On Oct 24, major Wall Street analysts update their ratings for $TFI International (TFII.US)$, with price targets ranging from $142 to $190.
Morgan Stanley analyst Ravi Shanker maintains with a buy rating, and adjusts the target price from $196 to $190.
J.P. Morgan analyst Brian Ossenbeck maintains with a buy rating, and adjusts the target price from $181 to $178.
TD Cowen analyst Jason Seidl maintains with a buy rating, and maintains the target price at $171.
Stifel analyst J. Bruce Chan downgrades to a hold rating, and adjusts the target price from $158 to $142.
Veritas Investment Research analyst Dan Fong initiates coverage with a buy rating, and sets the target price at $147.
Furthermore, according to the comprehensive report, the opinions of $TFI International (TFII.US)$'s main analysts recently are as follows:
Subsequent to TFI International reporting Q3 adjusted EPS of $1.60, which fell short of the anticipated $1.76 and the general market projection of $1.77, estimates for Q4, 2024, and 2025 EPS have been adjusted downwards by 7%, 4%, and 4%, respectively.
TFI International's Q3 results came in below expectations, and the company has adjusted its guidance accordingly. This recalibration has established a new benchmark for future projections. Despite this, the company's robust generation of free cash flow has contributed to a very healthy balance sheet, providing considerable flexibility for mergers and acquisitions as well as strategic share repurchases.
TFI International's performance fell short of Q3 expectations due to challenges in TForce OR, including pricing inconsistencies and service-related issues. It appears increasingly improbable that the company will meet its 90 OR target in the fourth quarter, and there has been a reduction in the EPS guidance.
The company is facing a challenging operating environment and network turnarounds. Early progress post a significant acquisition is acknowledged, yet it is believed that more ingrained issues may dampen and postpone enhancements in certain margins, potentially neutralizing advancements in other areas of the business. Additionally, the anticipation for potential spinoff benefits may require patience until there is considerable growth in market capitalization.
Here are the latest investment ratings and price targets for $TFI International (TFII.US)$ from 8 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間10月24日，多家華爾街大行更新了$TFI International (TFII.US)$的評級，目標價介於142美元至190美元。
摩根士丹利分析師Ravi Shanker維持買入評級，並將目標價從196美元下調至190美元。
摩根大通分析師Brian Ossenbeck維持買入評級，並將目標價從181美元下調至178美元。
TD Cowen分析師Jason Seidl維持買入評級，維持目標價171美元。
斯迪富分析師J. Bruce Chan下調至持有評級，並將目標價從158美元下調至142美元。
Veritas Investment Research分析師Dan Fong首次給予買入評級，目標價147美元。
此外，綜合報道，$TFI International (TFII.US)$近期主要分析師觀點如下：
TFI International報告第三季度調整後的每股收益爲1.60美元，低於預期的1.76美元和市場預期的1.77美元，相應地，2024年和2025年第四季度及全年每股收益預估均已下調7%，4%和4%。
TFI International的第三季度業績低於預期，並相應調整了其指引。這種重新校準爲未來的預測確立了一個新的基準。儘管如此，公司強勁的自由現金流產生爲其提供了非常健康的資產負債表，爲併購、戰略股份回購等提供了相當大的靈活性。
TFI International的業績超出第三季度預期，主要是由於TForce OR的挑戰，包括價格不一致和與服務相關的問題。公司越來越可能無法在第四季度實現90%的OR目標，EPS指引也有所下調。
公司正面臨着具有挑戰性的運營環境和網絡轉變。對一次重大收購之後的早期進展表示認可，但有人認爲更根深蒂固的問題可能會減弱和推遲某些利潤率的改善，可能會抵消業務其他領域的進展。此外，對潛在剝離利益的期待可能需要耐心等待，直到市值有相當大的增長爲止。
以下爲今日8位分析師對$TFI International (TFII.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
