Hub Group target cut by Stifel on competitive market pressures

Published 06/08/2024, 12:28
Hub Group target cut by Stifel on competitive market pressures

Stifel has adjusted its financial outlook for Hub Group (NASDAQ: NASDAQ:HUBG), a multi-modal transportation solutions provider, reducing the price target on the company's shares to $43 from $45, while retaining a Buy rating.

The adjustment comes in the wake of the company's second-quarter earnings report for 2024.

Hub Group announced a second-quarter earnings per share (EPS) of $0.47, which aligned with the general market consensus but fell slightly short of Stifel's $0.49 estimate. The company experienced an 8% year-over-year growth in intermodal volumes, surpassing expectations.

However, the yield was notably weaker due to prolonged competitive pressures in the market. Furthermore, the growth in local East Coast volumes, although robust, negatively impacted the overall mix.

The competitive market conditions have led to a more cautious outlook from the company's management, who have revised their guidance to a conservative range.

Despite the immediate challenges, Stifel's long-term view of Hub Group remains optimistic. The firm believes that Hub Group has evolved into a more diversified, resilient, and higher-growth organization with superior cash flow generation capabilities.

This evolution, according to Stifel, is not yet fully reflected in the company's historical valuation range.

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.