Wolfe Research analyst Scott Group maintains $TFI International (TFII.US)$ with a buy rating, and adjusts the target price from $176 to $160.
According to TipRanks data, the analyst has a success rate of 56.5% and a total average return of 8.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $TFI International (TFII.US)$'s main analysts recently are as follows:
Forecasts for Q3 earnings per share for less-than-truckload shippers have been revised downward, impacting projections for 2025/2026. This adjustment is largely due to the broadly weaker operational updates from the companies during mid-Q3, although it's noted that one company continues to experience solid volume intake trends as it expands its terminal network.
Analysts have initiated coverage on a selection of transportation and logistics companies with a generally positive perspective. Their analysis indicates that the transportation sector may be near the end of its cyclical downturn, with the potential for strong earnings growth projected for 2025 to 2026 as industry rates and margins improve. The optimism also stems from the belief that these companies are led by robust management teams known for their judicious use of capital and that the essential nature of transportation services in North America minimizes the risk of disruption or replacement. Analysts suggest that investors should prepare for a cyclical upturn and focus on companies that stand to gain significantly as freight conditions become more favorable.
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沃尔夫研究分析师Scott Group维持$TFI International (TFII.US)$买入评级,并将目标价从176美元下调至160美元。
根据TipRanks数据显示,该分析师近一年总胜率为56.5%,总平均回报率为8.0%。
此外,综合报道,$TFI International (TFII.US)$近期主要分析师观点如下:
对零担托运人第三季度每股收益的预测已向下修正,影响了2025/2026年的预测。这一调整主要是由于三家公司在第三季度中期的运营情况普遍疲软,尽管据指出,一家公司在扩大其终端网络时继续保持稳健的销量增长趋势。
分析师已开始对部分运输和物流公司进行报道,前景普遍乐观。他们的分析表明,运输业的周期性衰退可能已接近尾声,随着行业利润率和利润率的提高,预计2025年至2026年可能实现强劲的盈利增长。这种乐观情绪还源于这样的信念,即这些公司由强大的管理团队领导,他们以明智地使用资本而闻名,而且北美运输服务的基本性质将中断或替代的风险降至最低。分析师建议,投资者应为周期性回升做好准备,并关注随着运费条件变得更加有利而将获得显著收益的公司。
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