviation Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (71): The shares have been drifting up relative to others.
Accruals (29): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FTAI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +76.6% from it.
Of the 20 most recent actions, 13 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $319 → $360 |
| 4 Aug 2026 | BTIG | Maintains | Buy | $400 → $350 |
| 27 July 2026 | RBC Capital | Maintains | Outperform | $350 → $300 |
| 22 July 2026 | BTIG | Maintains | Buy | $340 → $400 |
| 15 July 2026 | Citizens | Maintains | Market Outperform | $325 → $375 |
| 24 Mar 2026 | Morgan Stanley | Maintains | Overweight | $266 → $293 |
| 13 Mar 2026 | BTIG | Maintains | Buy | $335 → $340 |
| 27 Feb 2026 | Barclays | Maintains | Overweight | $260 → $350 |
| 29 Jan 2026 | Citizens | Maintains | Market Outperform | $230 → $325 |
| 26 Jan 2026 | RBC Capital | Maintains | Outperform | $270 → $350 |
| 23 Jan 2026 | BTIG | Maintains | Buy | $230 → $335 |
| 15 Jan 2026 | Barclays | Maintains | Overweight | $200 → $260 |
| 6 Jan 2026 | Morgan Stanley | Maintains | Overweight | $220 → $266 |
| 30 Dec 2025 | BTIG | Reiterates | Buy | $230 |
| 19 Nov 2025 | BTIG | Reiterates | Buy | $230 |
| 29 Oct 2025 | RBC Capital | Maintains | Outperform | $185 → $200 |
| 28 Oct 2025 | Barclays | Maintains | Overweight | $195 → $200 |
| 20 Oct 2025 | BTIG | Reiterates | Buy | $230 |
| 16 Oct 2025 | RBC Capital | Reiterates | Outperform | $185 |
| 10 Oct 2025 | Jones Trading | Initiates | Buy | $306 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FTAI appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Aug 2026, FTAI Aviation Ltd. returned +35.2% against +19.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 19% of US stocks
Cheaper than 2% of US stocks
Cheaper than 11% of US stocks
Higher than 83% of US stocks
Higher than 18% of US stocks
Higher than 33% of US stocks
Higher than 80% of US stocks
Higher than 78% of US stocks
Higher than 98% of US stocks
Higher than 94% of US stocks
Higher than 22% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
FTAI Aviation Ltd. has a market value of $21.5B and an enterprise value of $24.7B.
Revenue in the twelve months to 30 June 2026: $3.1B. The latest quarter grew 40.9% year on year.
Net income over the same four quarters: $496.3M, a 15.9% net margin.
Free cash flow in the twelve months to 30 June 2026: −$891.2M.
FTAI Aviation Ltd. spent $105.5M on share buybacks and $168.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 45.9×; forward P/E: 17.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.95%, paying out 33% of earnings.
FTAI Aviation Ltd. employs 985 people — $3.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own FTAI Aviation Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
At midday Tuesday, shares of behind-the-meter power companies fell in unison, with FTAI Aviation down 7%, GE Vernova down 6%, and Caterpillar down 4%.
Why it matters — A FTAI watcher would care because the coordinated selloff in behind-the-meter energy names signals broader market pressure affecting FTAI's share price.
FTAI announced the closing of a $2.0 billion warehouse financing facility for Strategic Capital's second investment vehicle. The facility includes a $1.0 billion accordion, bringing its total potential capacity to $3.0 billion.
Why it matters — This expands FTAI's available financing capacity for its Strategic Capital investment vehicle, which could support future growth in that segment.
The article highlights four dividend-paying stocks, including First Business Financial Services (NASDAQ:FBIZ), which declared a quarterly common dividend of $0.34 per share on July 30, 2026, payable August 26. The item focuses on dividend stocks with an associated catch.
Why it matters — This article does not involve FTAI Aviation Ltd., so it offers no direct news relevant to FTAI watchers.
FTAI Aviation announced the appointment of Charlie Arestia as Principal, Investor Relations, and stated that Alan Andreini, Head of Investor Relations, has left the Company after more than a decade with FTAI.
Why it matters — A change in the investor relations leadership could affect how the Company communicates with shareholders and the broader market going forward.
Seeking Alpha argues that the market is misinterpreting FTAI Aviation's results, overlooking strong growth in its MRE and power segments, while the company's shift to fee-based management via SCI funds is creating short-term noise but freeing capital for higher-growth areas.
Why it matters — The piece suggests that FTAI's underlying growth drivers and upwardly revised 2027 guidance are being overshadowed by noise from its business-model transition, which could signal a potential disconnect between market perception and company fundamentals.
The 10 Wall Street analysts covering FTAI Aviation Ltd. have a median 12-month price target of $350, with estimates ranging from $290 to $600. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering FTAI Aviation Ltd., 10 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks FTAI Aviation Ltd. 41 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, FTAI Aviation Ltd. ranks 41 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (71 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +76.6% from the last close, and Ticker Nerd's factor model ranks FTAI Aviation Ltd. 41 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering FTAI Aviation Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FTAI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $290 to $600 over the next 12 months.
FTAI Aviation Ltd. returned +35.2% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
FTAI Aviation Ltd. is a global aviation company that owns, acquires, leases, manages, and sells aviation equipment for the transportation of goods and people worldwide.
The most recent item we track (24/7 Wall Street, 18 Aug 2026): "Behind-the-Meter Energy Stocks Fall Tuesday: FTAI Aviation Down 7%, GE Vernova Down 6%, Caterpillar Down 4%". At midday Tuesday, shares of behind-the-meter power companies fell in unison, with FTAI Aviation down 7%, GE Vernova down 6%, and Caterpillar down 4%.
FTAI Aviation Ltd. is a global aviation company that owns, acquires, leases, manages, and sells aviation equipment for the transportation of goods and people worldwide. It operates in two primary segments: Aviation Leasing, which focuses on owning, leasing, managing, and selling commercial aircraft and aircraft engines, and Aerospace Products, which develops, manufactures, repairs, refurbishes, and sells aircraft engines and aftermarket components for commercial jet engines. The company specializes as a leading integrated full-service provider of aftermarket power and maintenance, particularly for widely-used CFM56 and V2500 engines, modules, and materials. Additionally, it supplies complementary products and engages in the offshore energy business with vessels and equipment supporting oil and gas activities. FTAI Aviation Ltd. serves the commercial aviation sector and related industries by delivering high-quality solutions for engine maintenance, leasing, and aftermarket support. Founded in 2011 and headquartered in New York, New York, it plays a key role in the aviation leasing and aerospace products markets.
CEO Mr. Joseph P. Adams Jr. · 985 employees · United States · https://www.ftaiaviation.com
