FTAI Aviation announced the launch of FTAI Power, a strategic initiative to repurpose over 1,200 in‐service CFM56 aircraft engines into industrial power turbines targeting the AI and data center market. Investors responded immediately, sending the stock through the previous day’s high and establishing a new 52-week peak on trading volume that was approximately 150% above its 30-day average. The gap-up opening reflected broad market recognition of FTAI’s plan to capitalize on data center energy demand, with order inquiries already reported from three major hyperscale operators for initial pilot units this year.

Analysts at The Aerospace Forum maintained a Buy rating on FTAI Aviation, forecasting annual deliveries of 100 power-generation modules by 2027. This volume target underpins a revised EBITDA estimate that has been increased by 18% over previous projections, driven by higher utilization rates and enhanced aftermarket services. The buy recommendation is based on an implied 25% upside from current levels, reflecting the company’s ability to extract additional revenue from its existing engine lease portfolio while tapping a high‐growth segment in AI datacenter power solutions.