Fortress Transportation & Infrastructure Investors LLC Aktie News

There is a growing sentiment that high-risk stocks—particularly some high-growth tech stocks—will be out of favor in 2026. It's helpful to look at a statement like this on two levels.

During the quarter, our average net beta-adjusted exposure was 20%. We believe FTAI Aviation shares could eclipse $300 this year as the company is on a path to achieving EBITDA of $3 billion over the next 2 years. FTAI management believes they can eventually deliver over 100 engines annually at a $25 million sale price with 40% margins.

FTAI Aviation's stock surged due to strategic partnerships and a business pivot toward the AI/data center sector. The recent deals with Palantir and CFM International support FTAI's growth and risk management.

FTAI Aviation reported strong financial results in the second quarter 2025. Analysts upwardly revised their price targets on FTAI Aviation stock in August.

From a sector perspective, strength within Industrials and Information Technology offset relative weakness in Health Care. The October earnings report reinforced confidence in Comfort Systems' ability to convert a strong backlog and increasingly sophisticated project mix into sustained earnings growth. We did not make any adjustments to the position and continue to believe that the market oppor...

The company leverages AI for productivity and power solutions in data centers. FTAI trades at a high valuation but has strong growth prospects.

Willis Lease Finance Corporation now offers asymmetric upside with a 11x FY26 P/E and a substantial NAV discount. WLFC is pivoting to an asset-light model, leveraging Blackrock and Liberty Mutual capital to reduce capital intensity.

Sifting the World's Chris DeMuth Jr. shares his strategy for focusing on mispricings, hidden value, and opportunities in overlooked or misunderstood situations. WLFC's asset value is underappreciated; partnerships could monetize up to $800M of its $1B market cap, clarifying true inventory worth.