B. Riley FBR analyst Scott Buck initiated coverage of Fortress Transportation & Infrastructure with a Buy rating and $23 price target. The analyst sees "multiple opportunities" for share appreciation, as he expect the company's monetization of some infrastructure assets to be used to invest in additional high-return aviation assets and pay down debt. Further, Fortress' potential shift away from the K-1 tax structure will likely increase the number of institutional investors willing to own the shares, Buck tells investors in a research note.

Deutsche Bank raised the firm's price target on FTAI Aviation to $84 from $65 and keeps a Buy rating on the shares. Most aircraft leasing stocks entered the year with positive momentum on the back of very strong industry fundamentals and the prospect of multiple interest rate cuts this year, the analyst tells investors in a research note. The firm says that while we may end up getting fewer than expected rate cuts or maybe not at all, industry fundamentals for the lessors "couldn't be better." It believes FTAI will continue to benefit as airlines continue to fly their older generation aircraft longer amid delivery delays of new generation aircraft..