FTAIFTAIIndustrials · Aerospace & Defense

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

Last close, 3 Aug 2026
$225
+9.30% on the day

The 9 Wall Street analysts covering FTAI Aviation Ltd. hold a median 12-month price target of $363 — +61.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 38 of 100 as at 1 Aug 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
$21.1B
Ticker Nerd rank
38 / 100
Median analyst target
$363
Analysts covering
9
Total return, dividends reinvested
1W
+5.1%
1M
−9.2%
YTD
+14.7%
1Y
+65.2%
From 52W high
−27.1%
From 52W low
+66.7%
$135
$309
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 1 Aug 2026
38 / 100

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

Momentum
72
Quality
70
Issuance
57
Value
56
Growth
52
Volatility
43
Revisions
42
Accruals
29
Size
10

Momentum (72): 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.

The rank is the raw material. Whether the rules would actually own FTAI Aviation Ltd. — and when they’d sell — is the membership.

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 $363Low $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.

What Wall Street says9 analysts
9 Buy0 Hold0 Sell
Low $290Median $363High $600

The green dot is the last close — the median target sits +61.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 14 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
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
10 Oct 2025Jones TradingInitiatesBuy$306
2 Oct 2025BarclaysMaintainsOverweight$150$195
30 Sept 2025RBC CapitalMaintainsOutperform$160$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.

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
−22.1%
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
45.1×

Cheaper than 17% of US stocks

Price / sales
6.8×

Cheaper than 19% of US stocks

Price / book
49.0×

Cheaper than 2% of US stocks

EV / EBITDA
24.4×

Cheaper than 12% of US stocks

Growth & margins
Revenue growth (YoY)
40.9%

Higher than 84% of US stocks

Earnings growth (YoY)
−24.4%

Higher than 17% of US stocks

Gross margin
30.6%

Higher than 37% of US stocks

Operating margin
21.0%

Higher than 81% 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
0.9%

Higher than 21% of US dividend payers

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

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.$21.1B
38
WWDWoodward, Inc.$21.6B
85
ARXSArxis, Inc.$22.0B
2
CWCurtiss-Wright Corp.$26.7B
89
BWXTBWX Technologies, Inc.$15.4B
64
TXTTextron, Inc.$14.8B
79
HIIHuntington Ingalls Industries, Inc.$12.8B
76
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.

News

Latest FTAI news & analysis

FTAI Aviation: Tale Of Three Headlines

Seeking Alpha · 31 July 2026positive

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.

FTAI Aviation: Business Model Still Strong Despite Conservative Guidance

Seeking Alpha · 30 July 2026negative

FTAI Aviation reported a messy earnings release with EBITDA missing expectations and 2026 EBITDA guidance reduced by $100 million from leasing, while 2027 EBITDA guidance came in at $2.3 billion, well below initial expectations due to lower MRO margins, a conservative power ramp, and a faster leasing wind-down.

Why it matters — A FTAI watcher would care because the company is prioritizing market share and increasing module output at the cost of per-unit profitability, leading to declining EBITDA margins in the MRO business and lower-than-expected guidance.

FTAI Aviation Q2 Earnings Call Highlights

MarketBeat · 30 July 2026positive

FTAI Aviation reported second-quarter adjusted EBITDA of $291.4 million, driven by production and market share growth in its Aerospace Products business, while continuing to shift its aviation leasing operations toward a more asset-light strategic-capital model.

Why it matters — The results highlight strong operational performance in the Aerospace Products segment and a strategic shift in leasing that could reshape FTAI's business mix going forward.

FTAI Aviation Ltd. (FTAI) Q2 2026 Earnings Call Transcript

Seeking Alpha · 30 July 2026neutral

FTAI Aviation Ltd. held its Q2 2026 earnings call, and Seeking Alpha published a transcript of the event.

Why it matters — Earnings call transcripts provide direct insight into management's commentary on financial results and future outlook, which is essential for FTAI shareholders and analysts.

FTAI Aviation (FTAI) Lags Q2 Earnings Estimates

Zacks Investment Research · 29 July 2026negative

FTAI Aviation reported Q2 earnings of $1.13 per share, missing the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.57 per share in the same quarter last year.

Why it matters — The earnings miss and year-over-year decline may raise questions about FTAI's near-term financial performance for investors tracking the company.

FAQ

Frequently asked questions about FTAI stock

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

The 9 Wall Street analysts covering FTAI Aviation Ltd. have a median 12-month price target of $363, 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 9 analysts covering FTAI Aviation Ltd., 9 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks FTAI Aviation Ltd. 38 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank FTAI?

As at 1 Aug 2026, FTAI Aviation Ltd. ranks 38 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 (72 of 100).

Will FTAI stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +61.0% from the last close, and Ticker Nerd's factor model ranks FTAI Aviation Ltd. 38 out of 100 as at 1 Aug 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 +65.2% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does FTAI Aviation Ltd. do?

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.

What is the latest news on FTAI?

The most recent item we track (Seeking Alpha, 31 July 2026): "FTAI Aviation: Tale Of Three Headlines". 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.

Company

About FTAI Aviation Ltd.

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