Matson

MATX · NYSE

$237.27+$5.49 (+2.37%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $231.78

MATX analyst rating

BuyConsensus of 4 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy4
Hold0
Underperform0
Sell0

12-month price target · 7 analysts

Average $267.07 (+12.6% upside)

Low: $261.59
Now: $237.27
High: $281.75

Upgrades and downgrades

The latest rating actions, newest first

MATX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 13, 2026	Maintains	Overweight	$270.00 → $310.00	27%
Freedom Broker	Sep 30, 2026	Initiates	Buy	$260.00	66%
JP Morgan	Aug 4, 2026	Maintains	Overweight	$230.00 → $270.00	27%
Stephens & Co.	Aug 4, 2026	Maintains	Overweight	$240.00 → $260.00	50%
JP Morgan	Apr 27, 2026	Initiates	Overweight	$230.00	27%
Stephens & Co.	Jan 21, 2026	Maintains	Overweight	$190.00 → $213.00	50%
Wolfe Research	Nov 7, 2025	Upgrade	Peer Perform → Outperform	$142.00	100%
Stephens & Co.	Nov 5, 2025	Maintains	Overweight	$160.00 → $180.00	50%

The case for and against

Updated Jan 19, 2026

Bull case

Matson's financial performance showed significant improvement in the second quarter, with Ocean Transportation revenues reaching $675.6 million and operating income of $98.6 million, both exceeding prior estimates. This successful outcome marks a notable growth trajectory, as revenues have increased from 13% in the first quarter to "high-single digits" compared to the same period the previous year. The transportation segment's strong performance underpins a positive outlook for the company's overall financial health and stability.

Bear case

Matson Inc anticipates a significant decline in its 3Q operating income for the Ocean Transportation segment, projecting $98 million compared to $227 million in the same quarter last year, indicative of a substantial drop in revenue performance. Additionally, the company's volumes from China have decreased by 14.6% year-over-year, signaling ongoing challenges in international shipping dynamics, despite being slightly better than previous forecasts. This decline in key financial metrics, alongside disappointing shipping volumes, contributes to a negative outlook for Matson's stock performance in the near term.

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