SPDR S&P Transp

Citi Initiates Neutral Rating on Southwest Airlines

XTX Topco Ltd significantly reduced holdings in UPS

Invesco Significantly Boosts Holdings in XPO Logistics

J.B. Hunt Transportation Services Receives Consensus Analyst Ratings and Announces Stock Repurchase and Dividend

J.B. Hunt Transport Services Chief Accounting Officer Sells Company Shares

FedEx Opens Air Hub in Bengaluru to Boost Supply Chain Resilience

UPS Cargo Plane Crash Kills 14

J.B. Hunt Transportation Services Reached a $1.7 Billion Credit Agreement

FactSet: 21 Analysts Lower Southwest Airlines' 2025 EPS Forecast

BMO Capital Markets Raises FedEx's Target Price to $265

XPO Inc. Reports 5.4% Decline in Daily Tonnage in November 2025 Compared to Last Year

Charles Schwab Investment Management Increases Stake in J.B. Hunt Transport Services

Colonial Trust Advisors Reduced FedEx Holdings by 53.1% in Q2

Norwegian bank acquires 8.439 million UPS shares in Q2

Steward Partners Increases FedEx Holdings

Colonial Trust Advisors Significantly Increased Holdings in UPS in Q2

UPS suspends a fleet following an air crash

FedEx Reports Q2 Earnings and Announces Dividend

MD-11 Aircraft Grounding Impacts Air Freight Industry

FedEx to cut 856 jobs in Texas

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

On December 4, Eastern Time, UPS options saw a total of 75741 contracts traded, with calls accounting for 73% and puts making up 26%.

LB Option

Trending | UPS Decreases 3% on Thursday, Some Put options Soar 677%

UPS is undergoing a major restructuring, focusing on higher-margin healthcare and small-business clients while cutting costs and jobs. This shift aims to improve margins and maintain dividend continuity, potentially increasing net debt. Investors should consider the risks of execution missteps and cash flow strain. UPS projects $94.5 billion revenue and $7.1 billion earnings by 2028, with a fair value of $100.50, a 6% upside. Analysts suggest earnings could reach $8.0 billion by 2028, but competitive pressures may affect these assumptions.

Simplywall

How UPS’s Margin-Focused Overhaul and Higher Debt Will Impact United Parcel Service (UPS) Investors

J.P. Morgan's Jamie Baker reaffirmed a Buy rating on American Airlines with a $20 price target. Citi's John Godyn also issued a Buy rating, while Goldman Sachs maintained a Sell rating. Baker, focusing on the Industrials sector, has an average return of 2.6% and a 50% success rate on stock recommendations.

Tip Ranks

American Airlines

J.P. Morgan Reaffirms Their Buy Rating on American Airlines (AAL)

JBLU

JetBlue Airways Corp. (JBLU) shares fell 1.27% to $4.65 on Thursday, underperforming compared to some competitors. This decline ended a two-day winning streak and left the stock 44.04% below its 52-week high of $8.31. In contrast, Southwest Airlines rose 0.36%, while Delta Air Lines and United Airlines fell 0.37% and 3.46%, respectively. The NASDAQ Composite Index rose 0.22%, and the Dow Jones Industrial Average fell 0.07% during the mixed trading session.

Dow Jones

United Airlines

Jetblue Airways

Delta Air Lines

Southwest Airlines

JetBlue Airways Corp. Stock Underperforms Thursday When Compared To Competitors

Citigroup has initiated coverage on Southwest Airlines (LUV) with a "Neutral" rating and set a price target of $38.00 USD. This marks Citigroup's first rating for the airline, and the market will be observing its impact on investor sentiment. Other analysts have recently maintained or adjusted their ratings and price targets for Southwest Airlines, with the average analyst target suggesting a slight downside, while GuruFocus estimates an upside.

GuruFocus

 Citigroup Initiates Coverage on Southwest Airlines (LUV) with Neutral Rating

XTX Topco Ltd reduced its holdings in United Parcel Service, Inc. by 91.1% in Q2, selling 61,086 shares. The fund now owns 5,953 shares worth $601,000. Other investors have also adjusted their UPS holdings. Analysts have varied ratings on UPS, with a consensus "Hold" and an average price target of $110.00. UPS reported Q3 earnings of $1.74 per share, beating estimates, with revenue of $21.42 billion, down 3.7% year-over-year.

Market Beat

XTX Topco Ltd Sells 61,086 Shares of United Parcel Service, Inc. $UPS

LYFT

LYFT surged sharply at the end of last night's trading session, causing community traders to explode with excitement, "Is there a sign of a trend change in the mobility concept, is it an opportunity or a risk?" Bullish funds propelled the stock price to test new highs, and the overall atmosphere in the ride-hailing sector continued to heat up during intraday rotations. The main opportunity comes from the actual implementation of cost reduction and efficiency improvement on the platform. LYFT executives just announced layoffs and operational optimizations last week, triggering traders to jump in and bet on profit improvements. Service consumption continues to recover, and the demand for mobility during the peak season has exploded, with the market speculating on the leading effects of Uber and others, leading to a surge in funding sentiment. The K-line combination of "consecutive up days" brought explosive volume, and the moving average system advanced in unison after consolidation, with technical analysts focusing on volume cooperation and the intraday strength of MACD/KDJ bullish-bearish switches. Although the RSI is nearing saturation, short-term chasing funds find it extremely difficult to profit and are eager to catch the last wave. The mainstream view on social platforms: the current windfall has emerged, but industry competition is intensifying. If the main forces do not perform well later or if policies reverse, it could easily break short-term support. In reality, the key is whether high-level volume can keep up and whether sector linkage can be sustained. It is recommended to enter and exit quickly, capturing early intraday movements, as the short-term trend change window is the essence of "watching the wind and adjusting the dish" for swing traders. High volatility in intraday trading is a great opportunity for T trading, but it is also a prelude to risks that could explode at any moment; flexible trend-following is the true community momentum style!

Technical Forecast

Morning Trend | LYFT Short-term High Position, Is the Ride-hailing Sector About to Change Rhythm?

UPS saw a surge in its stock price driven by buying interest during last night's trading session, with the community optimistic about the logistics "peak season opportunity coming?" Short-term observations indicate a mix of cautious capital and active participation, leading to a temporary rebound in sector sentiment. From the latest fundamental perspective, the combination of e-commerce promotions and better-than-expected online retail orders in the U.S. has made logistics concepts a main line for capital replenishment again. Although UPS itself lacks explosive announcements, overall demand in the logistics chain is rising, and the market is betting on a continuous increase in peak season order volumes. Related express delivery and supply chain stocks are also accelerating, and traders are paying attention to right-side rebound opportunities in line with sector rotation. On the chart, the daily K-line has regained an upward trend, and MACD is gently rising, indicating an enhanced exploratory buying structure, but the "climax" sentiment has not fully ignited. Although trading volume has warmed up, it has not truly "exploded," reflecting cautious operations from the main players—if there is no follow-through on volume, intraday pullbacks are hard to avoid. Short-term trading has seen intense observation and turnover, with significant sector differentiation. The community suggests closely monitoring intraday volume and price, as well as the rhythm of hot topic switches—whether the rebound can be sustained will only be determined during trading. If there is a strong surge, right-side traders can follow the market's main line to quickly capture wave jumps; if volume weakens, they should exit at any time. The window for logistics rebound has opened; who can become the second wave leader in the short term will be signaled by today's intraday movements!

Morning Trend | UPS volume strengthens, can the logistics concept catch up quickly?

JBHT

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) has received a consensus "Moderate Buy" rating from 22 brokerages. Analysts have set an average 12-month target price of $166.30. Recent reports show varied price targets, with Stifel Nicolaus, Sanford C. Bernstein, TD Cowen, Citigroup, and Truist Financial providing updates. The company reported strong quarterly earnings, exceeding expectations. J.B. Hunt announced a share buyback plan and a quarterly dividend. Insider trading activities were disclosed, involving sales by CFO Albert Brad Delco and CAO John Kuhlow.

J.B. Hunt Transport Services

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) Receives Consensus Rating of "Moderate Buy" from Analysts

Kuhlow John Officer of Hunt (JB) Transport Svcs Inc [JBHT] filed a Form 4 on December 3, 2025 with the Securities and Exchange Commission disclosing the following changes in ownership:Date12/1/25TransactionSaleShares3,225Price$179.76Value$579,726Ending Holdings: 19,009 - DirectFor a free trial, or to learn more about our insider trading analysis and data services, please visit or contact us at (301) 913-5100 or send an email to info@washingtonservice.com.Founded in 1970, The Washington Service provides securities professionals with financial, economic and public policy research and data.

Reuters

Officer Kuhlow Sells 3,225 ($579.7K) Of Hunt (JB) Transport Svcs Inc [JBHT]

John Kuhlow, Chief Accounting Officer of J.B. Hunt Transport Services Inc., has sold common shares of the company. The transaction was reported via EDGAR by the U.S. SEC on December 03, 2025. This information is for informational purposes only and not financial advice.

Chief Accounting Officer John Kuhlow Sells Common Shares of J.B. Hunt Transport Services Inc

J.B. Hunt Transport Services Inc. stock rose 1.18% to $187.92, marking its eighth consecutive day of gains and hitting a new 52-week high. Despite this, it underperformed compared to competitors like Old Dominion Freight Line Inc., Knight-Swift Transportation Holdings Inc., and Saia Inc., which saw higher percentage increases. Trading volume was above average.

J.B. Hunt Transport Services Inc. Stock Underperforms Wednesday When Compared To Competitors Despite Daily Gains

American Airlines Group Inc :CFO: DON'T THINK THERE'S ANYTHING FROM THE GOVERNMENT SHUTDOWN THAT'S GOING TO BLEED OVER INTO 2026 - GOLDMAN SACHS CONF.AMERICAN AIRLINES CFO: AT SOME POINT, WE'RE GOING TO WANT MORE WIDE BODY GROWTH AS WE HEAD INTO THE NEXT DECADE - CONF.

American Airlines CFO: Don't Think There's Anything From The Government Shutdown That's Going To Bleed Over Into 2026 - Goldman Sachs Conf.

UPS stock rose 2.75% to $98.21, outperforming competitors like FedEx and ZTO Express on a positive trading day. The S&P 500 and Dow Jones also saw gains. UPS remains 28.31% below its 52-week high. Trading volume was slightly below average.

United Parcel Service Inc. Cl B Stock Outperforms Competitors On Strong Trading Day