TFI International price target raised to $96 from $91 at Stifel

Investing.com - Stifel raised its price target on TFI International (NYSE:TFII) to $96.00 from $91.00 on Tuesday, while maintaining a Hold rating on the transportation and logistics company’s stock. According to InvestingPro data, the stock has experienced a significant 33.9% decline over the past six months, though analysts maintain an average target suggesting potential upside.

The price target increase follows TFI International’s second-quarter 2025 results, which showed adjusted earnings per share of $1.34, exceeding both Stifel’s estimate of $1.26 and the consensus forecast of $1.23. The company maintains a solid financial profile with a 20.4% gross profit margin and has consistently paid dividends for 24 consecutive years, as highlighted by InvestingPro’s analysis.

Stifel noted some positive developments in TFI’s quarterly performance but indicated the company remains in "show me" territory, particularly regarding its less-than-truckload (LTL) operations, which have faced challenges since TFI acquired UPS Freight in 2021.

The research firm had previously downgraded TFI stock due to concerns about operational manager incentives, unfavorable service metric trends, and decreasing network density in the LTL segment.

Stifel believes adding density will be the next critical step for TFI International, noting that an earlier start to the business cycle "would certainly make things easier" for the company.

In other recent news, TFI International reported its second-quarter earnings for 2025, showcasing a mixed financial performance. The company posted an adjusted earnings per share (EPS) of $1.34, exceeding the anticipated $1.23, which reflects an 8.94% surprise. However, the revenue did not meet expectations, coming in at $2.04 billion against the projected $2.06 billion. Despite the revenue dip, TFI International’s stronger-than-expected margins in its TForce division contributed to the earnings beat. Following this, TD Cowen adjusted its price target for TFI International, lowering it to $107 from $115, while maintaining a Buy rating on the stock. The firm based this revision on the company’s second-quarter performance, which surpassed both analyst estimates and consensus expectations. These recent developments highlight the company’s ongoing financial activities and market perceptions.

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