What Happened?
Shares of aircraft leasing company FTAI Aviation (NASDAQ: FTAI) jumped 9.6% in the afternoon session after the stock continued its upward momentum as Wall Street analysts reaffirmed their bullish outlook.
Benchmark analyst Josh Sullivan reiterated a Buy rating and maintained a $300 price target, highlighting insider purchases announced on Friday, May 2, 2025, by CEO Joe Adams and COO David Moreno. These insider buys are often seen as a strong signal of confidence in the company's future. In the previous week, Stifel analysts upgraded the stock to a Buy despite FTAI's stock decline immediately after it reported earnings.
Overall, today's move shows the market is taking a stance that the big decline post earnings was overdone and an overreaction.
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What The Market Is Telling Us
FTAI Aviation’s shares are extremely volatile and have had 52 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 3 days ago when the stock gained 10.5% on the news that Stifel analysts upgraded the stock from Hold to Buy and set a price target of $123 which implied more than a 20% upside. The analysts argued that the market reaction to the stock's first quarter earnings was likely overblown. They added that the underlying cash flows from their Strategic Capital Initiative (SCI - a program designed to expand FTAI's footprint in the aircraft leasing market without significantly burdening its balance sheet) are expected to increase and would boost the stock's value.
FTAI Aviation is down 31.9% since the beginning of the year, and at $98.35 per share, it is trading 43.8% below its 52-week high of $174.96 from November 2024. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $9,226.
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