A Look At FTAI Aviation (FTAI) Valuation As It Expands Into Data Center Power With Modified 737 Engines

Simply Wall St.02-23 23:22

FTAI Aviation (FTAI) is expanding beyond jet leasing and repair. The company plans to sell modified Boeing 737 engines as natural gas turbines to power data centers, targeting energy demand tied to AI...

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The company plans to sell modified Boeing 737 engines as natural gas turbines to power data centers, targeting energy demand tied to AI...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-ftai/ftai-aviation/news/a-look-at-ftai-aviation-ftai-valuation-as-it-expands-into-da\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-ftai/ftai-aviation/news/a-look-at-ftai-aviation-ftai-valuation-as-it-expands-into-da","article_id":"2613733211","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3081000-choice2-main-header/1585186749644"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-ftai/ftai-aviation/news/a-look-at-ftai-aviation-ftai-valuation-as-it-expands-into-da","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2613733211","pubTimestamp":1771860148,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"FTAI Aviation (FTAI) is expanding beyond jet leasing and repair. The company plans to sell modified Boeing 737 engines as natural gas turbines to power data centers, targeting energy demand tied to AI related computing growth.\nSee our latest analysis for FTAI Aviation.\nThe recent engine repurposing push comes on top of a 78.37% 3 month share price return and a very large 5 year total shareholder return, suggesting momentum has been strong as investors reassess both growth potential and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4590":"PTP","BK4528":"SaaS概念","BK4585":"ETF&股票定投概念","PW":"Power REIT","AI":"C3.ai, Inc.","BK4023":"应用软件","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK6051":"信息科技咨询与其它服务","BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","BK4104":"贸易公司与经销商","BK4543":"AI","LYY.SI":"中云集团","BK4551":"寇图资本持仓","FTAI":"FTAI AVIATION LTD","BK4587":"ChatGPT概念"},"translate_title":"FTAI Aviation(FTAI)通过改装737发动机扩展到数据中心动力领域，其估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.64,"AIYY":0.6,"LYY.SI":1.5,"PW":1.5,"FTAI":1.5},"content_text":"FTAI Aviation (FTAI) is expanding beyond jet leasing and repair. The company plans to sell modified Boeing 737 engines as natural gas turbines to power data centers, targeting energy demand tied to AI related computing growth. See our latest analysis for FTAI Aviation. The recent engine repurposing push comes on top of a 78.37% 3 month share price return and a very large 5 year total shareholder return, suggesting momentum has been strong as investors reassess both growth potential and risk. If AI infrastructure is on your radar, it is worth widening the lens beyond FTAI and checking out 34 AI infrastructure stocks as a starting list of related ideas. With FTAI Aviation up 78.37% in 3 months and posting a very large 5-year total return, along with a share price near its analyst target, investors may be asking whether there is still a buying opportunity here or whether future growth is already priced in. AdvertisementMost Popular Narrative: 23.2% Overvalued According to the most followed narrative, FTAI Aviation's fair value of $235.20 sits well below the recent $289.74 share price. This comparison puts the current enthusiasm into context.  Driven by persistent supply chain bottlenecks at Boeing and Airbus, airlines are being forced to keep older planes flying much longer than anticipated. This dynamic has created a gold rush for FTAI, which specializes in leasing and servicing CFM56 aircraft engines, the most widely used commercial engines in the world.  Read the complete narrative. Curious how this engine \"gold rush\" turns into a $235.20 fair value? The narrative leans heavily on cash flow strength, rich margins and a premium earnings multiple. The mix behind that number might surprise you. Result: Fair Value of $235.20 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can break if aircraft production bottlenecks ease faster than expected or if high expectations at a rich P/E leave little room for disappointment. Find out about the key risks to this FTAI Aviation narrative. Next Steps If this all feels mixed, that is the point. Strong enthusiasm sits alongside real concerns, and you should move quickly to weigh both using 2 key rewards and 2 important warning signs. Looking for more investment ideas? If you stop at a single stock, you risk missing opportunities that fit your style better, so take a few minutes to scan broader, data driven ideas.  Target potential value opportunities by checking our 53 high quality undervalued stocks, which lines up quality fundamentals with room for a more appealing entry point. Prioritise staying power by reviewing solid balance sheet and fundamentals stocks screener (43 results), which pairs financial strength with business models built to handle shocks. Get ahead of the crowd by scanning screener containing 23 high quality undiscovered gems, which have strong underlying metrics but limited current attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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