Stifel analyst Frank Galanti maintains $FTAI Aviation (FTAI.US)$ with a buy rating, and adjusts the target price from $145 to $167.
According to TipRanks data, the analyst has a success rate of 50.0% and a total average return of 16.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $FTAI Aviation (FTAI.US)$'s main analysts recently are as follows:
FTAI Aviation has issued adjusted EBITDA guidance for 2025 that surpasses current market expectations, forecasting between $1.1B-$1.15B. This projection includes contributions of $500M from Aviation Leasing and $600M-$650M from Aerospace. Additionally, FTAI has revealed a Strategic Capital initiative. Through this, the company will divest 46 narrowbody aircraft currently on lease for $549M. This approach is aimed at reducing the capital intensity of the business while maintaining operational control over the aircraft via its module factory and V2500 MRE operations. The development pace of these initiatives is reportedly exceeding previous expectations.
The company's strategic capital initiative involving third-party institutional investors is emphasized, particularly the initial plans to acquire A320ceo and 737NG aircraft using the proceeds. Additionally, the announcement of FTAI Aviation's 2025 adjusted EBITDA outlook of $1.10B-$1.15B supports the company's ongoing shift in focus toward the Aerospace Products business.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
斯迪富分析師Frank Galanti維持$FTAI Aviation (FTAI.US)$買入評級，並將目標價從145美元上調至167美元。
根據TipRanks數據顯示，該分析師近一年總勝率為50.0%，總平均回報率為16.4%。
此外，綜合報道，$FTAI Aviation (FTAI.US)$近期主要分析師觀點如下：
FTAI Aviation公佈了2025年的調整後EBITDA指引，超出當前市場預期，預計在11億到11.5億之間。該預測包括航空租賃貢獻的50000萬和航空航天貢獻的60000萬到65000萬。此外，FTAI還透露了一項戰略資本計劃。通過此計劃，公司將剝離目前以54900萬租賃的46架窄體飛機。這一做法旨在減少業務的資本密集度，同時通過其模塊工廠和V2500 MRE運營保持對飛機的操作控制。據報道，這些計劃的開發速度超過了之前的預期。
公司強調了與第三方機構投資者相關的戰略資本計劃，特別是初步計劃利用收益收購A320ceo和737NG飛機。此外，FTAI Aviation 2025年的調整後EBITDA展望爲11億到11.5億，支持公司持續向航空航天產品業務的轉型。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
