Market Rotation: Investors are moving away from technology stocks, particularly high-flying AI growth stocks, and are instead favoring value-oriented sectors like financials, industrials, and healthcare, leading to a decline in the tech-heavy Nasdaq Composite.
Overbought Stocks: No technology stocks were identified as overbought this week; instead, M&T Bank and other regional banks topped the list, benefiting from recent interest rate cuts by the Federal Reserve.
Analyst Ratings: While M&T Bank received a cautious downgrade from Morgan Stanley, its price target was raised, indicating mixed sentiments among analysts, with a majority still rating it as a buy.
Other Notable Stocks: J.B. Hunt Transport Services and KKR & Co. were highlighted as overbought stocks, with recent upgrades from Deutsche Bank and UBS, respectively, reflecting positive analyst sentiment in their sectors.
Wall Street analysts forecast JBHT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBHT is 197.77 USD with a low forecast of 150.00 USD and a high forecast of 240.00 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.
22 Analyst Rating
Wall Street analysts forecast JBHT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBHT is 197.77 USD with a low forecast of 150.00 USD and a high forecast of 240.00 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.
12 Buy
10 Hold
0 Sell
Moderate Buy
Current: 210.730
Low
150.00
Averages
197.77
High
240.00
Current: 210.730
Low
150.00
Averages
197.77
High
240.00
Benchmark
Buy
maintain
$212 -> $220
2026-01-20
New
Reason
Benchmark
Price Target
$212 -> $220
AI Analysis
2026-01-20
New
maintain
Buy
Reason
Benchmark raised the firm's price target on J.B. Hunt to $220 from $212 and keeps a Buy rating on the shares. The firm is increasing its estimates and target after J.B. Hunt reported "solid" Q4 EPS above FactSet consensus and the firm's estimate, telling investors that it attribute shares trading lower despite the beat to the stock's strong run-up since November rather than any fundamental disappointment.
UBS
Neutral
maintain
$174 -> $196
2026-01-16
Reason
UBS
Price Target
$174 -> $196
2026-01-16
maintain
Neutral
Reason
UBS raised the firm's price target on J.B. Hunt to $196 from $174 and keeps a Neutral rating on the shares. J.B. Hunt offered constructive 2026 commentary, citing fragile capacity and stable volumes with a still-tight truckload market, though investors may have hoped for clearer signals on cost savings or pricing upside, the analyst says in a research note. The cautious tone appears reasonable given uncertainty around seasonal spot-rate declines and the timing and magnitude of contract rate increases, UBS adds.
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Stifel
Hold
maintain
$189 -> $201
2026-01-16
Reason
Stifel
Price Target
$189 -> $201
2026-01-16
maintain
Hold
Reason
Stifel raised the firm's price target on J.B. Hunt to $201 from $189 and keeps a Hold rating on the shares. Following a Q4 EPS beat, Hunt remains "cautiously optimistic," the analyst tells investors in a post-earnings note.
BofA
NULL -> Buy
maintain
$216 -> $227
2026-01-09
Reason
BofA
Price Target
$216 -> $227
2026-01-09
maintain
NULL -> Buy
Reason
BofA raised the firm's price target on J.B. Hunt to $227 from $216 and keeps a Buy rating on the shares. The firm looks to expand its exposure to cyclical Transport stocks into 2026, with a focus on cost conscious AI-enabled share gainers, the analyst tells investors in a year-ahead note on the sector. Demand should be aided by the Big Beautiful Bill's benefits of bonus depreciation, leading to infrastructure investments, $1.4 trillion in expected expenditures over the next three years on data centers and power supply, lower interest rates and potential flow through to the housing and forest product segments, the analyst says.
About JBHT
J.B. Hunt Transport Services, Inc. is a surface transportation, delivery, and logistics company in North America. The Company, through its wholly owned subsidiaries, provides a range of transportation, brokerage, and delivery services to a diverse group of customers and consumers throughout the continental United States, Canada, and Mexico. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS) and Truckload (JBT). JBI segment includes freight that is transported by rail over at least some portion of the movement and also includes certain repositioning truck freight moved by JBI equipment or third-party carriers. DCS segment focuses on private fleet conversion and creation of replenishment and specialized equipment. ICS segment provides non-asset and asset-light transportation solutions to customers through relationships with third-party carriers and integration with Company-owned equipment.
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.
