TFI International Inc. (TFII:CA) (TFII)
JPMorgan has raised its 12-month price target on TFI International Inc. from $139 to $159, reflecting growing confidence in the company’s ability to outperform peers in the transportation and logistics sector. The upward revision comes as analysts cite improved cost efficiencies across key segments, including its Less-Than-Truckload (LTL), Truckload, and Logistics operations.
According to JPMorgan, TFI’s disciplined capital allocation, effective cost control measures, and continued optimization of acquired assets, particularly in the U.S. market, are setting the company apart from its competitors. The firm highlighted TFI’s ongoing integration efforts and margin expansion following its acquisition of UPS Freight (now TForce Freight) as a key source of upside.
JPMorgan also noted that management’s strong track record of executing on M&A and unlocking operational synergies enhances the company’s long-term visibility. With freight volumes expected to stabilize in the latter half of the year and input costs moderating, TFI is well-positioned to generate robust free cash flow, further supporting shareholder returns via dividends and buybacks.
Stock Forecast
Analyst community have a consensus rating of “Buy” on TFI International Inc. Analysts are broadly confident that TFI is well-positioned to benefit from improving freight conditions, internal cost discipline, and strategic acquisitions that have bolstered its North American footprint.
The average 12-month analyst price target of $135 suggests meaningful upside from current levels, implying that the market may still be undervaluing TFI’s long-term earnings power and efficiency gains. Many analysts cite the company’s track record of generating superior margins compared to industry peers, and its ability to integrate acquisitions like UPS Freight (now TForce Freight) as evidence of robust management execution.
This price target is also supported by expectations for margin expansion in key segments, continued growth in cross-border and e-commerce-related freight, and disciplined capital deployment that enhances return on invested capital. As macro pressures such as inflation and interest rates begin to ease, analysts believe TFI could re-rate higher as earnings momentum builds and sentiment around the transportation sector improves.

STA Research (StockTargetAdvisor.com) is a independent Investment Research company that specializes in stock forecasting and analysis with integrated AI, based on our platform stocktargetadvisor.com, EST 2007.
TFI’s ability to unlock synergies post-acquisition of UPS Freight stands out. With input costs moderating, it looks like TFI is positioning itself for strong free cash flow and shareholder returns in the near future.
Its like you read my mind! You appear to know a lot about this, like you wrote the book in it or something. I think that you can do with a few pics to drive the message home a little bit, but instead of that, this is excellent blog. A great read. I’ll definitely be back.
In the great pattern of things you secure an A+ just for effort. Where exactly you misplaced everybody was first on the specifics. You know, people say, the devil is in the details… And that could not be more accurate in this article. Having said that, permit me tell you precisely what did give good results. The article (parts of it) is certainly quite persuasive and this is possibly the reason why I am taking the effort in order to comment. I do not really make it a regular habit of doing that. Next, despite the fact that I can easily notice a jumps in logic you come up with, I am not really convinced of exactly how you seem to connect the details which help to make your conclusion. For now I will yield to your issue however hope in the future you link the dots better.
One more important issue is that if you are an older person, travel insurance regarding pensioners is something you ought to really think about. The old you are, greater at risk you will be for allowing something undesirable happen to you while abroad. If you are not necessarily covered by some comprehensive insurance policy, you could have some serious difficulties. Thanks for revealing your good tips on this weblog.
Hello, Neat post. There is an issue along with your site in web explorer, may test this? IE still is the market chief and a huge part of other people will pass over your magnificent writing because of this problem.