TD Cowen Issues Positive Forecast for TFI International (NYSE:TFII) Stock Price

Key Points

• TD Cowen raised its price target on TFI International to $153 (from $130) and maintained a "buy" rating, implying roughly a 10.6% upside from the prior close.
• TFI topped Q1 estimates (EPS $0.69 vs. $0.59; revenue $1.95B vs. $1.87B) and set Q2 2026 guidance at $1.50–$1.60 EPS, well above Street expectations of about $1.30.
• Analyst sentiment is mixed-to-positive (nine Buys, eight Holds; consensus "Moderate Buy" with an average target of $134.79), but margins remain thin (net margin ~3.9%) and EPS is down year‑over‑year, which could cap valuation upside.

TFI International (NYSE:TFII - Get Free Report) had its price objective boosted by analysts at TD Cowen from $130.00 to $153.00 in a research note issued on Tuesday. The brokerage presently has a "buy" rating on the stock. TD Cowen's price objective points to a potential upside of 10.61% from the stock's previous close.

Several other analysts have also weighed in on the company. Royal Bank Of Canada lifted their price objective on TFI International from $125.00 to $137.00 and gave the stock an "outperform" rating in a report on Thursday, February 19th. Zacks Research raised TFI International from a "strong sell" rating to a "hold" rating in a research note on Monday, April 13th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of TFI International in a research note on Friday, March 27th. Susquehanna boosted their price target on TFI International from $123.00 to $134.00 and gave the company a "positive" rating in a research note on Thursday, February 19th. Finally, Stephens decreased their price target on TFI International from $115.00 to $105.00 and set an "equal weight" rating on the stock in a research note on Thursday, February 19th. Nine equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $134.79.

TFI International Price Performance

Shares of NYSE:TFII opened at $138.32 on Tuesday. TFI International has a 1-year low of $78.92 and a 1-year high of $140.07. The firm has a market capitalization of $11.37 billion, a PE ratio of 37.18, a PEG ratio of 1.76 and a beta of 1.53. The business's 50 day moving average is $116.08 and its 200-day moving average is $105.98. The company has a current ratio of 1.03, a quick ratio of 1.02 and a debt-to-equity ratio of 0.88.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings data on Monday, April 27th. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.10. TFI International had a return on equity of 13.73% and a net margin of 3.94%.The company had revenue of $1.95 billion for the quarter, compared to analyst estimates of $1.87 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS. Sell-side analysts predict that TFI International will post 4.76 earnings per share for the current year.

Hedge Funds Weigh In On TFI International

Large investors have recently made changes to their positions in the company. Cornerstone Planning Group LLC lifted its stake in shares of TFI International by 20,080.0% during the third quarter. Cornerstone Planning Group LLC now owns 1,009 shares of the company's stock valued at $89,000 after acquiring an additional 1,004 shares during the period. SG Americas Securities LLC acquired a new position in shares of TFI International during the fourth quarter valued at $112,000. Flow Traders U.S. LLC acquired a new position in shares of TFI International during the third quarter valued at $207,000. FourThought Financial Partners LLC acquired a new position in shares of TFI International during the third quarter valued at $245,000. Finally, United Services Automobile Association acquired a new position in shares of TFI International during the first quarter valued at $217,000. Institutional investors and hedge funds own 73.30% of the company's stock.

Trending Headlines about TFI International

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Q2 guidance raised well above consensus — management set Q2 2026 EPS guidance at $1.50–$1.60 vs. the Street at ~$1.30, signaling stronger near-term profit expectations. MarketBeat: TFI earnings & guidance
• Positive Sentiment: Q1 beat on both top and bottom lines — reported EPS $0.69 vs. $0.59 consensus and revenue $1.95B vs. $1.87B expected, suggesting demand held up and pricing/volume offset some cost pressure. Zacks: TFII Tops Q1 Estimates
• Neutral Sentiment: Company published full Q1 release, slide deck and hosted a conference call — materials are available for investors to review forward assumptions and segment performance (useful for modeling). MarketBeat: Conference call & press release
• Neutral Sentiment: Corporate governance update — all director nominees were re-elected at the annual meeting, removing governance uncertainty. GlobeNewswire: Shareholders Voting Results
• Negative Sentiment: EPS declined year-over-year and margins remain thin — Q1 EPS of $0.69 compares with $0.76 a year ago and net margin was ~3.9%, highlighting cost or mix pressures that could cap near-term multiple expansion. Zacks: Key metrics analysis

About TFI International

TFI International Inc NYSE: TFII is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.

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