Here are Wednesday's biggest analyst calls: Nvidia, Netflix, UPS, Levi Strauss, Carvana, AMD & more

Written by Emily J. Thompson, Senior Investment Analyst

UPS-1.46%

TWLO+1.46%

TPR+0.47%

Source: CNBC

Updated: Jan 08 2025

0mins

Source: CNBC

Market Upgrades and Downgrades: Several firms have made significant upgrades and downgrades on various stocks, including Bernstein upgrading Nvidia and Wells Fargo upgrading Northrop Grumman, while Deutsche Bank downgraded Adobe due to concerns over AI monetization.
Sector Insights: Analysts are optimistic about companies like Coca-Cola and Novo Nordisk, citing strong growth potential, while concerns linger for AMD's competitiveness in the AI market, indicating a mixed outlook across different sectors.

UPS

$107.705+Infinity%1D

Analyst Views on UPS

Wall Street analysts forecast UPS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UPS is 107.06 USD with a low forecast of 80.00 USD and a high forecast of 126.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

19 Analyst Rating

9 Buy

9 Hold

1 Sell

Moderate Buy

Current: 109.300

Low

80.00

Averages

107.06

High

126.00

Current: 109.300

Low

80.00

Averages

107.06

High

126.00

Evercore ISI

analyst

In Line

maintain

$94 -> $113

2026-01-21

New

Reason

Evercore ISI

analyst

Price Target

$94 -> $113

AI Analysis

2026-01-21

New

maintain

In Line

Reason

Evercore ISI raised the firm's price target on UPS to $113 from $94 and keeps an In Line rating on the shares. Mixed macro conditions are influencing revenue projections with cost initiatives being crucial for EPS growth, notes the analyst in a preview, adding that upcoming Q4 earnings are "expected to hold steady."

BofA

Underperform -> Neutral

upgrade

$99 -> $114

2026-01-09

Reason

BofA

Price Target

$99 -> $114

2026-01-09

upgrade

Underperform -> Neutral

Reason

BofA upgraded UPS to Neutral from Underperform with a price target of $114, up from $99. The company is moving past a "horrible year" where it began severance of 50% of Amazon volumes over an 18-month period, ended its relationship with the USPS for last mile of SurePost and had de minimis volumes lost over an Executive Order and tariff rule changes, the analyst noted.

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Bernstein

David Vernon

Outperform

maintain

$122 -> $125

2026-01-09

Reason

Bernstein

David Vernon

Price Target

$122 -> $125

2026-01-09

maintain

Outperform

Reason

Bernstein analyst David Vernon raised the firm's price target on UPS to $125 from $122 and keeps an Outperform rating on the shares. The firm believes dividend risk is overstated as margins improve and believes future growth is likely levered to higher return markets.

Wolfe Research

Outperform -> Peer Perform

downgrade

2026-01-08

Reason

Wolfe Research

Price Target

2026-01-08

downgrade

Outperform -> Peer Perform

Reason

Wolfe Research downgraded UPS to Peer Perform from Outperform without a price target. The firm cites valuation for the downgrade with the shares above its prior price target. The downgrade of part of the firm's 2026 outlook.

About UPS

United Parcel Service, Inc. provides a range of integrated logistics solutions for customers in more than 200 countries and territories. Its U.S. Domestic Package segment offers a range of United States domestic air and ground package transportation services. Its air portfolio offers time-definite, same-day, next-day, two-day and three-day delivery alternatives as well as air cargo services. Its ground network enables customers to ship using its day-definite ground service. UPS SurePost provides residential ground service for customers with non-urgent, lightweight residential shipments. Its International Package segment consists of small package operations in Europe, Indian sub-continent, Middle East and Africa, Canada and Latin America and Asia. It offers a selection of guaranteed day- and time-definite international shipping services. Its supply chain solutions consist of forwarding, logistics, customized third-party logistics and specialized cold chain transportation solutions.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.