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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TOP PICK

A recovery stock. NFI will enjoy pent-up demand as the public sector re-supplies their bus fleets with e-buses, which NFI is well-positioned to supply. NFI has a balance of manufacturing buses in the U.S. as well as Canada, which will satisfy made-in-America requirements. This pays a 3% yield and is well-priced. Will benefit from the trend towards green mass transit. (Analysts’ price target is $36.53)

TOP PICK

A dominant manufacturers for transit buses for cities, states and local governments in North America. They are growing their presence in the UK and Europe with recent acquisition. There is also a smaller coach, after-market parts/services business with fledgling infrastructure business. Earnings are cyclically depressed but they could grow as much as 5 fold. There is a huge refresh cycle for EV buses from legacy fleet. Undervalued here. (Analysts’ price target is $36.53)

BUY

In the context of carbon tax announcements and the green push in US government Generally, yes, he'd buy this. There is a green push which will benefit NFI in the next couple of years. As for the Covid effect: People riding transit are extremely cautious and practice safety measures like distancing. Secondly, a company called Gatekeeper will take a passenger's body temperature as they board the bus, as applied to kids boarding school buses.

DON'T BUY

They did very well last decade. He is concerned that half of their business is municipal busses. Half the funding comes from federal government. The FAST act ended in 2020 which funded city buses. He would avoid a company that is that dependant on federal funding for selling their products.

DON'T BUY

He transitioned out of this in the spring. The thesis was that electric buses would be a greater part of the fleet in North America. He felt there was better opportunities for the money he had in this one. It is a stock market psychology phenomenon.

PAST TOP PICK

(A Top Pick Nov 18/19, Down 38%) Buses are in the crosshairs of the pandemic. Governments are greening their infrastructure, and NFI will benefit. A leader in electrification of buses and infrastructure. Future is bright, just on pause. You could do well 3-5 years from now.

WATCH

Rock star in a cyclical industry. Best of breed. Supported by government projects, which rolled over, and then Covid didn't help. Operationally, they're leaders. Industrials and cyclicals have started to perform over the last couple of months. Not quite yet time to own

PAST TOP PICK

(A Top Pick Sep 03/19, Down 36%) Last early-march he sold this to raise cash. Their production numbers were way down, but this has bounced back a lot. Problem is, provinces and states are suffering such big deficits, they will spend (a lot) less on buying new buses.

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DON'T BUY

A bit risky. Pretty well run. The potential has always been there, but they've just never delivered. Has rebounded from its lows. His preference is not to be in the Canadian mid-cap space, as it's volatile. Good company.

DON'T BUY

This will be challenged short term as fewer people ride buses. The recovery will be slow, not sudden. Consider the slow migration out of big cities into rural or suburban areas. If you have a 3-5 year time horizon, then consider this. NFI is well-managed and was doing well before COVID though it had problems with their distribution centre.

BUY ON WEAKNESS

The management team has done a tremendous job throughout the crisis. The company will benefit from the zero emission bus agreements across North America. They make the best buses with zero emissions. Near-term, because of lower ridership, they might see delayed orders by clients. They might experience a couple bad quarters but he is confident in the longer term. He would be a buyer during the pullback.

COMMENT

The dividend has been cut. Analysts expect earnings to return next year. He is not sure if they can achieve their targets.

PAST TOP PICK

(A Top Pick Apr 30/19, Down 56%) They have suspended operations. It has been hit during this crisis. They are in a paradigm shift. It is hard to know when they will go back to normal. It is not only about the buses but about the infrastructure such as electric bus charging. It will take some time to come out of this.

PAST TOP PICK

(A Top Pick Jan 28/19, Up 1%) They are the biggest player in North America in the Municipal bus business. The sales growth has slowed down but the backlog is healthy. There has been a slowdown in fleet replacement due to electrification. Hold on to it. They are in a transition period.

DON'T BUY

Both its industries are mature and not high growth. Stumbled operationally in last year and a half. Softer demand. Orders are not coming through. Acquisition last year. Wants to see more consistency and visibility in its earning profile before she'd buy.

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New Flyer Industries Inc. (NFI.TO)