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-$1.15B supports the company's ongoing shift in focus toward the Aerospace Products business.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
斯迪富分析师Frank Galanti维持$FTAI Aviation (FTAI.US)$买入评级，并将目标价从145美元上调至167美元。
根据TipRanks数据显示，该分析师近一年总胜率为50.0%，总平均回报率为16.4%。
此外，综合报道，$FTAI Aviation (FTAI.US)$近期主要分析师观点如下：
FTAI Aviation公布了2025年的调整后EBITDA指引，超出当前市场预期，预计在11亿到11.5亿之间。该预测包括航空租赁贡献的50000万和航空航天贡献的60000万到65000万。此外，FTAI还透露了一项战略资本计划。通过此计划，公司将剥离目前以54900万租赁的46架窄体飞机。这一做法旨在减少业务的资本密集度，同时通过其模块工厂和V2500 MRE运营保持对飞机的操作控制。据报道，这些计划的开发速度超过了之前的预期。
公司强调了与第三方机构投资者相关的战略资本计划，特别是初步计划利用收益收购A320ceo和737NG飞机。此外，FTAI Aviation 2025年的调整后EBITDA展望为11亿到11.5亿，支持公司持续向航空航天产品业务的转型。
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TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
