Stifel cuts target for TFI International stock to USD 132

Published on 10/20/2026 at 13:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 12 percent to USD 2.29 billion. TFI International stock costs EUR 99.75 on October 20, 2026, with a USD 132 target.

Target revisions shape the freight debate

Stifel cut its TFI International target from USD 160 to USD 132 on October 8, 2026.
Second-quarter revenue reached USD 2.29 billion, up 12 percent year over year.
TFI International stock trades at EUR 99.75 at 1:35 p.m. CEST at Lang & Schwarz on October 20, 2026.
Third-quarter results are scheduled for October 29, 2026.

TFII, CA87241L1094, Illustration mit AI erstellt.

TFI International (CA87241L1094) was trading at EUR 99.75 at Lang & Schwarz on October 20, 2026 at 1:35 p.m. CEST. The latest analyst catalyst came on October 8, 2026, when Stifel cut its target for TFI International from USD 160 to USD 132 while retaining a Hold rating, according to Investing.com.

Target cut highlights execution risk

Stifel tied the lower target to concerns about the pace of TFI International's turnaround. The company is working to improve its U.S. less-than-truckload operations while concentrating truckload activity on specialized niches, including flatbed and specialized carrier operations, according to the same October 8 report.

The USD 132 target stands 18.28 percent above the USD 111.60 quote for TFI International on the NYSE at 4:00 p.m. ET on October 19, 2026. That comparison shows why the target cut matters: the revised valuation still implies a premium to the latest U.S. market quote, but the reference level has moved materially lower.

What does the earnings base show?

TFI International reported second-quarter revenue of USD 2.29 billion, up 12 percent from the year-earlier quarter, while adjusted earnings per share reached USD 1.66, up from USD 1.18, according to Simply Wall St. The figures give the stock a stronger operating base, while the target revision keeps execution and freight demand central to the valuation discussion.

Three dates frame the next move

TFI International's recent chronology runs from second-quarter results on July 28, 2026, when revenue reached USD 2.29 billion, to a quarterly dividend announcement on September 18, 2026, at USD 0.47 per share, and then Stifel's October 8, 2026 target cut, as reported by Simply Wall St and Investing.com.

October 29 brings the next test

TFI International will release third-quarter results for the period ended September 30, 2026, after the market close on October 29, 2026, followed by a webcast at 5:00 p.m. ET, according to The Globe and Mail. The scheduled report will provide the next quantified test of the company's truckload, logistics and less-than-truckload execution.

Stock trades ahead of the report

TFI International operates transportation and logistics businesses across North America and is listed on the New York Stock Exchange and Toronto Stock Exchange under TFII. Its investor page lists more than 26,400 employees, over 12,800 drivers and more than 620 facilities, while finance data put market capitalization at USD 9.2 billion as of October 19, 2026.

TFI International was trading at EUR 99.75 at Lang & Schwarz on October 20, 2026 at 1:35 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of TFI International stock.