$JBHT

J.B. Hunt Transport Services expects a 5% to 10% sequential drop in Q3 earnings per share, citing diesel costs and driver expenses. The company is in its fourth quarter of year-over-year improvement and has a $130 million cost-reduction initiative. Analysts anticipate a 20% average earnings growth for carriers this quarter. Intermodal volumes are up mid-single digits, with contract pricing expected to rise in the October bid season.

Bernstein reduced J.B. Hunt's (JBHT) price target to $307 from $329, citing cost concerns, while maintaining an Outperform rating. The stock trades at $229.04, up 66% year-to-date. Bernstein raised its 2027 earnings estimate but lowered Q3 and Q4 estimates. J.B. Hunt expects Q3 operating income to decline 5-10% due to rising expenses. Analysts have mixed reactions, with some lowering targets and others upgrading ratings.

Global supply chains face strains due to shipping disruptions, with U.S. trucking rates rising 18% YoY to $2.72/mile. War in Hormuz raised hull insurance to 3-8% of value. Malaysian glove makers like Top Glove face cost hikes. Knight-Swift (KNX) and J.B. Hunt (JBHT) report mixed impacts. Breakwave Tanker ETF (BWET) surged 5,157% since 2022, with VLCC rates hitting $1.3M/day.

J.B. Hunt Transport Services (JBHT) is set to release Q3 2026 earnings on Oct 15. Analysts expect $1.89 EPS (up 7.39% YoY) and $3.55B revenue (up 16.36% YoY). Challenges include rising costs, driver shortages, and weak Final Mile Services. The Zacks Consensus Estimate for 2026 EPS is $7.42, revised down 4.13% recently.

Analysts lowered J.B. Hunt Transport Services' average price target to $290.18 from $292.68, suggesting 28% upside. The consensus rating remains 'Buy' among 27 analysts.

Truist Securities maintained a Hold rating on JB Hunt Transport Services (JBHT) but lowered its price target from $295 to $235. GuruFocus values JBHT at $201.03, indicating an 11% overvaluation. The company's GF Score is 86/100, with strengths in profitability and growth but concerns over valuation.

Multiple analysts lowered price targets for J.B. Hunt Transport Services (JBHT) ahead of Q3 earnings, citing a supply-driven freight recovery. Truist, BMO Capital, and Citi reduced targets, with varying outlooks. JBHT shares were trading lower. Analysts expect Q3 EPS of $1.80 and revenue of $3.58B. Year-to-date, JBHT shares are up 13%.

BMO Capital reduced its price target for J.B. Hunt Transport Services from $320 to $315. Citigroup also lowered its target to $254 from $309. The stock is currently trading at $223.22, down 1.20% on the day and 0.13% over a month, but up 15.13% year-to-date.

JP Morgan maintained an Overweight rating on JB Hunt Transport Services Inc (JBHT) but lowered its price target from $313 to $287. JBHT is trading at $229.54, which is 14.3% overvalued compared to its GF Value™ of $200.78. The company has a GF Score™ of 88/100, indicating strong overall performance, but concerns about valuation persist.

TD Cowen maintained a 'Hold' rating for JB Hunt Transport Services (JBHT) but lowered its price target from $297 to $283. According to GuruFocus, JBHT is 13.9% overvalued with a GF Value of $200.78, and has a GF Score of 88/100, indicating strong performance but potential limited upside.