DHL Deutsche Post AG Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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05:34
Aug 06
Aug 06
Barclays lowers its price target on DHL Group to EUR 61 from EUR 62.
Barclays lowers its price target on DHL Group to EUR 61 from EUR 62, reflecting a modest downward adjustment in valuation outlook.
11:17
Apr 21
Apr 21
Air freight rates to stay high due to Middle East disruptions.
Due to the Iran war and closure of the Strait of Hormuz, air cargo capacity is reduced, especially on Asia-Europe routes, leading to tight markets and elevated freight rates. DHL, with its own fleet and network, is well-positioned and expects high freight rates to persist until the Middle East situation is resolved.
HIGH
17:30
Mar 19
Mar 19
FedEx reduced trans-Pacific outbound purple and white tail capacity by ~15% and ~25% respectively, reallocating to Asia-Europe and intra-Asia lanes which drove strong revenue growth. — Shift reflects trade route rebalancing due to tariffs; capacity away from Trans-Pacific may tighten air freight rates into Europe and benefit competing integrators on that lane.
MED
11:57
Feb 13
Feb 13
A small AI company ("Algorithm Holdings") disrupted the sector, causing a "scare trade" where logistics stocks fell ~7%. The market is in a "manic" phase, pricing in the obsolescence of labor-intensive business models (logistics, trucking) due to AI efficiency. Investors are dumping "human-heavy" cost structures. SHORT / AVOID. Sentiment is currently "Category 5 paranoia" regarding AI displacement in logistics. The sell-off is an overreaction to a single news story (the "karaoke company" pivot), leading to a sharp mean reversion bounce.
About DHL Analyst Coverage
Buzzberg tracks DHL (Deutsche Post AG) across 3 sources. 1 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (25%). 4 total trade ideas tracked. Latest voices: financialjuice, Tobias Meyer, Raj Subramaniam.