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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摩根大通分析师Brian Ossenbeck维持$Knight-Swift Transportation (KNX.US)$持有评级，并将目标价从57美元上调至59美元。
根据TipRanks数据显示，该分析师近一年总胜率为48.0%，总平均回报率为6.8%。
此外，综合报道，$Knight-Swift Transportation (KNX.US)$近期主要分析师观点如下：
由于对本季度利润率提高的预测更为谨慎，该公司第三季度的每股卡车收益预期已下调。此次调整基于稳定的每英里收入预测，加上对更高的运营比率的更广泛预期，这表明季度同比利润率将延长，低于典型水平。
分析表明，运输和物流业可能已接近周期性衰退的后期阶段，目前的利率和利润率接近最低点。这为2025年和2026年潜在的强劲收益增长奠定了基础，因为预计利率将反弹。人们认为，该行业的许多公司都由强大的管理团队领导，这些团队表现出对严格资本配置的承诺，这进一步支撑了乐观的前景。此外，北美经济运输服务的基本性质被视为降低了中断或替代的风险。建议投资者为预期的周期性复苏做好准备，重点关注有望从紧缩的运费条件中受益的公司。
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