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FTAI Stock Forecast: FTAI Aviation Ltd. Price Predictions for 2026-2027

Last close, 17 Sept 2026
$195
+2.76% on the day

The 10 Wall Street analysts covering FTAI Aviation Ltd. hold a median 12-month price target of $350 — +79.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 17 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$19.5B
Ticker Nerd rank
37 / 100
Median analyst target
$350
Analysts covering
10
Revenue$953.1M+40.9% y/y
Operating income$200.5M
Net income$125.1M
Free cash flow−$198.9M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+8.3%
1M
−14.2%
YTD
−0.3%
1Y
+13.0%
From 52W high
−36.7%
From 52W low
+28.4%
$152
$308
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

FTAI stock analysis: one number for the whole business

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.

Where the model ranks itAs at 17 Sept 2026
37 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
71
Momentum
61
Value
57
Issuance
56
Growth
48
Revisions
45
Volatility
42
Accruals
29
Size
10

Quality (71): The business earns solid, repeatable profits on what it owns.

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.

Wall Street

FTAI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on FTAI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$200$300$400$500$600Oct 25Jan 26Apr 26Jul 26FTAIHigh $600Median $350Low $290

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

What Wall Street says10 analysts
10 Buy0 Hold0 Sell
Low $290Median $350High $600

The green dot is the last close — the median target sits +79.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 13 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
16 Sept 2026BarclaysMaintainsOverweight$350 → $310
21 Aug 2026Morgan StanleyMaintainsOverweight$319 → $360
4 Aug 2026BTIGMaintainsBuy$400 → $350
27 July 2026RBC CapitalMaintainsOutperform$350 → $300
22 July 2026BTIGMaintainsBuy$340 → $400
15 July 2026CitizensMaintainsMarket Outperform$325 → $375
24 Mar 2026Morgan StanleyMaintainsOverweight$266 → $293
13 Mar 2026BTIGMaintainsBuy$335 → $340
27 Feb 2026BarclaysMaintainsOverweight$260 → $350
29 Jan 2026CitizensMaintainsMarket Outperform$230 → $325
26 Jan 2026RBC CapitalMaintainsOutperform$270 → $350
23 Jan 2026BTIGMaintainsBuy$230 → $335
15 Jan 2026BarclaysMaintainsOverweight$200 → $260
6 Jan 2026Morgan StanleyMaintainsOverweight$220 → $266
30 Dec 2025BTIGReiteratesBuy$230
19 Nov 2025BTIGReiteratesBuy$230
29 Oct 2025RBC CapitalMaintainsOutperform$185 → $200
28 Oct 2025BarclaysMaintainsOverweight$195 → $200
20 Oct 2025BTIGReiteratesBuy$230
16 Oct 2025RBC CapitalReiteratesOutperform$185

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

FTAI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 17 Sept 2026, FTAI Aviation Ltd. returned +13.0% against +17.0% for the S&P 500, dividends included.

FTAI vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180Oct 25Jan 26Apr 26Jul 26FTAIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

FTAI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−22.8%
Analysts raising
0
Analysts cutting
1
Fundamentals

FTAI Aviation Ltd. (FTAI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
41.4×

Cheaper than 18% of US stocks

Price / sales
6.3×

Cheaper than 20% of US stocks

Price / book
48.2×

Cheaper than 2% of US stocks

EV / EBITDA
21.4×

Cheaper than 14% of US stocks

Growth & margins
Revenue growth (YoY)
40.9%

Higher than 83% of US stocks

Earnings growth (YoY)
−24.4%

Higher than 18% of US stocks

Gross margin
28.4%

Higher than 32% of US stocks

Operating margin
21.0%

Higher than 80% of US stocks

Net margin
15.9%

Higher than 79% of US stocks

Returns & dividend
Return on equity
174.5%

Higher than 98% of US stocks

Return on assets
11.4%

Higher than 94% of US stocks

Dividend yield
1.1%

Higher than 23% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

FTAI Aviation Ltd. (FTAI) statistics: revenue, profit & scale

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 $19.5B and an enterprise value of $21.3B.

  • 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.

  • Shares outstanding: 102.6M.

  • Trailing P/E: 41.4×; forward P/E: 15.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.05%, paying out 33% of earnings.

  • FTAI Aviation Ltd. employs 985 people — $3.2M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 16 Sept 2026

Data provided by Twelve Data

Peers

FTAI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAerospace & Defense
CompanyMarket capTKN rank
FTAIFTAI Aviation Ltd.$19.5B
37
CWCurtiss-Wright Corp.$20.9B
77
WWDWoodward, Inc.$19.2B
79
ARXSArxis, Inc.$21.4B
3
TXTTextron, Inc.$14.1B
77
BWXTBWX Technologies, Inc.$13.4B
53
ESLTElbit Systems Ltd.$35.0B
81

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 →

News

Latest FTAI news & analysis

FTAI Announced a $500 Million Buyback This Month — Here's What Else Happened

Benzinga · 17 Sept 2026positive

FTAI Aviation Ltd. had an active month that included a major financing close, a new share repurchase program announced this month, and recent analyst activity. The new buyback program was disclosed at $500 million.

Why it matters — A new $500 million share repurchase program and a completed major financing are notable corporate actions for observers of FTAI's capital allocation and balance sheet.

FTAI Aviation Ltd. (FTAI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha · 16 Sept 2026neutral

FTAI Aviation Ltd. presented at Morgan Stanley's 14th Annual Laguna Conference, with a transcript of the remarks published by Seeking Alpha. The coverage documents the company's participation in the investor conference.

Why it matters — The transcript gives FTAI watchers insight into management's comments and positioning delivered at a major institutional investor event.

FTAI Aviation: A Strong Buy With 9% Yield On Aerospace And AI Power

Seeking Alpha · 16 Sept 2026positive

Seeking Alpha raised its rating on FTAI Aviation, citing a $500M share repurchase program as a shift toward shareholder returns, robust growth in Aerospace Products, and a $1.5B anchor order for FTAI Power. The company is also moving toward an asset-light leasing model and strategic capital vehicles to support a recurring, higher-margin MRO business and an improved free cash flow outlook.

Why it matters — A FTAI watcher would care because the company is signalling a clearer path to shareholder returns and higher-margin, cash-flow-generative operations while locking in a significant anchor order for its power segment.

FTAI Aviation Announces $500 Million Share Repurchase Program

GlobeNewsWire · 15 Sept 2026positive

FTAI Aviation's board authorized a new share repurchase program allowing the Company to buy back up to $500 million of its outstanding ordinary shares. The program runs until the earlier of completion of the repurchases or September 30, 2029, and is expected to be funded with cash on the balance sheet.

Why it matters — A $500 million buyback program signals the board's confidence in the company and may return capital to shareholders over the next several years.

Implied Volatility Surging for FTAI Aviation Stock Options

Zacks Investment Research · 4 Sept 2026neutral

Zacks Investment Research reports that implied volatility for FTAI Aviation stock options has been surging recently. The article highlights notable movements in the options market surrounding FTAI stock that investors should pay attention to.

Why it matters — FTAI watchers would care because elevated implied volatility in options markets can signal shifting market expectations or uncertainty around the stock.

FAQ

Frequently asked questions about FTAI stock

What is the FTAI stock price forecast for 2026-2027?

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.

Is FTAI stock a buy right now?

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. 37 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank FTAI?

As at 17 Sept 2026, FTAI Aviation Ltd. ranks 37 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 (71 of 100).

Will FTAI stock go up?

No one can know that. What the data says: the median 12-month target from 10 analysts implies +79.4% from the last close, and Ticker Nerd's factor model ranks FTAI Aviation Ltd. 37 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the FTAI stock forecast for 2030?

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.

How has FTAI stock performed over the past year?

FTAI Aviation Ltd. returned +13.0% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does FTAI Aviation Ltd. do?

FTAI Aviation Ltd. is an aerospace and aviation services company that provides engine maintenance, leasing, and asset management solutions for commercial aviation.

What is the latest news on FTAI?

The most recent item we track (Benzinga, 17 Sept 2026): "FTAI Announced a $500 Million Buyback This Month — Here's What Else Happened". FTAI Aviation Ltd. had an active month that included a major financing close, a new share repurchase program announced this month, and recent analyst activity. The new buyback program was disclosed at $500 million.

Company

About FTAI Aviation Ltd.

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