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Stock impact report

AerSale Stock: MRO Is The Change It Desperately Needs [Seeking Alpha]

AerSale Corporation (ASLE) 
Company Research Source: Seeking Alpha
Recurring MRO and parts business drives improved EBITDA and gross margins, with new capacity expected to add $50M in revenue, half realized in 2026. I adjust the price target from $14.94 to $12.72, reflecting lower 2025 EBITDA expectations and continued revenue variability from whole asset sales. I maintain a Buy rating, but highlight elevated risk and near-term unpredictability until MRO and parts sales scale further. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Monty Rakusen/DigitalVision via Getty Images AerSale Corporation ( ASLE ) was once a stock many investors invested in because of the prospects of their AerAware product, providing an enhanced vision system. However, commercial success has remained absent, and the company has pivoted towards MRO (Maintenance, Repair & Overhaul) opportunities. I More on my IG service If you want full access to all our reports, data Show less Read more
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