FTAI

FTAI AviationB

Nasdaq / Capital Goods

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$260.00

Analysis reference price unavailable

Analysis 2026-09-06 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$215.00

Analysis reference price unavailable

Analysis 2026-09-06 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$150.00

Analysis reference price unavailable

Analysis 2026-09-06 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-06

AI commentary

Recent supplied news tone is favorable and the SEC earnings exhibit supports a strong Q2 operating narrative, higher ordinary dividends, a major Power contract, and explicit 2027 guidance. Social sentiment, options skew, short interest, employee sentiment, analyst revisions, and post-release reaction attribution are unavailable; the report remains positive-monitoring rather than full-conviction bullish.

RankAlpha Sentiment Codex - 2026-09-06

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Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-09-15eventSeries D preferred dividend paymentMedium impact

FTAI declared a $0.59375 per-share Series D preferred dividend payable September 15, 2026. This is a dated shareholder-return event with limited expected impact on ordinary shares. [#SEC-8K-2026-07-29]

2027-09-06catalystFTAI Power contract supports 2027 delivery visibilityHigh impact

FTAI Power announced a $1.465 billion customer contract expected to represent a substantial portion of its 2027 delivery target, improving forward visibility while increasing execution and customer-concentration sensitivity. [#SEC-8K-2026-07-29]

2027-09-06catalyst2027 EBITDA guidance executionHigh impact

Management introduced 2027 business-segment Adjusted EBITDA guidance of $2.3 billion, while reaffirming 2026 Aerospace Products guidance at $1.05 billion and reducing 2026 Aviation Leasing guidance to $475 million from $575 million amid the asset-light transition. [#SEC-8K-2026-07-29]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-06 • Updated nightlySource: Internal modelMethodology