BUZZ-Bernstein hikes PT on UPS; shares rises
Package delivery co United Parcel Service's UPS.N shares up 1% at $126.16, premarket
Bernstein increases PT to $179 from $172; maintains "outperform" rating
Given intact price discipline and ongoing restructurings, brokerage sees an improved 2025 for parcel cos, while also acknowledging potential regulatory, tariff, and geopolitical risks
"Remain outperform on UPS as they contractually lower cost inflation which should support a steeper inflection in margins than the market is expecting" - Bernstein
Brokerage expects co's 2025 adjusted EPS to be $7.59 vs $7.44 it expected earlier; expects adj EPS to reach $9.25 by 2026
Wells Fargo, however, cuts PT on UPS stock to $150 from $155
17 of 32 brokerages rate the stock "buy" or "higher", 12 "hold" and 3 "sell"; median PT $150 - data compiled by LSEG
Up to last close, shares down ~1% YTD
(Reporting by Rupali Chaudhary in Bengaluru)
((Rupali.Chaudhary@thomsonreuters.com))
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