TSE:TFII

TFI International Inc (TFII.TO)

204.90
-1.90 (0.92%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
379 watching
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

TFI International Inc (TFII) remains a high-profile name amidst the ongoing freight recession, revealing mixed sentiments among experts. Some emphasize the company's robust management and capital allocation practices, suggesting further growth opportunities through potential acquisitions and share buybacks. Concerns regarding valuation persist, especially as the stock hits all-time highs. The consensus points to the stock being caught between a freight recession and unpredictable tariff impacts, making it a risky investment for some. Despite challenges, several analysts believe that positive signs in US manufacturing and stock performance could offer a good entry point for patient investors.

consensus icon
Consensus
Mixed
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Valuation
Overvalued
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XPO
BUY
With the strong 2018 economy, trucking had a record year. He expects a good bump in TFI this year. They're under great management. They're raising the dividend.
PAST TOP PICK
(A Top Pick May 18/18, Up 8%) It continues to rank well in his work. There is good opportunity in the shipping space in North America.
TOP PICK
Earnings up 38% YOY. They beat their Q4. The market dymanics are improving across North America. Restructuring helped their margins. Nice free cash flow and they can now make acquisitions. Sees 10% EPS growth. Trades at only 9.5x. (Analysts’ price target is $51.81)
BUY

They have done a great job. The earnings have grown but the multiple has not skyrocketed. You are not paying a major premium to own it here. It had a meaningful correction and he thinks there is more upside to be had. There is no reason to hold back from buying or adding to the position. It does not fit his portfolio at this time.

BUY
One of the largest trucking companies in Canada. Is the Canadian economy going to continue to grow? It acquired a small company to add more clients. They are doing all the right things. With a truck driver shortage emerging, they are well positioned as they have their drivers already. He thinks it is buyable right now.
COMMENT
Be careful if it falls below $37. He'd like to see more volume which has been dropping.Upside is $42.
HOLD
Lots of swings on this one. Very typical now. Trying to return to the trend line. Very constructive. He gives it the benefit of the doubt.
BUY
A logistics company. This is the time of year the transportation sector will do well. We saw it pull back with the rest of the market. We are still at the April level, support. This is positive as we are entering the seasonal period for this stock.
BUY
It is a very well managed company with an aggressive management team that grows by acquisition of smaller trucking companies. It is economically sensitive so it sold off recently. We are moving more and more to packaged goods delivery. He thinks it is fine at these prices. (Analysts’ price target is $52.00)
WEAK BUY
On the verge of breaking, but for a long-term investor, it has plenty of volatility. A toppy looking chart, but on a big long-term trend line. As long as it doesn't keep breaking down, it looks OK. (Analysts’ price target is $52.50)
PARTIAL BUY
He likes this name. You get a reasonable dividend. It had a great year. It makes him hit the pause button and be more patient before buying more. He would step in with a half position and be patient with the other half.
SHORT
He liked it earlier this year, but now it's expensive. He's shorting it. Trucking is very cyclical and very sensitive to wage inflation. TFII's business is mostly in America. It's done better than its peers who suffer a truck driver shortage. A cyclical heading towards a recession is not good.
BUY
Likes it very much. They're trucking at record highs now. Lowering gas prices help. An efficient, profitable company.
BUY
He likes what is going on. It is a low priced stock. He was not happy with the price they paid in an acquisition. They are sitting there with drivers and trucks when they are short of these in the industry. It is one to own if you think the economy is not going to completely roll over.
WATCH
It is looking pretty good right now but has run into a lot of problems. It is starting to turn over. He would be cautious with stocks like this with a slow turn over after a big increase. If market conditions get worse you will see profit taking. Don’t buy it until it gets above $49. Fundamentals look very strong, however.
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