Billionaire Quants’ Two Sigma’s 10 Stock Picks with Huge Upside Potential

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1. FTAI Aviation Ltd. (NASDAQ:FTAI)

Two Sigma Advisors Stake Value: $188,029,816

Upside Potential as of May 8: 62.71%

Number of Hedge Fund Holders: 54

FTAI Aviation Ltd. (NASDAQ:FTAI) is a commercial aviation company. It leases and manages aircraft engines and related assets. The company operates through two primary segments: aerospace products and leasing.

FTAI Aviation Ltd. (NASDAQ:FTAI) reported mixed results in its Q1 2025 earnings. The company’s EPS was $0.87, just a few cents short of the forecasted $0.97. Revenue also came in slightly below expectations at $502.08 million against a forecast of $502.31 million. Despite these misses, FTAI Aviation’s (NASDAQ:FTAI) operational performance was solid. Adjusted EBITDA increased by 64% compared to the previous year, reaching $268.6 million. Following the earnings release, the company’s stock dipped 0.57% in premarket trading.

According to management, FTAI Aviation Ltd. (NASDAQ:FTAI) is focused on expanding its production capacity and pursuing strategic acquisitions to drive future growth. CEO Joe Adams highlighted the company’s strategic advantage during the earnings call, stating, “We’re able to acquire these facilities at less than replacement cost, and then fill them with our own engines.” COO David Marino emphasized their value maximization strategy, noting, “We’re sourcing these parts unserviceable from asset owners and airlines… we can maximize the value through our repair network.”

On May 5, 2025, Benchmark analysts maintained a Buy rating and a $300.00 price target for FTAI Aviation Ltd. (NASDAQ:FTAI). The move came after the disclosure of insider purchases by company executives. The analysts view the transactions as a sign of leadership’s confidence in the company’s strategic plan and growth potential.

While we acknowledge the potential of FTAI Aviation Ltd. (NASDAQ:FTAI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than FTAI but that trades at less than 5 times its earnings check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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