The Globe and Mail reports in its Friday, Jan. 9, edition that National Bank Financial analyst Cameron Doerksen has reaffirmed his "outperform" recommendation for TFI International. The Globe's David Leeder writes that Mr. Doerksen's share target soared $25 to $170. Analysts on average target the shares at $155.75. Mr. Doerksen says in a note: "While trucking volumes have remained weak through Q4/25, driven by regulatory changes there is growing optimism that industry capacity, both in the U.S. and Canada, is finally starting to rationalize, which would likely be a catalyst for pricing strength in 2026. One broad-based measure of transportation capacity in the U.S. we track is the Logistics Managers Transportation Capacity Index which collapsed in December down 13.1 points to 36.9, the fourth consecutive drop and the lowest level since the Fall of 2021 during the period of tight capacity during the pandemic. ... We are also rolling out a forecast for 2027 in which we forecast EPS of $6.95, which is lower than the $8/share management views as the potential earnings power of the company in a more normalized market. ... We still forecast 2026 FCF at a solid $873-million, which would equate to a FCF yield of 9.6 per cent."