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KNX

Knight-Swift

, XPO

XPO Logistics

$113.36

-0.83 (-0.73%)

07:31
06/14/18
06/14
07:31
06/14/18
07:31

Deutsche elevates Knight-Swift to top-pick status, says 'simply too cheap'

After hosting an investor dinner with management Deutsche Bank analyst Amit Mehrotra elevated Knight-Swift (KNX) shares to top-pick status across his entire 35-stock coverage universe, joining XPO Logistics (XPO). Knight-Swift shares are "simply too cheap" based on its prospective earnings growth opportunity, and already discount peak truckload fundamentals in 2019, Mehrotra tells investors in a research note. He sees little downside risk at current share levels, with "free" optionality that the current cycle will be longer and stronger than expectations, which he thinks will be the case.

KNX

Knight-Swift

XPO

XPO Logistics

$113.36

-0.83 (-0.73%)

KNX Knight-Swift

05/21/18
STFL
05/21/18
UPGRADE
Target $48
STFL
Buy
Knight-Swift upgraded to Buy following selloff at Stifel
As previously reported, Stifel analyst David Ross upgraded Knight-Swift to Buy from Hold, stating that Knight exceeded expectations in Q1 while Swift is getting better and he fully expects the new leadership to improve its operating efficiency. Even though he believes Street estimates are likely still too high, Ross upgraded the stock now given the selloff and underperformance versus peers and his expectation for solid growth in the economy through year-end. Ross has a $48 price target on Knight-Swift shares.
05/20/18
STFL
05/20/18
UPGRADE
STFL
Buy
Knight-Swift upgraded to Buy from Hold at Stifel
04/26/18
DBAB
04/26/18
NO CHANGE
DBAB
Knight-Swift shares defended at Deutsche Bank
04/10/18
GSCO
04/10/18
INITIATION
Target $47
GSCO
Neutral
Knight-Swift initiated with a Neutral at Goldman Sachs
Goldman Sachs analyst Matt Reustle started Knight-Swift with a Neutral rating and $47 price target. The analyst thinks merger synergies are priced into the shares at current levels. Reustle this morning initiated the Truck sector with a Neutral coverage view, saying it is "too early to fade the trucking cycle."
XPO XPO Logistics
$113.36

-0.83 (-0.73%)

06/14/18
BOFA
06/14/18
DOWNGRADE
BOFA
Buy
XPO Logistics downgraded to Neutral from Buy at BofA/Merrill
BofA/Merrill analyst Ariel Rosa downgraded XPO Logistics to Neutral from Buy and raised its price target to $117 from $105 citing limited upside following the recent gain in shares.
05/03/18
DBAB
05/03/18
NO CHANGE
DBAB
Buy
XPO results in-line and 'largely uneventful,' says Deutsche Bank
Deutsche Bank analyst Amit Mehrotra views XPO Logistics' Q1 results as in-line and "largely uneventful," which he says is fine with him. Organic growth was a bit better than expected and new business wins were impressive, but free cash flow was worse than expected, Mehrotra tells investors in a post-earnings research note. He believes the net impact on the shares is neutral and keeps a Buy rating on XPO.
05/02/18
DBAB
05/02/18
NO CHANGE
Target $133
DBAB
Buy
Deutsche sees last mile competition having 'muted' impact on XPO
Deutsche Bank analyst Amit Mehrotra highlights a Reuters report saying UPS (UPS) and Werner Enterprises (WERN) are in in talks to partner on a new in-home delivery service for bulk goods. This development follows Ryder's (R) acquisition last month of MXD Group, Mehrotra tells investors in an intraday research note. The analyst sees implications for XPO, noting the company's last mile delivery of heavy goods is one of its fastest growing businesses. Despite the headline risks, fundamental implications for XPO are likely "muted," Mehrotra contends. He believes XPO has built a competitive advantage around its owned service center model and sees the heavy goods last mile market, estimated at $13B per annum and growing at 10%-15%, as allowing for more entrants without much impact to existing players. XPO in morning trading is down 2% to $93.89. Mehrotra has a Buy rating on the shares with a $133 price target.
04/18/18
OPCO
04/18/18
NO CHANGE
Target $119
OPCO
Outperform
XPO Logistics price target raised to $119 from $104 at Oppenheimer
Oppenheimer analyst Scott Schneeberger raised his price target for XPO Logistics to $119 from $104 on persistent "strong" business conditions. The analyst reiterates an Outperform rating on the shares.

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