Group 1 - United Parcel Service, Inc. (NYSE:UPS) has been downgraded from Hold to Sell by Bank of America Securities, with a price target reduction from $91 to $83 [1][2] - The downgrade is attributed to increased pressure on UPS's volume and costs due to the end of US de minimis exemptions, which is expected to impact air shipment volumes during the 2025 peak season [2] - The International Priority and Economy packages constitute 16% of UPS's revenue, and the removal of the de minimis exemption is anticipated to negatively affect the company's earnings [2] Group 2 - The analyst has revised the earnings per share (EPS) estimates for UPS, cutting Q3, 2025, and 2026 EPS estimates by 6%, 3%, and 4% respectively [2] - While UPS is recognized for its logistics and package delivery services across more than 200 countries, certain AI stocks are suggested to offer greater upside potential with less downside risk [3]