Hub Group

HUBG · NASDAQ

$26.07+$0.41 (+1.60%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $25.66

HUBG analyst rating

HoldConsensus of 11 analysts over the last 12 months. 45% rate it a buy.

Strong buy0
Buy5
Hold6
Underperform0
Sell0

12-month price target · 13 analysts

Average $39.27 (+50.6% upside)

Low: $29.29
Now: $26.07
High: $57.75

Upgrades and downgrades

The latest rating actions, newest first

HUBG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Baird	Oct 12, 2026	Upgrade	Neutral → Outperform	$29.00	56%
Wells Fargo	Oct 6, 2026	Maintains	Equal-Weight	$35.00 → $28.00	29%
JP Morgan	Oct 5, 2026	Maintains	Neutral	$50.00 → $46.00	56%
Stifel	Oct 1, 2026	Upgrade	Sell → Hold	$29.00	50%
Barclays	Sep 28, 2026	Maintains	Equal-Weight	$48.00 → $30.00	50%
Raymond James	Sep 17, 2026	Maintains	Outperform	$48.00 → $40.00	68%
Benchmark	May 14, 2026	Maintains	Buy	$50.00 → $42.00	54%
Stifel	Apr 2, 2026	Maintains	Sell	$27.00 → $29.00	50%
Evercore ISI Group	Mar 27, 2026	Maintains	Outperform	$53.00 → $41.00	63%
Wells Fargo	Mar 26, 2026	Downgrade	Overweight → Equal-Weight	$55.00 → $35.00	29%

The case for and against

Updated Jul 25, 2026

Bull case

Hub Group is well-positioned to continue its growth trajectory thanks to its strong intermodal and transportation solutions division, which contributes to 60% of its revenue and leverages Class I rail carriers for cost-effective operations. The company also continuously expands its logistics segment through strategic acquisitions, further diversifying its offerings and enhancing its market position. Despite some recent declines in key metrics, Hub Group's long-term performance and strategic initiatives showcase its potential for success in the transportation industry.

Bear case

Hub Group is facing numerous challenges that are impacting its financial performance, including accounting errors leading to restatement of financials, potential weaknesses in internal controls, and delays in financial reporting. In addition, the company heavily relies on acquisitions for growth, which increases the risk of poorly executed deals that may not generate desired returns. These factors, combined with exposure to volatile market conditions, a concentration of customers, and reliance on third-party providers, lead to a negative outlook on the company's stock.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.