FTAI Infrastructure’s (FIP) “Buy” Rating Reaffirmed at BTIG Research

FTAI Infrastructure (NASDAQ:FIP)‘s stock had its “buy” rating restated by stock analysts at BTIG Research in a report released on Monday, Benzinga reports. They presently have a $9.00 price target on the stock. BTIG Research’s price target would suggest a potential upside of 211.42% from the company’s previous close.

Other analysts have also issued research reports about the company. Wall Street Zen lowered FTAI Infrastructure from a “sell” rating to a “strong sell” rating in a report on Monday, July 20th. Citizens Jmp started coverage on FTAI Infrastructure in a research note on Wednesday, July 15th. They issued a “market outperform” rating and a $10.00 price target for the company. Weiss Ratings reissued a “sell (e+)” rating on shares of FTAI Infrastructure in a report on Wednesday, September 9th. Compass Point set a $12.00 target price on FTAI Infrastructure in a research report on Tuesday, June 30th. Finally, JonesTrading restated a “buy” rating and issued a $8.75 target price on shares of FTAI Infrastructure in a research note on Monday. Three equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $9.94.

FTAI Infrastructure Price Performance

FTAI Infrastructure stock traded down $0.24 during trading hours on Monday, reaching $2.89. The stock had a trading volume of 1,818,644 shares, compared to its average volume of 1,115,753. The company has a market cap of $341.54 million, a price-to-earnings ratio of -0.56 and a beta of 1.79. The business’s 50 day moving average price is $3.69 and its 200-day moving average price is $4.47. FTAI Infrastructure has a 52 week low of $2.77 and a 52 week high of $6.69.

FTAI Infrastructure (NASDAQ:FIP) last released its quarterly earnings results on Wednesday, August 5th. The company reported ($1.41) EPS for the quarter, missing the consensus estimate of ($0.60) by ($0.81). FTAI Infrastructure had a negative net margin of 74.10% and a negative return on equity of 147.01%. The firm had revenue of $186.77 million for the quarter, compared to analysts’ expectations of $186.08 million.

Institutional Investors Weigh In On FTAI Infrastructure

Several hedge funds have recently added to or reduced their stakes in FIP. Wellington Management Group LLP grew its position in FTAI Infrastructure by 10.3% during the 2nd quarter. Wellington Management Group LLP now owns 13,490,351 shares of the company’s stock worth $62,595,000 after purchasing an additional 1,259,468 shares during the period. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of FTAI Infrastructure during the 2nd quarter valued at about $8,591,000. Pingora Partners LLC lifted its holdings in shares of FTAI Infrastructure by 3.1% in the 4th quarter. Pingora Partners LLC now owns 1,770,103 shares of the company’s stock valued at $8,160,000 after buying an additional 53,930 shares during the period. Lazard Asset Management LLC boosted its stake in shares of FTAI Infrastructure by 38.0% in the first quarter. Lazard Asset Management LLC now owns 467,149 shares of the company’s stock worth $2,308,000 after buying an additional 128,598 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky boosted its stake in shares of FTAI Infrastructure by 43.5% in the first quarter. Teachers Retirement System of The State of Kentucky now owns 433,930 shares of the company’s stock worth $2,144,000 after buying an additional 131,521 shares during the last quarter. 87.43% of the stock is owned by hedge funds and other institutional investors.

More FTAI Infrastructure News

Here are the key news stories impacting FTAI Infrastructure this week:

• Positive Sentiment: FTAI Energy Partners, FIP’s Jefferson subsidiary, agreed to acquire the Port Arthur Terminal in Texas and a 50% interest in Alberta’s Diluent Recovery Unit from USD Group for approximately $255 million. The assets are expected to contribute about $50 million of annual EBITDA and would more than double Jefferson’s existing adjusted EBITDA. Affiliate of Jefferson Energy Companies Agrees to Acquire Crude Oil Logistics Assets from USD Group
• Positive Sentiment: The acquired facilities form an integrated crude-shipping platform with capacity of roughly 50,000 barrels per day and a long-term, take-or-pay contract with minimum volume commitments from an investment-grade customer. This could improve FIP’s recurring cash flow and expand its energy-infrastructure growth opportunities. FTAI Infrastructure Unit to Acquire Energy Assets for $255 Million
• Positive Sentiment: BTIG Research reaffirmed its “buy” rating with a $9.00 price target, while JonesTrading maintained a “buy” rating and an $8.75 target. Both targets imply substantial upside from the recently quoted share price, reinforcing bullish analyst sentiment. FTAI Infrastructure Stock Keeps Buy Rating at JonesTrading
• Neutral Sentiment: The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals. FIP has secured acquisition financing and may issue additional parity bonds, but the final funding structure remains under evaluation. FTAI Infrastructure Unit To Buy Port Arthur Terminal and Alberta DRU Interest
• Negative Sentiment: Assuming existing debt and adding acquisition financing could increase leverage and execution risk, despite management’s claim that the deal will de-leverage Jefferson’s balance sheet. The acquisition’s projected EBITDA is forward-looking and depends on closing, financing and customer performance.
• Negative Sentiment: FIP’s recent fundamentals remain strained: the company reported a significant quarterly loss, negative net margin and negative return on equity. The stock also remains well below its 50-day and 200-day moving averages, which may limit investor enthusiasm despite the acquisition and analyst support.

About FTAI Infrastructure

FTAI Infrastructure Inc owns and operates critical infrastructure assets that support the transportation and energy sectors. The company focuses on businesses that provide essential services to industrial, commercial and governmental customers, including rail transportation, port and terminal operations, and power generation.

Its portfolio includes Transtar, a provider of industrial rail transportation and related services, as well as energy and logistics infrastructure such as the Jefferson Energy Companies terminal in Georgia, the Repauno Port and Rail Terminal in New Jersey, and the Long Ridge Energy Terminal and power-generation complex in Ohio.