Stockchase Opinions

Stephen Weiss, Founder, Short Hills Capital PartnersFTAI Aviation FTAIBUYAug 22, 2025

They had a great quarter. They had done nothing until they picked up a $2.5 billion line of credit. Shares have doubled, but he sees a lot of upside. The aviation cycle will continue. 

N/A

Stock price when the opinion was issued

$227.35

As of Jul 10, 2026. Market Open.

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BUY

He bought it back. Shares are down a lot. The company has changed. It used to be in aircraft leasing and maintenance and has turned into a power generation company. Aircraft engines power data centres. It trades at 17x EBITDA, cheap compared to GEV and others. It's part of the AI trade, so it's volatile.

BUY

Up 43% in 2025. Believes in aerospace. Are turning their engines in to gas turbines, which will raise performance. Balance sheet is in good shape. Flies under the radar, so there's potential for more buying power.

BUY

Lower interest rates will drive lending to aircraft companies.

HOLD

Is not doing as well as the companies in travel. (FTAI deals in aviation equipment.)