Goldman Sachs analyst Jordan Alliger maintains $TFI International (TFII.US)$ with a buy rating, and sets the target price at $184.
According to TipRanks data, the analyst has a success rate of 53.4% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $TFI International (TFII.US)$'s main analysts recently are as follows:
The expectations for TFI International's Q3 earnings per share have been adjusted downward, with subsequent years' forecasts also being revised due to lower starting points. This is mainly due to generally tepid operational updates from mid-Q3 among less-than-truckload shippers. Despite this, consistent volume trends are observed for Saia, which is expanding its network with new terminal openings.
The coverage initiation on TFI International reflects a broadly optimistic perspective on the transportation and logistics sector, suggesting that the industry's cyclical downturn may be approaching its end. With rates and margins seemingly at a low point, there is potential for significant earnings growth in the coming years as the market conditions improve. This upbeat view is reinforced by the confidence in the leadership of these companies, noting their history of judicious capital management. Moreover, the essential nature of the transportation services provided is highlighted as a factor that minimizes the risk of disruption or substitution within the North American context. Investors are advised to anticipate a cyclical recovery and focus on companies that are poised to benefit disproportionately as freight conditions become more favorable.
Note:
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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.
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高盛集團分析師Jordan Alliger維持$TFI International (TFII.US)$買入評級,目標價184美元。
根據TipRanks數據顯示,該分析師近一年總勝率為53.4%,總平均回報率為7.9%。
此外,綜合報道,$TFI International (TFII.US)$近期主要分析師觀點如下:
對TFI International第三季度每股收益的預期已向下調整,由於起點降低,隨後幾年的預測也進行了修訂。這主要是由於零擔貨運的託運人自第三季度中期以來運營情況普遍不溫不火。儘管如此,Saia仍保持穩定的銷量趨勢,該公司正在通過開設新的航站樓來擴大其網絡。
TFI International的開始報道反映了人們對運輸和物流行業的普遍樂觀看法,這表明該行業的週期性衰退可能已接近尾聲。由於利率和利潤率似乎處於低點,隨着市場狀況的改善,未來幾年收益有可能大幅增長。對這些公司領導層的信心進一步增強了這種樂觀的觀點,並指出了它們明智的資本管理歷史。此外,所提供的運輸服務的基本性質被強調爲最大限度地減少北美環境中斷或替代風險的一個因素。建議投資者預測週期性復甦,將重點放在隨着運費條件變得更加有利而有望獲得不成比例收益的公司上。
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