Bernstein has revised its price target for J.B. Hunt Transport Services (JBHT, Financial), lowering it from $180 to $148, while maintaining a Market Perform rating for the company's shares. This adjustment follows the firm's recent earnings report, where J.B. Hunt posted a first-quarter earnings per share (EPS) of $1.17. This figure slightly exceeded Wall Street's consensus expectations but may have fallen short of the buy-side's projections, given anticipated volume levels.
Despite the positive EPS performance, Bernstein highlights ongoing challenges in J.B. Hunt's core intermodal business. The firm notes that recovering margins in this segment remains difficult, compounded by the aftermath of inventory adjustments, additional tariff-related impacts, and a more stringent truck market. As a result, investors are advised to monitor these factors closely, which are crucial to the company's future profitability and growth prospects.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 22 analysts, the average target price for JB Hunt Transport Services Inc (JBHT, Financial) is $168.18 with a high estimate of $202.00 and a low estimate of $133.00. The average target implies an upside of 24.48% from the current price of $135.11. More detailed estimate data can be found on the JB Hunt Transport Services Inc (JBHT) Forecast page.
Based on the consensus recommendation from 26 brokerage firms, JB Hunt Transport Services Inc's (JBHT, Financial) average brokerage recommendation is currently 2.2, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for JB Hunt Transport Services Inc (JBHT, Financial) in one year is $174.84, suggesting a upside of 29.41% from the current price of $135.11. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the JB Hunt Transport Services Inc (JBHT) Summary page.
