Stifel raised the firm’s price target on FTAI Aviation (FTAI) to $167 from $156 and keeps a Buy rating on the shares. The firm notes FTAI announced 2025 adjusted EBITDA guidance of $1.1B-$1.15B, which is better than the Street consensus of $1.065B. That will consist of $500M from Aviation Leasing and $600M-$650M from Aerospace. In addition, the company announced a Strategic Capital initiative in which FTAI will sell 46 on-lease narrowbody aircraft for $549M, Stifel adds. This is a way to reduce the business’s capital intensity while still having control over the planes using the module factory and V2500 MRE business. Ultimately, the pace of growth is faster than the firm expected. Stifel would use this news as a catalyst to buy the shares.
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