Analysts Anticipate 11% Gains Ahead For The Holdings of JGRO
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 20 2024
0mins
Should l Buy AL?
Source: NASDAQ.COM
JPMorgan Active Growth ETF Analysis: The JPMorgan Active Growth ETF (JGRO) has an implied analyst target price of $90.65 per unit, indicating an 11.43% upside from its current trading price of $81.35.
Notable Holdings with Upside Potential: Key holdings like Alibaba Group, Air Lease Corp, and Intra-Cellular Therapies show significant potential for growth, with expected target prices suggesting upsides of 42.20%, 21.91%, and 20.35% respectively compared to their recent trading prices.
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Analyst Views on AL
Wall Street analysts forecast AL stock price to rise
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 64.660
Low
65.00
Averages
65.00
High
65.00
Current: 64.660
Low
65.00
Averages
65.00
High
65.00
About AL
Air Lease Corporation is a global aircraft leasing company. The Company is principally engaged in purchasing new commercial aircraft and leasing them to its airline customers worldwide through customized aircraft leasing and financing solutions. It purchases commercial aircraft directly from aircraft manufacturers, such as Airbus S.A.S. (Airbus) and The Boeing Company (Boeing). In addition to its leasing activities, it sells aircraft from its fleet to third parties, including other leasing companies, financial service companies, airlines and other investors. It also provides fleet management services to investors and owners of aircraft portfolios for a management fee. It has relationships with over 200 airlines across 70 countries. The Company operates its business on a global basis, providing aircraft to airline customers in every major geographical region, including markets, such as Asia Pacific, Europe, the Middle East and Africa, Central America, South America, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Gagnon Securities Sells AL Shares Overview
- Transaction Overview: Gagnon Securities sold 108,661 shares of Air Lease Corporation (AL) in Q4 2026, with an estimated transaction value of $6.94 million, reflecting fluctuations in quarterly average prices.
- Position Change: By quarter-end, Gagnon Securities' stake in AL was valued at $31.92 million, a decrease of $6.63 million from the previous quarter, indicating the dual impact of share sales and price movements.
- Performance Highlights: Air Lease generated a record revenue of $3.0 billion in 2026, with net income reaching $1.04 billion, and Q4 revenue increased by 15%, while diluted EPS surged 82% to $1.51, showcasing the company's strong financial performance.
- Market Performance: Despite AL's stock climbing nearly 44% over the past year, Gagnon Securities' decision to trim its position reflects a rational risk-balancing strategy, even as confidence in the company's fundamentals remains strong.
See More
Gagnon Securities Sells Shares of Air Lease Corporation
- Share Sale Overview: Gagnon Securities reported selling 108,661 shares of Air Lease Corporation on February 12, 2026, with an estimated transaction value of $6.94 million, reflecting ongoing portfolio management strategies.
- Stake Change Analysis: Post-transaction, Gagnon’s stake in Air Lease is valued at $31.92 million, representing 6.6% of its 13F reportable assets, indicating a cautious and flexible approach to asset allocation.
- Financial Performance Highlights: Air Lease generated $820 million in revenue during Q4 2026, a 15% increase year-over-year, with diluted earnings per share soaring 82% to $1.51, showcasing strong performance and profitability in the aircraft leasing market.
- Market Performance and Strategic Implications: Air Lease's stock price rose 43.7% over the past year, significantly outperforming the S&P 500 by 30.76 percentage points, demonstrating the company's competitive advantage and potential for future growth in the aviation leasing sector.
See More
Air Lease Declares $0.22 Quarterly Dividend in Line with Previous
- Quarterly Dividend Announcement: Air Lease has declared a quarterly dividend of $0.22 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.36% reflects the company's competitiveness in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Shareholder Record Date: The dividend will be payable on April 7, with a record date of March 2 and an ex-dividend date also on March 2, providing investors with a clear timeline for their investment decisions.
- Aircraft Delivery Progress: Air Lease has delivered its first Boeing 737-8 to Air Canada under a 2023 deal, which is expected to further enhance its market share and increase future revenue potential.
See More
Air Lease Q4 Earnings Beat Expectations
- Earnings Beat: Air Lease reported a Q4 GAAP EPS of $1.51, exceeding expectations by $0.24, which reflects the company's strong profitability and boosts investor confidence.
- Revenue Growth: The company generated $820.4 million in revenue for Q4, marking a 15.1% year-over-year increase, although it fell short of expectations by $4.07 million, indicating market demand volatility and competitive pressures.
- Fleet Expansion: By the end of 2025, Air Lease will have a fleet of 535 aircraft, including a managed fleet and a robust order book, highlighting the company's ongoing growth potential in the aviation leasing market.
- New Aircraft Delivery: Air Lease delivered its first Boeing 737-8 to Air Canada under a 2023 agreement, further solidifying its partnerships with major airlines and enhancing its competitive position in the market.
See More
Air Lease Delivers New Boeing 737-8 to Air Canada
- Aircraft Delivery: Air Lease has delivered the first Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a five-aircraft delivery plan that strengthens their long-term partnership.
- Fleet Modernization: The addition of the 737-8 to Air Canada's expanding narrowbody fleet supports the airline's goals of improving operational efficiency and sustainability, addressing the industry's urgent need for modernization.
- Future Delivery Schedule: The remaining four Boeing 737-8 aircraft are scheduled for delivery in 2026, which will further enhance Air Canada's fleet capabilities and support its growth strategy moving forward.
- Fuel Efficiency Improvement: As part of Boeing's 737 Max family, the 737-8 is designed for lower fuel consumption and operating costs, which is expected to provide significant cost savings and competitive advantages for Air Canada.
See More
Air Lease Delivers New Boeing 737-8 to Air Canada
- New Aircraft Delivery: Air Lease has delivered the first of five Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a series of deliveries expected to be completed by 2026, thereby enhancing Air Canada's modern fleet.
- Fleet Expansion: The delivered 737-8 will join Air Canada's diverse and expanding fleet, improving fuel efficiency and aligning with the airline's dual focus on environmental sustainability and operational cost management, further solidifying its market position.
- Long-term Partnership: Air Lease's CEO, John Plueger, noted that this delivery reflects the ongoing collaboration with long-time customer Air Canada, showcasing the trust and potential for future cooperation in the aircraft leasing sector.
- Forward-Looking Statements: The press release includes forward-looking statements regarding anticipated fleet development and delivery timelines, emphasizing that actual results may vary due to various factors, prompting investors to stay informed through official updates.
See More
Gagnon Securities Sells AL Shares Overview
- Transaction Overview: Gagnon Securities sold 108,661 shares of Air Lease Corporation (AL) in Q4 2026, with an estimated transaction value of $6.94 million, reflecting fluctuations in quarterly average prices.
- Position Change: By quarter-end, Gagnon Securities' stake in AL was valued at $31.92 million, a decrease of $6.63 million from the previous quarter, indicating the dual impact of share sales and price movements.
- Performance Highlights: Air Lease generated a record revenue of $3.0 billion in 2026, with net income reaching $1.04 billion, and Q4 revenue increased by 15%, while diluted EPS surged 82% to $1.51, showcasing the company's strong financial performance.
- Market Performance: Despite AL's stock climbing nearly 44% over the past year, Gagnon Securities' decision to trim its position reflects a rational risk-balancing strategy, even as confidence in the company's fundamentals remains strong.
See More
Gagnon Securities Sells Shares of Air Lease Corporation
- Share Sale Overview: Gagnon Securities reported selling 108,661 shares of Air Lease Corporation on February 12, 2026, with an estimated transaction value of $6.94 million, reflecting ongoing portfolio management strategies.
- Stake Change Analysis: Post-transaction, Gagnon’s stake in Air Lease is valued at $31.92 million, representing 6.6% of its 13F reportable assets, indicating a cautious and flexible approach to asset allocation.
- Financial Performance Highlights: Air Lease generated $820 million in revenue during Q4 2026, a 15% increase year-over-year, with diluted earnings per share soaring 82% to $1.51, showcasing strong performance and profitability in the aircraft leasing market.
- Market Performance and Strategic Implications: Air Lease's stock price rose 43.7% over the past year, significantly outperforming the S&P 500 by 30.76 percentage points, demonstrating the company's competitive advantage and potential for future growth in the aviation leasing sector.
See More
Air Lease Declares $0.22 Quarterly Dividend in Line with Previous
- Quarterly Dividend Announcement: Air Lease has declared a quarterly dividend of $0.22 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.36% reflects the company's competitiveness in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Shareholder Record Date: The dividend will be payable on April 7, with a record date of March 2 and an ex-dividend date also on March 2, providing investors with a clear timeline for their investment decisions.
- Aircraft Delivery Progress: Air Lease has delivered its first Boeing 737-8 to Air Canada under a 2023 deal, which is expected to further enhance its market share and increase future revenue potential.
See More
Air Lease Q4 Earnings Beat Expectations
- Earnings Beat: Air Lease reported a Q4 GAAP EPS of $1.51, exceeding expectations by $0.24, which reflects the company's strong profitability and boosts investor confidence.
- Revenue Growth: The company generated $820.4 million in revenue for Q4, marking a 15.1% year-over-year increase, although it fell short of expectations by $4.07 million, indicating market demand volatility and competitive pressures.
- Fleet Expansion: By the end of 2025, Air Lease will have a fleet of 535 aircraft, including a managed fleet and a robust order book, highlighting the company's ongoing growth potential in the aviation leasing market.
- New Aircraft Delivery: Air Lease delivered its first Boeing 737-8 to Air Canada under a 2023 agreement, further solidifying its partnerships with major airlines and enhancing its competitive position in the market.
See More
Air Lease Delivers New Boeing 737-8 to Air Canada
- Aircraft Delivery: Air Lease has delivered the first Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a five-aircraft delivery plan that strengthens their long-term partnership.
- Fleet Modernization: The addition of the 737-8 to Air Canada's expanding narrowbody fleet supports the airline's goals of improving operational efficiency and sustainability, addressing the industry's urgent need for modernization.
- Future Delivery Schedule: The remaining four Boeing 737-8 aircraft are scheduled for delivery in 2026, which will further enhance Air Canada's fleet capabilities and support its growth strategy moving forward.
- Fuel Efficiency Improvement: As part of Boeing's 737 Max family, the 737-8 is designed for lower fuel consumption and operating costs, which is expected to provide significant cost savings and competitive advantages for Air Canada.
See More
Air Lease Delivers New Boeing 737-8 to Air Canada
- New Aircraft Delivery: Air Lease has delivered the first of five Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a series of deliveries expected to be completed by 2026, thereby enhancing Air Canada's modern fleet.
- Fleet Expansion: The delivered 737-8 will join Air Canada's diverse and expanding fleet, improving fuel efficiency and aligning with the airline's dual focus on environmental sustainability and operational cost management, further solidifying its market position.
- Long-term Partnership: Air Lease's CEO, John Plueger, noted that this delivery reflects the ongoing collaboration with long-time customer Air Canada, showcasing the trust and potential for future cooperation in the aircraft leasing sector.
- Forward-Looking Statements: The press release includes forward-looking statements regarding anticipated fleet development and delivery timelines, emphasizing that actual results may vary due to various factors, prompting investors to stay informed through official updates.
See More
