Group 1 - Stifel raised the price target on Knight-Swift (KNX) to $59 from $52 while maintaining a Buy rating on the shares [1] - For 2026, the focus for transport stocks is expected to be on supply rationalization and cost-driven self-help [1] - The analyst suggests a conservative positioning in high-quality names that can preserve or expand market share during a mild pullback [1]

Group 1 - Stifel raised the price target on Landstar System (LSTR) to $140 from $127 while maintaining a Hold rating on the shares [1] - The firm anticipates that the focus for transport stocks in 2026 will be on supply rationalization and cost-driven self-help [1] - The analyst suggests a conservative positioning in high-quality names that can preserve or expand market share during a mild pullback [1]

Group 1 - Stifel raised the price target on Old Dominion (ODFL) to $173 from $160 while maintaining a Buy rating on the shares [1] - For 2026, the focus for transport stocks is expected to be on supply rationalization and cost-driven self-help [1] - The analyst suggests a conservative positioning in high-quality names that can preserve or expand market share during a mild pullback [1]

Group 1 - Stifel analyst J. Bruce Chan raised the price target on Proficient Auto Logistics (PAL) to $12 from $11 while maintaining a Buy rating on the shares [1] - The firm anticipates that the focus for transport stocks in 2026 will be on supply rationalization and cost-driven self-help [1] - The analyst suggests a conservative positioning in high-quality names that can preserve or expand market share during a mild pullback [1]

Group 1 - Stifel raised the price target on RXO Inc. to $16 from $15 while maintaining a Hold rating on the shares [1] - The firm anticipates that the focus for transport stocks in 2026 will be on supply rationalization and cost-driven self-help [1] - The analyst suggests a conservative positioning in high-quality names that can preserve or expand market share during a mild pullback [1]