FTAI Infrastructure (NASDAQ:FIP) Earns “Buy” Rating from JonesTrading

FTAI Infrastructure (NASDAQ:FIP)‘s stock had its “buy” rating reissued by investment analysts at JonesTrading in a research note issued to investors on Monday, Benzinga reports. They presently have a $8.75 price target on the stock. JonesTrading’s price target indicates a potential upside of 210.28% from the company’s previous close.

Other equities research analysts have also issued research reports about the company. Compass Point set a $12.00 target price on FTAI Infrastructure in a research report on Tuesday, June 30th. Citizens Jmp assumed coverage on FTAI Infrastructure in a research report on Wednesday, July 15th. They set a “market outperform” rating and a $10.00 price target for the company. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of FTAI Infrastructure in a research note on Wednesday, September 9th. Finally, Wall Street Zen cut shares of FTAI Infrastructure from a “sell” rating to a “strong sell” rating in a research note on Monday, July 20th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, FTAI Infrastructure currently has a consensus rating of “Moderate Buy” and a consensus price target of $9.95.

FTAI Infrastructure Trading Down 2.4%

FIP opened at $2.82 on Monday. The stock has a market capitalization of $333.27 million, a P/E ratio of -0.54 and a beta of 1.79. FTAI Infrastructure has a 12 month low of $2.75 and a 12 month high of $6.69. The firm’s fifty day simple moving average is $3.64 and its 200 day simple moving average is $4.43.

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

Institutional Trading of FTAI Infrastructure

A number of hedge funds have recently made changes to their positions in the business. Bank of America Corp DE boosted its position in FTAI Infrastructure by 1.7% during the first quarter. Bank of America Corp DE now owns 281,015 shares of the company’s stock worth $1,388,000 after purchasing an additional 4,810 shares during the period. WINTON GROUP Ltd bought a new position in shares of FTAI Infrastructure in the second quarter valued at about $65,000. Fortitude Advisory Group L.L.C. bought a new position in shares of FTAI Infrastructure in the first quarter valued at about $74,000. Savant Capital LLC acquired a new stake in shares of FTAI Infrastructure during the 4th quarter worth about $72,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of FTAI Infrastructure during the 2nd quarter worth about $75,000. 87.43% of the stock is owned by institutional investors and hedge funds.

FTAI Infrastructure News Summary

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

• Positive Sentiment: FTAI Energy Partners, a subsidiary of FTAI Infrastructure, agreed to acquire the Port Arthur crude-oil terminal in Texas and a 50% interest in an Alberta Diluent Recovery Unit from USD Group for approximately $255 million. The assets are expected to contribute about $50 million of annual EBITDA, potentially more than doubling the Jefferson segment’s existing adjusted EBITDA. Affiliate of Jefferson Energy Companies Agrees to Acquire Crude Oil Logistics Assets from USD Group
• Positive Sentiment: The acquired logistics platform is supported by a long-term take-or-pay contract with minimum volume commitments and an investment-grade counterparty. That could provide more predictable cash flow and growth opportunities across FIP’s terminal operations.
• Positive Sentiment: BTIG Research and JonesTrading reaffirmed “buy” ratings, with price targets of $9.00 and $8.75, respectively—well above the recent trading level. FTAI Infrastructure Stock Keeps Buy Rating at JonesTrading
• Neutral Sentiment: Management has secured acquisition financing and expects the transaction to close in the fourth quarter of 2026, subject to regulatory approvals. The company may also refinance or consolidate the assets through additional parity bonds.
• Negative Sentiment: The deal will involve assumed debt and acquisition borrowing, increasing leverage and financing risk despite management’s expectation that the transaction will improve Jefferson’s balance sheet. Closing could also be delayed by regulatory approvals.
• Negative Sentiment: Investors are still contending with FIP’s weak financial performance: the latest quarter included a large adjusted EPS shortfall, negative margins and negative return on equity. Those concerns may be offsetting the acquisition’s prospective EBITDA benefits.

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.