What Happened?

Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 7.4% in the afternoon session after stocks rebounded, following a broad-based sell-off the previous day. The Nasdaq was down 4%, while the S&P fell 2.7% as concerns over the ongoing trade war continued to spread. While those concerns haven't exactly disappeared, it's likely some investors looked to take positions in some of the beaten-down stocks, especially some of the high-quality names that got caught up in the sell-off.

Is now the time to buy FTAI Aviation? Access our full analysis report here, it’s free.

What The Market Is Telling Us

FTAI Aviation’s shares are extremely volatile and have had 42 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. 

The previous big move we wrote about was 19 days ago when the stock gained 19.5% on the news that the company's audit committee, with support from independent legal and forensic accounting advisors, concluded its review of the January 2025 short report by Muddy Waters and found the allegations "without merit."

The company was expected to file its Form 10-K (annual report) on schedule, easing concerns that the report might be delayed. Paul R. Goodwin, Chair of the Audit Committee, commented, "After a thorough and comprehensive review with the support of our independent legal and forensic accounting advisors, we have determined that the assertions made in the short seller reports are unsupported and have no merit. The Audit Committee and full Board continue to take seriously our responsibility to FTAI shareholders to maintain high standards of corporate governance and internal compliance and financial reporting controls, as well as transparent and timely disclosure."

FTAI Aviation is down 25.1% since the beginning of the year, and at $108.14 per share, it is trading 38.2% below its 52-week high of $174.96 from November 2024. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $8,583.

Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. We prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.