03:30 PM EDT, 10/28/2025 (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 increase our 12-month target by $8 to $99, 14.7x our next 12-month EPS estimate (14.0x 2026 EPS), a discount to the five-year average forward P/E of 16.2x. We raise our 2025 EPS view by $0.39 to $6.84 and 2026's by $0.34 to $7.04, and we start 2027 at $7.93. We disagree with the inclusion of a $330 gain on a sale-leaseback transaction in adjusted metrics given its non-operational and non-recurring nature. Adjusting for this gain results in adjusted EPS of $1.44 vs the reported $1.74, consolidated adjusted operating margin of 8.4% vs 10.0%, and Supply Chain Solutions segment margins of 8.2% vs 21.3%. UPS cut 48,000 total jobs in 2025, including 34,000 operational (70% above the 20,000 target) plus 14,000 management positions, raising potential execution risk. Consumer spending appears unsustainable as households are buying significantly more goods than their income growth can support, creating risks of sharp future demand corrections given unsustainable financing methods (debt/savings drawdowns).