** United Parcel Service UPS.N said on Tuesday it will slash 20,000 jobs and shut 73 facilities as part of planned reduction in deliveries for Amazon.com and amid U.S. President Donald Trump's tariff-led global trade turmoil
** Median PT of 32 brokerages is $113.50, with average "buy" rating - LSEG data
"UNCERTAINTY IS ONLY CERTAINTY"
** Morgan Stanley ("underweight," PT: $80) says despite restructuring and Q1 beat, it is unclear if FY25 and beyond consensus will improve, likely leaving stock under pressure for now
** Barclays ("underweight," PT: $90) says, "$3.5bn cost reduction plan is impressive, but we suspect timing will not be perfect and accelerating volume losses in 2H25 will significantly challenge margins"
** J.P.Morgan ("neutral," PT: $110) says UPS appears well-positioned for network reinvention, but declining SMB volume and rate pressure could make execution harder, especially if U.S. economy enters recession
** Morningstar (fair value: $130) says economic fallout from tariffs expected to pressure UPS' package demand and hinder margin recovery
(Reporting by Joel Jose in Bengaluru)
((joeljose@thomsonreuters.com))
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