Jefferies raises FTAI Aviation PT as power business gains momentum

FTAI Aviation

10/02/2026 11:16

** Jefferies lifts PT on aircraft lessor FTAI Aviation FTAI.O to $350 from $215, maintains rating at "buy"

** New PT implies 27% upside from stock's last close

** Jefferies says its updated view reflects co's stronger power contributions, better visibility on rising module production from the CFM International's material agreement

** Brokerage adds that co's power business is expected to achieve stronger margins and benefit from delivery slots opening in the second half of 2026

** All 11 brokerages covering the stock rate it "buy" or higher; their median PT is $315- data compiled by LSEG

** In 2025, FTAI rose 36.7%

 (Reporting by Apratim Sarkar in Bengaluru)

 ((Apratim.Sarkar@thomsonreuters.com))