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TFI International price target raised to $128 from $116 at Goldman Sachs

Tipranks - Fri Feb 20, 7:16AM CST

Goldman Sachs raised the firm’s price target on TFI International (TFII) to $128 from $116. The firm keeps a Buy rating on the shares, supported by attractive 2027 valuation and potential upside from industrial exposure through LTL and specialized truckload operations, with incremental LTL margins estimated in the high 30s by 2027, the analyst tells investors in a research note. While freight volumes are soft and 1Q26 remains uncertain, Q4 LTL margins exceeded expectations, and ongoing initiatives in service, pricing, mix, and productivity position the company to benefit from a freight recovery, Goldman argues.

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