In a report released today, Kristine Liwag from Morgan Stanley reiterated a Buy rating on FTAI Aviation, with a price target of $175.00.
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Kristine Liwag’s rating is based on several compelling factors that highlight FTAI Aviation’s promising financial trajectory. The company has demonstrated a significant shift towards generating positive cash flow, particularly evident in the second quarter of 2025. This positive cash generation is largely attributed to FTAI’s strategic transition to a more asset-light business model within its leasing operations, which reduces the need for heavy investment and allows for greater focus on organic growth in its Aerospace Products division.
Moreover, FTAI’s capital structure is poised for improvement, with no debt maturities until 2028, providing the company with increased financial flexibility. The asset-light model is anticipated to decrease the net debt to EBITDA ratio significantly by 2027, enhancing the company’s financial health. These strategic moves are expected to lead to a re-rating of the stock, with projected growth exceeding expectations, thereby justifying the Buy rating and the increased price target.
In another report released on August 8, RBC Capital also maintained a Buy rating on the stock with a $160.00 price target.