UPS has a lower bar to hurdle to impress investors. Can it deliver?


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UPS has a lower bar to hurdle to impress investors. Can it deliver? - Marketwatch

Wall Street’s expectations have been lowered since United Parcel Service Inc. UPS, 2.09% last reported earnings, the question is whether the bar is now low enough for investors to get back to being impressed with results.

Analyst Bruce Chan at Stifel Nicolaus believes the answer is yes, as he upgraded UPS last week to buy from hold and raised his stock price target to $224 from $210. He said improved valuation presented investors with a “good opportunity” to invest in a company with “a lot to like” about the fundamentals, particularly in the core small package unit.

Cowen’s Helane Becker, not so much, as she recommended recently investors stay sidelined, saying she believed “the peak is upon us.” Although she expects UPS to report seeing “strength in consumer-led demand,” she expects margins to be constrained by rising wages, as multiple large transport players look to accelerating hiring into the peak season in a tight labor market.

Becker reiterated her market perform rating and stock price target of $203.


Retired 21 years
I didn't think the bar could be lowered anymore than it already has. Drives who look like convicts- trucks that never seem to get washed- commit time that mean NOTHING-