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Bernstein SocGen Group Starts Old Dominion Freight Line (ODFL) at Market Perform

Thu, 10 Sep 2026 04:36:50 -0400

(Updated - September 10, 2026 4:36 AM EDT)

Bernstein SocGen Group analyst David Vernon initiates coverage on Old Dominion Freight Line (NASDAQ: ODFL) with a Market Perform rating and a price target of $200.00.

The analyst comments: “ODFL is the strongest operating and returns franchise in the coverage set: a 22.0% return on tangible capital, no goodwill in the capital base, the highest revenue per door and a network that can absorb a volume recovery without major growth capital. The investment debate is valuation and gearing rather than execution. ODFL is the least sensitive name to the house rate call, already operates

Bernstein SocGen Group Starts Old Dominion Freight Line (ODFL) at Market Perform

Thu, 10 Sep 2026 04:36:50 -0400

(Updated - September 10, 2026 4:36 AM EDT)

Bernstein SocGen Group analyst David Vernon initiates coverage on Old Dominion Freight Line (NASDAQ: ODFL) with a Market Perform rating and a price target of $200.00.

Citi turns more bullish on trucking stocks

Tue, 08 Sep 2026 07:22:53 -0400

Investing.com -- Citi has turned more positive on trucking and logistics stocks, upgrading Old Dominion Freight Line and C.H. Robinson to Buy in a note Tuesday after both fell from their summer highs.

The bank had downgraded the two in June on concerns over stretched valuations, but said sentiment has since moderated, driving the shares down more than 25% from their peaks.

That leaves "an opportunity to buy quality at a reasonable price," Citi wrote, with valuations now closer to historical averages.

Both companies, leaders in their respective sub-sectors, have strong track records that limit the risk of a

Citi turns more bullish on trucking stocks

Tue, 08 Sep 2026 07:22:53 -0400

The bank had downgraded the two in June on concerns over stretched valuations, but said sentiment has since moderated, driving the shares down more than 25% from their peaks.

That leaves "an opportunity to buy quality at a reasonable price," Citi wrote, with valuations now closer to historical averages.

Both companies, leaders in their respective sub-sectors, have strong track records that limit the risk of a

Citi turns more bullish on trucking stocks

Tue, 08 Sep 2026 07:22:53 -0400

The bank had downgraded the two in June on concerns over stretched valuations, but said sentiment has since moderated, driving the shares down more than 25% from their peaks.

That leaves "an opportunity to buy quality at a reasonable price," Citi wrote, with valuations now closer to historical averages.

Both companies, leaders in their respective sub-sectors, have strong track records that limit the risk of a

Citi turns more bullish on trucking stocks

Tue, 08 Sep 2026 07:22:53 -0400

The bank had downgraded the two in June on concerns over stretched valuations, but said sentiment has since moderated, driving the shares down more than 25% from their peaks.

That leaves "an opportunity to buy quality at a reasonable price," Citi wrote, with valuations now closer to historical averages.

Both companies, leaders in their respective sub-sectors, have strong track records that limit the risk of a

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