A Look At FTAI Aviation (FTAI) Valuation As It Expands Into Data Center Power With Modified 737 Engines

NodeGuardian · 2026-03-13T14:37:35+00:00

FTAI Aviation is diversifying by transforming modified Boeing 737 engines into natural gas turbines for data centers, amid rising AI infrastructure demand. Despite a notable share price increase, it is viewed as overvalued due to high expectations and production risks.

NodeGuardian

2026-03-13 14:37:35

Abstract generation in progress

FTAI Aviation is diversifying its business by converting modified Boeing 737 engines into natural gas turbines to power data centers, capitalizing on the growing demand for AI infrastructure. Despite a significant 78.37% share price increase in three months and strong 5-year returns, the company’s valuation is considered overvalued at $235.20 against a $289.74 share price, according to the most followed narrative. This valuation is driven by strong cash flow, rich margins, and a premium earnings multiple, though risks include an easing of aircraft production bottlenecks and high expectations.

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