TSE:NFI
New Flyer Industries Inc. (NFI.TO)
24.38
-0.22 (0.89%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
449 watching
Financials 
Technical Analysis 0
Investor Insights
Aug 14, 2026, 12:00 amThis summary was created by AI, based on 5 opinions in the last 12 months.
New Flyer Industries Inc. (NFI-T) has garnered a generally optimistic outlook from various experts, especially as it appears to be reaching an earnings inflection point after overcoming rough times. Analysts highlight that while the company has faced numerous challenges, including supply chain issues and battery recalls, these problems seem to be transitory. Notably, New Flyer has a full order backlog and less competition in the market, which could lead to better pricing power and improved profitability in the future. Investors are encouraged to build positions during this weak phase, as the underlying fundamentals remain strong, and a dividend reinstatement could be on the horizon over the next couple of years.
Consensus
Positive
Valuation
Undervalued
Similar
NFI, NFI
WEAK BUY
Stock got oversold. Sales and orders slowed down, plus there was consolidation. Whole manufacturing sector not the best place to be. Great company. Perhaps priced as a growth company, rather than a cyclical. Not her favourite stock in the world, but likes it here. (Analysts’ price target is $44.00)
Automotive
HOLD
They pulled back recently. They announced an acquisition in the UK which will allow them to have growth opportunities outside North America. There may be slower growth going forward in the US as most of the bus acquisitions by municipalities were based on 'The Fast Act' in the US which helped them fund buses after the 2008 recession.
Automotive
HOLD
They bought a UK company with their largest markets being the UK and Hong Kong. Those two markets have been depressed. It could turn out in the long run to be a very good move for NFI-T. He thinks their dividend is fairly safe at these levels. Longer term he thinks they are in a good position.
Michael SprungOwned
Automotive
BUY
Just bought it. Loves it. Great Canadian success story. Core of earnings is about maintaining buses. Extremely high free cash flow, which allows them to do acquisitions like the recent one. Yield is 4.49%. (Analysts’ price target is $43.57)
Bill Harris, CFAOwned
Automotive
HOLD
It had been a market darling. The last number of quarters have not been great and it sold off over 6 months. Now they acquired a UK company and the stock is acting well. The acquisition has lower margins than they do so the stock could come down. He would continue to hold it and hopefully they come out with better earnings over the next couple of years.
Peter ImhofOwned
Automotive
HOLD
Sold it in April last year at $49 as their reported earnings were significant below street consensus. The stock has come down quite a lot. It has a nice yield. He thinks it is going to be kind of dead money in terms of capital appreciation for 12 - 18 months. The UK purchase is transformational for them and it is good financially. The dividend is safe.
Automotive
COMMENT
This was a big win for him years ago. They were hitting some problems. The back drop should be good because buses are old and replacement demand should be good. But demand for new is shrinking in the industry. He does not like the name particularly now. He feels the dividend is probably okay.
Automotive
TOP PICK
They just announced another acquisition -- this one out of North America. It now has a decent multiple. Analysts have raised estimates by 15% for next year following the transaction. Yield 5.09%. (Analysts’ price target is $43.43)
Don LatoOwned
Automotive
BUY
It was one of the Canadian darlings but has suffered since. It got ahead of itself on a valuation basis. As soon as they had some bad news, the market really punished them. At these levels, they are real beat up and sees this as an opportunity. He thinks you will be happy owning this in a year's time.
Kash PashootanOwned
Automotive
PAST TOP PICK
(A Top Pick Mar 14/19, Up 7%) He got it the day after a bad earnings day. His timing was good. They are into long term electrification of our transit system. Public transit is an important part of a sustainable economy. It pays a really stable dividend.
Tim NashOwned
Automotive
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