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Market hasn't been hurt by lack of data amid shutdown, says Jim Cramer
Youtube· 2025-10-23 23:37
[Music] [Music] [Music] Hey, I'm Craver. Welcome to Man Money. Welcome to Kramer.I got two big friends. I'm just trying to make you a little money. My job is not just to entertain, but to put it in context.So, call me 1800743 CBC. Tweet me at Jim Kramer. Bulls waste a huge amount of time shadow boxing the Bears.Yeah, the Bulls are always on the defensive even when they have the history, the data, and the numbers on their side. How is that possible. I think people just refuse to trust the market.They want to ...
TD Cowen Remains Bullish on Uber Technologies (UBER), Cites Robust Fundamentals and Strong Execution
Yahoo Finance· 2025-10-23 09:25
Uber Technologies, Inc. (NYSE:UBER) is one of the 13 best Fortune 500 stocks to invest in now. TD Cowen Remains Bullish on Uber Technologies (UBER), Cites Robust Fundamentals and Strong Execution On October 15, 2025, TD Cowen reaffirmed its “Buy” rating on Uber Technologies, Inc. (NYSE:UBER) with a $108 price target. The investment firm’s bullish stance stems from the company’s robust fundamentals and strong execution across business lines. The firm expects Uber Technologies, Inc. (UBER)’s gross booking ...
X @TechCrunch
TechCrunch· 2025-10-22 20:01
Amazon's delivery vans have become ubiquitous, but you might soon spot this smaller, pedal-assisted vehicle making deliveries in 2026. https://t.co/G1fz2DLqU0 ...
UPS vs. CPA: Which Dividend-Paying Transportation Stock Holds an Edge?
ZACKS· 2025-10-22 15:40
Core Insights - United Parcel Service (UPS) and Copa Holdings (CPA) are committed to dividend payments despite economic challenges, reflecting their focus on shareholder value [1][3] - Dividend-paying stocks like CPA and UPS provide steady income and lower price volatility, making them attractive in uncertain economic conditions [2] Company Performance - Copa Holdings has significantly increased its quarterly dividend from $0.82 to $1.61 per share, indicating strong financial health [3] - UPS has only marginally increased its quarterly dividend from $1.63 to $1.64 per share, raising concerns about its long-term dividend sustainability due to a high payout ratio [3][4] Financial Metrics - UPS's free cash flow has declined from a peak of $9 billion in 2022 to an estimated $6.3 billion by the end of 2024, barely covering its dividend payments of $5.4 billion [5][6] - In contrast, CPA's lower dividend payout ratio suggests a more sustainable dividend policy, with no immediate concerns about maintaining payouts [6] Stock Performance - CPA has achieved a year-to-date gain of 44.8%, while UPS has seen a significant decline in stock value in 2025 [8][10] - UPS's stock performance is negatively impacted by revenue weakness due to geopolitical tensions and high inflation, leading to reduced shipping volumes [12] Revenue and Earnings Estimates - The Zacks Consensus Estimate projects a 4.7% and 8.5% year-over-year increase in CPA's sales for 2025 and 2026, respectively, with a 13.5% rise in EPS for 2025 [15] - Conversely, UPS's sales are expected to decrease by 4% in 2025, with a 16.3% decline in EPS for the same year [17] Conclusion - CPA's lower dividend payout ratio and strong price performance, supported by robust air travel demand, position it favorably compared to UPS, which faces sustainability concerns regarding its dividends [18]
Earnings Preview: United Parcel Service (UPS) Q3 Earnings Expected to Decline
ZACKS· 2025-10-21 15:06
United Parcel Service (UPS) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better t ...
Waymo dips its wheels back into delivery, this time with DoorDash
TechCrunch· 2025-10-16 19:56
Core Insights - Waymo is expanding its business model beyond robotaxis to include delivery services through a partnership with DoorDash [3][4] - The partnership will initially focus on delivering orders from DashMart within a 315-square-mile area of Phoenix [3][4] - The delivery process will involve customers retrieving their orders from the trunk of a driverless Waymo vehicle [5][6] Company Developments - Waymo has previously tested delivery services with UPS and Uber Eats but has shifted focus to robotaxis after closing its self-driving truck program in 2023 [2] - DoorDash has experience in autonomous vehicle technology, having partnered with Serve Robotics and developed its own delivery bot called Dot [4] Operational Details - The Waymo delivery service will not utilize DoorDash's Dot vehicle; instead, it will employ a driverless Jaguar I-Pace for deliveries [5] - The success of the delivery model will depend on customer acceptance of retrieving items from an autonomous vehicle rather than receiving them directly from a human [6]
FedEx Stock: The Worst Is Over (NYSE:FDX)
Seeking Alpha· 2025-10-16 02:29
Core Viewpoint - FedEx Corporation (NYSE: FDX) has shown resilience despite a challenging macroeconomic environment, leading to a buy rating initiated in late July due to significant valuation opportunities [1] Company Summary - The stock of FedEx has been positively impacted since the buy rating was issued, indicating investor confidence in the company's performance [1] Analyst Background - The analyst has a strong focus on the tech sector and holds a Bachelor of Commerce Degree with Distinction, majoring in Finance, which supports the credibility of the analysis [1]
Nvidia upgraded, Ibotta downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-10-15 13:36
Core Viewpoint - BTIG and Guggenheim have initiated coverage on several major retail and delivery companies, providing ratings and price targets based on their market positions and growth potential. Group 1: Walmart (WMT) - BTIG initiated coverage with a Buy rating and a price target of $120, highlighting Walmart's integrated digital and physical strategy as a means to deliver value to customers and shareholders, positioning the company for market share and profit gains despite macro pressures [1]. Group 2: Target (TGT) - BTIG initiated coverage with a Neutral rating and no price target, noting that while Target's brand is relevant and differentiated, it faces intense competition from Walmart, Costco, and Amazon [1]. Group 3: Costco (COST) - BTIG initiated coverage with a Buy rating and a price target of $1,115, emphasizing Costco's significant customer loyalty which is expected to drive traffic and sales growth, and viewing the recent share pullback as a buying opportunity [1]. Group 4: DoorDash (DASH) - Guggenheim initiated coverage with a Buy rating and a price target of $330, forecasting that Marketplace gross order volume growth will outpace the overall delivery market growth, driven by volume, with grocery and retail investments transitioning from a profit drag to a tailwind over the intermediate to long term [1]. Group 5: Uber (UBER) and Lyft (LYFT) - Guggenheim also initiated coverage of Uber and Lyft with Buy ratings, indicating positive outlooks for both companies in the delivery and ride-sharing markets [1]. Group 6: Instacart (CART) - Guggenheim initiated coverage with a Neutral rating, suggesting a more cautious outlook compared to its peers [1]. Group 7: Nike (NKE) - BTIG initiated coverage with a Buy rating and a price target of $100, selecting Nike as a "Top Pick for 2026," while establishing FY26 and FY27 EPS estimates of $1.70 and $2.75, respectively, indicating confidence in the company's future performance despite acknowledging that there is still much work ahead [1].
Top Dividend Stocks Delivering Over 5% for True Financial Freedom
247Wallst· 2025-10-14 18:45
Core Insights - Achieving financial freedom through stock investing is possible by selecting the right companies, maintaining long-term investments, and reinvesting dividends to build a solid retirement portfolio [2] Group 1: High-Yield Dividend Stocks - Stocks with yields over 5% are highlighted as strong investment opportunities, providing solid dividend payments while enhancing business strength [2] - United Parcel Service (UPS) offers a yield of 7.92%, has a 16-year history of consecutive dividend increases, and plans to pay $5.5 billion in dividends this year [3] - Pfizer has a yield of 6.94%, has faced revenue declines post-pandemic, but is focusing on long-term growth with a robust pipeline and a recent tariff exemption deal [4][6] - Verizon Communications has a yield of 6.93%, has increased dividends for 21 consecutive years, and reported operating revenue of $34.5 billion, up 5.2% year-over-year [6] - Realty Income, a REIT, pays a monthly dividend with a yield of 5.55%, has declared 132 dividend increases, and maintains a 97% occupancy rate across its portfolio [7][8] Group 2: Company Strategies and Market Position - UPS is shifting focus to high-margin sectors and reducing costs through job cuts and warehouse closures, aiming for long-term growth despite short-term challenges [3] - Pfizer's acquisition of Metsera enhances its position in the weight loss market, with promising mid-stage assets [6] - Verizon's guidance for free cash flow is between $19.5 billion and $20.5 billion, sufficient to cover its dividend obligations, and it has signed a deal for space-based connectivity set to begin in 2026 [6] - Realty Income's business model involves paying 75% of its income in dividends while investing the remainder in new properties, supported by long-term net leases that ensure steady cash flow [8]
Columbus Day 2025: What’s open and closed – Mail, banks, stock markets, grocery stores, and restaurants
MINT· 2025-10-12 18:57
Columbus Day 2025 will be observed on Monday (October 13). The holiday, originally celebrated to honor Christopher Columbus, is also observed alongside Indigenous Peoples’ Day, which commemorates the history and culture of Native Americans.While Columbus Day is a federal holiday, it does not mean that all services and businesses close for the day.Here’s what you need to know about what’s open and closed.Mail and postal servicesClosed: United States Postal Service (USPS) offices will be closed, and there wil ...