
JBHT Stock Forecast & Price Target
JBHT Analyst Ratings
Bulls say
JB Hunt Transport Servs is positioned for outperformance because its largest intermodal business is benefiting from rising volumes, better yields, and improving equipment utilization, with revenue up 20% and operating income up 18% to $147.5M. Strong demand across dedicated trucking and brokerage adds further support, as ICS revenue jumped 57% and turned profitable, while dedicated margins stayed resilient despite fuel headwinds and a record pipeline. The outlook is reinforced by expected double-digit intermodal rate gains into the 2027 bid season, improving network balance, and a path to stronger EPS of $9.75 in 2027 and $12.10 in 2028.
Bears say
JB Hunt Transport Servs is facing a negative near-term setup because a ~$50 million quarterly cost headwind from driver-related expenses, fuel, and insurance/claims is pressuring margins before pricing can fully catch up. Dedicated revenue rose 11% to $960M, yet operating income fell 22% to $81.7M as higher startup, equipment, and labor costs pushed the operating ratio to 91.5%, while Final Mile remained the weakest segment with revenue down 3% and operating income collapsing 76% to $1.6M. Management also highlighted a $25 million sequential rise in driver costs and a $10 million fuel impact, and with diesel prices up 37.3% since the July 4th weekend, the lagging surcharge mechanism leaves 2026 EPS exposed.
This aggregate rating is based on analysts' research of J.B. Hunt Transport Services and is not a guaranteed prediction by Public.com or investment advice.
JBHT Analyst Forecast & Price Prediction
Start investing in JBHT
Order type
Buy in
Order amount
Est. shares
0 shares
FAQs About J.B. Hunt Transport Services (JBHT) Forecast
JBHT Analyst Forecast & Price Prediction
Start investing in JBHT
Order type
Buy in
Order amount
Est. shares
0 shares