ODFL Old Dominion Freight Line Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
20:13
01 сен
01 сен
Oil spike pressures transportation stocks.
The oil-price spike is hitting transportation stocks hardest; Old Dominion Freight Line is down about 6%, while peers CSX, Union Pacific and FedEx are also pressured, and the transportation basket is down nearly 3% as fuel costs and economic toll rise.
Сред.
08:29
30 июл
30 июл
Multiple financial institutions have issued updates to their price targets for a wide range.
Multiple financial institutions have issued updates to their price targets for a wide range of publicly traded companies across various sectors today.
14:00
29 июл
29 июл
Management guidance is clearly improving: they anticipate revenue growth accelerating to ~10% in Q3, with tonnage sequentially better than normal seasonality. They are confident in their ability to leverage this growth into strong operating ratio improvements, citing significant excess network capacity and a recovering demand environment.
Выс.
16:15
05 июл
05 июл
Old Dominion overvalued, risky despite quality.
Old Dominion (ODFL) is a high-quality counter-cyclical freight company that has multiplied 380x, but it now trades at 40x earnings, double the market average. While the business would hold up well in a crisis, the stretched valuation makes it extremely sensitive to a drawdown, with potential for very large declines despite its quality.
Сред.
11:49
15 июн
15 июн
Jefferies raised Hawkeye 360 to buy on defense demand.
Jefferies raised Hawkeye 360 to buy on defense demand, Citi cut Old Dominion to sell on valuation, Fox agreed to buy Roku for $160 per share, and SpaceX debuted with a 6% gain.
20:40
10 июн
10 июн
Amazon LTL entry threatens legacy carriers
Amazon is expanding its own shipping service into less-than-truckload (LTL) offerings, directly competing with legacy carriers and threatening their market share and pricing.
Сред.
12:11
10 июн
10 июн
US pre-market movers report shows broad declines in major indices and Mag-7 stocks.
US pre-market movers report shows broad declines in major indices and Mag-7 stocks, with SMCI dropping 12% on a $7 billion equity raise and CBRL rising 11% on raised guidance.
12:10
10 июн
10 июн
Nvidia leads premarket declines among Magnificent Seven stocks while Casey's, Chewy.
Nvidia leads premarket declines among Magnificent Seven stocks while Casey's, Chewy, Cracker Barrel, Devon Energy, and Hinge Health rise on earnings or guidance beats, and Super Micro Computer falls 11% on plans for a $7 billion equity financing.
14:00
29 апр
29 апр
Management is cautiously optimistic, signaling that the worst of the downturn is over, with improving sequential volume trends, returning weight-per-shipment growth, and initial signs of recovery, positioning the company to leverage its excess capacity for growth.
Выс.
08:45
23 апр
23 апр
Union Pacific currently operates with >100 fewer locomotives on the main line versus historical levels due to velocity gains, representing latent capacity that can absorb 10%+ volume growth with little incremental cost. — This physical slack means Union Pacific can win truck conversion volumes without needing major capex, pressuring truckload carriers' pricing and market share.
Сред.
16:30
22 апр
22 апр
Higher diesel prices are increasing truck-to-rail conversion appetite, particularly in forest products and intermodal, providing a near-term volume tailwind. — Persistent fuel cost inflation shifts modal share toward rail, which could pressure truckload carriers' volumes and pricing power.
Сред.
17:54
19 фев
19 фев
Every notes that freight companies are reporting a pickup in logistics *within* the US (internal shipping), rather than just imports from ports. This indicates the "re-industrialization" thesis is moving from theory to reality. If goods are being moved between US factories rather than just from Long Beach to warehouses, domestic logistics networks (Trucking and Rail) will see volume expansion independent of global trade health. LONG domestic US logistics and transport. A recession caused by high rates crushing consumer demand before the industrial base is fully built.
17:08
04 фев
04 фев
Author reports these positions are performing well against stops.
Author reports these positions are performing well against stops, indicating ongoing long exposure and commitment.
Сред.
15:00
04 фев
04 фев
Management expresses cautious optimism for 2026, citing positive ISM data and improving weight per shipment trends, but remains guarded given prior false starts. Guidance for Q1 is in line with seasonality, neither raising nor lowering expectations.
Выс.
20:00
06 янв
06 янв
Author discloses current long position in ODFL, citing non-consensus positioning.
Author discloses current long position in ODFL, citing non-consensus positioning with significant room for further institutional accumulation as a key upside driver.
Сред.
Об аналитическом покрытии ODFL
Buzzberg отслеживает ODFL (Old Dominion Freight Line) в 8 источниках. Бычьих сигналов: 3, медвежьих: 3, от 11 аналитиков. Сентимент разделён поровну. Всего отслеживается 15 торговых идей. За последние 7 дней: медвежьих: 1. Последние спикеры: Jess Menton, DeItaone, Adam Satterfield.