We recently published 10 Stock News You Can’t Miss As Investors Watch AI Trade Momentum. FTAI Aviation Ltd. (NASDAQ:FTAI) is one of the stock news you can't miss.
Stephen Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that he likes FTAI. However, the analyst warned about potential risks:
“FTAI Aviation Ltd (NASDAQ:FTAI) Clearly, it’s in the right sector, but I’ll tell you, it’s a bit risky because the chart’s not looking great. So, it’s important.”
FTAI is an aviation equipment company with aviation leasing and aerospace products segments.
Crossroads Capital stated the following regarding FTAI Aviation Ltd. (NASDAQ:FTAI) in its second quarter 2025 investor letter:
“Our position in FTAI Aviation Ltd. (NASDAQ:FTAI) is in a similar boat and exemplifies how markets often fail to recognize the impact of cyclical improvements on companies with high operational leverage paired with diminished capital requirements. Even more so when that business is undergoing a qualitative transformation, as FTAI is. And yet, despite analysts expecting 42% revenue growth for Q2, the market continues to value the stock as if a broader commercial aviation recovery is somehow uncertain or temporary. We think that’s pretty silly and therefore added to our position near the quarterly lows.
Looking forward, the company’s focus on an aging fleet of CFM56 and V2500 engines ensures it’s well positioned to benefit from the global aviation industry’s continued recovery while also maintaining substantial idiosyncratic torque towards an increasingly capital-light, high-margin business model – one characterized by recurring revenues and a more durable moat. While up substantially relative to our average cost, the disconnect between what we believe FTAI’s fundamental value is and the market price suggests highly attractive risk-adjusted returns for some time to come…” (Click here to read the full text)
While we acknowledge the potential of FTAI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.