FIP Share Price Performance
US$5.54
1.28 (30.05%)
44.6% undervalued intrinsic discount
US$10.00
Fair Value
Price US$5.54
AnalystLowTarget US$10.00
AnalystConsensusTarget US$11.64
AnalystHighTarget US$13.00
Fair ValueUS$10.00
Share Pricen/a
FTAI Infrastructure Inc. Stock Price
- 3 Narratives written by author
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- 7 Fair Values set on narratives written by author
FIP Community Narratives
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Fair Value
·Fair Value US$10 44.6% undervalued intrinsic discount
Debt And Delays Will Challenge Freight Assets But Reveal Potential
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Fair Value
·Fair Value US$11.33 51.1% undervalued intrinsic discount
Rail Integration With Transtar And Repauno Will Secure Sustainable Demand
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3users have followed this narrative
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Fair Value
·Fair Value US$13 57.4% undervalued intrinsic discount
Rising US Infrastructure Spending Will Transform Freight Networks
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Debt And Delays Will Challenge Freight Assets But Reveal Potential
Key Takeaways Successful integration of recent acquisitions and realizing targeted synergies is critical, with delays or disruptions risking weaker earnings growth and financial performance. The company faces ongoing challenges from regulatory hurdles, high leverage, and technological disruption, potentially limiting revenue growth and stability across legacy assets.Read more
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US$10
44.6% undervalued intrinsic discount
Fair Value
Profit Margin
5.45%
Future PE
22.1x
Price in 2029
US$12.69
Rising US Infrastructure Spending Will Transform Freight Networks
Key Takeaways Transformative acquisitions and underestimated project expansions position the company for rapid revenue growth, margin gains, and improving long-term free cash flow. Strategic scale, industry trends, and green infrastructure demand set the stage for dominant market positioning and durable, recurring revenue expansion.Read more
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US$13
57.4% undervalued intrinsic discount
Fair Value
Profit Margin
0.047%
Future PE
3.05kx
Price in 2028
US$16.58
Rail Integration With Transtar And Repauno Will Secure Sustainable Demand
Key Takeaways Rail platform expansion and integration diversifies revenue, boosts margins, and reduces reliance on a single customer, enhancing valuation and earnings stability. Long-term contracts, industry trends, and efficient financing ensure strong cash flow visibility, enabling continued investment and sustained growth.Read more
AN
US$11.33
51.1% undervalued intrinsic discount
Fair Value
Profit Margin
4.82%
Future PE
27.58x
Price in 2028
US$14.5
Trending Discussion
Recently Updated Narratives
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FIP: Filing Delay Will Create Upside As Market Reassesses Earnings Quality
Fair Value: US$10 44.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Rising US Infrastructure Spending Will Transform Freight Networks
Fair Value: US$13 57.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
Rail Integration With Transtar And Repauno Will Secure Sustainable Demand
Fair Value: US$11.33 51.1% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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Snowflake Analysis
FTAI Infrastructure Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 07, 2026
- -2.18
- 40.38%
- -51.37%
- 399.8%
About FIP
- Founded
- 2021
- Employees
- 1110
- CEO
- WebsiteView website
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.
