JBHT Accelerates After Earnings, UAL Flies Through Turbulence, LVS Upgrade

JB Hunt - JB Hunt reported a surprisingly strong quarter, beating expectations on both earnings and revenue, with shares rallying over 15% [2][6] - Earnings per share (EPS) was $1.76, and revenue topped $3.05 billion, which was flat year-over-year but better than expected [2][3] - The intermodal division, which combines truck and rail transport, accounted for about half of its revenue and saw operating income jump 12% [3][4] - Contract services revenue increased by 90%, while truckload revenue declined by 9% due to higher insurance and equipment expenses [4][5] - Analysts view JB Hunt's cost control measures as a pragmatic response to weak freight markets, with a buy rating and a price target of $175 [5][6] United Airlines - United Airlines reported mixed results, with adjusted EPS at $2.78 per share, better than expected, but revenue of $15.23 billion missed expectations [7][8] - Demand for premium cabins increased by 6%, while basic economy rose by 4%, indicating a shift in consumer preference [8] - Cargo revenue rose by 3%, and loyalty revenue increased by 9% year-over-year, but the revenue miss affected market perception [8][9] Las Vegas Sands - Las Vegas Sands shares rose nearly 1.5% following an upgrade from JP Morgan Chase, which raised its price target to $60 per share, implying over 20% upside [11][12] - The Singapore market, particularly Marina Bay Sands, is seen as a significant catalyst for the company's growth, with expectations of increased table holds driving earnings upside [12][13]