Are Options Traders Aware of Insights About Air Lease Stock That We Are Not?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy AL?
Source: NASDAQ.COM
Implied Volatility in Options Market: Air Lease Corporation's stock is experiencing high implied volatility, particularly with the Feb 20, 2026 $70 Put option, indicating that investors expect significant price movement in the near future.
Analyst Sentiment: The company currently holds a Zacks Rank #4 (Sell) in its industry, with no analysts increasing earnings estimates recently, leading to a downward revision of the consensus estimate from $1.64 to $1.61 per share.
Options Trading Strategy: The high implied volatility may signal a trading opportunity, as seasoned options traders often seek to sell premium on such options, hoping the stock does not move as much as anticipated by expiration.
Investment Recommendations: Zacks Investment Research has highlighted top stock recommendations with potential for significant returns, suggesting that one of their picks may outperform previous successful recommendations.
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Analyst Views on AL
Wall Street analysts forecast AL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AL is 65.00 USD with a low forecast of 65.00 USD and a high forecast of 65.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 64.530
Low
65.00
Averages
65.00
High
65.00
Current: 64.530
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.
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
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, marking the implementation of a long-term lease agreement and enhancing the airline's modern fleet in 2026.
- Fleet Expansion: The newly delivered 737-8 will join Air Canada's diverse and expanding fleet, improving fuel efficiency and aligning with the airline's sustainability goals, which are expected to enhance operational costs.
- Market Position: As a leading global aircraft leasing company, Air Lease continues to expand its influence in the global aviation market through customized leasing and financing solutions, meeting customer demands for new, efficient aircraft.
- Customer Relationship: The CEO of Air Lease stated that this delivery further solidifies the long-term partnership with Air Canada, demonstrating the company's stability and customer loyalty in the aircraft leasing industry.
See More
Air Lease (AL) Updates Aircraft Investments and Sales for Q4 2025
- Fleet Expansion: As of December 31, 2025, Air Lease's fleet comprises 490 owned and 45 managed aircraft, indicating the company's ongoing growth potential in the global aircraft leasing market.
- New Orders: AL has 218 new aircraft on order from Airbus and Boeing, set to deliver through 2031, which not only enhances the company's competitive position but also lays the groundwork for future revenue growth.
- Investment Strategy: By providing customized aircraft leasing and financing solutions, AL is committed to meeting the needs of global airline customers, further solidifying its leadership in the aircraft leasing industry.
- Transparency Commitment: AL encourages investors to regularly visit its website for important information, reflecting the company's emphasis on investor relations and helping to enhance market trust.
See More
Air Lease Delivers First A321XLR to Uzbekistan's Qanot Sharq Airline
- First Delivery: Air Lease has delivered its first Airbus A321-200neo XLR to Uzbekistan's Qanot Sharq, marking the beginning of a long-term lease for four new aircraft, which will enhance the airline's international route network.
- Strategic Partnership: AJ Abedin, Senior VP of Air Lease, stated that being the first lessor to introduce the A321XLR to Asia, the partnership with Qanot Sharq will enable the airline to unlock the full potential of this game-changing aircraft.
- Market Expansion: Qanot Sharq's owner, Nosir Abdugafarov, emphasized that the exceptional range and efficiency of the A321XLR will allow the airline to open new nonstop routes, further expanding its international network and enhancing customer experience.
- Operational Economics: The introduction of the new aircraft will not only improve Qanot Sharq's operational economics but also provide greater comfort and convenience for its customers, thereby gaining a competitive edge in the fiercely competitive aviation market.
See More
Air Lease Approves $65 Merger Agreement with Sumisho Air Lease Corporation
- Shareholder Approval: Approximately 80.7% of Air Lease's Class A common stockholders voted in favor of the $65 cash merger agreement during the special meeting on November 3, 2025, reflecting strong shareholder confidence in the company's future direction.
- Merger Progression: The merger is expected to close in the first half of 2026, marking a significant milestone for Air Lease as it transitions to Sumisho Air Lease Corporation, which is anticipated to enhance the company's competitive position in the market.
- Corporate Restructuring Impact: Following the merger, Air Lease will be renamed Sumisho Air Lease Corporation, expected to improve operational efficiency and capital management capabilities through the support of the new holding company.
- Future Outlook: Despite facing multiple risks such as regulatory approvals for the merger, company executives express optimism about the transaction's completion, indicating confidence in the potential for future growth.
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
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, marking the implementation of a long-term lease agreement and enhancing the airline's modern fleet in 2026.
- Fleet Expansion: The newly delivered 737-8 will join Air Canada's diverse and expanding fleet, improving fuel efficiency and aligning with the airline's sustainability goals, which are expected to enhance operational costs.
- Market Position: As a leading global aircraft leasing company, Air Lease continues to expand its influence in the global aviation market through customized leasing and financing solutions, meeting customer demands for new, efficient aircraft.
- Customer Relationship: The CEO of Air Lease stated that this delivery further solidifies the long-term partnership with Air Canada, demonstrating the company's stability and customer loyalty in the aircraft leasing industry.
See More
Air Lease (AL) Updates Aircraft Investments and Sales for Q4 2025
- Fleet Expansion: As of December 31, 2025, Air Lease's fleet comprises 490 owned and 45 managed aircraft, indicating the company's ongoing growth potential in the global aircraft leasing market.
- New Orders: AL has 218 new aircraft on order from Airbus and Boeing, set to deliver through 2031, which not only enhances the company's competitive position but also lays the groundwork for future revenue growth.
- Investment Strategy: By providing customized aircraft leasing and financing solutions, AL is committed to meeting the needs of global airline customers, further solidifying its leadership in the aircraft leasing industry.
- Transparency Commitment: AL encourages investors to regularly visit its website for important information, reflecting the company's emphasis on investor relations and helping to enhance market trust.
See More
Air Lease Delivers First A321XLR to Uzbekistan's Qanot Sharq Airline
- First Delivery: Air Lease has delivered its first Airbus A321-200neo XLR to Uzbekistan's Qanot Sharq, marking the beginning of a long-term lease for four new aircraft, which will enhance the airline's international route network.
- Strategic Partnership: AJ Abedin, Senior VP of Air Lease, stated that being the first lessor to introduce the A321XLR to Asia, the partnership with Qanot Sharq will enable the airline to unlock the full potential of this game-changing aircraft.
- Market Expansion: Qanot Sharq's owner, Nosir Abdugafarov, emphasized that the exceptional range and efficiency of the A321XLR will allow the airline to open new nonstop routes, further expanding its international network and enhancing customer experience.
- Operational Economics: The introduction of the new aircraft will not only improve Qanot Sharq's operational economics but also provide greater comfort and convenience for its customers, thereby gaining a competitive edge in the fiercely competitive aviation market.
See More
Air Lease Approves $65 Merger Agreement with Sumisho Air Lease Corporation
- Shareholder Approval: Approximately 80.7% of Air Lease's Class A common stockholders voted in favor of the $65 cash merger agreement during the special meeting on November 3, 2025, reflecting strong shareholder confidence in the company's future direction.
- Merger Progression: The merger is expected to close in the first half of 2026, marking a significant milestone for Air Lease as it transitions to Sumisho Air Lease Corporation, which is anticipated to enhance the company's competitive position in the market.
- Corporate Restructuring Impact: Following the merger, Air Lease will be renamed Sumisho Air Lease Corporation, expected to improve operational efficiency and capital management capabilities through the support of the new holding company.
- Future Outlook: Despite facing multiple risks such as regulatory approvals for the merger, company executives express optimism about the transaction's completion, indicating confidence in the potential for future growth.
See More
