Record Backlog And Industry Partnerships Will Drive Long-Term Market Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Apr 25

Updated

09 Dec 25

Views

207

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

9.6%

7D

17.0%

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1Y

9.6%

7D

17.0%

You can edit this narrative until Dec 10 1:05 PM. Then, changes will post as Updates.

Author's Valuation

CA$20.4224.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Decreased 1.66%

NFI: Transit Demand Tailwinds Will Support Future Recovery In Zero Emission Deliveries

NFI Group's analyst price target has been trimmed slightly to about C$20.40 from C$20.76, as analysts modestly adjust fair value assumptions while maintaining a generally constructive outlook on the company. Analyst Commentary Recent Street research reflects modestly reduced price targets for NFI Group, clustering in the C$20 to C$22 range, while ratings remain skewed toward Outperform.

Shared on 25 Nov 25

Fair value Decreased 3.62%

NFI: Recovery in Transit Demand Will Drive Revenue Upside Ahead

The average analyst price target for NFI Group has been revised downward from approximately C$21.54 to C$20.76. This reflects recent adjustments as analysts cite lower profit margin estimates and moderated fair value projections, despite continued revenue growth expectations.

Shared on 10 Nov 25

Fair value Decreased 3.64%

NFI: Order Backlog and Transit Market Recovery Will Drive Upside

Analysts have lowered their average price target for NFI Group from approximately C$22.35 to C$21.54. They cited more cautious forecasts for revenue growth and profitability.

Shared on 27 Oct 25

Fair value Decreased 0.29%

The average analyst price target for NFI Group has been revised slightly lower from approximately $22.42 to $22.35. This change reflects recent analyst adjustments in response to updated company forecasts and market conditions.

Shared on 13 Oct 25

Fair value Decreased 0.72%

NFI Group's average analyst price target has decreased from C$23 to a range between C$20 and C$22. Analysts cite tempered expectations for revenue growth and profit margins in their latest updates.

Shared on 29 Sep 25

Fair value Decreased 4.47%

Analysts modestly lowered NFI Group’s price target to CA$22.58, reflecting near-term supply chain challenges despite expectations for earnings inflection in H2 2025 and positive demand and defense trends. Analyst Commentary Bullish analysts see an inflection point in earnings in H2 2025 as seat supplier issues are expected to ease.

Shared on 01 May 25

Fair value Increased 11%

AnalystConsensusTarget Fair Value

CA$20.42

24.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

14.47%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.53%

Calculation

US$352.31m

Earnings '28

x

6.60x

PE Ratio '28

=

US$2.33b

Market Cap '28

US$2.33b

Market Cap '28

/

119.23m

No. shares '28

=

US$19.51

Share Price '28

US$19.51 Share Price '28

Discounted to 2025 @ 9.88% p.a.

=

US$14.70

Fair Value '25

US$14.70 Fair Value '25

Converted to CAD @ 1.3856 USD/CAD Exchange Rate

=

CA$20.37

Fair Value '25