Recent Changes Are Transforming the Cargojet Investment Narrative

Analyst Expectations: Cargojet's fair value remains steady at CA$109.21 per share, with analysts adjusting their discount rates and revenue growth projections, reflecting cautious optimism about contract wins and e-commerce opportunities.

Bullish and Bearish Perspectives: Scotiabank and Stifel maintain positive ratings despite lowering their price targets, indicating confidence in Cargojet's growth, while the target cuts highlight concerns over near-term risks and valuation.

Leadership Changes: Pauline Dhillon will become the sole CEO effective January 1, 2026, as Jamie B. Porteous retires, with plans for expansion into European and Asian markets.

New Services and Financial Metrics: Cargojet has launched a direct air cargo service to Europe and reported slight changes in financial metrics, including a modest increase in revenue growth and a small decrease in net profit margin.