JPMorgan Turns 'More Cautious' On This Transportation Company, Cuts PT By 11%

  • JPMorgan analyst Brian Ossenbeck downgraded J B Hunt Transport Services Inc (NASDAQ:JBHT) to Underweight from Neutral and lowered the price target to $150 (implying a downside of 11%), from $169. 
  • Ossenbeck is "turning more cautious" on J B Hunt, saying the stock is highly correlated with spot truckload rate momentum, which turned negative in early July. However, J B Hunt continues to trade a record premium to full truckload equities, Ossenbeck notes.
  • The analyst sees the stock's valuation as "at risk for relative underperformance, not a 2018 type of collapse."
  • Price Action: JBHT shares are trading lower by 1.99% at $169.61 on the last check Friday.
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