FTAI Aviation (FTAI) Stock Trades Up, Here Is Why

Stock Story

FTAI Aviation

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FTAI Aviation Ltd. 9.500% Fixed-Rate Reset Series D Cumulative Perpetual Redeemable Preferred Shares

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FTAI Aviation Ltd. 8.25% Fixed - Rate Reset Series C Cumulative Perpetual Redeemable Preferred Shares

+0.08%

FTAI Aviation Ltd. 8.00% Fixed-to-Floating Rate Series B Cumulative Perpetual Redeemable Preferred Shares

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FTAI Aviation Ltd. 8.25% Fixed to Floating Rate Series A Cumulative Perpetual Redeemable Preferred Shares

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What Happened?

Shares of aircraft leasing company FTAI Aviation jumped 6.5% in the afternoon session after it hit a record all-time high, driven by intense investor interest in its newly unveiled FTAI Power initiative.

This strategic segment aims to convert CFM56 aircraft engines into aeroderivative power turbines specifically designed to support the energy-intensive needs of global data centers. Analysts from firms like Compass Point and RBC Capital significantly fueled the rally by raising their price targets, reaching as high as $327, citing a potential $500 million to $1 billion boost in incremental annual EBITDA from this venture.

The stock also gained traction from robust momentum in the broader aerospace sector, where 2026 growth outlooks remain highly bullish. Investors increasingly rewarded FTAI's ability to leverage its massive engine fleet for high-margin power applications while maintaining its core aircraft leasing and maintenance services. With positive sentiment surrounding AI-related infrastructure and reports of insider share purchases, the market priced in a substantial expansion of the company's long-term earnings visibility.

What Is The Market Telling Us

FTAI Aviation’s shares are extremely volatile and have had 48 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 16 days ago when the stock gained 8.8% on the news that the company launched FTAI Power, a venture repurposing its CFM56 aircraft engines into 25-megawatt power turbines.

Aiming to produce over 100 units annually starting in 2026, the initiative transforms existing inventory into immediate energy solutions. Investors reacted positively to this new revenue stream, which would use FTAI's maintenance expertise to meet the global surge in electricity demand.As COO David Moreno noted, this strategy turns aviation technology into a cornerstone of the AI economy's power grid. Artificial Intelligence requires unparalleled amounts of power that traditional grids often cannot provide quickly enough. By offering flexible, "plug-and-play" turbines, FTAI provides AI hyperscalers with the rapid-deployment energy necessary to fuel massive data centers.

FTAI Aviation is up 27.9% since the beginning of the year, and at $269.12 per share, has set a new 52-week high. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $11,403.

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AMD, Eli Lilly among market cap stock movers on Thursday

Investing.com

Thursday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Applied Materials and AMD are rallying, while stocks like Eli Lilly are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200 billion and above)

Applied Materials (AMAT); RBC Capital initiates Applied Materials stock with Outperform rating: +7.4%
Advanced Micro Devices (AMD); RBC Capital initiates AMD stock coverage with Sector Perform rating: +5.31%
Lam Research (LRCX); RBC Capital initiates Lam Research stock with Outperform rating: +4.67%
Morgan Stanley (MS): +4.93%
Goldman Sachs Group (GS): +3.52%
Micron Technology (MU); Micron Technology stock initiated at Outperform by RBC on AI demand: +2.35%
Avago Technologies (AVGO); Broadcom stock initiated at Sector Perform by RBC Capital on AI outlook: +2.09%
Nvidia Corp (NVDA); OpenAI Forges Multibillion-Dollar Computing Partnership With Startup Cerebras - WSJ: +2.52%
Merck & Co (MRK); FDA delays reviews of Sanofi’s Tzield and Disc Medicine’s bitopertin: -2.23%
Eli Lilly And Co (LLY); FDA delays reviews of Sanofi’s Tzield and Disc Medicine’s bitopertin: -5.05%

Large-Cap Stock Movers (Market Cap:$10-$200 billion)

Penumbra Inc (PEN); Penumbra reports preliminary Q4 revenue growth of over 21%: +12.17%
Coherent (COHR): +12.07%
Entegris Inc. (ENTG); Entegris stock rating upgraded by UBS on expected technology inflections: +10.19%
MKS Instruments (MKSI): +10.04%
Nanometrics Incor (ONTO): +11.52%
Talen Energy Corp (TLN): +9.61%
Fortress Transport Infrast (FTAI): +9.4%
Kla-tencor Corp (KLAC); KLA stock initiated at Sector Perform by RBC Capital with $1,550 target: +8.2%
CoreWeave (CRWV): +8.29%
Regencell Bioscience Holdings (RGC): -11.63%

Mid-Cap Stock Movers (Market Cap:$2-$10 billion)

Fluence Energy (FLNC): +11.3%
Calix Inc (CALX): +11.18%
StubHub Inc (STUB): +12.23%
Camtek Ltd (CAMT): +9.77%
Matson (MATX): +8.75%
NantKwest (IBRX); ImmunityBio reports 700% annual revenue growth for cancer drug Anktiva: +8.76%
Advanced Energy (AEIS): +7.21%
Roman DBDR Tech Acquisition (CMPO): +7.62%
TTM Technologies (TTMI): +8.25%
Fs Development Corp (IRON); FDA delays reviews of Sanofi’s Tzield and Disc Medicine’s bitopertin: -6.36%

Small-Cap Stock Movers (Market Cap:$300 million - $2 billion)

Ambitions Enterprise Management Co (AHMA): +36.28%
AXT Inc (AXTI): +15.45%
Armada Acquisition I (RZLV): +11.93%
AMDL (AMDL): +11.82%
Membership Collective Group (SHCO): +12.06%
LightPath Technol (LPTH): +6.76%
TryHard Holdings (THH): -42.34%
Caledonia Mining Cp (CMCL): -18.5%
Diginex Inc (DGNX): -11.73%
WeShop Holdings Ltd (WSHP): -10.64%

For real-time, market-moving news, join Investing Pro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Risk Warnings and Disclaimers

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Ftai Aviation Ltd. : Barclays Raises Target Price To $260 From $200

Reuters

FTAI Aviation

-1.34%

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Dj Ge Vernova Gets A New Price Target. It's The Highest On Wall Street. - Barrons.Com

Reuters

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Winners And Losers Of Q3: Rush Enterprises (NASDAQ:RUSHA) Vs The Rest Of The Industrial Distributors Stocks

Stock Story

FTAI Aviation

-1.34%

FTAI Aviation Ltd. 9.500% Fixed-Rate Reset Series D Cumulative Perpetual Redeemable Preferred Shares

-0.19%

FTAI Aviation Ltd. 8.25% Fixed - Rate Reset Series C Cumulative Perpetual Redeemable Preferred Shares

+0.08%

FTAI Aviation Ltd. 8.00% Fixed-to-Floating Rate Series B Cumulative Perpetual Redeemable Preferred Shares

0.00%

FTAI Aviation Ltd. 8.25% Fixed to Floating Rate Series A Cumulative Perpetual Redeemable Preferred Shares

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Let’s dig into the relative performance of Rush Enterprises and its peers as we unravel the now-completed Q3 industrial distributors earnings season.

Supply chain and inventory management are themes that grew in focus after COVID wreaked havoc on the global movement of raw materials and components. Distributors that boast a reliable selection of products–everything from hardhats and fasteners for jet engines to ceiling systems–and quickly deliver goods to customers can benefit from this theme. While e-commerce hasn’t disrupted industrial distribution as much as consumer retail, it is still a real threat, forcing investment in omnichannel capabilities to better interact with customers. Additionally, distributors are at the whim of economic cycles that impact the capital spending and construction projects that can juice demand.

The 24 industrial distributors stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 3.6% on average since the latest earnings results.

Rush Enterprises

Headquartered in Texas, Rush Enterprises (NASDAQ:RUSH.A) provides truck-related services and solutions, including sales, leasing, parts, and maintenance for commercial vehicles.

Rush Enterprises reported revenues of $1.88 billion, flat year on year. This print exceeded analysts’ expectations by 5.7%. Overall, it was an exceptional quarter for the company with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ revenue estimates.

“The commercial vehicle industry continued to face challenging operating conditions in the third quarter of 2025. Freight rates remain depressed and overcapacity continues to weigh on the market. In addition, while the industry gained some clarity regarding the tariffs that will be imposed on certain commercial vehicles and parts beginning November 1, economic uncertainty and regulatory ambiguity remains, especially with respect to engine emissions regulations. These factors are impacting our customers’ vehicle replacement decisions. On a positive note, we experienced modest gains in aftermarket revenue and light-duty vehicle sales. However, overall demand remained soft, particularly with respect to new heavy-duty and medium-duty commercial vehicle sales,” said W.M. “Rusty” Rush, Chairman, Chief Executive Officer and President of Rush Enterprises, Inc.

Rush Enterprises achieved the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 16.5% since reporting and currently trades at $58.68.

Best Q3: Hudson Technologies

Founded in 1991, Hudson Technologies specializes in refrigerant services and solutions, providing refrigerant sales, reclamation, and recycling.

Hudson Technologies reported revenues of $74.01 million, up 19.5% year on year, outperforming analysts’ expectations by 2.7%. The business had a stunning quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 17.1% since reporting. It currently trades at $7.16.

Weakest Q3: Alta

Founded in 1984, Alta Equipment Group is a provider of industrial and construction equipment and services across the Midwest and Northeast United States.

Alta reported revenues of $422.6 million, down 5.8% year on year, falling short of analysts’ expectations by 8.4%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Alta delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 1.2% since the results and currently trades at $5.80.

Read our full analysis of Alta’s results here.

FTAI Aviation

With a focus on the CFM56 engine that powers Boeing and Airbus’s planes, FTAI Aviation sells, leases, maintains, and repairs aircraft engines.

FTAI Aviation reported revenues of $667.1 million, up 43.2% year on year. This number was in line with analysts’ expectations. Overall, it was a strong quarter as it also produced full-year EBITDA guidance exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

FTAI Aviation scored the fastest revenue growth among its peers. The stock is up 32.6% since reporting and currently trades at $245.40.

Read our full, actionable report on FTAI Aviation here, it’s free.

Transcat

Serving the pharmaceutical, industrial manufacturing, energy, and chemical process industries, Transcat provides measurement instruments and supplies.

Transcat reported revenues of $82.27 million, up 21.3% year on year. This result beat analysts’ expectations by 3.2%. More broadly, it was a mixed quarter as it also logged an impressive beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates.

The stock is down 7.5% since reporting and currently trades at $65.29.

Read our full, actionable report on Transcat here, it’s free.

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