Focus: Q3 2025 U.S. Stock Earnings Reports Truist Securities has raised its price target for United Parcel Service Inc (NYSE: UPS) from $100 to $120 while maintaining a "Buy" rating, citing the company's robust third-quarter results and updated guidance. The bank highlighted UPS's progress in cost-cutting, improved operational efficiency, and positive signals from peak-season demand as indicators of its ability to sustain double-digit EBIT margins through 2026 and beyond.
UPS had previously faced multiple challenges, including slowing economic growth, shifting consumer behavior (from goods to travel and services), and tariff-related uncertainties from the Trump administration, all of which weighed on volume growth and margins.
However, UPS is countering these headwinds by focusing on high-potential growth areas such as healthcare and small-to-medium business customers. In Q3 2025, the company reported adjusted earnings of $1.74 per share on revenue of $21.4 billion.
United Parcel Service Inc (NYSE: UPS) provides transportation, logistics, and package delivery services across domestic and international markets.
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