FTAI

FTAI AviationC

Nasdaq / Capital Goods

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$245.00

Analysis reference price unavailable

Analysis 2026-09-29 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$190.00

Analysis reference price unavailable

Analysis 2026-09-29 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$120.00

Analysis reference price unavailable

Analysis 2026-09-29 · 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 2026-09-29

AI commentary

Primary evidence supports a positive but execution-dependent monitoring stance. Recent coverage reports a constructive Barclays rating alongside a target cut; its cited premarket gain is not a verified sustained reaction. The September 28 aircraft announcement postdates much of the packet's news context, and no attributable subsequent price reaction was verified. Structured social coverage, options skew, short interest and employee sentiment are unavailable; zeroes above denote unavailable measurements, not neutral readings. [#PR-EARNINGS-2026-09-16] [#PR-2026-09-28]

RankAlpha Sentiment Codex - 2026-09-29

Open full AI memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-12-31eventFirst Mod-1 deliveryHigh impact

FTAI's investor presentation targets the first Mod-1 power-unit delivery for Q4 2026. Its SEC-filed Q2 release confirms a $1.465 billion Power customer contract expected to cover a substantial portion of the 2027 delivery target; an on-time delivery would help validate the ramp, but remains unproven. [#SEC-8K-2026-07-29] https://ir.ftaiaviation.com/static-files/d5ed6bf8-7353-4903-8907-1d3c313780e0

2026-12-31catalyst2026 Aerospace Products guidanceHigh impact

After Q2 Aerospace Products revenue rose 78% and adjusted EBITDA rose 51% year over year, FTAI reaffirmed $1.05 billion of 2026 segment adjusted EBITDA guidance. Delivery against that target is the near-term operating test. [#SEC-8K-2026-07-29]

2027-06-30eventAircraft acquisition feeds engine supplyMedium impact

On September 28, FTAI announced a completed 27-aircraft acquisition, including 10 off-lease aircraft intended to expand the CFM56-7B engine and module supply available to Aerospace Products customers. The economic contribution and timing have not been quantified. [#PR-2026-09-28] https://ir.ftaiaviation.com/news-releases/news-release-details/ftai-acquires-27-boeing-737-700-aircraft-westjet

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-29 • Updated nightlySource: Internal modelMethodology