Morgan Stanley raises FTAI Aviation PT on strong multi-year growth outlook

FTAI Aviation

24/03/2026 12:31

** Morgan Stanley raises price target on FTAI Aviation FTAI.O to $293 from $266, reiterates "overweight" rating

** New PT represents a 21.3% upside to stock's last close

** Morgan Stanley says that since the beginning of the US-Iran conflict, investor concerns have focused on potential airline capacity discipline and risk that higher oil prices could prompt carriers to defer maintenance

** Commercial aerospace aftermarket stocks have pulled back on oil-driven concerns, but we view this as a timing issue, not demand destruction - brokerage

** Brokerage says structural tailwinds remain intact supporting a durable, multi-year growth cycle

** Median PT of 11 brokerages covering the stock is $340 - data compiled by LSEG

** As of last close, FTAI up 22.7% YTD

 (Reporting by Megavarshini G. Somasundaram in Bengaluru)

 ((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))