Jim Cramer - Mad MoneyJ.B. Hunt Transport Services, Inc.JBHTHOLDJan 16, 2026
It just reported. Is up 35% over 6 months. Reported a nice earnings beat, mostly from cost cuts, but small revenue miss. EPS grew 24% YOY. However, JB didn't indicate if the freight market is making a comeback and their outlook for 2026 is disappointing, "fragile". When the freight market turns around, JB should make a fortune, but we're not there yet. It trades at 27x PE, too high.
(A Top Pick Oct 20/20, Up 32.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JBHT has triggered its $165 stop. We recommend covering the balance of the position at this time. Combined with the previous recommendation to cover 50%, this creates a total investment return over 26%
(A Top Pick Oct 20/20, Up 38.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JBHT is progressing well. We are now recommending to trail up the stop (from $124) to $165. If triggered, this would all but insure a total investment return over 27%, including the previous recommendation to cover 50% of the position,
(A Top Pick Oct 20/20, Up 21%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JBH has progressed nicely to our $150 target. We are now recommending trailing up the stop to $124 (originally set at $110)-- the initial recommended entry level.
Stockchase Research Editor: Michael O'Reilly JBHT recently released results, which resulted in a retracement in the rapid rise in the share price it had enjoyed in since end-September. The shipping company is benefitting from the e-commerce sales rebound, but the company has been temporarily impacted by a shortage of drivers and rising wage costs. Metrics on shipping were all supportive in the lasted earnings. We would trade this with a $110 stop-loss, looking to retract back up to recent highs of $142 – 15% upside. Yield 0.87%. (Analysts’ price target is $141.09)
It just reported. Is up 35% over 6 months. Reported a nice earnings beat, mostly from cost cuts, but small revenue miss. EPS grew 24% YOY. However, JB didn't indicate if the freight market is making a comeback and their outlook for 2026 is disappointing, "fragile". When the freight market turns around, JB should make a fortune, but we're not there yet. It trades at 27x PE, too high.