RBC Capital analyst Ken Herbert has revised the price target for FTAI Aviation (FTAI, Financial), lowering it from $160 to $140, while maintaining an Outperform rating on the stock. This adjustment comes as part of a broader analysis of the Aerospace & Defense sector ahead of Q1 results.
Investor confidence in defense stocks is gradually strengthening, driven by expectations of growth in the fiscal year 2026 top-line. While the journey to achieving $1 trillion in defense spending is not yet secured, there is anticipation that Congressional Republican leadership will advocate for increased top-line defense expenditure.
Despite positive sentiments surrounding Original Equipment (OE) in commercial aerospace, fueled by manufacturers like Airbus (EADSY) and Boeing (BA), the ongoing trade war tensions have posed challenges. Additionally, concerns over potential recession risks present significant hurdles for aerospace OE stocks.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 13 analysts, the average target price for FTAI Aviation Ltd (FTAI, Financial) is $181.35 with a high estimate of $300.00 and a low estimate of $123.00. The average target implies an upside of 92.09% from the current price of $94.41. More detailed estimate data can be found on the FTAI Aviation Ltd (FTAI) Forecast page.
Based on the consensus recommendation from 13 brokerage firms, FTAI Aviation Ltd's (FTAI, Financial) average brokerage recommendation is currently 1.8, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for FTAI Aviation Ltd (FTAI, Financial) in one year is $108.01, suggesting a upside of 14.41% from the current price of $94.41. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the FTAI Aviation Ltd (FTAI) Summary page.
