01:30 PM EDT, 04/29/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target by $10 to $124, on a 15.7x P/E multiple of our 2025 EPS estimate (vs. the five-year average of 16.9x) given macro headwinds and geopolitical turbulence. We reduce our 2025/2026 EPS estimates to $7.93/$8.61, down $0.24/$0.43, respectively. Q1 adjusted EPS of $1.49 (+4.2% Y/Y) beat consensus by 7.9%, while sales declined 0.7% to $21.5B (2.3% above consensus). Cost management drove adjusted EBITDA up 1.1% Y/Y (2.1% above consensus). The company's transformation strategy, centered on network optimization and efficiency improvements, positions UPS well for long-term margin expansion despite near-term implementation costs. Management's cautious stance reflects macro uncertainties and ongoing network transformation, including facility consolidations and workforce reductions. While consumer spending weakness and air freight overcapacity present challenges, we believe UPS's focus on higher-quality revenue and operational efficiency will support profitability as market conditions stabilize.