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:
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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：
在tfi international報告Q3調整後的每股收益爲1.60美元之後，低於預期的1.76美元和一般市場預期的1.77美元，2024年和2025年的Q4和EPS估計分別下調了7%，4%和4%。
TFI International的Q3業績低於預期，公司已相應調整了其指引。這一重新校準爲未來的預測建立了新的基準。儘管如此，公司強勁的自由現金流生成爲其提供了非常健康的資產負債表，爲合併和收購以及戰略股份回購提供了相當大的靈活性。
由於TForce OR的挑戰，包括定價不一致和與服務相關的問題，TFI International的表現未達到Q3的預期。從現在看來，公司很有可能無法在第四季度實現其90 OR目標，EPS的指引也有所下調。
公司正面臨挑戰性的經營環境和網絡重組。承認在一項重大收購之後的早期進展，但人們認爲更深層次的問題可能會抑制並推遲某些利潤率的提升，可能會抵消業務其他領域的進展。此外，對潛在剝離效益的預期可能需要耐心等待，直到市值有相當大的增長。
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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