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

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

FIP has been the subject of a number of other research reports. JonesTrading reaffirmed a “buy” rating and set a $8.75 price objective on shares of FTAI Infrastructure in a research report on Monday. Wall Street Zen cut shares of FTAI Infrastructure from a “sell” rating to a “strong sell” rating in a research report on Monday, July 20th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of FTAI Infrastructure in a research report on Wednesday, September 9th. Citizens Jmp assumed coverage on shares of FTAI Infrastructure in a research report on Wednesday, July 15th. They issued a “market outperform” rating and a $10.00 price target for the company. Finally, Compass Point set a $12.00 price target on shares of FTAI Infrastructure in a research report on Tuesday, June 30th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $9.94.

FTAI Infrastructure Price Performance

Shares of NASDAQ:FIP traded down $0.24 during mid-day trading on Monday, reaching $2.89. 1,818,644 shares of the company were exchanged, compared to its average volume of 1,115,753. The firm has a market cap of $341.54 million, a price-to-earnings ratio of -0.56 and a beta of 1.79. The firm’s 50-day simple moving average is $3.67 and its 200 day simple moving average is $4.45. FTAI Infrastructure has a 1 year low of $2.77 and a 1 year high of $6.69.

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

Hedge Funds Weigh In On FTAI Infrastructure

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

Key Headlines Impacting FTAI Infrastructure

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.

FTAI Infrastructure Company Profile

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.