What Are Wall Street Analysts' Target Price for United Parcel Service Stock?

Core Viewpoint - United Parcel Service, Inc. (UPS) has a market capitalization of $100 billion and has underperformed the broader market over the past 52 weeks, although it has shown strong year-to-date performance [1][2]. Group 1: Market Performance - Over the past 52 weeks, UPS shares have gained 4.3%, while the S&P 500 Index has increased by 15.6% [1]. - Year-to-date, UPS stock is up 18.9%, significantly outperforming the S&P 500's return of 1.7% [1]. - UPS has also underperformed the Pacer Industrials and Logistics ETF, which rose by 20% over the past 52 weeks, but has outperformed its 10.4% year-to-date growth [2]. Group 2: Company Strategy and Financial Outlook - On January 28, UPS shares fell by 3.3% following the announcement of plans to eliminate up to 30,000 operational roles as part of a turnaround strategy, which includes reducing the volume of Amazon shipments processed [4]. - Analysts project that UPS's earnings per share (EPS) will decline by 1% year-over-year to $7.09 for fiscal 2026 [4]. - The company's earnings surprise history is mixed, with three out of the last four quarters exceeding consensus estimates [4]. Group 3: Analyst Ratings and Price Targets - Among 28 analysts covering UPS, the consensus rating is a "Moderate Buy," consisting of 11 "Strong Buy," one "Moderate Buy," 13 "Hold," one "Moderate Sell," and two "Strong Sell" ratings [5]. - AllianceBernstein maintained an "Outperform" rating on UPS and raised its price target to $128, indicating an 8.5% potential upside from current levels [7]. - The mean price target for UPS is $114.04, while the highest target of $130 suggests a potential upside of 10.2% [7].