SPDR S&P Transp

Interval Partners LP Reduces Stake in J.B. Hunt Transport Services

Goldman Sachs Raises FedEx's Target Price to $369

Citi Analyst Reiterates Buy Rating on Knight Transportation with Price Target of $64

Stifel Nicolaus Maintains Saia at Hold Rating, Price Target at $352

FedEx Launches Reusable Packaging System

FedEx to Release FY2026 Q3 Earnings on March 19 After-Market (EST), Forecast Revenue USD 23.48 B, EPS USD 3.6584

J.B. Hunt Releases 2025 Annual Report with Record Intermodal Volume

FedEx Launches New Hub at Taoyuan International Airport

C.H. Robinson Enhances Logistics AI System

Ceredex Increased Holding in Knight-Swift to $36 Million

JPMorgan Raises FedEx's Target Price to $424

C.H. Robinson Worldwide Executives Introduce 'Lean AI' Progress

Maersk Decides to Temporarily Halt Operations on Two Specific Routes

FedEx Restores Pickup and Delivery Services in the Middle East

Bernstein Upgrades FedEx Target Price to $457

J.B. Hunt Transport Services sees 19% increase in short positions, insiders sell 28,329 shares

C.H. Robinson Presents on AI Transformation at Morgan Stanley TMT Conference

US Postal Service Notifies Suspension of FedEx Priority Overnight Service

FedEx Implements Emergency Measures to Support Export Freight from Israel

ODFL Reports February Daily Revenue Down 3.3%, LTL Tons Down 6.8%

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

GLNG

STNG

BDRY

BOAT

FTXR

Viking, Frontline, Almonty Industries, Scorpio Tankers, Golar LNG, Pitney Bowes, and ZIM Integrated Shipping Services are highlighted as key shipping stocks to watch, according to MarketBeat. These companies are involved in maritime transport and are sensitive to global trade dynamics. Viking operates a fleet of 92 ships, while Frontline and Scorpio Tankers focus on crude oil transportation. Almonty Industries produces tungsten, and Golar LNG specializes in natural gas infrastructure. Investors should be aware of the cyclical nature and risks associated with these stocks.

Market Beat

ZIM Integrated Shipping Services

Golar Lng

Scorpio Tankers

Pitney Bowes

Viking

Almonty Industries

Frontline

Breakwave Dry Bulk Shipping

iShares US Transportation ETF

US Global Sea to Sky Cargo ETF

Sonicshares Global Shipping ETF

First Trust NasdaqTransport

Shipping Stocks To Research - March 14th

SHPP

EXPD

SUPL

Expeditors International of Washington (EXPD) has authorized a US$3 billion share buyback and reported Q4 2025 earnings that surpassed expectations. Despite a 30-day share price return of 11.95% and a year-to-date return of 6.13%, the stock is trading at a P/E of 23.5x, which is considered overvalued compared to its estimated fair P/E of 17.3x. The current price of $142.55 is about 8.2% below the estimated fair value of $155.28. Investors are advised to consider the mixed signals regarding the stock's valuation and potential growth opportunities.

Simplywall

Pacer Industrials and Logistics ETF

Expeditors

Proshares Supply Chain Logistics ETF

A Look At Expeditors (EXPD) Valuation After New US$3b Buyback And Earnings Beat

UBER

UBRL

UBEW

Two Creeks Capital Management LP reduced its stake in Uber Technologies, Inc. by 13.1% in Q3, now holding 841,939 shares, making it the 5th largest position in their portfolio. Other institutional investors, including Vanguard and Norges Bank, have also adjusted their holdings. Uber's stock opened at $73.33, with a market cap of $150.92 billion. The company reported a Q4 EPS of $0.71, missing estimates, but revenue increased by 20.1% year-over-year. Analysts have mixed ratings, with a consensus price target of $105.29.

Uber Tech

GraniteShares 2x Long UBER Daily ETF

Roundhill UBER WeeklyPay ETF

Uber Technologies, Inc. $UBER is Two Creeks Capital Management LP's 5th Largest Position

JETS

FTAI

JETBF

Indigo suspends operations to Doha, Kuwait, Bahrain, Dammam, Fujairah, Ras Al Khaimah, Sharjah till March 28, 2026

marketscreener

Us Global Jets

FTAI Aviation

Global Crossing Airlines Group Inc.

Indigo suspends operations to Doha, Kuwait, Bahrain, Dammam, Fujairah, Ras Al Khaimah, Sharjah till March 28, 2026

JBHT

Interval Partners LP reduced its stake in J.B. Hunt Transport Services, Inc. by 13.1% in Q3, selling 37,875 shares, leaving them with 251,319 shares valued at approximately $33.7 million. Other institutional investors have also adjusted their holdings, with significant increases from MIRAE ASSET GLOBAL and Goldman Sachs. Analyst ratings for JBHT vary, with a consensus rating of "Moderate Buy" and a price target of $203. Recent insider buying by EVP Spencer Frazier is seen as a positive signal, although overall market sentiment remains cautious due to flat revenue and stock performance.

J.B. Hunt Transport Services

Interval Partners LP Sells 37,875 Shares of J.B. Hunt Transport Services, Inc. $JBHT

Sirios Capital Management L P increased its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) by 59.5% in Q3, owning 115,315 shares valued at approximately $16.23 million. The stock represents 2.1% of its portfolio. Other institutional investors also adjusted their positions, with significant increases from E Fund Management and Zions Bancorporation. Analysts have mixed ratings on ODFL, with an average target price of $191.08. The stock opened at $180.75, with a market cap of $37.67 billion and a P/E ratio of 37.42.

Old Dominion Freight

Direxion Industrials

Direxion Transport Bull 3X

Sirios Capital Management L P Has $16.23 Million Stock Holdings in Old Dominion Freight Line, Inc. $ODFL

Canadian National Railway (TSE:CNR) has received a consensus recommendation of "Moderate Buy" from 16 brokerages. Seven analysts rated it as hold, six as buy, and three as strong buy. The average 12-month price target is C$152.00. Recent price targets were adjusted by various firms, with ATB Cormark lowering it to C$146.00 and National Bank Financial to C$147.00. CNR's stock opened at C$144.01, with a market cap of C$88.05 billion and a PE ratio of 19.02. The company reported C$2.08 EPS for the last quarter.

Canadian Natl Rail

Core Natural Resources

Canadian National Railway (TSE:CNR) Receives Average Recommendation of "Moderate Buy" from Brokerages

Caption Management LLC invested $7.80 million in Union Pacific Corporation (NYSE: UNP) by acquiring 33,000 shares in the 3rd quarter. Other institutional investors also increased their stakes, with Norges Bank investing over $1.85 billion. Analysts have mixed ratings on UNP, with an average price target of $263.77. The stock opened at $242.22, with a 52-week range of $204.66 to $268.14. Union Pacific reported earnings of $2.86 per share, missing estimates, and announced a quarterly dividend of $1.38 per share, yielding 2.3%.

Union Pacific

Caption Management LLC Invests $7.80 Million in Union Pacific Corporation $UNP

MOTO

LYFX

LYFT

In March 2026, a Texas jury ruled that Lyft's Smart Trip Check-In feature infringed on Quartz Auto Technologies' patent, resulting in a damages award. This verdict raises concerns about Lyft's technology adaptation and licensing needs. Despite this setback, Lyft's investment narrative remains focused on its rideshare platform and safety brand, with a recent $1 billion share repurchase program indicating strong profitability. Analysts have mixed forecasts for Lyft's future revenue and earnings, with some cautioning that the patent loss may impact investor confidence in the company's financial strategies.

SmartETFs Smart Transportation & Tech ETF

Tradr 2X Long LYFT Daily ETF

Does Lyft’s Patent Loss Over Smart Trip Check-In Reshape the Bull Case For LYFT?

AMKBY

Maersk has implemented fuel surcharges and war-risk levies on air cargo due to a doubling of jet fuel costs and increased operating expenses from airspace closures. Additionally, a Maersk-chartered container ship was struck by unknown fragments near Jebel Ali, UAE, resulting in a small fire onboard but no injuries. This incident is part of a series of recent attacks on vessels in the Persian Gulf.

TradingView

A.P. Moller - Maersk

Key facts: Maersk Adds Air Fuel, War Levies; Ship Struck Near Jebel Ali

601919

01919

The Panamanian government has urged China COSCO Shipping Group to consider restarting operations at Balboa Port, which had previously been suspended by COSCO Shipping. The reason for the suspension is unclear and may be related to a ruling by the Supreme Court of Panama. The Panamanian government has taken over the port and temporarily entrusted its operation to A.P. Moller - Maersk and Mediterranean Shipping Company. The Minister of Panama Canal Affairs stated that COSCO Shipping's cargo operations are crucial for Panama and hopes that it will reconsider its suspension decision

香港 01

Cosco Ship Hold

COSCO SHIP HOLD

COSCO Shipping suspends operations at Balboa Port, Panama calls for resumption

BMBL

BZFD

FedEx has surpassed UPS in market capitalization, reflecting Wall Street's approval of its cost-cutting measures. Meanwhile, Stryker faces operational challenges due to a cyberattack, and Amazon partners with Cerebras for advanced computing. TotalEnergies halts production in the Middle East amid regional conflicts, while Elon Musk announces a rebuild of xAI. BuzzFeed's decline is attributed to management failures, and Bumble's stock sees a significant rise as it introduces AI features. Other notable news includes Apple reducing App Store fees in China and Starbucks union negotiations for higher wages.

- FedEx has overtaken UPS in market capitalization due to cost-cutting measures, although UPS still delivers more packages.  
- TotalEnergies has halted production in Qatar and Iraq amid regional conflicts, affecting about 15% of its output.  
- Amazon is partnering with Cerebras to enhance its inference computing capabilities through a new chip deal.

MorningStar

Bumble

FedEx

BuzzFeed

Amazon

Starbucks

T-Rex 2X Long Apple Daily Target ETF

iShares US Medical Devices

Direxion Daily AMZN Bull 2X Shares

Amplify Online Retail ETF

Roundhill AMZN WeeklyPay ETF

ProShares Online Retail

Global X E-commerce ETF

SPDR S&P Retail ETF

Direxion Daily AAPL Bull 2X Shares

GraniteShares 2x Long AMZN Daily ETF

ALPS Medical Breakthrough

GraniteShares 2x Long AAPL Daily ETF

VanEck Retail ETF

Dow Jones Top Company Headlines at 7 PM ET: FedEx Overtakes UPS as the New King of Delivery | Cyberwarfare ...

SAVEQ

Reuters

SPIRIT AIRLINES INC

Spirit Airlines to shrink fleet to one‑third of pre‑bankruptcy size

ACDVF

NDIA

Air Canada has suspended its Toronto-Dubai flights until May 1 due to escalating tensions in West Asia, planning to resume operations when safe. The airline is increasing capacity to Delhi for travelers to Canada. Meanwhile, Air India and Air India Express will operate 80 flights to West Asia on March 14, including scheduled services to Jeddah and Muscat, along with 62 non-scheduled flights to the UAE and Saudi Arabia, subject to regulatory permissions. The situation follows a security crisis in the region affecting global energy supplies.

Business Standard

Invesco Aero & Defense ETF

Air Canada

Global X India Active ETF

ISHRS Aero & Def

SPDR S&P Aerospace & Def

Air Canada suspends flights to Dubai till May 1, expands capacity to Delhi

603871

Jayud Global Logistics (JYD) has announced a registered direct offering of 5,025,000 Class A ordinary shares at $1.34 per share, totaling approximately $6.73 million in gross proceeds. The offering is set to close around March 17, 2026, with proceeds aimed at general corporate purposes, including working capital and overseas expansion. Following the announcement, JYD's stock fell 12.37% to $2.55 in after-hours trading.

businessinsider

Jiayou International

Jayud Global Logistics

Jayud Global Logistics announces pricing of $6.7M registered direct offering

SPDR S&P Transp(XTN.US)

Shipping Stocks To Research - March 14th

A Look At Expeditors (EXPD) Valuation After New US$3b Buyback And Earnings Beat

Uber Technologies, Inc. $UBER is Two Creeks Capital Management LP's 5th Largest Position

Indigo suspends operations to Doha, Kuwait, Bahrain, Dammam, Fujairah, Ras Al Khaimah, Sharjah till March 28, 2026

Interval Partners LP Sells 37,875 Shares of J.B. Hunt Transport Services, Inc. $JBHT