FTAI Infrastructure Inc.

FTAI Infrastructure Inc.

FIPยทNASDAQ

$4.22

-5.8%
IndustrialsConglomerates

FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation and energy industries. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company 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 under construction. In addition, it operates five freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is based in New York, New York. FTAI Infrastructure Inc. (NasdaqGS : FIP) operates independently of Fortress Transportation and Infrastructure Investors LLC as of August 1, 2022.

At a Glance

Live Snapshot
Market Cap$498.65M
EPS-2.2600
P/E Ratio-1.87
Earnings Date07/28/2026
fip

FTAI Infrastructure Inc. Street Expectations Map

FIP ยท NASDAQ

Wall Street analysts project that FIP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 11.67, with estimates ranging from a low of 10.00 to a high of 13.00.

Lowest Target
10.00
136.97%
Consensus Target
11.67
176.54%
Highest Target
13.00
208.06%

The consensus 1-year price target stands at 11.67, with estimates ranging from a low of 10.00 to a high of 13.00.

Analyst Consensus Analysis

Upside Potential

+176.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

25.7% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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FTAI Infrastructure Inc. Forward Estimates of Revenue

FIP ยท NASDAQ
Latest Revenue
502.52M
FY 2025
Avg Estimate
832.23M
FY 2026
Estimate Range
796.48M - 877.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+65.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Infrastructure Inc. Forward Estimates of Net Income

FIP ยท NASDAQ
Latest Net Income
-107.17M
FY 2025
Avg Estimate
-138.10M
FY 2026
Estimate Range
-169.90M - -102.81M
Analyst Spread

Forward Growth Analysis

Projected Growth-28.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread49%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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FTAI Infrastructure Inc. Forward Estimates of EPS

FIP ยท NASDAQ
Latest EPS
-2.26
FY 2025
Avg Estimate
$-1.19
FY 2026
Estimate Range
$-1.57 - $-0.95
Analyst Spread

Forward Growth Analysis

Projected Growth+47.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread52%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTAI Infrastructure Inc. Forward Estimates of EBIT

FIP ยท NASDAQ
Latest EBIT
110.54M
FY 2025
Avg Estimate
-465.93M
FY 2026
Estimate Range
-491.00M - -445.92M
Analyst Spread

Forward Growth Analysis

Projected Growth-521.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTAI Infrastructure Inc. Forward Estimates of EBITDA

FIP ยท NASDAQ
Latest EBITDA
243.03M
FY 2025
Avg Estimate
-188.72M
FY 2026
Estimate Range
-198.88M - -180.62M
Analyst Spread

Forward Growth Analysis

Projected Growth-177.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTAI Infrastructure Inc. Forward Estimates of SG&A Expense

FIP ยท NASDAQ
Latest SG&A Expense
16.22M
FY 2025
Avg Estimate
62.04M
FY 2026
Estimate Range
59.37M - 65.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+282.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Infrastructure Inc. Insider Positioning

FIP ยท NASDAQ

During the last 12 months, insiders have purchased $2.80M worth of FIP shares, with no selling activity reported.

3 Months

Bought

10.0K

45.80K

Sold

0

0.00

Net Activity

+46K

+$46K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

1.1M

2.75M

Sold

0

0.00

Net Activity

+2.8M

+$2.75M

Top Buyers

1
NKJ

Nicholson Kenneth J.

Officer: Ceo And President

1.1M sharesโ€ข1 transactions

$2.71M

2
FCRI

Fletcher Carl Russell Iv

Officer: Cfo And Cao

20.0K sharesโ€ข2 transactions

$91K

3
LA1L

Lif Aiv 1, L.P.

Director, 10 Percent Owner:

0 sharesโ€ข1 transactions

$0

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $2.80M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Recent Trend (3 Months)

$46K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

3 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.