Truist Raises UPS Target Price to $120 Following Strong Q3 Performance

Deep News
Nov 14

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.

While UPS presents investment potential, certain AI-focused stocks may offer greater upside with lower downside risks. Investors seeking undervalued AI stocks poised to benefit from tariff policies and domestic manufacturing trends may explore our free report for short-term opportunities.

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