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Air Lease Corporation (AL)

NYSE - Nasdaq Real Time Price. Currency in USD
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46.10-0.15 (-0.32%)
As of 9:50AM EDT. Market open.
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  • M
    Max-NYC
    Yahoo data: 100.78% % of Shares Held by Institutions. Are we going to have short squeeze?
  • J
    Joe
    @45, I had to git sum...
  • Y
    Yahoo Finance Insights
    Air Lease is down 6.94% to 45.43
  • Y
    Yahoo Finance Insights
    Air Lease is down 4.90% to 45.60
  • K
    Kermit
    This company is so undervalued still.

    "As of February 22, 2021, most of our lessees have requested some form of accommodation. We evaluate such requests on a case-by-case basis and have agreed to accommodations with approximately 61% of our lessees. Generally, these accommodations have been in the form of partial lease deferrals for payments due during 2020, typically with a short-term repayment period. The majority of the deferrals are to be repaid within 12 months from the date the deferrals were granted, and in many cases, include lease extensions. "
    Bullish
  • T
    Tim
    I'm not sure this company has a path to emerge from the current environment. One major carrier filed Ch 11, Boeing CEO suggested recently that another could be imminent (media is suggesting it's American.) Since the Company does not disclose who actually leases their fleet, how can an investor gauge their future operations and cash flows? It's not possible. And how can each analyst still maintain a buy rating on this issuance?

    Non lease revenue is approx. 2.8% of total, so that can't sustain them and they won't be able to generate cash flows from the sale of aircraft assets. Who's going to buy them? If the aircraft will no longer generate the cash flows as contractually obligated, these assets must be written down to some value below their current historical cost reflected on the balance sheet.

    I'd love to hear a counter argument ….

    Short this equity until the market recovers.
  • D
    Danny
    Why is there no talk about this company. Air Lease is in a great position for the future. Once countries open up this stock is easily at $60+.
    Bullish
  • s
    silvania
    Strong BUY from analysts... Buy Buy Buy -- It is undervalued... they beat their earnings and it is going to fly!!!!!!!
  • M
    Michael S
    dunno what to do with this stock. The market cap right now is more than what it was pre-covid.
  • A
    Anonymous
    At 11:45 today's volume of 100,000 shares was dominated by 67,000 shares on a down tick at 10:58 (worth $3.2M). Volume quite light volume other than that, but showing a strong rising trend from 46.75 to 47.45 today. Then the 67,000 share sale pushed the trend and price down about 30 cents a few minutes later. Average share volume in recent weeks is about 400K/day. 67,000 shares in a 1 minute span is over $3M but one has draw his/her own conclusion concerning reason for the big sale. A complete guess, I guess.
  • m
    michaelr
    Great qtr and outlook. Growing book value. Increasing dividends. Stock should rise soon. Trading less than book and recent AYR deal was at 1.2x.
  • E
    Errol
    BUY given current market working in their favor. Coronavirus concerns are an actual opportunity for AL. Carriers that experience liquidity issues due to shutdown and ensuing slowdown in traffic will worst case scenario look to AL for sale leaseback of planes, a boon to AL. Traffic will recover and all will try to maintain for recovery. Any sales of planes AL is a ready market maker for especially given the ready demand for single aisle in Europe due to Supermax issues. Also weighted average financing cost at all time low and dropping with over 5% debt being refinance in the 2-3% range. With interest rate futures expecting another 25 bps down current market conditions bode well toward the election cycle when general market will move based on political expectations.
  • B
    Banda
    Can’t hold, it will down $10 as it’s brink to Bankruptcy, they are not Airlines so not getting any bailout money. No airlines need new lease may be ever 😂😂😂😂
    Bearish
  • S
    Sherif
    Very strange reaction to the report
  • A
    Anonymous
    congrats to Pfizer. big bump in price in early hours. Breathe Again.
  • A
    Anonymous
    Hooray! AL adds a new customer as it has signed lease agreement for two big airplanes (A330-900NEO). Deliveries for fall of 2020 and Early 2021. And Best of all the order is from Delta, a new customer for AL. Perhaps U.S. airlines will begin to lease some planes from the AL's order book. P.S. (This is the quietest conversation board on YAHOO).
    Bullish
  • B
    Brian
    solid earnings; still no love. No worries; we'll just continue to hold and accumulate. Currently priced at about 3.7x 2020 FCF.
  • Y
    Yahoo Finance Insights
    AL reached a 52 Week high at 49.50
  • l
    leroy
    Morgan Stanley takes a stake in FLY buying over 1.535 mil shares. Should be good for the sector
  • B
    Brian
    Solid results...suspect the stock will sell off again. Company needs to aggressively push the dividend up imo.