$ZTO

Analysts upgraded Broadcom (AVGO) to Outperform with a $490 target, Deere (DE) to Outperform with an $813 target, and Dell (DELL) to Outperform with a $625 target. Moderna (MRNA) was downgraded to Sell with an $81 target. Seaport Research initiated Buy ratings on Devon Energy (DVN), Permian Resources (PR), and Viper Energy (VNOM).

ZTO Express (NYSE:ZTO) reported Q2 2026 revenue of RMB14.55B ($2.14B), up 23% YoY, and adjusted net income of RMB3.1B, up 50.3% YoY. Parcel volumes rose 6.5% to 10.5B, with market share expanding to 19.9%. Despite strong earnings, shares fell 1.86% pre-market. ZTO revised its full-year parcel growth outlook to 6-10% due to moderating industry growth.

ZTO Express (Cayman) Inc. (ZTO) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 ZTO Reports Second Quarter 2026 Unaudited Financial Results 10.5 Billion Parcels Expanded Market Share to 19.9% Adjusted Net Income Increased 50.3% to RMB3.1 Billion SHANGHAI, August 19, 2026 /PRNewswire/ - ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057) , a lea

ZTO Express reported Q2 2026 results with revenue up 23% YoY to RMB14.55B, net income up 56.7% to RMB3.08B, and parcel volume up 6.5% to 10.5B. Adjusted net income rose 50.3% to RMB3.1B. The company cited service quality, operational efficiency, and regulatory benefits as growth drivers.

The week ahead focuses on housing and consumer health. Housing starts and pending home sales are due Tuesday, with July starts up 19% month over month and pending sales down 5.4% in June. Earnings include Home Depot (est. $47.27B revenue, $4.73 EPS) and TJX (est. $15.18B revenue, $1.19 EPS), plus Walmart and Ross commentary.

Morgan Stanley raised its ZTO Express (NYSE:ZTO) price target to $30.10 from $28.50 and kept an Overweight rating, citing forecast increases after Q1 results, market share gains, and improved unit profitability. BofA cut its target to $25.60 from $27 and maintained Neutral, citing a potential Alibaba stake sale overhang. ZTO reported Q1 adjusted EPS of RMB2.95 and revenue of RMB13.282B.

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ZTO Express (Cayman) Inc. recently reported its first-quarter earnings, showing respectable results with revenues and EPS slightly above analyst predictions. Following these results, analysts have moderately uplifted their revenue and earnings per share forecasts for 2026. Despite the upgraded estimates, the consensus price target for ZTO Express (Cayman) remains unchanged at US$29.08.

Macquarie maintained an Outperform rating on ZTO Express (Cayman) Inc. (ZTO.US) and raised its US stock target price by 3% to USD31.4. This is due to strong parcel volume and revenue performance in Q1, despite slightly below-expected margins as the company prioritized volume growth. The broker anticipates the company will gain additional volume share aided by its competitive advantages and an establishing industry pricing floor.

ZTO Express (Cayman) reported a significant increase in parcel volume and revenue, alongside a rise in adjusted net income. The company maintained its annual parcel growth guidance and announced a new US$1.5 billion share repurchase program. This indicates strong performance and a commitment to shareholder returns.