{
  "id": 12872146,
  "title": "Stifel cuts TFI International stock price target on turnaround concerns",
  "url": "https://urgent.news/2026/10/08/stifel-cuts-tfi-international-stock-price-target-on-turnaround",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-08T12:54:56.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/stifel-cuts-tfi-international-stock-price-target-on-turnaround-concerns-93CH-4939079"
  },
  "original_language": "en",
  "account": "Stifel has reduced its price target on TFI International stock to $132 from $160, while keeping a Hold rating. The company's stock is currently trading at $112.35, down 6.8% over the past week and 33% below its 52-week high of $167.69. TFI International is a consolidator of transportation and logistics assets across North America, with over 100 deals completed by its management team since 2008. The firm highlights margin improvement at TForce Freight, their U.S. less-than-truckload division acquired from UPS Freight, as their largest opportunity. However, progress at this division has slowed significantly in 2024. TFI recently divested its dry van truckload assets to focus on specialized niche markets, such as flatbed and specialized carrier Daseke. Recent results have raised concerns about the pace and progress of the turnaround, which aligns with broader analyst sentiment. Seven analysts have lowered their earnings estimates for the upcoming period. Despite these concerns, InvestingPro analysis still suggests that the stock is undervalued relative to its Fair Value. Management's primary focus remains on improving and growing U.S. operations in modes with better return profiles, such as less-than-truckload, asset-light logistics, and specialized truckload. TFI International recently reported robust second-quarter earnings, surpassing both its own guidance and analyst forecasts, with adjusted earnings per share of CAD 1.85 and revenue before fuel surcharge increasing by 6% year-over-year to CAD 1.9 billion. Analysts have responded with several price target adjustments, with Stifel raising its target to $160 and TD Cowen increasing it to $158, while BofA Securities raised its target to $187.",
  "summary": null,
  "key_points": [
    "Stifel lowers TFI International stock target to $132 from $160",
    "Company's stock down 6.8% week-over-week, 33% below 52-week high",
    "Focus on improving U.S. operations in better return modes"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}