New Flyer Industries Inc. (NFI.TO) Buy, Sell…

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New Flyer Industries Inc. (NFI.TO)

23.70

+0.48 (2.07%)

as of Jul 3, 2026, 7:59:59 pm Market Open.

449 watching

Investor Insights

Jul 5, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

New Flyer Industries Inc. (NFI-T) is recognized as a solid investment opportunity despite recent challenges. While the company has faced supply chain issues and a battery recall that affected production, experts emphasize the strength of its underlying fundamentals. A full order backlog and reduced competition are noted as positive indicators for future growth. Investors are encouraged to accumulate shares during this rough patch, with expectations of reinstating dividends in the coming years. The overall sentiment is one of patience, as the company is well-positioned to capitalize on increasing demand for buses, particularly electric models that command higher profit margins.

Consensus

Positive

Valuation

Undervalued

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DON'T BUY

Never executed on market expectations. Cut guidance due to shortages. And now there's this equity issue and the stock is down again today. Need to reduce debt. She's not interested.

WATCH

Company cut outlook due to shortages of components. Has never executed well. On her watch list, but wants to see more from them before adding it to her portfolio.

TOP PICK

They lead in making green-powered buses with 70+% market share, with a growing presence in the UK and Europe after a recent acquisition there. Earnings are cyclically depressed because of the pandemic killing demand, but he expects a generational fleet refresh now as governments earmark money for zero-emission transit. The stock pulled back last month due to the semis shortage. He bought more shares on that pullback, and he rarely averages down. Demand will recover after Covid and the order book will rebuild. The stock will jump in coming years. (Analysts’ price target is $30.25)

COMMENT

Buying a call for February? Going to miss numbers by a huge 40% due to supply chain issues. Long-term story doesn't change, but this impacts their balance sheet. Problem with buying a call is you're putting a gun to your head that it's got to work by February. He'd rather sell the put over the next 3-4 months, around $20. Will be in the penalty box for a while. Credibility is important with every stock, and this did raise eyebrows.

HOLD

They have been suffering like other vehicle manufacturing companies from supply constraints. He would let the dust settle before buying or just hang on if you have it.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The 2021 guidance was cut due to supply chain disruptions and logistics delay. Revenues are expected to be in the range of $2.3M-$2.5M, down from $2.8B. There will be some volatility in results for the next few quarters. The stock is still up 31% compared to last year and there is a decent backlog. Unlock Premium - Try 5i Free

TOP PICK

Value and cyclicality. Biden infrastructure deal is legit. Focus on green new economy in Canada and US is the real deal. With their rapid cycle of product innovation they're prepared to capitalize handsomely on this generational refresh of transportation. Earnings will potentially grow fivefold between 2021-25. Shares are undervalued. Strong growth ahead. Yield is 3.06%. (Analysts’ price target is $34.00)

HOLD

A leader in transit buses in NA. A good long term growing area. Last year, it got to compelling levels and has rallied off the bottom. The covid scenario has brought questions on the transit area. Usage of cars and gas demand is high. Mass transit is still constrained. We do not know if transit usage will come back to trends. Governments are spending through debt but this will come to a stop at some point.

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TOP PICK

Winnipeg busmaker was once a Bay Street darling, then production numbers tanked before Covid sent the stock went into purgatory. Emerging from the lockdown, though, NFI is now in a good position to capitalize on the e-vehicle trend. The busmaker is rolling out more zero-emission vehicles, which cities across North American will favour under the eco-friendly Biden administration. Jurisdictions across North America will need to replace their aging fleets, anyway. NFI has also been expanding into Europe, including the U.K. In fact, at the end of June, NFI delivered four double-decker e-buses to Edinburgh. The street targets $34.67 or 24% upside based on six buys. The stock has edged up in the last weeks, but remains $5 below its 52-week high. Pick it up and see where the ride takes you before committing more, and collect the 3% dividend yield.

WATCH

Retraced quite a bit, and has now had quite a nice upward move. The theory is that infrastructure, renewables, and EVs will be positive for the stock. That may all work out, but the company's failed to deliver on what they say they're going to do for a number of years. Monitor to see if they can produce stable financial results.

TOP PICK

They are geared toward the re-opening of the economy. Quietly they are becoming an electric vehicle infrastructure company. Electric buses have a longer life than fossil fuel buses. (Analysts’ price target is $34.00)

BUY

He likes it here. It is depressed following a drop off in orders. He thinks we will see public transit utilization improve as cities start to open. They create electric buses also. It is a good recovery play.

SHORT

An industrial sector stock that does well in this type of environment. Has been a volatile stock with negative ROE. Cashflow is poor too. Interest coverage is not good. Yield is there but payout ratio is high.

WATCH

Mixed track record with production challenges, debt. Recently there's been optimism around EVs, and NFI is one of the larger companies to participate in the trend. Electrification is a small portion of their business, and there are some growth opportunities. Dividend is probably sustainable. He'd want to see more consistent performance before buying.

BUY

You want Canadian industrial companies. Making zero emission buses. Trading at 19x 2022 PE. Nice revenue and earnings growth. Adding here. They do have an extended balance sheet. Interest rates are very low. Nice growth potential over the next year or two.

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New Flyer Industries Inc. (NFI.TO)