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Maersk stock target cut at UBS on overcapacity headwinds

Tue, 30 Sep 2025 12:43:01 -0400

Investing.com -- UBS cut its price target for A.P. Moller-Maersk to DKr 12,000 from DKr 12,500 in a note on Tuesday, warning that overcapacity could weigh heavily on profitability.

The bank maintained a Neutral rating but said it sees the “risk reward skewed to the downside into the next months if our thesis for the industry moving to loss making in 4Q/1Q proves correct.”

UBS said it now forecasts Maersk’s 2026 EBITDA at $5.3 billion, “circa 12% lower vs. consensus $6.05 billion.”

The analysts noted that “we cut our Maersk EBITDA FY25/26 estimates by 4%/13% to reflect the evolution of the

Maersk stock target cut at UBS on overcapacity headwinds

Tue, 30 Sep 2025 12:43:01 -0400

Investing.com -- UBS cut its price target for A.P. Moller-Maersk to DKr 12,000 from DKr 12,500 in a note on Tuesday, warning that overcapacity could weigh heavily on profitability.

The bank maintained a Neutral rating but said it sees the “risk reward skewed to the downside into the next months if our thesis for the industry moving to loss making in 4Q/1Q proves correct.”

UBS said it now forecasts Maersk’s 2026 EBITDA at $5.3 billion, “circa 12% lower vs. consensus $6.05 billion.”

The analysts noted that “we cut our Maersk EBITDA FY25/26 estimates by 4%/13% to reflect the evolution of the

Maersk stock target cut at UBS on overcapacity headwinds

Tue, 30 Sep 2025 12:43:01 -0400

Investing.com -- UBS cut its price target for A.P. Moller-Maersk to DKr 12,000 from DKr 12,500 in a note on Tuesday, warning that overcapacity could weigh heavily on profitability.

The bank maintained a Neutral rating but said it sees the “risk reward skewed to the downside into the next months if our thesis for the industry moving to loss making in 4Q/1Q proves correct.”

UBS said it now forecasts Maersk’s 2026 EBITDA at $5.3 billion, “circa 12% lower vs. consensus $6.05 billion.”

The analysts noted that “we cut our Maersk EBITDA FY25/26 estimates by 4%/13% to reflect the evolution of the

Analysts explain why you should avoid buying this shipping stock

Fri, 09 May 2025 07:30:00 -0400

Analysts at Morgan Stanley and J.P. Morgan are warning investors to steer clear of A.P. Moller-Maersk, pointing to a mix of weak market conditions, deteriorating fundamentals, and overly optimistic assumptions from management despite recent results coming in ahead of expectations.

Maersk reported better-than-expected earnings for the first quarter of 2025, largely due to stronger-than-anticipated ocean freight rates.

However, volumes remained flat even as the broader market grew 3% to 4%. Management revised its full-year market volume outlook downward to a range of -1% to +4%, from a previously more optimistic +4%, citing what it called a “paralysing” level of trade uncertainty

Analysts explain why you should avoid buying this shipping stock

Fri, 09 May 2025 07:30:00 -0400

Maersk reported better-than-expected earnings for the first quarter of 2025, largely due to stronger-than-anticipated ocean freight rates.