JBHT J.B. Hunt Transport Services, Inc.

$JBHT Prices for diesel, the fuel type used to power trucks and trains, came in at an all-time high of about $6.31 per gallon on Wednesday $SPY $DJT $UNP

$JBHT just got 20% rate increases from Lowes and Frito lay -- who happen to be biggest customers-- passing fuel to customers-- this is a buy-- I see the rates and they are all time highs- don't let j/:(!) p!g$ fool you

J.B. Hunt just warned on Q3. - Recruiting costs: +$25M - Record diesel: $10M headwind - Earnings: down 5-10% sequentially $JBHT

$JBHT (J.B. Hunt Transport) shares drop as much as 9% after issuing a rare intra-quarter profit warning, projecting a 5%-10% earnings decline this quarter due to rising fuel costs and surcharges, despite an otherwise upbeat freight demand outlook.

J.B. Hunt Warns Near-Term Earnings Will Fall — Barclays Flags Higher Costs But Sees Freight Demand Inflection $JBHT $VBR https://stocktwits.com/news/equity/markets/j-b-hunt-warns-near-term-earnings-will-fall-barclays-flags-higher-costs-but-sees-freight-demand-inflection/cZtYLJKRB2M

$JBHT made 58.xx bottom line profit on j b hunt transportation. a play on diesel prices falling a bit from a very high price. MANY THANKS TO MY ESTEEMED STOCKTWITS COMPANION. I'm but a fool without u 10/09/2026 Sell Edit cost basis method JBHT HUNT J B TRANS SVCS INC 14 $228.735 $0.07 $3,202.22 More 10/07/2026 Buy JBHT HUNT J B TRANS SVCS INC 7 $222.70 -$1,558.90 More 10/06/2026 Buy JBHT HUNT J B TRANS SVCS INC 7 $226.35 -$1,584.45 More Total $0.07 $58.87

$JBHT What surprises me is all the Price tgt reiterations bacically say that the targets have been reduced but still substantially higher than where share price is trading 25/80$ higher. Those tgts are reduced to relect labor and diesel issues. Yesterdays levitation is either a miracle or an adjustment towards fair value. My opinion is Fair value but 20$ higher. You decide. GLTA

$JBHT Truist, BMO Capital and Citi lowered their price targets while keeping their existing ratings on JBHT. JPMorgan and TD Cowen also cut their targets on Oct. 5, while Susquehanna lowered its target on Oct. 2.

J.B. Hunt Stock: Analysts Trim Price Targets Ahead Of Q3 Earnings As Freight Recovery Remains Supply-Driven $JBHT https://stocktwits.com/news/equity/markets/j-b-hunt-stock-analysts-trim-price-targets-ahead-of-q3-earnings-as-freight-recovery-remains-supply-driven/cZDvgGURBmp

$JBHT Fuel surcharges are supposed to pass diesel costs to the shipper. They do not cover empty miles. A truck driving to its next load is burning fuel nobody is paying a surcharge on, and at $6 a gallon that stretch costs real money. That is part of why a diesel spike hits small carriers harder than large ones.

$JBHT just so I don’t forget about it. B 5 at 227 limit day. Thanks 2 my esteemed colleague for Monday 10/5

$JBHT Options traded extremely actively that day, with bearish bets dominating. More interestingly, JBHT was trading at a trailing P/E of roughly 39x right before the crash, well above its 5-year median of 27x. This selloff is essentially a forced valuation reset for a perfectly priced cyclical stock.

$JBHT J.B. Hunt, the trucking and intermodal freight giant, plunged Wednesday after CFO Brad Delco warned that surging diesel, labor, and insurance costs would cut third-quarter profit. The company rarely gives explicit earnings guidance between reports, so investors listened. Why the beat was not what the market cared about, and the number that decides what comes next: https://thedailyrip.stocktwits.com/p/warsh-hikes-fluence-s-backlog-can-t-leave-houston?utm_source=stocktwits&utm_medium=organic_social&utm_campaign=daily_rip&utm_content=jbht_j-b-hunt-s-costs-hit-the-gas

$JBHT is down about 13% today, the worst single-day move on the S&P 500, after warning Q3 earnings will fall 5-10% versus Q2 - rising diesel prices, driver pay and freight costs, with about 25M USD in extra driver-hiring costs and at least 10M USD more in fuel costs flagged for this quarter alone. Barclays cut its target to 285 from 300, BofA to 302 from 340 (still Buy). The screener signals didn't move an inch though: Golden Cross still Buy (226 days running, SMA50 +13.9%) and a Dividend Growth streak still intact (12 straight years of increases). Stock's still up about 78% over the past year despite today. Guidance reset, or an early warning sign for freight demand heading into Q4?

Shares of J.B. Hunt plunged more than 10% on Wednesday after the trucking company said it expects its earnings to drop in the third quarter. “We kind of want to be transparent with investors and give an update that in light of these costs that are sort of hitting us, we are expecting our Q2 to Q3 earnings to actually drop 5% to 10%,” CFO Brad Delco said at the Morgan Stanley Industrials conference. Delco said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter. He said that means J.B. Hunt is “preparing for growth.” Still, he added the company has also seen “some of the most radical and abnormal swings” in fuel prices that it has ever seen and record-high diesel prices, which are causing at least a $10 million headwind. $JBHT

$JBHT $HBAN $EXPE PRE-MARKET MOVERS: Currently Higher After Earnings: - LuxExperience (LUXE) up 15.4% Currently Also Higher: - Alvotech (ALVO) up 5.5% after Barclays double upgraded the stock to Overweight from Underweight with a price target of $8, up from $4 - Intel (INTC) and SK Hynix (SKHY) up 3.4% and 2.8% respectively after Reuters reported SK Hynix is in discussions with Intel to potentially manufacture memory chips in the U.S. - Union Pacific (UNP) up 1.3% after UBS upgraded shares to Buy with a price target of $339, up from $310 Currently Lower: - J.B. Hunt (JBHT) down 10.1% after noting that drayage costs and fuel surcharge delays would impact Q3 and that the company expects earnings to decline 5%-10% sequentially. - Huntington Bancshares (HBAN) down 1.7% after cutting its FY27 guidance at the Barclays Annual Global Financial Services Conference - Expedia (EXPE) down 2.4% after Morgan Stanley downgraded the stock to Underweight from Equal Weight with a $235 price target as part of a transfer in coverage

$JBHT J.B. Hunt price target lowered to $302 from $340 at BofA BofA lowered the firm's price target on J.B. Hunt to $302 from $340 and keeps a Buy rating on the shares following a pre-announcement that rapidly rising drayage costs and fuel surcharge delays would impact Q3 and that the company expects earnings to decline 5-10% sequentially, implying EPS of $1.72-$1.81. Following the negative pre-announcement, the firm lowered its Q3, 2026, and 2027 EPS estimates 18%, 9%, and 6%, respectively.

$JBHT J.B. Hunt price target lowered to $285 from $300 at Barclays Barclays lowered the firm's price target on J.B. Hunt to $285 from $300 and keeps an Equal Weight rating on the shares. The company issued a negative Q3 upside on higher costs, the analyst tells investors in a research note. Cost challenges from purchased transportation and driver recruitment are resulting in lower near-term earnings for J.B., but management is bullish on a positive inflection in freight demand, especially in intermodal, the analyst tells investors in a research note.

$JBHT Issued an unusual earnings warning in the premarket this morning. The stock dropped 7 % last night. Looks like the info was leaked. Now, I do know if it'll fade. With today's Fed announcement on the likely rate hike and high diesel oil price, it may sink more. 🐻

$JBHT According to news, JBHT dropped almost 8% because of the high deasel price, the expected Fed rate hike and the possible Hub Group delisting. On top of that, the stock was almost close to the 52 week high. All those things spooked some investors. But JBHT's business looks fundamentally good. I guess it's overreacting. On the other hand, I don't wanna fight the Fed. If the Fed hikes the rate a couple of times this year, no matter what, the market is not gonna like it. For now, after Warsh says something tomorrow, depending on how the market reacts, I may buy for fading.