Stifel lowers Landstar System stock price target to $131 on gradual recovery

Published 31/07/2025, 15:38
Stifel lowers Landstar System stock price target to $131 on gradual recovery

Investing.com - Stifel has reduced its price target on Landstar System (NASDAQ:LSTR) to $131.00 from $140.00 while maintaining a Hold rating on the transportation and logistics company. The stock is currently trading near its 52-week low of $128.99, having declined 21% year-to-date.

The price target adjustment follows Landstar’s second-quarter 2025 earnings report, which showed earnings per share of $1.20, matching Stifel’s estimate and exceeding the consensus expectation of $1.17.

Stifel noted that Landstar demonstrated strong yield performance, particularly in unsided equipment, and that the company’s BCO (Business Capacity Owner) capacity attrition has stabilized.

While Landstar management continues to view the market as oversupplied, Stifel analysts anticipate a gradual improvement in market conditions rather than further deterioration.

Despite acknowledging Landstar as "a good steward of capital" with a "tried-and-true" business model, Stifel believes the company performs best during steeper market recoveries, which is difficult to forecast in the current environment.

In other recent news, Landstar System reported its second quarter 2025 earnings, surpassing analyst expectations with an earnings per share (EPS) of $1.20. This figure exceeded the Benchmark estimate of $1.12 and the FactSet consensus of $1.17. Despite this earnings beat, the company’s revenue of $1.211 billion reflected a 1.1% decline compared to the same period last year. Additionally, the EPS was down 19% year-over-year. UBS adjusted its price target for Landstar System to $149 from $154, citing a revised 2026 EPS estimate of $6.20, down from $6.40. UBS maintained a Neutral rating on the stock. Benchmark reiterated its Hold rating following the earnings announcement. These developments highlight the recent financial performance and analyst perspectives on Landstar System.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.