UPS Stock Recent News

After a challenging year, United Parcel Service NYSE: UPS is showing its investors a welcome sight: green arrows. The transportation sector stock has gained over 5% in the last month, a notable reversal that has outpaced the broader S&P 500 index.

UPS trades at a premium to the industry, but soft demand, high costs, and falling estimates raise near-term caution flags.

Blue Star Capital PLC (AIM:BLU) share rose in Thursday's early deals, as it confirmed it had raised its holding in SatoshiPay to 50%. Acquiring an additional 4,500 shares, representing 22% of SatoshiPay, the listed company further consolidated its stake.

As potential buy-the-dip targets, FedEx (FDX) and UPS (UPS) stock are very appealing in terms of value.

These dividend stocks are well-positioned to compound your gains for decades. Their underlying businesses are evergreen.

UPS is a value Buy for long-term investors, with margin-driven upside potential but significant execution and macro risks to monitor. Key risks include Amazon volume loss, restructuring execution, tariff headwinds, and intensifying competition from FedEx and Amazon's logistics arm. Strategic healthcare logistics expansion and aggressive cost restructuring aim to offset revenue declines and drive higher long-term margins.

We rate UPS Strong Buy with a $158 price target, seeing 59% upside as the market underappreciates its margin reset and efficiency transformation. UPS's $3.5bn cost-out program, network automation, and deliberate exit from low-margin Amazon volumes will drive structural margin expansion and EBITDA outperformance. Our above-consensus EBITDA estimates reflect confidence in cost execution, margin mix, and resilient international performance, with risks centered on execution and macro headwinds.

With the stock market recovery in full swing, investors may be wondering if it's time to get back in the higher-yielding dividend plays that are still well off their all-time highs as a “catch-up” trade of sorts.

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UPS remains undervalued with a P/S ratio near multi-year lows, reflecting excessive market pessimism. Q1 results were mixed: revenue dipped but beat expectations, while EPS and margins improved. Guidance for Q2 is weak with further revenue declines expected. However, these projections are not extraordinarily poor vs. the previous three years.