Truist lifts PT on logistics firms on expected freight stabilization
Truist raises price target on logistics and transportation firms such as Old Dominion ODFL.O, J B Hunt Transport JBHT.O, Expeditors International of Washington EXPD.N, XPO XPO.N ,and GXO Logistics GXO.N
Brokerage says freight conditions may stabilize or improve modestly in the second half of 2025 despite current softness
Says there are signs of inventory normalization amd potential restocking in late 2025, which could drive volume recovery
Says that despite volume weakness, revenue per shipment has shown resilience; logistics firms are maintaining pricing discipline, which supports margin stability in a low-volume environment
As of last close , S&P 500 Transportation Index (Industry Group).SPLRCTRN up 3.6% YTD
Company | New PT | Old PT |
Old Dominion | $180 | $175 |
J.B. Hunt | $140 | $130 |
Expeditors International | $110 | $105 |
XPO | $135 | $125 |
GXO Logistics | $48 | $40 |
Related Articles
This Is Why I’m Buying Taiwan Semiconductor Stock in 2026
TradingKey - Taiwan Semiconductor Manufacturing (TSM) is part of a rapidly growing sector in AI.
January CPI Revives Rate-Cut Hopes; Gold and Silver Rebound, But Is the Bull Run Intact?
TradingKey - During Friday's US session, spot gold surged back above $5,000 to close at $5,043, while silver resumed its rally, breaking through the $75 mark to peak near $79 before closing at $77.43. This movement was primarily driven by data from the U.S. Bureau of Labor Statistics that significan
Bitcoin Price Prediction 2029-2035: Institutional Accumulation and the U.S. Treasury’s Strategic Reserve Pivot
Explore the 2026 Bitcoin landscape: From the U.S. Strategic Reserve and Michael Saylor’s $75B war chest to Cathie Wood’s 2030 forecast. Is BTC the new Digital Gold?
This $1 Trillion AI Stock Is Getting Ready for 2026: Is Meta a Good Buy?
When ads and commerce are factored in, Meta is building a long-term platform—in Augmented Reality and smart glasses — to get us closer to the future of AI. This device hardware business is less profitable than ads right now, but it could grow the company’s ecosystem and open up new ways for it to ma
Is SaaS Dead? The Truth Behind the Software Meltdown, the Missing Floor, and the Peak That’s Not Coming Back
TradingKey - A trillion dollars just vanished from software stocks—this piece breaks down who AI is really killing, who quietly benefits, and why cheap SaaS may be the biggest value trap of this cycle.
