05:40 AM EDT, 08/04/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

Our 12-month target price of $123 is 8.9x our 2026 EPS estimate, versus AER's three-year avg. forward P/E of 9.5x. We raise our 2025 EPS estimate by $0.21 to $12.50 while reiterating our 2026 EPS forecast at $13.86. AER delivered exceptional Q2 adj. EPS of $2.83, which beat consensus by $0.15, driving management to raise full-year EPS guidance (excluding asset sales) to $11.60 from the original $8.50-$9.50 range. Strong operational metrics continue, with 97% lease extension rates and 99% utilization, reflecting robust demand amid constrained aircraft supply. AER has repurchased over $1 billion of stock YTD while deploying $3 billion in new equipment purchases. With leverage improving to 2.2x (vs. 2.7x target) and $22 billion in liquidity, AER is well-positioned for growth opportunities as OEM production recovers and sale-leaseback markets reopen. The $45 billion contracted cash flow base provides exceptional earnings visibility, while management's proven capital allocation track record supports our Buy rating.