FTAI Aviation Ltd. Launches FTAI Power, Driving Shares Higher
FTAI Aviation Ltd. (NASDAQ: FTAI) announced the launch of its new platform, FTAI Power, on Tuesday, December 30, 2025. The platform converts CFM56 aircraft engines into power turbines designed for data‑center use, targeting flexible, cost‑efficient, and scalable energy solutions for global AI‑driven workloads.
Immediate Market Reaction
- Stock Price Surge: Shares jumped 14.30 % to $197.55, an increase of $24.72 from the previous close of $172.83 (2025‑12‑28).
- Volume & Trading Activity: The rally followed a broader market move that saw other technology and industrial names rise, including NIO.
Strategic Rationale
- Recycling High‑Performance Engines: FTAI Power repurposes the world’s largest aircraft engine platform—CFM56 engines—to deliver reliable power to data centers.
- Target Market: The platform is positioned to supply energy for AI workloads, addressing a growing demand for data‑center power that is both scalable and cost‑effective.
- Innovation Focus: By leveraging existing engine technology, FTAI aims to reduce deployment costs and accelerate time‑to‑market compared to traditional power generation solutions.
Analyst Coverage
- Buy Rating Confirmation: Several analysts have reaffirmed a “Buy” recommendation following the announcement.
- Positive Sentiment: Reports from Investing.com, Wallstreet-Online.de, and RTT News highlighted the strategic fit of the new unit and its potential to diversify FTAI’s revenue streams beyond aircraft and engine leasing.
Short‑Interest Update
- Short Interest Increase: As of December 15, short interest rose to 583 shares, a 166.2 % increase from the November 30 total of 219 shares.
- Short‑Interest Ratio: With an average daily volume of 4,813 shares, the ratio suggests a moderate level of short‑seller activity relative to trading volume.
Financial Snapshot (as of 2025‑12‑28)
| Metric | Value |
|---|---|
| Market Cap | $17.73 billion |
| 52‑Week High | $194.36 |
| 52‑Week Low | $75.06 |
| P/E Ratio | 40.12 |
| Close Price | $172.83 |
| Primary Exchange | Nasdaq |
| Currency | USD |
Outlook
FTAI Aviation’s entry into the power‑turbine market is expected to open new revenue channels and strengthen its position within the industrial and aerospace sectors. The company’s established expertise in aircraft and engine leasing, combined with the strategic pivot to data‑center power, may attract further analyst interest and investor participation. The market’s swift response, reflected in the 14 % share price increase, indicates confidence in the viability of this new business unit.
