AerSale

ASLE · NASDAQ

$4.68−$0.08 (−1.68%)TodayMarket closed · Oct 20, 7:37 PM ET

Prev close $4.76

ASLE analyst rating

HoldConsensus of 2 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold2
Underperform0
Sell0

12-month price target · 4 analysts

Average $7.39 (+58.0% upside)

Low: $7.07
Now: $4.68
High: $7.88

Upgrades and downgrades

The latest rating actions, newest first

ASLE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Aug 10, 2026	Maintains	Sector Perform	$8.00 → $7.00	59%
Truist Securities	Nov 10, 2025	Maintains	Hold	$7.00 → $6.00	71%

The case for and against

Updated Oct 22, 2025

Bull case

AerSale Corp has demonstrated robust revenue growth, with a 23% increase in 1Q25 when excluding whole asset sales, driven primarily by a notable 71% rise in demand for used serviceable materials (USM) within the Asset Management Solutions segment. The company anticipates strong commercial demand and improved leasing revenue will continue to support this positive trend, despite the less favorable comparison in whole asset sales year-over-year. Additionally, strategic acquisitions made in 2023 are expected to enhance inventory levels for 2025, while the expansion of its customer base at the Goodyear facility strengthens its operational capacity moving forward.

Bear case

AerSale Corp faced a significant decline in revenue for 1Q25, reporting $65.8 million, which reflects a 27% year-over-year decrease and missed revenue estimates by a considerable margin. The decrease in revenue can be attributed to lower product sales, which contributed to a negative mix shift and timing challenges within the company's maintenance, repair, and overhaul (MRO) focus. Additionally, there are concerns regarding potential delays in orders for the AerAware product and the 757 conversions, indicating a challenging outlook for future revenue generation.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.