Bank of America Cuts UPS Target to $112, Trims Q1 EPS Forecast
BofA cut UPS’s price target to $112 from $118 and trimmed its Q1 EPS forecast by 16% to $1.01 while raising Q2 to $1.71 and lowering FY26 EPS to $7.05. Shares have fallen 11.7% over five days driven by network reconfiguration, reduced Amazon volumes and margin pressure.
1. BofA Price Target Revision
Bank of America reduced its UPS price target to $112 from $118 while maintaining a Neutral rating on the shares.
2. EPS Forecast Changes and Outlook
Following comments by CFO Brian Dykes on slight revenue growth and flat 2026 EPS, BofA cut its Q1 EPS estimate by 16% to $1.01, raised the Q2 forecast to $1.71 and trimmed its full-year EPS outlook to $7.05.
3. Share Performance Decline
UPS shares have declined 11.7% over the past five trading days due to concerns over network reconfiguration costs, reduced Amazon volumes and margin pressures weighing on profitability.