Goldman Sachs has revised its price target for J.B. Hunt Transport Services (JBHT, Financial), lowering it slightly from $165 to $164 while maintaining a Buy rating on the stock. This adjustment comes as the firm anticipates a softer performance in the company's Integrated Capacity Solutions segment for the latter half of 2025.
According to Goldman Sachs, the truckload sector is expected to face a challenging bid season, coupled with a moderate pace in rate recovery, prompting the revision. Despite these challenges, the firm suggests that the stock might be at its lowest margin level, assuming no recession occurs.
J.B. Hunt's share price has declined by 7% following its recent earnings report, which Goldman Sachs views as presenting a potentially attractive valuation opportunity compared to historical levels. Investors are advised to consider these factors as they evaluate the stock's future performance.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 22 analysts, the average target price for JB Hunt Transport Services Inc (JBHT, Financial) is $168.18 with a high estimate of $202.00 and a low estimate of $133.00. The average target implies an upside of 34.84% from the current price of $124.73. More detailed estimate data can be found on the JB Hunt Transport Services Inc (JBHT) Forecast page.
Based on the consensus recommendation from 26 brokerage firms, JB Hunt Transport Services Inc's (JBHT, Financial) average brokerage recommendation is currently 2.2, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for JB Hunt Transport Services Inc (JBHT, Financial) in one year is $174.71, suggesting a upside of 40.07% from the current price of $124.73. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the JB Hunt Transport Services Inc (JBHT) Summary page.
