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FIP logo

FTAI Infrastructure Inc. Stock Price

NasdaqGS:FIP Community·US$406.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FIP Share Price Performance

US$3.29
-0.93 (-22.04%)
​
US$11.33
Fair Value
US$3.29
-0.93 (-22.04%)
71.0% undervalued intrinsic discount
US$11.33
Fair Value
Price US$3.29
AnalystConsensusTarget US$11.33
AnalystLowTarget US$8.75
AnalystHighTarget US$13.00
Thu, 4 Sep 25
Fair ValueUS$11.33
Share Pricen/a

FIP Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$11.33 71.0% undervalued intrinsic discount

Rail Integration With Transtar And Repauno Will Secure Sustainable Demand

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$8.75 62.4% undervalued intrinsic discount

Debt And Delays Will Challenge Freight Assets But Reveal Potential

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$13 74.7% undervalued intrinsic discount

Rising US Infrastructure Spending Will Transform Freight Networks

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
FIP logo
FTAI Infrastructure
62.4% undervalued intrinsic discount

Debt And Delays Will Challenge Freight Assets But Reveal Potential

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 1 Jul
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FIP logo
FTAI Infrastructure
71.0% undervalued intrinsic discount

Rail Integration With Transtar And Repauno Will Secure Sustainable Demand

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 1 May 2025
Read Narrative
FIP logo
FTAI Infrastructure
74.7% undervalued intrinsic discount

Rising US Infrastructure Spending Will Transform Freight Networks

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 10 Aug 2025
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
FIP logo

FIP: Auditor Transition Will Support Confidence In Future Earnings Potential

Fair Value: US$8.75 62.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
FIP logo

Rising US Infrastructure Spending Will Transform Freight Networks

Fair Value: US$13 74.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
FIP logo

Rail Integration With Transtar And Repauno Will Secure Sustainable Demand

Fair Value: US$11.33 71.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with low risk.

3 Risks
2 Rewards
View Full Analysis

FTAI Infrastructure Inc. Key Details

US$659.2m

Revenue

US$395.8m

Cost of Revenue

US$263.4m

Gross Profit

US$866.9m

Other Expenses

-US$603.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-5.11
39.95%
-91.55%
437.1%
View Full Analysis

About FIP

Founded
2021
Employees
1110
CEO
Kenneth Nicholson
WebsiteView website
www.fipinc.com

FTAI Infrastructure Inc. engages in acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets; and Jefferson Terminal and Repauno that develops or acquires industrial properties in strategic locations that store and handle for third parties various energy products, including crude oil, refined products, and clean fuels. It also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant. In addition, the company owns and operates eight freight railroads and one switching company that provides rail service to certain manufacturing and production facilities. Further, it focuses on waste plastic to renewable fuel, hydrogen-fueled power plant, and carbon capture businesses. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

Recent FIP News & Updates

Seeking Alpha • Aug 10

FTAI Infrastructure: The $1.6 Billion Claim Most Models Leave Out

Summary FTAI Infrastructure (FIP) is rated Hold with a bearish lean due to a capital structure that heavily favors preferred holders and lenders over common equity. FIP's reported Adjusted EBITDA is materially overstated by non-recurring gains; the clean FY2025 figure is $232M, not $361M, significantly impacting valuation multiples. Preferred stock, accruing at 10% and rising, should be treated as debt at its $1.4B redemption value, which drastically reduces implied equity value. The expiration of US Steel’s minimum revenue guarantee and near-term blast furnace outages pose downside risk to FIP’s core rail revenue and near-term targets. Read the full article on Seeking Alpha

Recent updates

No updates

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