UPS

United Parcel Service (NYSE:UPS) flagged AI data centre logistics as a major focus area in comments from its CEO in 2026. Management referenced a roughly US$15b annual revenue opportunity tied to logistics services for AI-related…

UPS delivered a calendar Q3 that was well received by the market, with revenue and adjusted earnings per share both surpassing Wall Street expectations.

Ariel Investments, an investment management company, released its “Ariel Global Fund” Q3 2026 investor letter. The Fund declined in the third quarter of 2026 as renewed geopolitical tensions, higher oil prices, and elevated interest rates…

UBS analyst Thomas Wadewitz maintains United Parcel Service (NYSE:UPS) with a Buy and raises the price target from $124 to $125.

TD Cowen analyst Jason H. Seidl maintains United Parcel Service (NYSE:UPS) with a Hold and raises the price target from $115 to $116.

Barclays analyst Brandon Oglenski maintains United Parcel Service (NYSE:UPS) with a Underweight and raises the price target from $80 to $95.

Wells Fargo analyst Christian Wetherbee maintains United Parcel Service (NYSE:UPS) with a Equal-Weight and raises the price target from $110 to $112.

Oppenheimer analyst Scott Schneeberger maintains United Parcel Service (NYSE:UPS) with a Outperform and raises the price target from $117 to $119.

United Parcel Service (NYSE:UPS) is facing record-high US shipping costs as diesel prices surge in late 2026. UPS has introduced some of the highest fuel surcharges in the parcel industry, directly linking shipping rates to diesel costs.

B of A Securities analyst Ken Hoexter maintains United Parcel Service (NYSE:UPS) with a Neutral and raises the price target from $108 to $114.