UBS Raises PT on Expeditors International to $120, Maintains Neutral Rating
UBS Group has adjusted its price target for Expeditors International of Washington (EXPD) to $120, from the previous $117, while maintaining a neutral rating. This update comes amidst mixed signals from other analysts and a recent earnings report that showcased strong performance for the company [1].
Expeditors International reported its second-quarter (Q2) 2025 earnings on August 5, 2025, highlighting an 8.7% revenue growth to $2.65 billion and a 7.9% beat on earnings per share (EPS) at $1.34. The company's strong operational performance, driven by growth in both air and ocean freight segments, has been a positive factor for investors [2].
However, the company faces increasing competition in the logistics sector from major players such as DSV, FedEx, and Hellmann Worldwide Logistics. Despite this, the company's strong earnings and recent policy developments, like Delhi’s push for modern logistics infrastructure, may provide indirect benefits [2].
Analysts remain divided, with a simple average rating of 2.50 and a performance-weighted rating of 2.11, suggesting a broadly neutral stance. The ratings are spread between “Sell” and “Neutral,” indicating no strong consensus among analysts. Technical indicators also show a bearish-leaning score of 4.55, suggesting caution for investors despite the strong earnings performance [2].
Institutional investors have shown cautious outflows, while retail investors have shown positive inflows, creating potential short-term volatility. UBS's price target adjustment reflects a cautious yet neutral outlook, indicating that the company's recent performance is being closely monitored [2].
References:
[1] https://www.marketscreener.com/news/ubs-adjusts-price-target-on-expeditors-international-of-washington-to-120-from-117-maintains-neut-ce7c5ed9d088f127
[2] https://www.ainvest.com/news/stock-analysis-expeditors-international-washington-outlook-navigating-mixed-signals-strong-earnings-2508/
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