La ralentización de las importaciones y el aumento de los inventarios pasan factura a las previsiones de BPA para 2023
While earnings estimates remain largely intact for 2022, a September slowdown pushed analysts to take another look at 2023 forecasts.
‘En las próximas 4 semanas sabremos qué teoría es la correcta’
Trucking executives at large fleets acknowledged a weakening spot market during the first-quarter earnings season but their ties to the contract market give them confidence.
TuSimple says its autonomous trucking software is “feature complete” and it will expand driverless trucking beyond a pilot program.
TuSimple advances its commercialization timetable for driverless trucking and adds intermodal freight for Union Pacific at the Port of Tucson in Arizona.
Less-than-truckload carriers report strong October results. But one analyst questions if the stocks have run too far ahead of results.
Truckload carriers booked record gains on the sale of revenue equipment during the third quarter but the profits shouldn’t be viewed as artificial earnings.
Morgan Stanley analyst Ravi Shanker believes rate expectations of truckload management teams haven’t been reflected in 2022 earnings estimates yet.
Amazon-backed EV maker Rivian makes big news with a public stock offer and beating its rivals to market with the first-ever electric pickup, the R1T.
More trucking heads weigh in on rate expectations for 2022. Following a sizable rate bump this year, it appears that rates could move considerably higher again next year.
The financial analysis of Uber Freight does not yet include the impact of Transplace, which the digital brokerage is acquiring.
Even though there is no indication Tesla is interested in eVTOLs at this time, Morgan Stanley says the company will eventually offer services related to urban air mobility.
Fleets still want and need trucks but move to sidelines until manufacturers open their order books.
Chinese ride-hailing giant Didi has filed paperwork with the SEC for an IPO on a major U.S. stock exchange.
After a slow start, Morgan Stanley sees the urban air mobility market quickly accelerating after the year 2040, growing from a $1.5 trillion market size to more than $9 trillion in 10 years.
CtW Investment Group is asking DoorDash shareholders to vote against the reelection of co-founder Tony Xu to the board of directors, saying more oversight is needed.
Investors sent DoorDash stock soaring on Friday after the company reported stronger-than-expected earnings in Q1 and raised its guidance for full-year 2021.
Two bullish equity research reports this week on transportation stocks both highlight expectations around consumer spending and what that means for freight demand.
With recent financing from major fleets, TuSimple eschewed the blank check company frenzy to chart its own course to public trading.
