** BMO lifts PT on U.S. transportation firms Old Dominion Freight Line ODFL.O, XPO XPO.N and Saia SAIA.O
** Brokerage says optimism around a freight-cycle recovery is rising, driven by tightening truckload capacity and early signs of industrial stabilization
** Notes XPO and SAIA face greater downside risk than ODFL, if the freight cycle fails to firm
** S&P 500 Transportation Index .SPLRCTRN up nearly 9.5% YTD
Companies | New PT | Old PT |
Old Dominion Freight Line | $215 | $185 |
XPO | $230 | $205 |
Saia | $425 | $415 |
(Reporting by Apratim Sarkar in Bengaluru)
((Apratim.Sarkar@thomsonreuters.com))