Stifel lowers Forward Air stock price target to $32 on macro concerns

Published 12/08/2025, 12:26
Stifel lowers Forward Air stock price target to $32 on macro concerns

Investing.com - Stifel has reduced its price target on Forward Air (NASDAQ:FWRD) to $32.00 from $33.00 while maintaining a Buy rating on the stock. According to InvestingPro data, the company currently trades at $28.57, with significant debt concerns as reflected in its debt-to-equity ratio of 13.92x.

Forward Air reported second-quarter 2025 adjusted earnings per share of ($0.01) and adjusted EBITDA of $74 million, outperforming Stifel’s expectations of ($0.20) EPS and the Street’s consensus of ($0.26) EPS.

The freight transportation and logistics company’s EBITDA also exceeded both Stifel’s and consensus estimates of $72 million, with the research firm describing the results as "solid."

Stifel noted that Forward Air faces a "fluid" macro backdrop with greater exposure to tariff-affected imports and elastic demand in high-value end markets compared to most conventional LTL competitors.

The research firm believes Forward Air has significant margin expansion opportunity as it unifies commercial processes, with multiple re-rating potential as it pays down debt and stabilizes operations, while also highlighting a potential takeout as "an additional binary catalyst."

In other recent news, Forward Air Corporation reported its second-quarter 2025 earnings, which showed a decline in revenue. The company posted a consolidated revenue of $619 million, marking a 3.9% decrease compared to the same period last year. This development comes amid broader market pressures and investor concerns about the company’s future performance. Additionally, Forward Air’s stock experienced a notable drop, though specific stock price movements are not the focus here. Investors are closely monitoring these financial results as they assess the company’s financial health. The earnings report is crucial for stakeholders, as it provides insight into the company’s operational efficiency and market position. Analyst opinions and projections regarding Forward Air’s future performance have not been detailed in this report, but such insights often influence investor sentiment.

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