Final Trades: FTAI, ETN, COWZ, XBI

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Nov 26, 2025

FTAI Aviation: Short-Term Consolidation Creates Buying Opportunity

FTAI Aviation (FTAI) delivered strong Q3 results, raising 2026 EBITDA guidance and dividend, and closed its $6B Strategic Capital Initiative fund. FTAI's asset-light SCI model and new partnerships are driving growth, with analysts reiterating Buy ratings and price targets up to $500 by 2028. After a massive leg up following a short report earlier this year, prices are consolidating, creating a buying opportunity at attractive multiples.

Seeking Alpha • Nov 19, 2025

Palantir and FTAI Aviation Enter Strategic Partnership to Accelerate the Transformation of Aircraft Engine Maintenance, Repair and Exchange

DENVER & NEW YORK--(BUSINESS WIRE)--Palantir (NASDAQ: PLTR), a leading provider of AI software, and FTAI Aviation Ltd. (NASDAQ: FTAI), a global leader in aircraft engine maintenance, today announced a multi-year strategic partnership, which will allow FTAI to leverage Palantir's Artificial Intelligence Platform (“AIP”) across FTAI's global maintenance footprint. Through this partnership, Palantir's AIP is helping FTAI transform productivity and reduce manufacturing costs by improving maintenanc.

Business Wire • Nov 17, 2025

Final Trades: Morgan Stanley, Cisco Systems, Illumina and FTAI Aviation

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Nov 10, 2025

FTAI Aviation Beats Short Sellers And Sky-High Expectations, Up 50% In Six Months

FTAI Aviation is projected to continue growing as it expands its jet engine repairs business and builds out its fleet of leased planes.

Investors Business Daily • Nov 7, 2025

Calls of the Day: Uber, Datadog, UnitedHealth, Chubb and FTAI Aviation

The Investment Committee debate the latest Calls of the Day.

CNBC Television • Oct 29, 2025

Final Trades: FTAI Aviation, NextEra Energy, Steel Dynamics and the IGV

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Oct 29, 2025

FTAI Aviation Ltd. (FTAI) Q3 2025 Earnings Call Transcript

FTAI Aviation Ltd. (NASDAQ:FTAI ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Alan Andreini - Investor Relations Joseph Adams - Chairman & CEO Eun Nam - CFO & Chief Accounting Officer David Moreno - Chief Operating Officer Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Kristine Liwag - Morgan Stanley, Research Division Joshua Sullivan - JonesTrading Institutional Services, LLC, Research Division Giuliano Anderes-Bologna - Compass Point Research & Trading, LLC, Research Division Hillary Cacanando - Deutsche Bank AG, Research Division Brian Mckenna - Citizens JMP Securities, LLC, Research Division Edward Morgan - BTIG, LLC, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Presentation Operator Good day, and thank you for standing by.

Seeking Alpha • Oct 28, 2025

FTAI Aviation: MRE Transition In Full Force

FTAI Aviation (FTAI) is rated a buy, with a YE26 price target of $236, reflecting strong growth in its MRE business. FTAI's strategic shift from leasing to maintenance, repair, and overhaul (MRE) is driving higher margins and market share gains through 2027. FTAI's valuation could rise as MRE dominates EBITDA, with potential upside if free cash flow is deployed to expand capacity.

Seeking Alpha • Oct 28, 2025

FTAI Aviation (FTAI) Q3 Earnings Miss Estimates

FTAI Aviation (FTAI) came out with quarterly earnings of $1.1 per share, missing the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $0.76 per share a year ago.

Zacks Investment Research • Oct 27, 2025