FTAI Aviation (FTAI, Financial) is turning heads after a wave of bullish signals. Shares soared 10.5% following Stifel's upgrade from Hold to Buy, with a new $123 price target. But the bigger story came after the market closed Friday, when CEO Joe Adams and COO David Moreno bought a combined 9,580 shares—moves typically signaling deep insider confidence. Benchmark analysts doubled down, reiterating a sky-high $300 target, citing the firm's long-term vision and strong financial footing, including 58.5% revenue growth and a 3.95x current ratio.

Investors didn't ignore the signals. Despite a Q1 earnings miss—$0.87 EPS vs. $0.97 expected and a slight revenue shortfall—the company posted a 64% year-over-year surge in Adjusted EBITDA. FTAI also announced a $101 million aerospace transaction and welcomed a new independent director to its board, showing continued strategic execution. Combine this with Adams's history of patient value creation and the $4 billion Strategic Capital Initiative launched in December, and it's clear this isn't a short-term play—it's a long runway.

The chart tells the story visually. As of May 5, 2025, the average 12-month price target is $166.06, implying a +70.42% upside from the current ~$97 level. Analysts see a wide possible range: the high target stretches to $300, while even the lowest forecast sits at $122.73. GuruFocus gives a more conservative estimated value of $107.65, but the street is far more bullish.

For investors betting on leadership conviction, aftermarket strength, and long-term compounders, FTAI Aviation is climbing—and may just be clearing the clouds.