On Oct 23, 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.
BofA Securities analyst Ken Hoexter maintains with a hold rating, and adjusts the target price from $161.24 to $143.
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.
Furthermore, according to the comprehensive report, the opinions of $TFI International (TFII.US)$'s main analysts recently are as follows:
Following TFI International's release of Q3 adjusted EPS at $1.60, which fell short of the anticipated $1.76 and the market's $1.77 expectation, estimates for Q4, 2024, and 2025 EPS have been reduced by 7%, 4%, and 4%, respectively.
TFI International reported quarterly results that fell short of expectations, prompting a significant revision of future projections. Despite this, the company's robust generation of free cash flow has culminated in an exceptionally healthy balance sheet, providing ample flexibility for potential mergers and acquisitions as well as strategic share repurchase opportunities.
TFI International's Q3 results fell short of expectations due to operational ratio pressures from pricing discrepancies and service challenges. Additionally, the company's aim for a 90 operational ratio in Q4 appears to be unattainable, and there has been a reduction in the earnings per share guidance.
TFI International faces a challenging operating environment and network turnarounds. Analysts acknowledge the early progress following the company's UPS deal, yet they suggest that more ingrained issues may temper and postpone the anticipated margin enhancements in the less-than-truckload segment, potentially overshadowing advancements in other areas of the business. Additionally, expectations for a favorable outcome from a potential spinoff may be delayed until there is significant growth in market capitalization.
Here are the latest investment ratings and price targets for $TFI International (TFII.US)$ from 8 analysts:
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美東時間10月23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。
美銀證券分析師Ken Hoexter維持持有評級，並將目標價從161.24美元下調至143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。
此外，綜合報道，$TFI International (TFII.US)$近期主要分析師觀點如下：
tfi international發佈的第三季度調整後每股收益爲1.60美元，低於預期的1.76美元和市場的1.77美元預期，因此對2024年和2025年第四季度的每股收益預測分別減少了7%，4%和4%。
tfi international報告的季度業績低於預期，促使未來預測的重大修訂。儘管如此，公司強勁的自由現金流產生使其資產負債表異常健康，爲潛在的併購以及戰略股份回購機會提供了充足的靈活性。
由於價格差異和服務挑戰給操作比率帶來了壓力，tfi international的第三季度業績表現低於預期。此外，公司在第四季度爭取達到90%的運營比率似乎是難以實現的，並且已經對每股收益指導方針進行了調整。
tfi international面臨着充滿挑戰的營運環境和網絡改善。分析師承認公司與UPS達成交易後取得的早期進展，但他們認爲更根深蒂固的問題可能會限制和推遲預期中的市場化以來的利潤提升，並可能會掩蓋業務其他領域的進展。此外，有關潛在分拆結果有利的預期可能要延遲，直到市值有了顯著增長。
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：
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