B+
Bull case
25%
Probability
Target price
$320.00
+9.8% vs current
JBHT
J.B Hunt Transport ServicesBNasdaq / Transportation
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+1Most likely
B
Base case
50%
Probability
Target price
$296.00
+1.6% vs current
B-
Bear case
25%
Probability
Target price
$240.00
-17.6% vs current
AI sentiment snapshot
Latest data as of 2026-07-16
Recent news sentiment (30D)
+0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+44.8
Score
AI commentary
News tone is positive after the earnings beat, but follow-through is mixed: recent coverage described a jump while the latest quote was $276.28, down $4.505 or 1.6% from the prior close. Social, options, short-interest, and employee-sentiment data were unavailable, and post-print analyst revisions were not found. The evidence supports a constructive but monitoring-style view.
RankAlpha Sentiment Codex - 2026-07-16
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-15eventQ2 2026 earnings beat and broad operating improvementMedium impact
Q2 revenue was $3.50 billion, operating income $259.5 million, and EPS $1.91 versus $1.31 year over year. Revenue excluding fuel rose 11%, driven by higher volumes and revenue per load in Intermodal, ICS, and Truckload, plus Dedicated productivity gains [#SEC-8K-2026-07-15].
2026-09-30catalystMixed segment margins and capacity-cost riskHigh impact
Final Mile revenue fell 6% and operating income fell 30%; Truckload posted a $1.3 million operating loss versus $3.4 million of income last year. ICS improved to profitability, but gross margin declined to 12.5% and the company cited volatile capacity conditions and higher purchased-transportation costs [#SEC-8K-2026-07-15].
2026-09-30catalystIntermodal and Dedicated execution persistenceHigh impact
Intermodal operating income rose 58% on 10% volume growth, while Dedicated productivity increased 9% and retention improved to approximately 96%. Continued network efficiency and cost-to-serve gains could support earnings durability, but this remains a monitoring thesis [#SEC-8K-2026-07-15].
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-16 • Updated nightlySource: Internal modelMethodology