FIPIndustrials · ConglomeratesThe 4 Wall Street analysts covering FTAI Infrastructure, Inc. hold a median 12-month price target of $9.5 — +289.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 12 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores FTAI Infrastructure, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (77): Sales and profits are climbing, and climbing faster than before.
Momentum (17): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FIP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +289.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Sept 2026 | BTIG | Reiterates | Buy | $9.00 |
| 28 Sept 2026 | Jones Trading | Maintains | Buy | $8.75 |
| 15 July 2026 | Citizens | Maintains | Market Outperform | — |
| 15 July 2026 | Citizens | Maintains | Market Outperform | $12 → $10 |
| 1 July 2026 | Jones Trading | Initiates | Buy | — |
| 8 May 2026 | BTIG | Maintains | Buy | — |
| 27 Feb 2026 | BTIG | Reiterates | Buy | — |
| 31 Oct 2025 | BTIG | Maintains | Buy | — |
| 22 Apr 2025 | JMP Securities | Reiterates | Market Outperform | — |
| 17 Mar 2025 | Citizens Capital Markets | Reiterates | Market Outperform | — |
| 5 Aug 2024 | JMP Securities | Reiterates | Market Outperform | — |
| 23 July 2024 | JMP Securities | Maintains | Market Outperform | — |
| 26 June 2024 | JMP Securities | Initiates | Market Outperform | — |
| 6 June 2024 | BTIG | Maintains | Buy | — |
| 18 Apr 2024 | BTIG | Initiates | Buy | — |
| 21 Sept 2022 | Compass Point | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FIP appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Oct 2026, FTAI Infrastructure, Inc. returned −52.7% against +18.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 83% of US stocks
Cheaper than 83% of US stocks
Cheaper than 84% of US stocks
Cheaper than 17% of US stocks
Higher than 86% of US stocks
Higher than 67% of US stocks
Higher than 7% of US stocks
Higher than 15% of US stocks
Higher than 48% of US stocks
Higher than 92% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
FTAI Infrastructure, Inc. has a market value of $313.2M and an enterprise value of $4.1B.
Revenue in the twelve months to 30 June 2026: $659.2M. The latest quarter grew 52.7% year on year.
Net income over the same four quarters: −$468.9M, a −71.1% net margin.
Diluted earnings per share, trailing twelve months: $−5.19.
Free cash flow in the twelve months to 30 June 2026: −$318.9M.
FTAI Infrastructure, Inc. spent $19.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: −1.2×; forward P/E: −2.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.63%, paying out 0% of earnings.
FTAI Infrastructure, Inc. employs 1,110 people — $594K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own FTAI Infrastructure, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
FTAI Infrastructure plans to announce its third-quarter 2026 financial results after the Nasdaq market close on Thursday, November 5, 2026. The company says its press release and earnings supplement will be posted on its Investor Relations website.
Why it matters — FIP watchers can note the scheduled date for the company’s quarterly results and related materials.
FTAI Energy Partners LLC, a subsidiary of FTAI Infrastructure Inc., announced a definitive agreement to acquire the Port Arthur Terminal in Texas and a 50% interest in the Diluent Recovery Unit in Alberta from a subsidiary of USD Group LLC for approximately $255 million in cash. The transaction is expected to close in the fourth quarter of 2026 pending regulatory approvals.
Why it matters — The acquisition is expected to add roughly $50 million in annual EBITDA and expands FIP's crude oil logistics footprint across two strategic North American locations.
Seeking Alpha published the transcript of FTAI Infrastructure Inc.'s (FIP) Q2 2026 earnings call. The item is the call transcript itself, covering the company's second-quarter 2026 earnings discussion.
Why it matters — A FIP watcher would care because the transcript provides a full record of the company's Q2 2026 results and management's commentary.
FTAI Infrastructure reported second-quarter adjusted EBITDA of $76.1 million, up from $45.9 million in the prior-year period. During the quarter, the company advanced plans to sell its Long Ridge energy asset, expanded its rail platform, and continued development work at its terminal operations.
Why it matters — The rise in adjusted EBITDA alongside progress on asset sales, rail expansion, and terminal development reflects notable operational and portfolio progress for FTAI Infrastructure watchers.
FTAI Infrastructure Inc. reported its financial results for the second quarter of 2026 and declared a dividend of $0.03 per share of common stock. The company's consolidated comparative financial statements and key performance measures were attached as an exhibit to the press release.
Why it matters — FIP watchers would look to the quarterly results and the declared dividend as the key updates on the company's recent performance and shareholder payout.
The 4 Wall Street analysts covering FTAI Infrastructure, Inc. have a median 12-month price target of $9.5, with estimates ranging from $8.75 to $12. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 4 analysts covering FTAI Infrastructure, Inc., 4 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks FTAI Infrastructure, Inc. 30 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, FTAI Infrastructure, Inc. ranks 30 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (77 of 100).
No one can know that. What the data says: the median 12-month target from 4 analysts implies +289.3% from the last close, and Ticker Nerd's factor model ranks FTAI Infrastructure, Inc. 30 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering FTAI Infrastructure, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FIP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $8.75 to $12 over the next 12 months.
FTAI Infrastructure, Inc. returned -52.7% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
FTAI Infrastructure Inc. is a transportation and energy infrastructure company that acquires, develops, and operates critical assets serving industrial customers across North America.
The most recent item we track (GlobeNewsWire, 13 Oct 2026): "FTAI Infrastructure Inc. Announces Timing of Third Quarter 2026 Earnings and Conference Call". FTAI Infrastructure plans to announce its third-quarter 2026 financial results after the Nasdaq market close on Thursday, November 5, 2026. The company says its press release and earnings supplement will be posted on its Investor Relations website.
FTAI Infrastructure Inc. is a transportation and energy infrastructure company that acquires, develops, and operates critical assets serving industrial customers across North America. FTAI Infrastructure Inc. focuses on railroads, ports and terminals, power and gas, and sustainability and energy transition businesses, providing logistics, storage, handling, and transfer capabilities for energy products, raw materials, and related industrial freight. Its portfolio includes freight rail operations, multi-modal terminals, and strategically located industrial sites that support the movement and processing of crude oil, refined products, clean fuels, and other commodities. The company also operates infrastructure assets designed to connect transportation networks with energy and industrial supply chains, giving it a role in facilitating essential flows of goods and fuels. Headquartered in New York, FTAI Infrastructure Inc. is positioned within the broader industrial infrastructure market as an operator of long-lived, hard-to-replicate assets.
CEO Mr. Kenneth J. Nicholson · 1,110 employees · United States · https://www.fipinc.com
