FTAI Aviation FTAIBUYJan 02, 2026Stock price when the opinion was issued
As of Jul 10, 2026. Market Open.
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.
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.