FTAI Aviation (FTAI) is getting fresh attention as several analysts raised their ratings and outlook for the stock. This wave of enthusiasm highlights growing conviction in the company’s revenue growth and strategic changes.

FTAI Aviation has not only attracted bullish coverage, but its share price is also reflecting the story. The stock has maintained steady gains and recently closed at $169.68, while registering a standout one-year total shareholder return of 22.2%. This momentum suggests investors are dialing up their expectations as FTAI’s transformation and growth prospects become more visible, especially in light of the company’s recent operational and strategic milestones.

If fresh analyst optimism has you wondering what else is taking off, it might be the perfect moment to discover fast growing stocks with high insider ownership

But with analyst targets now well above the current share price and fresh optimism lifting sentiment, the question remains: is FTAI Aviation still flying under the radar, or has the market already accounted for all of its future growth prospects?

Most Popular Narrative: 11.2% Undervalued

With FTAI Aviation trading at $169.68 and the most-followed narrative assigning a fair value of $191, the company appears to have meaningful upside according to consensus financial projections. The crowd’s fair value hinges on aggressive future growth and new margin milestones, creating strong expectations around future fundamentals.

"Significant operational leverage is expected from FTAI's ramp in vertical integration, as evidenced by recent acquisitions (e.g., Pacific Aerodynamic) and in-house repair/production capabilities. These moves are driving cost efficiencies, increased margin per shop visit, and expanded gross/EBITDA margins, all of which are likely to boost future EPS growth."

Earnings, revenue growth, and expanding margins are the fuel behind this big valuation. Just one shift in these assumptions could change everything. What is the growth and profit trajectory that could justify a higher price? The precise drivers might surprise you. See what underpins this bold fair value.

Result: Fair Value of $191 (UNDERVALUED)

However, FTAI’s reliance on legacy engine types and the uncertainty of international expansion could quickly shift investor sentiment if these bets do not pay off.

Build Your Own FTAI Aviation Narrative

If you see the story differently or want to dive deeper into the numbers yourself, you can craft your own view in just a few minutes. Do it your way.

A great starting point for your FTAI Aviation research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.