Cargojet Inc (CJT.TO) Buy, Sell or Hold

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Cargojet Inc (CJT.TO)

79.24

-1.20 (1.49%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

343 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

Cargojet Inc (CJT-T) is in a challenging environment, with mixed sentiments among analysts regarding its performance and prospects. While some note its solid fundamentals, solid management, and substantial market share in Canada, others highlight concerns around decreasing trucking volumes and the impact of tariffs on the business. Current valuation metrics suggest that the stock is trading cheap compared to pre-Covid levels, and experts see potential for a rebound as trade normalizes. However, volatility and deteriorating demand in the transportation sector present risks. Overall, analysts recognize the company's operational efficiency and long-term contracts but are wary of short-term performance due to current headwinds, making it a candidate for long-term investors aiming for value.

Consensus

Cautious

Valuation

Undervalued

Similar

XPO

DON'T BUY

Cargojet did well over the pandemic and generally is doing better than the industry. It is now at 20 X earnings down from 30 X before. However it is facing some headwinds since the passenger airlines are recovering and they carry a lot of cargo as well as passengers,.

WEAK BUY

Short-term vs. long?

Short vs. long really matters to a company like this. Economic and e-commerce slowdowns really affect it. Not filling planes, so revenue is hurt. Excellent time to add a high quality company. Monopoly in Canada. Adding new routes. Planes are expensive. Short-term bumpy, long term you'll be just fine.

PAST TOP PICK

(A Top Pick May 10/22, Down 29%)

It has pulled back along with its international expansion plans. Cargo capacity has increased worldwide so there is too much supply. However it has a near monopoly on overnight cargo in Canada. He may add more.

DON'T BUY

The chart if bottoming these days after missing earnings in early March. We need to see their recent low hold for support. The chart is a downtrend since last August. The chart may signal a recession is coming.

BUY ON WEAKNESS

Would not buy at current share price.
Too much investment into the sector will depress prices.
Well run company, but saturated market.
Strong management.
If shares fall under $100, will look into buying.

HOLD

Does not own shares. Cyclical business that is hard to predict. Pandemic benefited business, but positive impacts receding. Not a good investment going into economic downturn.

DON'T BUY

Downtrend lately given share price performance. Volatile stock that is not stable. Not a cheap valuation right now. Better investment opportunities available.

WEAK BUY

Growth drivers, like online shopping, are still in place. All retailers need to offer online shipping. As the worldwide economy continues to grow, it will do fine. Problem is it exploded during pandemic. Attractive valuation. Both competition and supply have picked up. He prefers TFII and CNR.

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BUY

It has done a lot of capital expenditures. They are tethered to tech and e-commerce, eg. Amazon. They have extended their UPS contract by five years. It is at a good level to buy.

TOP PICK

It is Canada's largest air cargo carrier with 34 planes. It has locked up 90% of the overnight air freight market in Canada. Has big clients along with overseas business and e-commerce. Before it buys a plane it has the contracts to back it up. High margin, high growth, high ROC, high quality. Buy 10, Hold 2, Sell 0. (Analysts’ price target is $199.36)

HOLD

Outstanding company for the very long term. Dominant provider of air cargo in Canada. Sector under pressure with economic storm clouds, and increased capacity from more air travel and new players such as AC. Transports in general facing headwinds.

BUY ON WEAKNESS

Allan Tong’s Discover Picks So, was CJT a pandemic play, wasn’t it? Yes, it was, but the stock still has a future. Last March, the company struck a five-year deal to supply aircraft to courier DHL around the globe. In return, DHL obtained 9.5% of CJT stock. After a very mixed earnings record in the past year, CJT handily beat its last quarter at $9.12 EPS vs. an expected $1.59. (Its Q3 will deliver on Hallowe’en.) Shares have been beaten down so badly that Cargojet looks oversold. In fact, Bay Street targets $203.82 on the name. That’s a little high in my book, but there’s likely more upside here than further downside. CJT trades at a 10.53x PE, but its forward PE is 15.11x. Read Mixed bag of 3 Defensive Stocks for our full analysis.

HOLD

Benefited during pandemic as the only game in town. AC took a bit of wind out of their sails. Good company. Neutral performer, no near-term catalysts. If you have it, you can hold. He wouldn't add now.

HOLD

Underwater. Hold or sell? Hold on. Market's worried about the major expansion just as costs are rising and the economy is slowing. Growth looks intact. Ongoing trend to deliver packages. Major DHL contract.

PAST TOP PICK

(A Top Pick Jul 21/21, Down 19%) He's been buying. Plans to expand fleet annoyed some investors. 17-year track record of executing well. Mega-deal with DHL. Concerns about economic slowdown. Still well positioned, dominant market share, freight rates remain high. His top pick in the space.

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Cargojet Inc (CJT.TO)