FTAIIndustrials · Aerospace & DefenseThe 11 Wall Street analysts covering FTAI Aviation Ltd. hold a median 12-month price target of $315 — +93.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 29 of 100 as at 5 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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
Quality (69): The business earns solid, repeatable profits on what it owns.
Accruals (20): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +93.9% from it.
Of the 20 most recent actions, 6 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | RBC Capital | Maintains | Outperform | $250 → $265 |
| 28 Oct 2026 | RBC Capital | Maintains | Outperform | $300 → $250 |
| 19 Oct 2026 | Morgan Stanley | Maintains | Overweight | — |
| 19 Oct 2026 | Morgan Stanley | Maintains | Overweight | $360 → $310 |
| 16 Oct 2026 | Macquarie | Initiates | Outperform | — |
| 16 Oct 2026 | Macquarie | Initiates | Outperform | $305 |
| 16 Sept 2026 | Barclays | Maintains | Overweight | $350 → $310 |
| 16 Sept 2026 | Barclays | Maintains | Overweight | — |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $319 → $360 |
| 4 Aug 2026 | BTIG | Maintains | Buy | $400 → $350 |
| 4 Aug 2026 | BTIG | Maintains | Buy | — |
| 27 July 2026 | RBC Capital | Maintains | Outperform | — |
| 27 July 2026 | RBC Capital | Maintains | Outperform | $350 → $300 |
| 22 July 2026 | BTIG | Maintains | Buy | $340 → $400 |
| 22 July 2026 | BTIG | Maintains | Buy | — |
| 15 July 2026 | Citizens | Maintains | Market Outperform | $325 → $375 |
| 15 July 2026 | Citizens | Maintains | Market Outperform | — |
| 24 Mar 2026 | Morgan Stanley | Maintains | Overweight | $266 → $293 |
| 13 Mar 2026 | BTIG | Maintains | Buy | $335 → $340 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
FTAI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, FTAI Aviation Ltd. returned +0.7% against +9.3% 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 20% of US stocks
Cheaper than 21% of US stocks
Cheaper than 2% of US stocks
Cheaper than 13% of US stocks
Higher than 84% of US stocks
Higher than 66% of US stocks
Higher than 32% of US stocks
Higher than 82% of US stocks
Higher than 78% of US stocks
Higher than 98% of US stocks
Higher than 94% of US stocks
Higher than 72% 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 $18.4B and an enterprise value of $21.5B.
Revenue in the twelve months to 30 June 2026: $3.1B. The latest quarter grew 46.6% 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: 36.4×; forward P/E: 14.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.11%, paying out 34% 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 →
On CNBC’s “Halftime Report Final Trades,” Rob Sechan of NewEdge Capital Group picked Amazon. The headline also references Apple, FTAI Aviation and a basic materials stock, but the excerpt gives no details about those picks.
Why it matters — The headline includes FTAI Aviation, but the provided excerpt does not explain the FTAI-related mention.
On CNBC’s “Halftime Report Final Trades,” Jason Snipe of Odyssey Capital Advisors recommended AbbVie. The excerpt does not describe a recommendation concerning FTAI Aviation.
Why it matters — The headline mentions FTAI Aviation, but the excerpt provides no FTAI-specific information for investors to assess.
FTAI Aviation reported strong Q3 results, beating EBITDA estimates, and announced an additional $500 million buyback. Its Aerospace segment posted 31% EBITDA margins and targets 1,700 modules in 2025, while the SCI leasing JV generated recurring quarterly EBITDA of $30–50 million.
Why it matters — The results, buyback, and growth targets highlight developments in FTAI’s Aerospace and leasing operations that investors may track.
Seeking Alpha published a transcript of FTAI Aviation Ltd.’s Q3 2026 earnings call. The provided excerpt contains no further details about the call.
Why it matters — The transcript may provide FTAI watchers with management’s comments, but the supplied text does not include any specific business or financial updates.
FTAI Aviation reported strong earnings, though free cash flow still appears negative. Management is promising a large stock buyback, as the shares have languished this year.
Why it matters — FTAI watchers may weigh the earnings and planned buyback against the reported concern about negative free cash flow.
The 11 Wall Street analysts covering FTAI Aviation Ltd. have a median 12-month price target of $315, with estimates ranging from $265 to $540. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering FTAI Aviation Ltd., 11 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks FTAI Aviation Ltd. 29 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, FTAI Aviation Ltd. ranks 29 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 Quality (69 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +93.9% from the last close, and Ticker Nerd's factor model ranks FTAI Aviation Ltd. 29 out of 100 as at 5 Nov 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: $265 to $540 over the next 12 months.
FTAI Aviation Ltd. returned +0.7% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
FTAI Aviation Ltd. is an aerospace and aviation services company that provides engine maintenance, leasing, and asset management solutions for commercial aviation.
The most recent item we track (Benzinga, 5 Nov 2026): "Amazon, Apple, FTAI Aviation And A Basic Material Stock: CNBC's ‘Final Trades'". On CNBC’s “Halftime Report Final Trades,” Rob Sechan of NewEdge Capital Group picked Amazon. The headline also references Apple, FTAI Aviation and a basic materials stock, but the excerpt gives no details about those picks.
FTAI Aviation Ltd. is an aerospace and aviation services company that provides engine maintenance, leasing, and asset management solutions for commercial aviation. FTAI Aviation focuses on widely used CFM56 and V2500 aircraft engines, supporting airlines, lessors, and maintenance organizations with repair, refurbishment, exchange, and aftermarket component services. Its operations are organized around Aviation Leasing and Aerospace Products, combining ownership and leasing of aircraft and engines with manufacturing and servicing capabilities. The company also develops and supplies parts, modules, and other engine-related products designed to improve maintenance efficiency and extend asset value. Through its global network of facilities and partnerships, FTAI Aviation plays a specialized role in the commercial aviation market by supplying critical engine and leasing services that support fleet reliability and operational continuity.
CEO Mr. Joseph P. Adams Jr. · 985 employees · United States · https://www.ftaiaviation.com
