Latest news with #AirLease
Yahoo
5 days ago
- Business
- Yahoo
Are Transportation Stocks Lagging Air Lease (AL) This Year?
Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Is Air Lease (AL) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Air Lease is a member of the Transportation sector. This group includes 122 individual stocks and currently holds a Zacks Sector Rank of #15. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst. The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Air Lease is currently sporting a Zacks Rank of #2 (Buy). Within the past quarter, the Zacks Consensus Estimate for AL's full-year earnings has moved 3.8% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger. Our latest available data shows that AL has returned about 17.7% since the start of the calendar year. Meanwhile, the Transportation sector has returned an average of -7.3% on a year-to-date basis. This means that Air Lease is outperforming the sector as a whole this year. Japan Airlines Ltd (JAPSY) is another Transportation stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 31.9%. In Japan Airlines Ltd's case, the consensus EPS estimate for the current year increased 29.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy). To break things down more, Air Lease belongs to the Transportation - Equipment and Leasing industry, a group that includes 10 individual companies and currently sits at #78 in the Zacks Industry Rank. On average, this group has gained an average of 2.8% so far this year, meaning that AL is performing better in terms of year-to-date returns. On the other hand, Japan Airlines Ltd belongs to the Transportation - Airline industry. This 27-stock industry is currently ranked #170. The industry has moved -7.2% year to date. Investors with an interest in Transportation stocks should continue to track Air Lease and Japan Airlines Ltd. These stocks will be looking to continue their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Air Lease Corporation (AL) : Free Stock Analysis Report Japan Airlines Ltd (JAPSY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
Citi Upgrades Air Lease (AL) stock, Lifts PT to $68
On May 20, Citi analyst Stephen Trent revised the outlook on Air Lease Corporation (NYSE:AL)'s stock, upgrading the rating from 'Neutral' to 'Buy' and raising the price objective from $45.00 to $68.00. The upgrade comes after Air Lease Corporation (NYSE:AL), which is an aircraft leasing company, adopted a new capital allocation strategy, which focuses on shareholder value via potential share buybacks and acquisitions. Therefore, the company will not be focusing on its traditional approach of organic growth with the help of direct purchases from aerospace manufacturers. The analyst highlighted that the company will continue to explore such new avenues. A passenger jet taking off, representing the company's commitment to air transportation services. Overall, the change in stance exhibits the firm's confidence in Air Lease Corporation (NYSE:AL)'s new direction and its ability to improve shareholder returns. Overall, the company continues to benefit from strong global aircraft demand in leasing and aircraft trading amidst persistent aircraft supply constraints. Air Lease Corporation (NYSE:AL) has had a healthy Q1 2025, thanks to fleet expansion, strong sales gains, and insurance settlements related to its aircraft in Russia. While we acknowledge the potential of AL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
21-05-2025
- Business
- Bloomberg
Boeing Nears Key 737 Factory Milestone as CEO Steadies Factories
By and Siddharth Vikram Philip Save Boeing Co. has told customers that it's approaching a key production target that would signal manufacturing of its all-important 737 jet is back on track following last year's harrowing mid-air accident. The planemaker is loading its 737 final assembly lines to build 38 of the narrowbody aircraft a month, the maximum allowed by the Federal Aviation Administration, said John Plueger, the chief executive officer of Air Lease, the largest US aircraft financier.
Yahoo
20-05-2025
- Business
- Yahoo
MongoDB and Asana downgraded: Wall Street's top analyst calls
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The 5 Upgrades: UBS upgraded Mettler-Toledo (MTD) to Buy from Neutral with a price target of $1,350, down from $1,530. The firm cites the company's "incremental opportunities" for service sales, "industry leading" pricing power, "beneficial" portfolio exposure, and medium-term tailwind from reshoring for the upgrade. Melius Research upgraded Kroger (KR) to Hold from Sell with a two-year price target of $70, up from $58. The firm cites share gains from widespread pharmacy closures, limited exposure to tariffs within the retail landscape, and consistent free cash flow generation to support on-going investment and share repurchases for the upgrade. Evercore ISI upgraded HP Enterprise (HPE) to Outperform from In Line with a price target of $22, up from $17. The firm thinks the current risk/reward is "fairly attractive," especially for investors that have some duration, the firm tells investors. Wolfe Research upgraded LivaNova (LIVN) to Outperform from Peer Perform with a $60 price target. The firm says that since its downgrade, LivaNova's valuation has compressed, its Italian legal overhang has lifted at a total liability a little less than "worst case," and it made a commitment to expand oxygenator capacity into next year, which could produce "step change" in its ability to supply 2026. Citi upgraded Air Lease (AL) to Buy from Neutral with a price target of $68, up from $45. The firm says that after pivoting away from a long-held strategy of growing organically via direct purchases from aerospace manufacturers, Air Lease "now seems to be pursuing an AerCap-style capital allocation strategy." Top 5 Downgrades: Loop Capital downgraded MongoDB (MDB) to Hold from Buy with a price target of $190, down from $350. The firm's most recent industry checks indicate that MongoDB's Atlas platform "continues to show lackluster market adoption." Deutsche Bank downgraded Chubb (CB) to Hold from Buy with a $303 price target. The company's year-to-date outperformance versus the S&P 500 Index is unlikely to continue, as a "calmer" equity market shifts its focus back to underlying fundamentals, the firm tells investors in a research note. Morgan Stanley downgraded Asana (ASAN) to Underweight from Equal Weight with an unchanged price target of $14. The firm says that over this period of time, its channel checks and the broader macro backdrop do not support the prospect of improving fundamentals. Raymond James downgraded Nutanix (NTNX) to Market Perform from Outperform without a price target. The shares are appropriately valued following the recent rally, the firm says. Jefferies downgraded Onto Innovation (ONTO) to Hold from Buy with a price target of $110, down from $135. The firm believes the drivers of the artificial intelligence packaging correction are likely to extend through 2026, leaving Onto's 2027 as a "show-me story based upon regaining share." Top 5 Initiations: William Blair initiated coverage of OneStream (OS) with an Outperform rating. The firm says OneStream has seen strong growth in recent years and was one of the few public software vendors to grow revenue over 30% in 2024. It believes the company has a "fast-growing" software platform. TD Cowen initiated coverage of Zymeworks (ZYME) with a Buy rating and no price target. The firm believes Ziihera has blockbuster potential and impending data will be the next key catalyst for the stock in the second half of 2025. Raymond James initiated coverage of Lionsgate Studios (LION) with an Outperform rating and $10 price target. The firm says that unlike many other media stocks, Lionsgate has no direct exposure to the declining linear TV ecosystem. Raymond James initiated coverage of Starz Entertainment (STRZ) with an Outper0form rating and $19 price target. Starz is a "misunderstood asset" given its small size and the fact it has been hidden in the legacy Lionsgate structure under the "sexier" studio business since 2016, the firm tells investors in a research note. Roth Capital initiated coverage of Capricor Therapeutics (CAPR) with a Buy rating and $31 price target. The firm's optimism on the shares is driven by "first-in-indication" deramiocel's ability to improve cardiac and skeletal muscle function in Duchenne muscular dystrophy patients with cardiomyopathy. Sign in to access your portfolio
Yahoo
07-05-2025
- Business
- Yahoo
Here's Why We Think Air Lease (NYSE:AL) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up. So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Air Lease (NYSE:AL). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing. We've discovered 4 warning signs about Air Lease. View them for free. Air Lease's Improving Profits Air Lease has undergone a massive growth in earnings per share over the last three years. So much so that this three year growth rate wouldn't be a fair assessment of the company's future. As a result, we'll zoom in on growth over the last year, instead. Air Lease's EPS has risen over the last 12 months, growing from US$4.97 to US$5.72. There's little doubt shareholders would be happy with that 15% gain. Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. EBIT margins for Air Lease remained fairly unchanged over the last year, however the company should be pleased to report its revenue growth for the period of 3.6% to US$2.8b. That's a real positive. You can take a look at the company's revenue and earnings growth trend, in the chart below. For finer detail, click on the image. NYSE:AL Earnings and Revenue History May 7th 2025 View our latest analysis for Air Lease While we live in the present moment, there's little doubt that the future matters most in the investment decision process. So why not check this interactive chart depicting future EPS estimates, for Air Lease? Are Air Lease Insiders Aligned With All Shareholders? We would not expect to see insiders owning a large percentage of a US$5.4b company like Air Lease. But we are reassured by the fact they have invested in the company. Notably, they have an enviable stake in the company, worth US$365m. This suggests that leadership will be very mindful of shareholders' interests when making decisions! Should You Add Air Lease To Your Watchlist? As previously touched on, Air Lease is a growing business, which is encouraging. To add an extra spark to the fire, significant insider ownership in the company is another highlight. The combination definitely favoured by investors so consider keeping the company on a watchlist. We should say that we've discovered 4 warning signs for Air Lease (2 are concerning!) that you should be aware of before investing here.
