United Parcel Service

UPS · NYSE

$98.52+$1.06 (+1.09%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $97.46

UPS analyst rating

HoldConsensus of 18 analysts over the last 12 months. 44% rate it a buy.

Strong buy0
Buy8
Hold9
Underperform1
Sell0

12-month price target · 29 analysts

Average $118.08 (+19.9% upside)

Low: $76.76
Now: $98.52
High: $141.75

Upgrades and downgrades

The latest rating actions, newest first

UPS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Evercore ISI Group	Oct 20, 2026	Maintains	In-Line	$118.00 → $107.00	63%
Citigroup	Oct 7, 2026	Maintains	Buy	$132.00 → $122.00	66%
Truist Securities	Oct 7, 2026	Maintains	Buy	$130.00 → $115.00	67%
Stifel	Jul 29, 2026	Maintains	Buy	$114.00 → $115.00	50%
Susquehanna	Jul 29, 2026	Maintains	Neutral	$118.00 → $120.00	52%
Stephens & Co.	Jul 29, 2026	Maintains	Overweight	$135.00 → $130.00	53%
Oppenheimer	Jul 29, 2026	Maintains	Outperform	$115.00 → $117.00	46%
UBS	Jul 29, 2026	Maintains	Buy	$123.00 → $124.00	61%
BMO Capital	Jul 29, 2026	Maintains	Market Perform	$110.00 → $115.00	71%
Evercore ISI Group	Jul 21, 2026	Maintains	In-Line	$111.00 → $117.00	63%

The case for and against

Updated Jul 21, 2026

Bull case

United Parcel Service is the world’s largest package delivery company, generating approximately $90 billion in annual revenue. With its extensive global network, extensive fleet of planes and vehicles, and customer-centric approach, UPS delivered an impressive 22 million packages per day in 2025. The company has shown strong financial results, with revenue, operating margin, and EPS exceeding expectations in 4Q25 and FY26 guidance also being above current expectations. Despite facing challenges such as economic slowdowns and geopolitical risk, UPS’ execution on cost savings initiatives, revenue quality management, and pricing strength make it an attractive investment opportunity with a price target of $115.

Bear case

United Parcel Service is a global parcel delivery company that manages a massive fleet of planes, vehicles, and sorting facilities to deliver an average of 22 million packages per day worldwide. While the company's domestic US package operations generate the majority of its revenue, international package and air and ocean freight forwarding and contract logistics also contribute to its revenue. However, the company faces various risks, including a potential global economic slowdown, pandemic-related lockdowns, price competition in the US ground parcel market, and fluctuations in USD/EUR exchange rates. Additionally, labor strikes, cost inflation, and the rise of disruptors in the package delivery space could also impact the company's profitability. However, investors may still be interested in UPS due to its potential for margin expansion through cost containment and efficiency measures, as well as its focus on higher margin SMB and Healthcare businesses. While the company is currently facing a decline in volume from its largest customer, this is already priced into the stock, making its current trading multiple of ~13x our 2025 adj. EPS estimate a compelling buying opportunity.

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.