FTAI Infrastructure (FIP) Stock Overview
Engages in acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 1/6 |
Rewards
Risk Analysis
FIP Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
FTAI Infrastructure Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$4.56 |
| 52 Week High | US$7.94 |
| 52 Week Low | US$3.90 |
| Beta | 1.9 |
| 1 Month Change | -6.17% |
| 3 Month Change | -15.24% |
| 1 Year Change | -25.49% |
| 3 Year Change | 35.31% |
| 5 Year Change | n/a |
| Change since IPO | 52.00% |
Recent News & Updates
Seeking Alpha • May 09
FTAI Infrastructure: Lot Of Noise But Steps To Monetization
Summary FTAI Infrastructure is progressing toward asset monetization, highlighted by the announced $1.52 billion Long Ridge sale and ongoing debt reduction. Segment updates show Transtar realizing $10 million annualized cost synergies and targeting $23 million, with revenue synergies expected from propane loadings via Repauno. Jefferson is negotiating contracts to increase throughput to 500,000 barrels/day, potentially raising EBITDA from $60 million to $100–110 million. Management targets Repauno and possibly Jefferson monetization in 2025, with risk/reward remaining compelling as leverage declines and business complexity reduces. Read the full article on Seeking Alpha
Narrative Update • Apr 29
FIP: Auditor Change And Filing Delay Will Unlock Future Upside Potential
Analysts have nudged their price targets on FTAI Infrastructure slightly higher, citing modest adjustments in discount rates, revenue growth, profit margins, and forward P/E assumptions. Together, these revisions support a small uplift in estimated fair value per share in dollar terms.Narrative Update • Apr 11
FIP: Filing Delay Will Create Upside As Market Reassesses Earnings Quality
Analysts have slightly adjusted their price targets on FTAI Infrastructure, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value steady at about $10.00 per share.Recent updates
Seeking Alpha • May 09
FTAI Infrastructure: Lot Of Noise But Steps To Monetization
Summary FTAI Infrastructure is progressing toward asset monetization, highlighted by the announced $1.52 billion Long Ridge sale and ongoing debt reduction. Segment updates show Transtar realizing $10 million annualized cost synergies and targeting $23 million, with revenue synergies expected from propane loadings via Repauno. Jefferson is negotiating contracts to increase throughput to 500,000 barrels/day, potentially raising EBITDA from $60 million to $100–110 million. Management targets Repauno and possibly Jefferson monetization in 2025, with risk/reward remaining compelling as leverage declines and business complexity reduces. Read the full article on Seeking AlphaNarrative Update • Apr 29
FIP: Auditor Change And Filing Delay Will Unlock Future Upside Potential
Analysts have nudged their price targets on FTAI Infrastructure slightly higher, citing modest adjustments in discount rates, revenue growth, profit margins, and forward P/E assumptions. Together, these revisions support a small uplift in estimated fair value per share in dollar terms.Narrative Update • Apr 11
FIP: Filing Delay Will Create Upside As Market Reassesses Earnings Quality
Analysts have slightly adjusted their price targets on FTAI Infrastructure, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value steady at about $10.00 per share.Narrative Update • Mar 28
FIP: Filing Delay Will Create Future Upside As Market Reassesses Earnings Quality
Analysts have nudged their price target on FTAI Infrastructure to $10.00, citing small updates to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News FTAI Infrastructure announced on 03/03/2026 that it will be unable to file its next Form 10-K by the required SEC deadline, indicating a delay in its annual reporting timeline (SEC filing notice).Narrative Update • Mar 12
FIP: Filing Delay Risk Will Set Up Attractive Future Upside Potential
Analysts have trimmed their price target on FTAI Infrastructure to $10.00, reflecting slightly lower assumptions for revenue growth and profit margins, along with a marginally reduced discount rate and a modestly higher future P/E multiple. What's in the News On 03/03/2026, FTAI Infrastructure Inc.Narrative Update • Feb 26
FIP: Refined Earnings Assumptions Will Support Future Upside Potential
Analysts have modestly raised their price target for FTAI Infrastructure, citing slightly higher assumed revenue growth of 45.30%, a marginally lower discount rate of 8.50%, and a small reduction in future P/E expectations to 20.51x, which together refine their view of the stock's risk and earnings power. Valuation Changes Fair Value: $10.0 is unchanged.Narrative Update • Feb 10
FIP: Higher Revenue And Margin Expectations Will Support Future Upside Potential
Analysts have raised their price target on FTAI Infrastructure to US$10.00, reflecting updated assumptions that point to slightly higher revenue growth and profit margin expectations, along with a modestly lower future P/E multiple and discount rate. Valuation Changes Fair Value: The fair value estimate remains unchanged at US$10.00 per share.Narrative Update • Jan 25
FIP: Refined Assumptions Will Support Strong Future Upside Potential
Analysts have made a modest adjustment to their price target on FTAI Infrastructure, maintaining fair value at $10.00 and refining assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company's risk and earnings power. Valuation Changes Fair Value: Kept unchanged at $10.00, indicating no adjustment to the central valuation anchor.Analysis Article • Jan 22
Investors Still Aren't Entirely Convinced By FTAI Infrastructure Inc.'s (NASDAQ:FIP) Revenues Despite 27% Price Jump
FTAI Infrastructure Inc. ( NASDAQ:FIP ) shareholders would be excited to see that the share price has had a great...Narrative Update • Jan 11
FIP: Improved Margins And Growth Assumptions Will Support Strong Future Upside
Analysts have modestly adjusted their price target on FTAI Infrastructure, citing updated assumptions around discount rates, revenue growth of about 43.33% and profit margins of about 5.22%, along with a slightly lower future P/E of about 23.28x. Valuation Changes Fair Value: Kept unchanged at a narrative value of 10.0 and an updated value of 10.0, indicating no revision in the core estimate.Narrative Update • Dec 26
FIP: Improved Profit Margins Are Expected To Drive Strong Future Upside
Analysts have raised their price target on FTAI Infrastructure to 10.00 dollars, driven by slightly lower discount rate assumptions, marginally higher projected revenue growth, and a modestly improved long term profit margin outlook that supports a stronger future earnings multiple. Valuation Changes Fair Value: Unchanged at 10.0 dollars per share, indicating no adjustment to the fundamental value estimate.Narrative Update • Dec 12
FIP: Profit Margin Expansion Is Expected To Drive Strong Future Upside
Analysts have raised their price target on FTAI Infrastructure from 9.00 dollars to 10.00 dollars, citing improving profit margin expectations and a more reasonable future earnings multiple, even as they assume moderating revenue growth. Valuation Changes The fair value estimate has risen moderately from 9.0 dollars to 10.0 dollars, reflecting an uplift in the assessed intrinsic value per share.Analysis Article • Nov 18
Slammed 26% FTAI Infrastructure Inc. (NASDAQ:FIP) Screens Well Here But There Might Be A Catch
FTAI Infrastructure Inc. ( NASDAQ:FIP ) shareholders won't be pleased to see that the share price has had a very rough...
New Narrative • Mar 25
Long Ridge And Repauno Developments Will Unlock New Business Opportunities
Strategic refinancing, acquisitions, and contract conversions are set to significantly boost earnings, revenue, and EBITDA through increased power prices and capacity payments.Analysis Article • Jan 09
With FTAI Infrastructure Inc. (NASDAQ:FIP) It Looks Like You'll Get What You Pay For
FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) price-to-sales (or "P/S") ratio of 2.9x may not look like an appealing...Analysis Article • Nov 03
FTAI Infrastructure (NASDAQ:FIP) Has Announced A Dividend Of $0.03
The board of FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on...Seeking Alpha • Aug 07
FTAI Infrastructure: Valuation Has Gone Off The Rails And Momentum Is Losing Steam
Summary FTAI Infrastructure owns North American energy infrastructure assets. The company recently reported Q2'24 earnings with revenue miss but positive EBITDA; performance seems to be going well across business units. However, given high maintenance capex and interest expense are significant detractors from EBITDA, the valuation doesn't appear as cheap as it is at first glance. At a 34x adjusted multiple to account for these items, shares of FTAI Infrastructure are too expensive, especially after a 192% rise in shares over the last year. Read the full article on Seeking AlphaAnalysis Article • Aug 06
FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03
FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on the 20th of...Seeking Alpha • Jun 16
FTAI Infrastructure: American Hard Assets With Upside
Summary FTAI Infrastructure is initiated with a buy rating and a price target of $11 per share by 1Q2025. Cash flows from Transtar's performance will enable FIP to finalize agreements on its remaining segments, unlocking accretive EBITDA by 4Q2024. The company has the potential to generate around $200 million in EBITDA by 2Q2025, translating to an intrinsic value of $14 per share. Read the full article on Seeking AlphaAnalysis Article • Mar 19
FTAI Infrastructure (NASDAQ:FIP) Will Pay A Dividend Of $0.03
FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) investors are due to receive a payment of $0.03 per share on 5th of April...Analysis Article • Mar 13
Why Investors Shouldn't Be Surprised By FTAI Infrastructure Inc.'s (NASDAQ:FIP) 30% Share Price Surge
FTAI Infrastructure Inc. ( NASDAQ:FIP ) shares have continued their recent momentum with a 30% gain in the last month...Analysis Article • Mar 05
FTAI Infrastructure (NASDAQ:FIP) Is Paying Out A Dividend Of $0.03
FTAI Infrastructure Inc. ( NASDAQ:FIP ) will pay a dividend of $0.03 on the 5th of April. The dividend yield will be...Analysis Article • Jan 04
FTAI Infrastructure Inc.'s (NASDAQ:FIP) Subdued P/S Might Signal An Opportunity
There wouldn't be many who think FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) price-to-sales (or "P/S") ratio of 1.2x is...Analysis Article • Oct 31
FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03
FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on the 16th of...Analysis Article • Nov 01
Calculating The Intrinsic Value Of FTAI Infrastructure Inc. (NASDAQ:FIP)
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of FTAI Infrastructure...Shareholder Returns
| FIP | US Transportation | US Market | |
|---|---|---|---|
| 7D | 1.8% | 1.6% | -3.3% |
| 1Y | -25.5% | 14.3% | 22.3% |
Return vs Industry: FIP underperformed the US Transportation industry which returned 14.1% over the past year.
Return vs Market: FIP underperformed the US Market which returned 22.5% over the past year.
Price Volatility
| FIP volatility | |
|---|---|
| FIP Average Weekly Movement | 9.5% |
| Transportation Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: FIP has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: FIP's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2021 | 1,110 | Ken Nicholson | www.fipinc.com |
FTAI Infrastructure Inc. engages in acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets; and Jefferson Terminal and Repauno that develops or acquires industrial properties in strategic locations that store and handle for third parties various energy products, including crude oil, refined products, and clean fuels.
FTAI Infrastructure Inc. Fundamentals Summary
| FIP fundamental statistics | |
|---|---|
| Market cap | US$534.10m |
| Earnings (TTM) | -US$520.95m |
| Revenue (TTM) | US$594.72m |
0.9x
P/S Ratio-1.0x
P/E RatioIs FIP overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FIP income statement (TTM) | |
|---|---|
| Revenue | US$594.72m |
| Cost of Revenue | US$352.94m |
| Gross Profit | US$241.79m |
| Other Expenses | US$762.74m |
| Earnings | -US$520.95m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -4.41 |
| Gross Margin | 40.66% |
| Net Profit Margin | -87.60% |
| Debt/Equity Ratio | 471.1% |
How did FIP perform over the long term?
See historical performance and comparisonDividends
2.6%
Current Dividend Yield-3%
Payout RatioDoes FIP pay a reliable dividends?
See FIP dividend history and benchmarks| FTAI Infrastructure dividend dates | |
|---|---|
| Ex Dividend Date | May 18 2026 |
| Dividend Pay Date | Jun 12 2026 |
| Days until Ex dividend | 24 days |
| Days until Dividend pay date | 1 day |
Does FIP pay a reliable dividends?
See FIP dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/09 17:04 |
| End of Day Share Price | 2026/06/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
FTAI Infrastructure Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gregory Lewis | BTIG |
| Brian Mckenna | Citizens JMP Securities, LLC |
| Giuliano Anderes Bologna | Compass Point Research & Trading, LLC |