J.P. Morgan analyst Brian Ossenbeck maintains $Knight-Swift Transportation (KNX.US)$ with a hold rating, and adjusts the target price from $57 to $59.
According to TipRanks data, the analyst has a success rate of 48.0% and a total average return of 6.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Knight-Swift Transportation (KNX.US)$'s main analysts recently are as follows:
The firm's truckload earnings per share estimates for Q3 have been revised downwards due to a more cautious forecast for margin improvement in the quarter. This adjustment is based on stable revenue per mile projections paired with a broader anticipation of higher operating ratios, which suggest an extension of below-typical quarter-over-quarter margin results.
The analysis suggests that the transportation and logistics sector may be approaching the later stages of a cyclical downturn, with current rates and margins nearing their lowest points. This sets the stage for potential robust earnings growth in 2025 and 2026 as the rates are expected to rebound. The optimistic outlook is further bolstered by the belief that many companies in this sector are helmed by strong management teams who have demonstrated a commitment to disciplined capital allocation. Additionally, the essential nature of transportation services to the North American economy is seen as reducing the risk of disruption or replacement. Investors are advised to position themselves for the anticipated cyclical recovery, focusing on companies poised to benefit significantly from tightening freight conditions.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Brian Ossenbeck維持$Knight-Swift Transportation (KNX.US)$持有評級，並將目標價從57美元上調至59美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.0%，總平均回報率為6.8%。
此外，綜合報道，$Knight-Swift Transportation (KNX.US)$近期主要分析師觀點如下：
由於對本季度利潤率提高的預測更爲謹慎，該公司第三季度的每股卡車收益預期已下調。此次調整基於穩定的每英里收入預測，加上對更高的運營比率的更廣泛預期，這表明季度同比利潤率將延長，低於典型水平。
分析表明，運輸和物流業可能已接近週期性衰退的後期階段，目前的利率和利潤率接近最低點。這爲2025年和2026年潛在的強勁收益增長奠定了基礎，因爲預計利率將反彈。人們認爲，該行業的許多公司都由強大的管理團隊領導，這些團隊表現出對嚴格資本配置的承諾，這進一步支撐了樂觀的前景。此外，北美經濟運輸服務的基本性質被視爲降低了中斷或替代的風險。建議投資者爲預期的週期性復甦做好準備，重點關注有望從緊縮的運費條件中受益的公司。
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