FTAI Aviation price target raised to $118 from $96 at Compass Point

Compass Point raised the firm’s price target on FTAI Aviation to $118 from $96 and keeps a Buy rating on the shares. The firm believes it is “too soon to step away” from FTAI, citing the potential for significant positive estimate revisions at the aerospace products segment, and bases its price target on its FY26 EBITDA estimate of $1.152B. The firm believes a scenario where FTAI’s FY26 EBITDA was about $1.1B-$1.2B-plus is “reasonable and achievable accounting for execution risk,” the analyst tells investors.