UPS United Parcel Service, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:59
Sep 28
Sep 28
CNBC
UPS faces labor, Amazon, FedEx troubles.
Cramer says UPS has been working lower for four and a half years due to labor disputes, lost Amazon business, and strong FedEx competition. Sales and earnings have fallen for three straight years, and its 7.1% yield offers cold comfort.
20:18
Sep 21
Sep 21
Bloomberg Markets
Amazon volume decline pressures UPS outlook
UPS shares fell 4.4% after BofA cut its price target and 2026 revenue and EPS estimates, citing a sharp reduction in UPS domestic volumes in the second half of 2026 as Amazon volumes decline; the analyst action signals a weaker package-volume outlook.
04:27
Sep 18
Sep 18
r/wallstreetbets
UPS can't survive without Amazon volume
The author, a 20-year trucking veteran, argues the industry is a 'lowest penny wins' commodity business, so UPS cannot sustain its brown-sock cost structure without Amazon's volume regardless of management's pep-rally messaging. The causal mechanism is that Amazon's freight is essential to UPS's network economics, and losing or renegotiating it pressures margins. The author holds positions in the stock and is bearish on its outlook. Main risk is that Amazon volume is retained or repriced favorably.
About UPS Investor Commentary
Across the available history and selected sources, Buzzberg tracks UPS (United Parcel Service, Inc.) across 27 sources: 21 bullish vs 3 bearish calls from 54 authors. Historical directional balance: 21% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 84 total trade ideas tracked. Latest voices: Jim Cramer, Tim Stenovec, u/3boobsarenice.