Analyst Sheila Kahyaoglu from Jefferies maintained a Buy rating on FTAI Aviation and keeping the price target at $215.00.
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Sheila Kahyaoglu has given his Buy rating due to a combination of factors that highlight FTAI Aviation’s emerging earnings power and attractive positioning in a fast-growing niche. The newly launched FTAI Power platform, which converts CFM56 aircraft engines into 25‑MW aeroderivative turbines for data-center power, is expected to begin production in 2026 and ramp to more than 100 units annually, targeting the surging electricity needs of AI and cloud infrastructure. By leveraging its proprietary conversion process, existing maintenance capabilities, and access to over 1,000 engines through owned inventory and the SCI structure, FTAI can scale this offering without starting from scratch in either assets or footprint. At an assumed price point around $20 million per unit and margins comparable to or better than current aviation leasing economics, the platform could eventually add more than $750 million in EBITDA per year.
She views this opportunity as particularly compelling given the broader industry backdrop: OEM peers are expanding aeroderivative and gas-turbine capacity in response to rising demand, and similar solutions are already priced at strong levels with favorable pricing trends. Against this supportive market, FTAI’s ability to repurpose its existing engine pool and over 1 million square feet of facilities provides a tangible cost and speed advantage versus traditional manufacturers. Finally, the shares trade at a forward EV/EBITDA multiple that is modestly discounted to the broader market and narrower than their historical relative discount, suggesting the stock does not fully reflect the incremental earnings from FTAI Power and the structural growth in data-center power demand. Together, these dynamics underpin her thesis that FTAI’s valuation remains attractive relative to its prospective growth and justify maintaining a Buy recommendation.
According to TipRanks, Kahyaoglu is a 5-star analyst with an average return of 14.1% and a 65.32% success rate. Kahyaoglu covers the Industrials sector, focusing on stocks such as Boeing, FTAI Aviation, and Delta Air Lines.
In another report released yesterday, RBC Capital also maintained a Buy rating on the stock with a $200.00 price target.