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In einem shareholderfreundlichen Schritt hat der Vorstand von FedEx Corporation (FDX) eine Erhöhung der Dividende um 5% auf die jährliche Dividende rate für FedEx-Gemeinschaftsaktien genehmigt, nach einer einmaligen jährlichen Rate-Justierung im Zusammenhang mit dem Spinn-Off von FedEx Freight. Die erhöhte Dividende und die Anpassung der Spin-off führten zu einer jährlich verzinsten Dividende von 4,88 US-Dollar für den Übergangszeitraum vom 1. Juni 2026 bis zum 31. Dezember 2026. Mit dieser aktualisierten jährlichen verzinsten Dividende von 4,88 US-Dollar hat der Vorstand von FDX eine Vierteljahres-Barzahlung von 1,22 US-Dollar pro Aktie angekündigt, die am 7. Juli 2026 an Aktionäre ausgezahlt wird, die am 22. Juni 2026 als Teil des Geschäftsregisters aufgeführt sind.

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Delta Air Lines setzt seine Zusammenarbeit mit American Express fort, indem er die Vorteile seiner co-branded Kreditkartenportfolio stärkt. Die Einführung eines kostenlosen zweiten Gepäckstücks für qualifizierte Delta SkyMiles-Gold-, Platin- und Reserve-Karteninhaber bietet einen wertvollen Reisevorteil, der Kunden dabei hilft, ihre Reisekosten zu reduzieren und ihr allgemeines Erlebnis zu verbessern. Diese Verbesserungen stärken die Attraktivität des SkyMiles-Programms und verstärken die Kundenloyalität ohne das jährliche Mitgliedsbeitrag zu erhöhen.

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Deltas Entscheidung, spezielle Transatlantikflüge nach Madrid und München einzurichten, unterstreicht die Fluggesellschafts Fortsetzung ihrer Strategie, sich auf hochgeschätzte Ereignisse wie Fußballspiele zu konzentrieren, um internationale Premium-Verkehr zu treiben. Durch die Abstimmung von Kapazitätszuwächsen mit wichtigen Profi-Fußballspielen der Atlanta Falcons und Detroit Lions kann Delta einen lukrativen Reiseabschnitt nutzen, der sich aus Freizeit-, Ereignisgetriebenem und Premium-Kabinenbedarf zusammensetzt. Die Strategie unterstreicht auch Deltas Fähigkeit, schnell auf temporäre Nachfrageanstiege zu reagieren und die Flugzeuge während der hektischen Herbstreisezeit optimal auszunutzen.

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Für Investoren, die sich für Unternehmen aus dem Transportsektor interessieren, sind DHL Group Sponsored ADR (DHLGY) und Expeditors International (EXPD) sicherlich bekannt. Aber welches dieser beiden Aktien bietet derzeit das bessere Wertangebot? Wir nehmen einen genauen Blick darauf.

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During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 112 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.

This Week’s Ratings Changes:

Upgraded: Strong to Very Strong

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AGI Alamos Gold Inc. A A A DTM DT Midstream, Inc. A C A ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR Class B A B A FN Fabrinet A C A GSK GSK plc Sponsored ADR A B A MKSI MKS Inc. A C A MOD Modine Manufacturing Company A C A NTR Nutrien Ltd. A C A PSX Phillips 66 A B A SAN Banco Santander S.A. Sponsored ADR A B A SFD Smithfield Foods, Inc. A B A SQM Sociedad Quimica y Minera de Chile S.A. Sponsored ADR Pfd Series B A C A TEVA Teva Pharmaceutical Industries Limited Sponsored ADR A B A TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR A B A

Downgraded: Very Strong to Strong

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade ATO Atmos Energy Corporation A C B CACI CACI International Inc Class A A C B CBOE Cboe Global Markets Inc A B B GOOG Alphabet Inc. Class C A B B HCA HCA Healthcare Inc A C B ITUB Itau Unibanco Holding S.A. Sponsored ADR Pfd A B B KEYS Keysight Technologies Inc A B B LMT Lockheed Martin Corporation A B B NOC Northrop Grumman Corp. A C B OHI Omega Healthcare Investors, Inc. A B B PL Planet Labs PBC Class A A C B WDS Woodside Energy Group Ltd Sponsored ADR A B B

Upgraded: Neutral to Strong

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AEE Ameren Corporation B C B AGNC AGNC Investment Corp. B B B AME AMETEK, Inc. B C B AR Antero Resources Corporation B C B ARGX argenx SE Sponsored ADR B C B ARMK Aramark B C B BCS Barclays PLC Sponsored ADR B B B BIIB Biogen Inc. B D B EMBJ Embraer S.A. Sponsored ADR B C B EOG EOG Resources, Inc. B C B EQIX Equinix, Inc. B C B ETN Eaton Corp. Plc B C B FANG Diamondback Energy, Inc. B D B FCX Freeport-McMoRan, Inc. B B B JBS JBS N.V. Class A B C B LSCC Lattice Semiconductor Corporation B C B MFG Mizuho Financial Group Inc Sponsored ADR B B B MRK Merck & Co., Inc. B C B MRVL Marvell Technology, Inc. B B B NLY Annaly Capital Management, Inc. B B B NU Nu Holdings Ltd. Class A B B B NWG NatWest Group Plc Sponsored ADR B B B RKT Rocket Companies, Inc. Class A B C B RYAAY Ryanair Holdings PLC Sponsored ADR B D B SNX TD SYNNEX Corporation A C B TECK Teck Resources Limited Class B C B B TGT Target Corporation B C B TLN Talen Energy Corp B D B WEC WEC Energy Group Inc B C B YPF YPF SA Sponsored ADR Class D B D B

Downgraded: Strong to Neutral

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade BEN Franklin Resources, Inc. C B C CB Chubb Limited C C C CCEP Coca-Cola Europacific Partners plc C C C CQP Cheniere Energy Partners, L.P. C B C CRWV CoreWeave, Inc. Class A C C C EXPD Expeditors International of Washington, Inc. C C C HIG Hartford Insurance Group, Inc. C B C HOOD Robinhood Markets, Inc. Class A C C C LDOS Leidos Holdings, Inc. C C C MDB MongoDB, Inc. Class A C C C PEP PepsiCo, Inc. C C C PSTG Everpure, Inc. Class A C B C QXO QXO, Inc. B C C RDDT Reddit, Inc. Class A C B C SGI Somnigroup International Inc. C B C SO Southern Company B C C T AT&T Inc C C C TDY Teledyne Technologies Incorporated C C C TPL Texas Pacific Land Corporation C C C TRV Travelers Companies, Inc. C B C TSLA Tesla, Inc. B C C WM Waste Management, Inc. C C C

Upgraded: Weak to Neutral

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AFRM Affirm Holdings, Inc. Class A D B C CRH CRH public limited company C C C ITW Illinois Tool Works Inc. C C C LOGI Logitech International S.A. D B C NWS News Corporation Class B D C C OKE ONEOK, Inc. C C C PFG Principal Financial Group, Inc. C D C PPG PPG Industries, Inc. D C C SCI Service Corporation International C C C TSN Tyson Foods, Inc. Class A C D C UNP Union Pacific Corporation C C C WFC Wells Fargo & Company C C C

Downgraded: Neutral to Weak

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AFG American Financial Group, Inc. D C D BSY Bentley Systems, Incorporated Class B D B D CL Colgate-Palmolive Company D C D COF Capital One Financial Corp D C D DRI Darden Restaurants, Inc. D C D FWONK Liberty Media Corporation Series C Liberty Formula One D C D GGG Graco Inc. D C D GLPI Gaming and Leisure Properties, Inc. D C D GWRE Guidewire Software, Inc. D B D IOT Samsara, Inc. Class A D B D ISRG Intuitive Surgical, Inc. D C D JKHY Jack Henry & Associates, Inc. D C D NXPI NXP Semiconductors NV D C D ORLY O'Reilly Automotive, Inc. D C D TU TELUS Corporation D D D TXRH Texas Roadhouse, Inc. D D D WRB W. R. Berkley Corporation D C D

Upgraded: Very Weak to Weak

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade HPQ HP Inc. F C D LI Li Auto, Inc. Sponsored ADR Class A F D D PYPL PayPal Holdings, Inc. F C D

Downgraded: Weak to Very Weak

Symbol Company Name Quantitative Grade Fundamental Grade Total Grade OTIS Otis Worldwide Corporation F C F VRSK Verisk Analytics, Inc. F C F

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Story Continues

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

For Immediate Release

Chicago, IL – March 31, 2026 – Today, Zacks Equity Research discussesOld Dominion Freight Line ODFL, Expeditors International of Washington EXPD, ZTO Express (Cayman) ZTO and Universal Logistics ULH.

Industry: Transportation Services

Link: https://www.zacks.com/commentary/2891323/3-transport-service-stocks-to-keep-an-eye-on-despite-industry-hiccups

The Zacks Transportation-Services industry is operating in a difficult environment, pressured by weak freight rates, persistently high inflation and ongoing supply-chain disruptions. Adding to these headwinds are tariff-related uncertainties and high crude prices owing to the ongoing war in the Middle East, which continue to pose significant challenges for the industry.

High oil prices are hurting the bottom line of players in other corners of the broader ZacksTransportation sector as well. This is because expenses on fuel represent a key input cost for any transportation player. For example, Old Dominion Freight Line is also hurt by this sharp jump in oil prices.

However, despite these near-term concerns, there is an underlying case for long-term optimism. Supported by strong fundamentals, companies such as Expeditors International of Washington, ZTO Express (Cayman) and Universal Logistics appear well-positioned to navigate current obstacles and capitalize on opportunities when industry conditions improve.

About the Industry

The companies belonging to the Zacks Transportation-Services industry offer transporters, logistics, leasing and maintenance services. Some industry players focus on the business of global logistics management, including international freight forwarding. Third-party logistics entities provide innovative supply-chain solutions. They also focus on services like product sourcing, warehousing and freight shipping.

These companies have expertise in trucking, air and ocean transportation. Some players in this industry deliver domestic and international express delivery services. The well-being of the companies in this industrial cohort is directly proportional to the health of the economy. The still-high inflation reading and elevated oil prices continue to hurt consumer sentiment and growth expectations.

3 Trends Shaping the Future of the Transportation-Services Industry

Freight Downturn Persists: Although economic activities picked up from the pandemic gloom, lingering supply-chain disruptions continue to dent stocks in the industry. Below-par freight rates led by the oversupply of capacity are squeezing profit margins, thereby denting the industry’s prospects. Highlighting the weak freight demand, the Cass Freight Shipments Index declined 7.2% year over year in February. This measure has deteriorated year over year each of the past 11 months, which confirms the overall declining trend.

Story Continues

Surge in Fuel Costs - A Bane: The war between Iran and Israel, backed by the United States, has resulted in soaring crude oil and natural gas prices. The major oil supply line — the Strait of Hormuz — controlled by Iran, remained severely disturbed. About 20% of globally traded oil passes through this critical shipping route. The rise in this key input cost is hurting the bottom line of industry players. This development is likely to hurt the first-quarter earnings of transportation service providers, with the conflict not showing any signs of ending.

Cost Cuts to Boost Margins: The industry is facing input cost inflation, transport and logistics costs and the impact of tariffs. Industry players are constantly implementing cost-reduction actions, which are likely to help sustain margins in this scenario. The companies are focused on streamlining their operations and realigning around high-growth key markets or customer segments to enhance performance.

Zacks Industry Rank Indicates Dull Prospects

The Zacks Transportation - Services industry is a 17-stock group. The industry currently carries a Zacks Industry Rank #208, which places it in the bottom 15% of 244 Zacks industries.

The group’s Zacks Industry Rank, the average of the Zacks Rank of all member stocks, indicates dismal near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in this group’s earnings growth potential. The industry's earnings estimate for 2026 has decreased 32.1% year over year.

Before we present a few stocks from the industry that you may want to retain or buy, let’s take a look at the industry’s recent stock market performance and the valuation picture.

Industry Lags S&P 500 and Sector

The Zacks Transportation-Services industry has underperformed the Zacks S&P 500 composite and the broader Transportation sector in a year.

The industry has improved 8.8% over this period compared with the S&P 500's appreciation of 16.6% and the broader sector’s uptick of 13.2%.

Industry's Current Valuation

Based on the forward 12-month price-to-sales, a commonly used multiple for valuing transportation services stocks, the industry is currently trading at 1.73X compared with the S&P 500's 4.67X. The value is higher than the sector's trailing 12-month P/S of 1.45X.

Over the past five years, the industry has traded as high as 3.01X, as low as 1.45X and at the median of 1.88X.

3 Transport Services Stocks to Watch Now

Universal Logistics (formerly known as Universal Truckload Services) currently sports a Zacks Rank #1 (Strong Buy) and operates as an asset-light logistics player. The company, through its subsidiaries, offers a variety of customized transportation and logistics solutions throughout the United States and also in Mexico and Canada. Universal Logistics provides customers with supply-chain solutions that can be scaled to meet their changing demands.

ULH’s earnings have surpassed the Zacks Consensus Estimate in two of the past four quarters (missing the mark on other occasions). The average beat is 88.8%.

You can see the complete list of today’s Zacks #1 Rank stocks here.

ZTO Express is a leading player in the field of express delivery in China. This Shanghai-based company went public in 2016. ZTO Express and its network partners provide domestic and international express delivery services. Other value-added services supplement the offerings. In China, it mainly focuses on providing express deliveries of parcels, which mostly weigh below 50 kilograms. The expected delivery time ranges from 24-72 hours.

ZTO Express carries a Zacks Rank #2 (Buy). The company has a long-term earnings growth expectation of 10.9%, primarily driven by parcel volume. ZTO Express expects its 2026 parcel volume to grow in the range of 42.37 billion to 43.52 billion (reflecting 10-13% year over year growth).

Expeditors, a leading third-party logistics provider, is based in Seattle, WA. The company currently has a Zacks Rank# 3 (Hold). EXPD’s earnings beat the Zacks Consensus Estimate in each of the past four quarters, with an average surprise of 10.1%.

While weak volumes (concerning air-freight tonnage and ocean containers) stemming from soft demand and declining rates are hurting EXPD’s performance, efforts to cut costs in the face of demand weakness are driving its bottom line.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report

Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report

Universal Logistics Holdings, Inc. (ULH) : Free Stock Analysis Report

ZTO Express (Cayman) Inc. (ZTO) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The Zacks Transportation-Services industry is operating in a difficult environment, pressured by weak freight rates, persistently high inflation and ongoing supply-chain disruptions. Adding to these headwinds are tariff-related uncertainties and high crude prices owing to the ongoing war in the Middle East, which continue to pose significant challenges for the industry.

High oil prices are hurting the bottom line of players in other corners of the  broader Zacks Transportation sector as well. This is because expenses on fuel represent a key input cost for any transportation player. For example, Old Dominion Freight Line ODFL is also hurt by this sharp jump in oil prices.

However, despite these near-term concerns, there is an underlying case for long-term optimism. Supported by strong fundamentals, companies such as Expeditors International of Washington EXPD, ZTO Express (Cayman) ZTO and Universal Logistics ULH appear well-positioned to navigate current obstacles and capitalize on opportunities when industry conditions improve.

About the Industry

The companies belonging to the Zacks Transportation-Services industry offer transporters, logistics, leasing and maintenance services. Some industry players focus on the business of global logistics management, including international freight forwarding. Third-party logistics entities provide innovative supply-chain solutions. They also focus on services like product sourcing, warehousing and freight shipping. These companies have expertise in trucking, air and ocean transportation. Some players in this industry deliver domestic and international express delivery services. The well-being of the companies in this industrial cohort is directly proportional to the health of the economy. The still-high inflation reading and elevated oil prices continue to hurt consumer sentiment and growth expectations.

3 Trends Shaping the Future of the Transportation-Services Industry

Freight Downturn Persists: Although economic activities picked up from the pandemic gloom, lingering supply-chain disruptions continue to dent stocks in the industry. Below-par freight rates led by the oversupply of capacity are squeezing profit margins, thereby denting the industry’s prospects. Highlighting the weak freight demand, the Cass Freight Shipments Index declined 7.2% year over year in February. This measure has deteriorated year over year each of the past 11 months, which confirms the overall declining trend.

Surge in Fuel Costs - A Bane: The war between Iran and Israel, backed by the United States, has resulted in soaring crude oil and natural gas prices. The major oil supply line — the Strait of Hormuz — controlled by Iran, remained severely disturbed. About 20% of globally traded oil passes through this critical shipping route. The rise in this key input cost is hurting the bottom line of industry players. This development is likely to hurt the first-quarter earnings of transportation service providers, with the conflict not showing any signs of ending.

Story Continues

Cost Cuts to Boost Margins: The industry is facing input cost inflation, transport and logistics costs and the impact of tariffs. Industry players are constantly implementing cost-reduction actions, which are likely to help sustain margins in this scenario. The companies are focused on streamlining their operations and realigning around high-growth key markets or customer segments to enhance performance.

Zacks Industry Rank Indicates Dull Prospects

The Zacks Transportation - Services industry is a 17-stock group. The industry currently carries a Zacks Industry Rank #208, which places it in the bottom 15% of 244 Zacks industries.

The group’s Zacks Industry Rank, the average of the Zacks Rank of all member stocks, indicates dismal near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in this group’s earnings growth potential. The industry's earnings estimate for 2026 has decreased 32.1% year over year.

Before we present a few stocks from the industry that you may want to retain or buy, let’s take a look at the industry’s recent stock market performance and the valuation picture.

Industry Lags S&P 500 and Sector

The Zacks Transportation-Services industry has underperformed the Zacks S&P 500 composite and the broader Transportation sector in a year.

The industry has improved 8.8% over this period compared with the S&P 500's appreciation of 16.6% and the broader sector’s uptick of 13.2%.

One-Year Price Performance

Industry's Current Valuation

Based on the forward 12-month price-to-sales, a commonly used multiple for valuing transportation services stocks, the industry is currently trading at 1.73X compared with the S&P 500's 4.67X. The value is higher than the sector's trailing 12-month P/S of 1.45X.

Over the past five years, the industry has traded as high as 3.01X, as low as 1.45X and at the median of 1.88X.

Price-to-Sales Ratio (F12M)

3 Transport Services Stocks to Watch Now

Universal Logistics (formerly known as Universal Truckload Services) currently sports a Zacks Rank #1 (Strong Buy) and operates as an asset-light logistics player. The company, through its subsidiaries, offers a variety of customized transportation and logistics solutions throughout the United States and also in Mexico and Canada. Universal Logistics provides customers with supply-chain solutions that can be scaled to meet their changing demands.

ULH’s earnings have surpassed the Zacks Consensus Estimate in two of the past four quarters (missing the mark on other occasions). The average beat is 88.8%.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Price and Consensus: ULH

ZTO Express is a leading player in the field of express delivery in China. This Shanghai-based company went public in 2016. ZTO Express and its network partners provide domestic and international express delivery services. Other value-added services supplement the offerings. In China, it mainly focuses on providing express deliveries of parcels, which mostly weigh below 50 kilograms. The expected delivery time ranges from 24-72 hours.

ZTO Express carries a Zacks Rank #2 (Buy). The company has a long-term earnings growth expectation of 10.9%, primarily driven by parcel volume. ZTO Express expects its 2026 parcel volume to grow in the range of 42.37 billion to 43.52 billion (reflecting 10-13% year over year growth).

Price and Consensus: ZTO

Expeditors, a leading third-party logistics provider, is based in Seattle, WA. The company currently has a Zacks Rank# 3 (Hold). EXPD’s earnings beat the Zacks Consensus Estimate in each of the past four quarters, with an average surprise of 10.1%.

While weak volumes (concerning air-freight tonnage and ocean containers) stemming from soft demand and declining rates are hurting EXPD’s performance, efforts to cut costs in the face of demand weakness are driving its bottom line.

Price and Consensus: EXPD

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report

Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report

Universal Logistics Holdings, Inc. (ULH) : Free Stock Analysis Report

ZTO Express (Cayman) Inc. (ZTO) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Zusammenfassung (ca. 500 Wörter)

Dieser Artikel von Simply Wall St bietet eine prägnante Morgen-Aktualisierung für Investoren, die sich auf den US-Aktienmarkt, insbesondere den S&P 500, konzentrieren. Die Kernbotschaft ist, dass Investoren wertvolle Einblicke in Marktbewegungen gewinnen können, ohne von dem ständigen Informationspeitschlag überwältigt zu werden. Simply Wall St bietet einen kostenlosen Service, um relevante Informationen und Analysen zu liefern.

Die Aktualisierung beleuchtet die wichtigsten Faktoren, die den Markt heute beeinflussen: Stärkere als erwartet US-Bewerbungzahlen (12.750 neu hinzugefügte Jobs pro Woche), ein Rückgang der langfristigen Zinssätze (10-jährige Staatsanleihe Rendite bei 4,05 %, ein Drei-Monats-Tief) und ein Abschwung des Wohnungsmarktes (1,4 % Preissteigerung in den 20 größten US-Städten). Diese Faktoren schaffen eine gemischte Perspektive, insbesondere für Sektoren wie Banken, kleinere Unternehmen und Immobilienaktien, die empfindlich auf Zinnesignale reagieren.

Der Artikel präsentiert “Top Movers” – Unternehmen, die erhebliche Kursänderungen erleben. Keysight Technologies (KEYS) stieg aufgrund starker Q1-Ergebnisse und positiver Analystenbewertungen in die Höhe. CoreWeave (CRWV) gewann an Dynamik im Hinblick auf erwartete KI-Datenzentrum-Katalysatoren. Advanced Micro Devices (AMD) profitierte von einem mehrjährigen KI-Chippartnervertrag mit Meta.

Umgekehrt identifiziert der Artikel “Top Losers”, darunter Expeditors International (EXPD), Amer Sports (AS) und ONEOK (OKE), deren Aktienkurse aufgrund enttäuschender Q4-Ergebnisse oder reduzierter Guidance gesunken sind. Der Artikel ermutigt Investoren, über diese kurzfristigen Fluktuationen hinwegzusehen und die zugrunde liegenden Treiber zu verstehen.

Der Artikel enthält auch “On the Radar” - Informationen zu bevorstehenden Gewinnberichten von großen Technologieunternehmen: NVIDIA (NVDA), Salesforce (CRM), Block (SQ) und Warner Bros. Discovery (WBD). Diese Veröffentlichungen werden genau beobachtet werden, um Einblicke in die Nachfrage nach KI-Hardware, Softwarewachstum, digitalen Zahlungsvolumina und Streaming-/Werbefortschritte zu erhalten. Die allgemeine Zinslandschaft, mit der 10-jährigen Staatsanleihe Rendite bei 4,05 %, ist ein kritischer Faktor, der Kreditkosten und Aktienbewertungen beeinflusst.

Schließlich bewirbt Simply Wall St seine Funktionen: Ermöglicht es Benutzern, Marktbewegungen mit Warnmeldungen zu verfolgen, personalisierte Portfolios aus einer Liste von „resilienten Aktien“ (78 Aktien mit niedrigen Risikowerten) aufzubauen und einen benutzerdefinierten Aktien-Screener zu verwenden, um auf der Grundlage spezifischer Kriterien Chancen zu identifizieren. Der Haftungsausschluss betont, dass dies eine allgemeine Kommentar ist, die auf historischen Daten und Analystenprognosen basiert und keine Finanzberatung darstellt. Die Seite hat keine Position in den genannten Aktien.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung (600 Wörter)

Die globalen Aktienmärkte erlebten am Dienstag einen positiven Tag, wobei die wichtigsten Indizes dank eines volatilen Montags, der durch Handelsunsicherheiten und Bedenken hinsichtlich der künstlichen Intelligenz angetrieben wurde, deutlich gestiegen sind. Der S&P 500, der Dow Jones und der Nasdaq 100 schlossen alle höher, wobei der Nasdaq den größten prozentualen Zuwachs von +1,09% erzielte.

Die Erholung wurde hauptsächlich durch eine Erholung wichtiger Sektoren, insbesondere Software- und Halbleiterunternehmen, vorangetrieben. Eine Erklärung des KI-Start-ups Anthropic PBC, die Partnerschaften und die Integration seiner Claude-KI-Tools hervorhob, stärkte das Vertrauen der Anleger in diesen Technologiebereich. Mehrere prominente Unternehmen in diesen Sektoren – darunter Thomson Reuters (TRI), Salesforce (CRM), Adobe Systems (ADBE), Intel (INTC) und ARM Holdings Plc (ARM) – erlebten erhebliche Gewinne, die positive Stimmung über das Potenzial von KI-gesteuerten Lösungen widerspiegeln. Palvella Therapeutics (PVLA) profitierte ebenfalls von einem dramatischen Anstieg nach positiven Studienergebnissen für seine experimentelle Therapie bei lymphatischer Malignität.

Die Marktachterbahnfahrt Montags wurde durch Handelsunsicherheiten im Zusammenhang mit den neuen 10-prozentigen globalen Zöllen des Präsidenten Trump ausgelöst, die nach der Ablehnung vorheriger Zölle durch den Obersten Gerichtshof in Kraft traten. Trump bedrohte daraufhin, die Tarrif-Rate auf 15% zu erhöhen, was eine mögliche weitere Eskalation der Handelsspannungen andeutete.

Auch positive Wirtschaftsdaten trugen zur Erholung des Marktes bei. Der Conference Boards Konsumkonfidenzindex stieg auf 91,2 und signalisierte erhöhte Konsumentenoptimismus. Darüber hinaus zeigte der Richmond Fed Fertigungsindex einen unerwarteten Anstieg.

Mit Blick nach vorn liegt der Fokus des Marktes stark auf Unternehmensgewinnen und Wirtschaftsdaten. Wichtige Termine für diese Woche sind die Rede des Präsidenten Trump zur Lage der Nation, der Bericht von Nvidia über die Gewinnzahlen und die Veröffentlichung der ersten wöchentlichen Arbeitslosenansuchen.

Die Gewinnberichterstattung neigt sich dem Ende zu, wobei mehr als 88 % der S&P 500-Unternehmen bereits ihre Ergebnisse vorgelegt haben. Insgesamt haben die Gewinne als positiver Faktor für Aktien gedient, wobei 74 % der Unternehmen, die ihre Ergebnisse vorgelegt haben, die Erwartungen übertroffen haben. Analysten prognostizieren weiterhin Wachstum der S&P-Gewinne mit einer erwarteten Erhöhung von +8,4 % im vierten Quartal und +4,6 % ohne die „Magnificent Seven“-Technologieaktien.

Der Markt kalkuliert derzeit eine sehr geringe Wahrscheinlichkeit (2 %) für einen Zinssenkungsbetrag von 25 Basispunkten (25 bp) durch die US Federal Reserve bei ihrer nächsten Sitzung am 17.-18. März. Die Rentenmärkte erlebten einige Schwankungen, wobei der 10-jährige Staatsanleihenrendite leicht anstieg, beeinflusst sowohl durch die Erholung der Aktienmärkte als auch durch die positiven Daten zur Konsumkonfidenz. Die Märkte beobachten die Entscheidungen der Europäischen Zentralbank (EZB) genau, wobei eine Wahrscheinlichkeit von 2 % für einen Zinssenkung von 25 bp bei ihrer nächsten Sitzung am 19. März besteht.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) on Tuesday closed up +0.77%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.76%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.09%.  March E-mini S&P futures (ESH26) rose +0.76%, and March E-mini Nasdaq futures (NQH26) rose +1.08%.

Stock indexes settled higher on Tuesday, recovering some of Monday’s sharp losses.  A rebound in software companies and chipmakers on Tuesday from Monday’s rout lifted the broader market.  Software and chipmakers moved higher Tuesday after AI startup Anthropic PBC emphasized partnerships with companies and said its new AI tools for its Claude Cowork agent software are to integrate rather than displace existing systems.

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Stocks tumbled on Monday amid US trade uncertainty and concerns about the disruptive impact of artificial intelligence, after Citrini Research published a report outlining the potential risks it could pose to various segments of the global economy.

Stocks added to their gains on Tuesday after the Conference Board US Feb consumer confidence index rose by +2.2 to 91.2, stronger than expectations of 87.1.

President Trump’s new 10% global tariffs went into effect on Tuesday after the Supreme Court struck down his global “reciprocal” tariffs last Friday.  Mr. Trump subsequently threatened to raise the global tariff rate to 15%, and an administration official said the White House is working on a formal order to implement that higher rate, but the timeline for its implementation has not been finalized.  Mr. Trump is applying the 10% baseline levy under Section 122 of the 1974 Trade Act, which allows the president to impose the charge for 150 days without congressional approval.

Geopolitical risks are a negative for stocks.  US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program, and that he thought 10 to 15 days was “pretty much” the “maximum” he would allow for negotiations to continue.

Story Continues

The US Dec S&P composite-20 home price index rose +0.47% m/m and +1.38% y/y, stronger than expectations of +0.30% m/m and +1.30% y/y.

The US Feb Richmond Fed manufacturing survey of current conditions unexpectedly fell -4 to -10, weaker than expectations of an increase to -5.

Chicago Fed President Austan Goolsbee said, "I remain optimistic that there can be more rate cuts this year, but that hinges on seeing actual progress on inflation that shows we are on a path back to 2%."

Boston Fed President Susan Collins said interest rates are likely to remain unchanged "for some time" as recent economic data show an improvement in the labor market, while inflation risks remain.

The market’s focus this week will be on corporate earnings results and economic news.  Later tonight, President Trump delivers his State of the Union address.  On Wednesday, Nvidia releases its earnings results after the close.  On Thursday, initial weekly unemployment claims are expected to climb by +10,000 to 216,000.  On Friday, the Feb MNI Chicago PMI is expected to slip -1.8 to 52.2.

Q4 earnings season is nearing its end, with more than 88% of the S&P 500 companies having reported earnings results.  Earnings have been a positive factor for stocks, with 74% of the 441 S&P 500 companies that have reported beating expectations.  According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth.  Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%.

The markets are discounting a 2% chance for a -25 bp rate cut at the next policy meeting on March 17-18.

Overseas stock markets settled higher on Tuesday.  The Euro Stoxx 50 closed up +0.04%.  China’s Shanghai Composite closed up +0.87%.  Japan’s Nikkei Stock 225 closed up +0.87%.

Interest Rates

March 10-year T-notes (ZNH6) on Tuesday closed down by -2.5 ticks.  The 10-year T-note yield rose +0.4 bp to 4.035%.  T-notes posted modest losses on Tuesday as a recovery in stocks reduced some safe-haven demand for T-notes.  Also, the better-than-expected US Feb consumer confidence report undercut T-note prices.  T-notes recovered from their worst levels Tuesday on strong demand for the Treasury’s $69 billion auction of 2-year T-notes, which had a bid-to-cover ratio of 2.63, above the 10-auction average of 2.61.

European government bond yields are mixed today.  The 10-year German bund yield fell to a 2.75-month low of 2.696% and finished down -0.4 bp to 2.707%.  The 10-year UK gilt yield dropped to a 14.25-month low of 4.291% and finished down -0.8 bp to 4.306%.

Eurozone Jan new car registrations fell -3.9% y/y to 800,000, the largest decline in seven months.

Swaps are discounting a 2% chance of a -25 bp rate cut by the ECB at its next policy meeting on March 19.

US Stock Movers

Software stocks rebounded on Tuesday, led by an +11% jump in Thomson Reuters (TRI) after the company said it reached one million professional users of CoCounsel, its legal and business artificial intelligence tool, and announced that it was working with Anthropic’s Claude model.  Also, Salesforce (CRM) closed up more than +3% to lead gainers in the Dow Jones Industrials, and Adobe Systems (ADBE), Cadence Design Systems (CDNS), Atlassian (TEAM), and Oracle (ORCL) closed up more than +3%.  In addition, Service Now (NOW) and Datadog (DDOG) closed up more than +1%.

Advanced Micro Devices (AMD) closed up more than +8% to lead chipmakers higher after Meta Platforms said it will deploy data center gear based on processors from AMD in a deal worth “double-digit billion” dollars per gigawatt.  Also, Intel (INTC) closed up more than +6%, and  ARM Holdings Plc (ARM) closed up more than +3%.  In addition, ASML Holding NV (ASML), Applied Materials (AMAT), KLA Corp (KLAC), NXP Semiconductors NV (NXPI), and Marvell Technology (MRVL) closed up more than +1%.

Palvella Therapeutics (PVLA) closed up more than +36% after stating a late-stage trial of its experimental therapy for lymphatic malformations met its main goal.

Keysight Technologies (KEYS) closed up more than +23% to lead gainers in the S&P 500 after reporting Q1 adjusted EPS of $2.17, stronger than the consensus of $1.99, and forecasting Q2 adjusted EPS of $2.27 to $2.33, well above the consensus of $1.91.

PayPal Holdings (PYPL) closed up more than +6% after Stripe Inc. said it is considering an acquisition of all or parts of the company.

Qualcomm (QCOM) closed up more than +3% after Loop Capital Markets upgraded the stock to buy from hold with a price target of $185.

BWX Technologies (BWXT) closed up more than +3% after reporting Q4 revenue of $885.8 million, better than the consensus of $837.5 million, and forecasting full-year revenue of $3.75 billion, above the consensus of $3.68 billion.

Henry Schein (HSIC) closed up more than +3% after reporting Q4 net sales of $3.44 billion, better than the consensus of $3.35 billion.

Home Depot (HD) closed up more than +2% after reporting Q4 comparable sales unexpectedly rose +0.4%, better than the consensus of a decline of -0.36%.

Genuine Parts Co (GPC) closed up more than +2 after Raymond James upgraded the stock to strong buy from market perform with a price target of $145.

Whirlpool (WHR) closed down more than -13% after announcing a concurrent separate underwritten public offerings of shares of common stock and depositary shares, each representing a 1/20th interest in a share of newly issued Series A Mandatory Convertible Preferred stock.

Ziff Davis (ZD) closed down more than -10% after reporting Q4 adjusted EPS of $2.56, weaker than the consensus of $2.70.

Planet Fitness (PLNT) closed down more than -8% after forecasting 2026 adjusted Ebitda of $607 million, below the consensus of $621.9 million.

Expeditors International of Washington (EXPD) closed down more than -7% to lead losers in the S&P 500 after reporting Q4 operating income of $250.9 million, weaker than the consensus of $253.4 million.

Option Care Health (OPCH) closed down more than -6% after forecasting full-year revenue of $5.8 billion to $6.0 billion, the midpoint below the consensus of $5.95 billion.

Cable One (CABO) closed down more than -5% after BNP Paribas downgraded the stock to underperform from neutral with a price target of $80.

Oneok (OKE) closed down more than -4% after reporting Q4 adjusted Ebitda of $2.15 billion, below the consensus of $2.16 billion.

Earnings Reports(2/25/2026)

Agilent Technologies Inc (A), APA Corp (APA), Ferrovial SE (FER), Lowe's Cos Inc (LOW), NVIDIA Corp (NVDA), Paramount Skydance Corp (PSKY), Pinnacle West Capital Corp (PNW), Salesforce Inc (CRM), Synopsys Inc (SNPS), TJX Cos Inc/The (TJX), TKO Group Holdings Inc (TKO), Trade Desk Inc/The (TTD), Universal Health Services Inc (UHS), VICI Properties Inc (VICI).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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