Werner Enterprises reports third-quarter headwinds. UBS cuts target for Werner Enterprises stock

Published on 10/20/2026 at 14:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue guidance is USD 946 million to USD 951 million. Werner Enterprises stock costs EUR 26.20 on October 20, 2026, with per-share guidance of USD 0.10 to USD 0.11.

Quarterly warning and analyst reset

Werner expected third-quarter revenue of USD 946 million to USD 951 million on October 19, 2026.
UBS cut its Werner target from USD 40 to USD 35 on October 13, 2026.
Werner Enterprises stock trades at EUR 26.20 at 2:28 p.m. CEST at Lang & Schwarz on October 20, 2026.

WERN, US9507551086, Illustration mit AI erstellt.

Werner Enterprises (ISIN US9507551086) expected third-quarter revenue of USD 946 million to USD 951 million and GAAP earnings per share of USD 0.10 to USD 0.11 in a preliminary release dated October 19, 2026. The company also projected non-GAAP adjusted earnings per share of USD 0.15 to USD 0.16, while citing USD 0.18 per share of cumulative cost headwinds versus the second quarter. Fidelity carried the company release.

Costs put the earnings range under pressure

The preliminary figures point to a mixed operating picture. Revenue guidance is above the USD 933.9 million reported for the second quarter of 2026, but the earnings range reflects fuel costs, driver recruitment and retention investments, and a late-quarter insurance reserve adjustment tied to past claims.

Werner reported second-quarter 2026 operating income of USD 16.9 million and GAAP earnings per share of USD 0.11. Its investor-relations profile also listed non-GAAP operating income of USD 27.6 million and non-GAAP earnings per share of USD 0.22 for that period.

What does the target reset mean?

UBS analyst Thomas Wadewitz cut the price target for Werner from USD 40 to USD 35 and kept a Neutral rating on October 13, 2026, according to Markets Insider. The target change adds a valuation counterweight to the preliminary earnings range and its cost pressures.

Three dates frame the stock

On June 30, 2026, Werner reported USD 933.9 million of second-quarter revenue. On October 13, 2026, UBS lowered its target from USD 40 to USD 35. On October 19, 2026, Werner issued third-quarter revenue guidance of USD 946 million to USD 951 million and GAAP earnings per share guidance of USD 0.10 to USD 0.11.

Next reporting date

Werner plans to report full third-quarter results on October 27, 2026, after the market close, according to the October 19 release.

Werner stock trades intraday

Werner shares were trading at EUR 26.20 at Lang & Schwarz on October 20, 2026, at 2:28 p.m. CEST. The primary listing is on Nasdaq, where the stock closed at USD 30.22 on October 19, 2026.

The further course of trading is shown by the continuously updated real-time quote of Werner Enterprises stock.