UBS has lowered its earnings per share forecasts for UPS for Q3 and Q4 2026, citing expected declines in domestic package volumes. Despite this, UBS maintains a Buy rating and a $124 price target, highlighting improving domestic margins as the main factor supporting UPS's earnings outlook. The broker expects a 3.6% year-over-year drop in domestic volumes but notes pricing remains strong, with positive effects from driver buyouts and pricing adjustments. Fuel price volatility is expected to be neutral overall, and a normal peak-season lift is anticipated despite economic concerns. UBS projects domestic margins to improve to 7% in Q3 and 10.6% in Q4, driving earnings growth and supporting the stock's valuation based on 2027 earnings estimates.
UPS earnings estimates are under review by UBS, with focus on domestic margins shaping the outlook. For readers following the Industrials sector, here is Pluang's market snapshot as of Oct 02, 2026 23:33 WIB: Of 93 priced US Industrials stocks, 65 rose and 28 fell today. Notable movers include Comfort Systems USA Inc (FIX) at USD 1,743.30 with a 3.44% increase and a typical hold time of 39 days, Upwork Inc (UPWK) at USD 8.06 down 3.36%, and EHang Holdings Ltd - ADR (EH) at USD 4.21 up 3.31% with a typical hold time of 46 days and 72% buy order activity on Pluang.
NetApp's stock price target was increased from $215 to $260 following its robust fiscal 2027 Q1 results, which included $2.03 billion in revenue and $2.58 non-GAAP earnings per share, both exceeding estimates. The company is advancing its AI infrastr...
NextEra Energy and partners are developing Project Star, a $22.3 billion natural gas-powered energy campus in Encinal, Texas, aimed at powering a large data center and supplying the grid. The campus will have 6.47 gigawatts of generation capacity, wi...
UBS has increased its price target for G-III Apparel Group to $27.00 from $26.00, reflecting confidence in the company's financial health and market position. Although the current share price slightly exceeds UBS's target, other analysts see potentia...
Enerflex secured a contract to build about 450 megawatts of natural gas-fired power units for a North American data center developer, with deliveries starting in 2027 and completing in 2028. The company’s 2026 capital spending includes $15 million fo...
Leslie's Inc., a leading pool and spa service provider, has filed for Chapter 11 bankruptcy and entered a restructuring agreement with its lenders. The company plans to close 76 stores but will keep others open and continue serving customers through ...
