TSE:NFI

New Flyer Industries Inc. (NFI.TO)

24.90
+0.36 (1.47%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
449 watching
0
Investor Insights
star iconJul 13, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

New Flyer Industries Inc. (NFI-T) is showing promising signs of recovery as it approaches an earnings inflection point, according to expert reviews. Many analysts believe the company's worst challenges are behind them, with supply chain issues becoming manageable and a significant order backlog in place. Investors are encouraged to accumulate shares during turbulent times, as competition has dwindled and pricing power has improved. The business remains complex, especially with current battery issues, but its essential service ensures a solid foundation for future profitability. Overall, the sentiment reflects cautious optimism as the company navigates through its transitional phase with hopes for dividend reinstatement in the future.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
Gilead, GILD
BUY
It's one of the cheapest TSX stocks. They made a few missteps, like order delays, but they will iron them out. They made a big UK acquisition. A good moat around it with few competitors. A very stable market for replacement buses. NFI also leads in e-buses. Trades at a low 10x PE. This will do well in the long run.
TOP PICK
It hasn't performed well lately; it'll bottom in the $20's. Likes it now, because they're positioned well in the bus sector. What's interesting is that they're branching away from diesel into electric buses--the future. They're ahead of the curve. It's not a large-cap stock, so don't throw a lot of money into it, but it's a good entry point now. (Analysts’ price target is $38.50)
TOP PICK
Continued urbanization will help NFI. Also, more people need public transit in North American cities. NFI is a leader in the zero-emissions electric buses and this space will continue to grow for years as cities want greener transportation. NFI has been pressured for the past year, because of lower guidance and orders. This is a great long-term opportunity. Pays a yield over 5% at a cash flow yield of 10%. (Analysts’ price target is $38.50)
PAST TOP PICK
(A Top Pick Aug 08/18, Down 47%) He sold and minimized his losses and kept the money in cash. He always uses stops. Don't buy it now.
WAIT
One problem is free cash flow is down 13%, and gross margins were down. Private coach business declining, parts business under pressure. Huge dividend for a cyclical company. Last numbers disappointed. Wait a bit for it to go sideways before putting money in.
WATCH

She expects them to be reporting earnings in the next couple of days. This bus manufacturing company has made a purchase in the UK for double-decker buses. This is not a great growth sector. She wants to see how the recent acquisition plays out.

SELL
It's in a long-term downtrend with strong resistance at $30. If markets re-accelerate, sell it--once it bounces back to $30, it will resume its downtrend. More downside is coming.
PARTIAL BUY
They've grown their US business a lot, though recently acquired in the UK. Recently, the stock and their reports have disappointed. The next quarters will be rocky, but globally more people are taking transit, which is positive. A well-run business. You can buy it cheaply now and it's worth a look.
DON'T BUY
He sold it last year, concerned that the cycle was rolling over, based on several company metrics. They had a good 5-year run of organic growth and ended. They have a string of earnings missings and the market is punishing it. That said, the 6.5% dividend is safe, but this isn't enough to own this stock.
DON'T BUY
The stock got way over done and the valuation was too expensive. A well run company, but not one he would buy. He needs to see it trade near 8 times earnings -- not 30 times.
PARTIAL BUY
It pays $1.70 per share in distribution with cash flow near $3.00 per share so the payout ratio is reasonable. The company has been hard hit lately and he was taking some profit at $50 per share. Much of their orders are based on municipal budgets, which makes their orders unpredictable in this economic environment. He thinks it is more of a buy than a sell today.
PARTIAL BUY
For an RRSP, even though it's trending down? He used to own it. They were a market darling until they hit weaker markets and execution problems. NFI is still a good company and the yield is attractive, but he's unsure if it will get cut.
TOP PICK
Quarter reported lower, so stock's down a bit. Business is fundamentally strong, still growing. Will benefit from urbanization. Trading at a low multiple. Defensive way to play the industrial space right now. Yield is 5.44%. (Analysts’ price target is $40.00)
BUY
2019 forecast cut? They cut the guidance by 3.4% and the stock is down 10%. He thinks this was overly punitive. They just completed a UK acquisition that he likes and the dividend is solid. They just bought more in the past few months and will buy more when he gets back to his desk. The trend in urbanization continues to increase and this is the fastest, low cost method for increasing transportation. Their recent issues will be transient.
COMMENT
Today NFI announced cutbacks in future production Technicals can't predict the unpredicatable like today's news. But it is basing. As long as it holds around $30, it's fine, but it falls below, wait three days (for traders) or three weeks (if you're a long-term investor) and it's still below, then sell.
Showing 121 to 135 of 468 entries