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Investing.com - TD Cowen has lowered its price target on TFI International (NYSE:TFII) to $107.00 from $115.00 while maintaining a Buy rating on the stock. According to InvestingPro data, analyst targets for TFII range from $86 to $160, with the stock currently appearing undervalued based on Fair Value analysis.
The firm cited TFI International’s second-quarter performance, which exceeded both analyst estimates and consensus expectations, primarily due to stronger-than-guided margins in the TForce division.
Despite the strong Q2 results, TD Cowen noted that TFI International expects limited sequential improvement and anticipates "treading water" in the second half of the year, even with multiple company-specific initiatives underway.
The research firm reduced its earnings per share estimates for TFI International to $4.70 from $5.35 for 2025 and to $6.45 from $6.95 for 2026, citing "persistent top line headwinds" affecting the transportation company.
TD Cowen also highlighted that TFI International’s third-quarter guidance falls below consensus expectations, while noting the company continues to utilize excess cash for share buybacks.
In other recent news, TFI International reported its second-quarter earnings for 2025, showing a mixed financial performance. The company achieved an adjusted earnings per share (EPS) of $1.34, which exceeded the analysts’ forecast of $1.23, marking an 8.94% surprise. However, TFI International’s revenue came in at $2.04 billion, falling short of the expected $2.06 billion. Despite the EPS beat, the revenue miss highlights the challenges the company faces in meeting market expectations. These recent developments reflect the complexities in TFI International’s financial results. No major mergers or acquisitions were reported in the recent news. Additionally, there were no analyst upgrades or downgrades mentioned. Investors will likely keep a close eye on TFI International’s future earnings reports for further insights.
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