UPS stock faces a lower BofA target after volume concerns

Published on 09/29/2026 at 07:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UPS stock faces a USD 108.00 BofA target after the bank cut its view from USD 115.00 on September 21, 2026. Quarterly revenue reached USD 22.83 billion, up 7.60 percent year over year.

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UPS stock faces a lower Bank of America target after the broker cited weaker package volumes. The shares were last at USD 94.29 on the NYSE on September 28, 2026, up 0.35 percent from the prior session, while the valuation stood at USD 80.1 billion.

BofA cuts target to USD 108

According to Yahoo Finance on September 21, 2026, Bank of America kept its Neutral rating but cut the UPS price target to USD 108.00 from USD 115.00. The broker lowered its 2026 revenue estimate to USD 91.3 billion from USD 92.5 billion after a sharp decline in Amazon package volumes at the end of the second quarter.

The target change puts the analyst view below the broader average. MarketBeat reported on September 18, 2026, that 21 brokerages carried an average Hold rating and a 12-month price target of USD 117.41.

Revenue rises despite volume pressure

UPS generated USD 22.83 billion in quarterly revenue, up 7.60 percent year over year, according to MarketBeat in its September 18, 2026 report. That combination matters for investors: headline revenue growth remains positive, but the BofA estimate points to a lower USD 91.3 billion full-year revenue view because package mix and volume timing are becoming more important.

UPS operates in integrated freight and logistics, with domestic and international package delivery as core businesses. The latest quarterly revenue figure therefore gives the stock a measurable operating counterpoint to the volume concern behind the lower target.

Stock remains below its yearly high

UPS was last at USD 94.29 on September 28, 2026, at 4:00 p.m. ET, compared with a 52-week range of USD 82.00 to USD 122.41. The price stood 22.97 percent below the yearly high, leaving the market response more cautious than the revenue growth alone suggests.

Zacks lists October 27, 2026, as the expected date for the next UPS earnings release. That report should put the USD 91.3 billion revenue view, package volumes and the pace of cost adjustment back at the center of the stock debate.