Ray M. Robinson

October 17, 2026

FTAI Expands Engine Exchange Program with United Airlines. FTAI has broadened its engine exchange program with United Airlines, following a multi‑year engine maintenance agreement signed by UAL. The partnership gives FTAI access to a larger fleet of engines for maintenance and exchange, potentially increasing its service revenue. United Airlines has posted a strong 173% three‑year return, which may support demand for FTAI’s services. The deal is part of FTAI’s strategy to grow its aviation maintenance business.

September 28, 2026

FIP announces acquisition of USD Group assets. FTAI Infrastructure's unit, FTAI Energy Partners, agreed to purchase the Port Arthur terminal in Texas and a 50% interest in a diluent recovery unit in Hardisty, Alberta from USD Group for approximately $255 million in cash. An affiliate of Jefferson Energy Companies also signed an agreement to acquire additional crude oil logistics assets from USD Group. These transactions add new midstream facilities in the United States and Canada to FIP's portfolio, expanding its logistics capabilities.

October 16, 2026

Jefferies Raises Guidance for PROG Amid Credit Concerns. Jefferies has lifted its outlook for PROG Holdings, citing stronger guidance despite credit worries. The company’s share price has fallen about 30% in the past three months, and it trades below $50, putting it in a tight range. Analysts see a potential upside of up to 65%, but the stock remains volatile with a high beta. The 52‑week low is $25.80 and the high is $47.73.

October 5, 2026

Analysts Lower AAL Fair Value Amid Rising Fuel Cost Concerns. Analysts have lowered American Airlines’ fair value after reexamining fuel cost assumptions. The recent Goldman Sachs cut to an $11 target reflects the same concern. New regulatory pressure to carry epinephrine on all flights could add to operating costs, while broader airline earnings reports from Delta give context to the sector’s mixed outlook.

October 5, 2026

Acuity (AYI) Cuts Price Target as Shares Fall on Mixed Earnings. Baird lowered its target for Acuity to $348 after a Q3 report that showed margin expansion outpacing revenue growth. The company’s Q4 earnings call added to the uncertainty, and the stock has been falling today. Analysts remain divided, with the average target still around $379.33 and a range of $345 to $440. The market is questioning what value the stock truly represents.