FTAI Aviation: I'm Adding To My Shares Despite It Recently Doubling

David H. LernerInvesting Group LeaderFollow5ShareSavePlay(12min)CommentsSummaryFTAI Aviation remains a core holding as I add shares despite a recent doubling, driven by transformative growth initiatives.FTAI's strategic capital initiative fund model and power division targeting AI data centers underpin a robust, asset-light growth thesis.Recent Q4 revenue and EPS misses are outweighed by 32% YoY revenue growth, and raised 2026 adjusted EBITDA guidance to $1.625B.I expect FTAI to reclaim its 52-week high, leveraging technical expertise in engine refurbishment and power generation for sustained expansion.This idea was discussed in more depth with members of my private investing community, Group Mind Investing. Learn More »umdash9/iStock Editorial via Getty Images If you have been reading my content for a while, you might think that I just invest in well-known stocks. When I settle down to write, it usually starts by reflecting on big trends in the overall market, mostlyThis article was written byDavid H. Lerner31.58K FollowersFollowDavid H. Lerner is an analyst with a decade of experience utilizing his professional background in software consulting and technology to identify market trends and provide long and short trade ideas. David employs a combination of technical analysis and market psychology to capitalize on narratives for outsized returns. He also utilizes “Cash Management Discipline,” a simple trading style to hedge against the volatility of today’s market climate.He leads the investing group Group Mind Investing where he uncovers actionable trading and investing ideas nearly every day. Other features include: long and short swing trade alerts, daily macro analysis, weekly articles, and chat for community interaction and questions. Learn More.Analyst’s Disclosure: I/we have a beneficial long position in the shares of FTAI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.