Latest Analyst Ratings on Wall Street
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy TFII?
Source: CNBC
- Nvidia's Industry Leadership: Barclays reiterates Nvidia as overweight, highlighting the company's focus on supply chain investments, which is expected to maintain its leadership in upcoming technology transitions, thereby enhancing its competitive edge in the market.
- Tesla Ownership Analysis: Barclays analyzes Elon Musk's path to 25% ownership in Tesla, suggesting that the 2018 compensation package could increase Musk's stake by approximately 4% to 16.8%, reflecting the complexity of the company's governance structure.
- Uber's Market Opportunities: Jefferies reiterates Uber as a buy, believing that Tesla's struggles in the robotaxi sector will reduce market risks for Uber, allowing its fundamentals to gain more attention, potentially driving stock price increases.
- McKesson's Distribution Leadership: William Blair initiates coverage on McKesson, labeling it as a distribution leader, and expects it to benefit from favorable demand driven by an aging population and new drug launches, thereby strengthening its market position.
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Analyst Views on TFII
Wall Street analysts forecast TFII stock price to fall
13 Analyst Rating
9 Buy
3 Hold
1 Sell
Moderate Buy
Current: 144.820
Low
71.99
Averages
114.64
High
160.00
Current: 144.820
Low
71.99
Averages
114.64
High
160.00
About TFII
TFI International Inc. is a Canada-based transportation and logistics company. The Company operates across the United States, Canada and Mexico through its subsidiaries. The Company’s segments include Less-Than-Truckload (LTL), Truckload (TL) and Logistics. The Less-Than-Truckload segment provides pickup, consolidation, transport and delivery of smaller loads. The Truckload segment provides full loads carried directly from the customer to the destination using a closed van or specialized equipment to meet customers’ specific needs. The TL segment includes expedited transportation, flatbed, tank container and dedicated services as well as TL brokerage. The Logistics segment provides a wide range of asset-light logistics services, including brokerage, freight forwarding and transportation management, as well as small parcel delivery.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TFI International Reports Decline in Q1 Earnings
- Earnings Decline: TFI International's Q1 net income fell to $43.31 million, translating to $0.53 per share, a 23.5% decrease from last year's $56.03 million and $0.66 per share, indicating a significant weakening in profitability.
- Slight Revenue Drop: The company's revenue for the first quarter was $1.949 billion, down 0.8% from $1.964 billion last year, reflecting soft market demand and increased competitive pressures.
- Performance Comparison: The simultaneous decline in net income and EPS compared to last year suggests that TFI International faces challenges in cost control and revenue growth, which could impact investor confidence.
- Uncertain Market Outlook: Given the drop in earnings and revenue, TFI International's future performance outlook may be affected, prompting investors to monitor how the company adapts to market changes and enhances profitability.
See More
Bank of America Upgrades TFI International to Buy Rating
- Rating Upgrade: Bank of America upgraded TFI International from Neutral to Buy, reflecting a positive outlook on supply-side and industrial demand catalysts in North America's transportation and logistics sector, with expectations of benefits from productivity and service improvements.
- Earnings Recovery: Analyst Ken Hoexter highlighted that TFI's EPS is expected to rebound in 2026, primarily driven by growth in logistics, truckload, and U.S. less-than-truckload segments, indicating the company's recovery potential within the industry.
- Attractive Valuation: BofA set a price target of $161 for TFI, noting its valuation is attractive compared to peers, and as earnings surpass trough levels, the P/E ratio is projected to rise from 11X to 17X, reflecting market confidence in its future cash generation capabilities.
- Positive Market Reaction: TFI International's shares rose 4.8% in premarket trading on Tuesday, as investors reacted positively to the company's double beat in Q1 earnings, further validating its competitive advantages in the industry.
See More
Latest Analyst Ratings on Wall Street
- Nvidia's Industry Leadership: Barclays reiterates Nvidia as overweight, highlighting the company's focus on supply chain investments, which is expected to maintain its leadership in upcoming technology transitions, thereby enhancing its competitive edge in the market.
- Tesla Ownership Analysis: Barclays analyzes Elon Musk's path to 25% ownership in Tesla, suggesting that the 2018 compensation package could increase Musk's stake by approximately 4% to 16.8%, reflecting the complexity of the company's governance structure.
- Uber's Market Opportunities: Jefferies reiterates Uber as a buy, believing that Tesla's struggles in the robotaxi sector will reduce market risks for Uber, allowing its fundamentals to gain more attention, potentially driving stock price increases.
- McKesson's Distribution Leadership: William Blair initiates coverage on McKesson, labeling it as a distribution leader, and expects it to benefit from favorable demand driven by an aging population and new drug launches, thereby strengthening its market position.
See More
U.S. Stock Futures Mostly Lower as Earnings Reports Loom
- Mixed Market Performance: On Monday, major U.S. indices showed mixed results, with the S&P 500 closing at 7,173, having reached new highs before retreating, indicating cautious investor sentiment ahead of upcoming earnings reports.
- Rising Treasury Yields: Treasury yields increased across the board, with the 30-year bond yield at 4.94% and the 10-year note at 4.33%, reflecting market expectations for potential rate hikes amid rising oil prices and a strong dollar.
- Oil Price Surge: Brent crude oil prices rose by 2.74% to $108.20, while West Texas Intermediate increased by 2.15%, driven by ongoing geopolitical tensions in the Middle East, highlighting the impact of global events on energy markets.
- Increased Crypto Volatility: Bitcoin failed to break the $80,000 resistance level, closing at $76,140, as rising oil prices and geopolitical tensions led to profit-taking, underscoring the market's sensitivity to external factors affecting cryptocurrency valuations.
See More
TFI International Q1 Earnings Beat Expectations
- Earnings Performance Exceeds Expectations: TFI International reported a Q1 non-GAAP EPS of $0.69, surpassing market expectations by $0.08, demonstrating the company's resilience and profitability in the current economic environment.
- Slight Revenue Decline: The revenue of $1.95 billion, while down 0.5% year-over-year, still beat expectations by $50 million, indicating the company's ability to maintain market share in a competitive landscape.
- Optimistic Future Outlook: The company anticipates adjusted diluted EPS for Q2 2026 to be in the range of $1.50 to $1.60, significantly above the consensus estimate of $1.29, reflecting management's confidence in future performance.
- Capital Expenditure Plans: TFI International expects full-year net capital expenditures, excluding real estate, to be between $225 million and $250 million, indicating a continued commitment to investing in operational capacity and expansion.
See More
TFI International to Announce Q1 Earnings on April 27
- Earnings Announcement: TFI International is set to release its Q1 2023 earnings on April 27 after market close, with a consensus EPS estimate of $0.61, reflecting a significant year-over-year decline of 19.7%, indicating potential profitability challenges.
- Revenue Decline: The expected revenue for Q1 is $1.9 billion, down 3.1% year-over-year, which highlights the company's struggles in achieving revenue growth and may negatively impact investor confidence and stock performance.
- Performance Prediction Changes: Over the past two years, TFI has only beaten EPS estimates 50% of the time and has never exceeded revenue estimates, suggesting weaknesses in profitability and market expectation management.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and 11 downward revisions, while revenue estimates saw 2 upward and 4 downward revisions, reflecting analysts' cautious outlook on the company's future performance.
See More
TFI International Reports Decline in Q1 Earnings
- Earnings Decline: TFI International's Q1 net income fell to $43.31 million, translating to $0.53 per share, a 23.5% decrease from last year's $56.03 million and $0.66 per share, indicating a significant weakening in profitability.
- Slight Revenue Drop: The company's revenue for the first quarter was $1.949 billion, down 0.8% from $1.964 billion last year, reflecting soft market demand and increased competitive pressures.
- Performance Comparison: The simultaneous decline in net income and EPS compared to last year suggests that TFI International faces challenges in cost control and revenue growth, which could impact investor confidence.
- Uncertain Market Outlook: Given the drop in earnings and revenue, TFI International's future performance outlook may be affected, prompting investors to monitor how the company adapts to market changes and enhances profitability.
See More
Bank of America Upgrades TFI International to Buy Rating
- Rating Upgrade: Bank of America upgraded TFI International from Neutral to Buy, reflecting a positive outlook on supply-side and industrial demand catalysts in North America's transportation and logistics sector, with expectations of benefits from productivity and service improvements.
- Earnings Recovery: Analyst Ken Hoexter highlighted that TFI's EPS is expected to rebound in 2026, primarily driven by growth in logistics, truckload, and U.S. less-than-truckload segments, indicating the company's recovery potential within the industry.
- Attractive Valuation: BofA set a price target of $161 for TFI, noting its valuation is attractive compared to peers, and as earnings surpass trough levels, the P/E ratio is projected to rise from 11X to 17X, reflecting market confidence in its future cash generation capabilities.
- Positive Market Reaction: TFI International's shares rose 4.8% in premarket trading on Tuesday, as investors reacted positively to the company's double beat in Q1 earnings, further validating its competitive advantages in the industry.
See More
Latest Analyst Ratings on Wall Street
- Nvidia's Industry Leadership: Barclays reiterates Nvidia as overweight, highlighting the company's focus on supply chain investments, which is expected to maintain its leadership in upcoming technology transitions, thereby enhancing its competitive edge in the market.
- Tesla Ownership Analysis: Barclays analyzes Elon Musk's path to 25% ownership in Tesla, suggesting that the 2018 compensation package could increase Musk's stake by approximately 4% to 16.8%, reflecting the complexity of the company's governance structure.
- Uber's Market Opportunities: Jefferies reiterates Uber as a buy, believing that Tesla's struggles in the robotaxi sector will reduce market risks for Uber, allowing its fundamentals to gain more attention, potentially driving stock price increases.
- McKesson's Distribution Leadership: William Blair initiates coverage on McKesson, labeling it as a distribution leader, and expects it to benefit from favorable demand driven by an aging population and new drug launches, thereby strengthening its market position.
See More
U.S. Stock Futures Mostly Lower as Earnings Reports Loom
- Mixed Market Performance: On Monday, major U.S. indices showed mixed results, with the S&P 500 closing at 7,173, having reached new highs before retreating, indicating cautious investor sentiment ahead of upcoming earnings reports.
- Rising Treasury Yields: Treasury yields increased across the board, with the 30-year bond yield at 4.94% and the 10-year note at 4.33%, reflecting market expectations for potential rate hikes amid rising oil prices and a strong dollar.
- Oil Price Surge: Brent crude oil prices rose by 2.74% to $108.20, while West Texas Intermediate increased by 2.15%, driven by ongoing geopolitical tensions in the Middle East, highlighting the impact of global events on energy markets.
- Increased Crypto Volatility: Bitcoin failed to break the $80,000 resistance level, closing at $76,140, as rising oil prices and geopolitical tensions led to profit-taking, underscoring the market's sensitivity to external factors affecting cryptocurrency valuations.
See More
TFI International Q1 Earnings Beat Expectations
- Earnings Performance Exceeds Expectations: TFI International reported a Q1 non-GAAP EPS of $0.69, surpassing market expectations by $0.08, demonstrating the company's resilience and profitability in the current economic environment.
- Slight Revenue Decline: The revenue of $1.95 billion, while down 0.5% year-over-year, still beat expectations by $50 million, indicating the company's ability to maintain market share in a competitive landscape.
- Optimistic Future Outlook: The company anticipates adjusted diluted EPS for Q2 2026 to be in the range of $1.50 to $1.60, significantly above the consensus estimate of $1.29, reflecting management's confidence in future performance.
- Capital Expenditure Plans: TFI International expects full-year net capital expenditures, excluding real estate, to be between $225 million and $250 million, indicating a continued commitment to investing in operational capacity and expansion.
See More
TFI International to Announce Q1 Earnings on April 27
- Earnings Announcement: TFI International is set to release its Q1 2023 earnings on April 27 after market close, with a consensus EPS estimate of $0.61, reflecting a significant year-over-year decline of 19.7%, indicating potential profitability challenges.
- Revenue Decline: The expected revenue for Q1 is $1.9 billion, down 3.1% year-over-year, which highlights the company's struggles in achieving revenue growth and may negatively impact investor confidence and stock performance.
- Performance Prediction Changes: Over the past two years, TFI has only beaten EPS estimates 50% of the time and has never exceeded revenue estimates, suggesting weaknesses in profitability and market expectation management.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and 11 downward revisions, while revenue estimates saw 2 upward and 4 downward revisions, reflecting analysts' cautious outlook on the company's future performance.
See More
