$JBHT (J.B. Hunt Transport Services, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 37.1%)

Graded daily on value B, growth B-, profitability C-, momentum B-, revisions B. Sector-relative, identical for every user.

Most active credible voices on $JBHT

@schaeffers (Schaeffer's Investment Research) — 14 mentions · 14.7K followers
@tenet_research (TENET RESEARCH) — 12 mentions · 461.4K followers
@ewhispers (Earnings Whispers) — 11 mentions · 572.9K followers

Recent headlines featuring $JBHT

2026-10-16: Interactive Brokers tops revenue forecasts with $1.914 billion in Q3
2026-09-16: J.B. Hunt cuts Q3 earnings outlook 5%-10% as $25M cost pressure hits

Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $JBHT are available with SpikePanel Pro.

Stock Ratings · Today Headlines · SpikePanel

For richer charts and full features, open SpikePanel on desktop.

$JBHT — what investors on X are saying · SpikePanel

$JBHTJ.B. Hunt Transport Services, Inc. · Integrated Freight & Logistics · $21.2B

$227.66

+0.6%

Event thread

Key events, in time order

9 items

2026-10-09 → 10-17Earnings
JBHT Q3 revenue up 20% to $3.68B, net earnings $172.4M
Details confirm revenue beat but margin pressure persists
D1 +0.4% · +5d -0.2%
5 waves of this story
- 2026-10-09 Multiple sources confirm earnings date; Zacks preview cites cost and labor headwinds
- 2026-10-12 Multiple sources confirm earnings date; analysts flag driver pay costs pressuring margins
- 2026-10-16 Profit $172.4M despite operating expenses rising to $3.43B; cost pressure in focus
- 2026-10-16 Multiple sources confirm Q3 beat, but rising fuel, driver and insurance costs pressure margins; shares down premarket
- 2026-10-17 Details confirm revenue beat but margin pressure persists
2026-10-168-K filing
8-K: Item 2.02, Item 9.01
D1 -2.8% · +5d -1.2%

7 earlier events

2026-10-15Earnings
Earnings report
第三季度GAAP总收入同比增长20%，营业收入增长2%，稀释每股收益增长3%。
D1 +1.4% · +5d -2.0%
2026-09-16 → 09-18EarningsBear
JBHT Warns Q3 EPS Down 5%-10% on Cost Pressure; Market Mispricing Cited
Multiple outlets confirm profit warning amid sustained cost pressure; market reaction may be overdone
D1 -13.3% · +5d -0.9%
3 waves of this story
- 2026-09-16 Rare mid-quarter update cites sequential earnings decline and about $25M in added costs.
- 2026-09-17 Multiple sources confirm earnings warning; analyst upgrade despite cost risks
- 2026-09-18 Multiple outlets confirm profit warning amid sustained cost pressure; market reaction may be overdone
2026-09-17Analyst
Citizens Upgrades JBHT to Outperform
Analyst upgrades against trend, but earnings warning and cost pressures weigh
D1 +0.0% · +5d -3.2%
2026-09-17Analyst
Citizens upgrades to Market Outperform
D1 +0.0% · +5d -3.2%
2026-07-16 → 07-27EarningsBull
JBHT Receives 45.7% Stake Increase from Bank of Nova Scotia, Institutional Interest Continues
Bank of Nova Scotia increased its JBHT position by 45.7% in Q1, now holding 39,514 shares, adding to the trend of institutional accumulation
D1 +8.0% · +5d -3.0%
7 waves of this story
- 2026-07-16 Revenue and EPS beat estimates, growth across segments, stock rallies after hours
- 2026-07-17 Multiple sources confirm Q2 beat with record intermodal volumes, EBIT +58%, analysts raise forecasts
- 2026-07-17 Multiple sources confirm new high and strong-buy list inclusion, reflecting positive market response
- 2026-07-20 BNY Mellon raised stake by 4.6%, analysts cite road-to-rail shift, but Greenwood Gearhart trimmed 1.8%
- 2026-07-20 BNY Mellon raised stake by 4.6%, road-to-rail shift boosts intermodal, analysts positive
- 2026-07-23 Baader Bank opens new stake; CalPERS raises holdings by 11.9%
- 2026-07-27 Bank of Nova Scotia increased its JBHT position by 45.7% in Q1, now holding 39,514 shares, adding to the trend of institutional accumulation
2026-07-22 → 07-27Company
JBHT Announces Participation in Upcoming Investor Conference
CFO and SVP of Intermodal Pricing to attend, routine IR activity
D1 -0.3% · +5d -5.5%
2 waves of this story
- 2026-07-22 Board declares regular quarterly dividend, indicating stable cash flow
- 2026-07-27 CFO and SVP of Intermodal Pricing to attend, routine IR activity
2026-07-10 → 07-17EarningsBull
JBHT Hits 52-Week High Post-Beat; Analysts See Upside to $340
Multiple sources confirm new high post-earnings; Zacks Strong Buy, $340 target cited
D1 -0.9% · +5d +4.1%
4 waves of this story
- 2026-07-10 Multiple sources confirm JBHT on next week's earnings calendar; Zacks previews Q2 estimates
- 2026-07-16 Actuals beat estimates across key metrics, confirming strong quarter
- 2026-07-17 Multiple sources confirm strong Q2: revenue +19%, EPS +45%, stock up ~8%
- 2026-07-17 Multiple sources confirm new high post-earnings; Zacks Strong Buy, $340 target cited

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

be the first

Be civil · your views are your own

No comments yet.

Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

9 items

2026-10-09 → 10-17Earnings
JBHT Q3 revenue up 20% to $3.68B, net earnings $172.4M
Details confirm revenue beat but margin pressure persists
D1 +0.4% · +5d -0.2%
5 waves of this story
- 2026-10-09 Multiple sources confirm earnings date; Zacks preview cites cost and labor headwinds
- 2026-10-12 Multiple sources confirm earnings date; analysts flag driver pay costs pressuring margins
- 2026-10-16 Profit $172.4M despite operating expenses rising to $3.43B; cost pressure in focus
- 2026-10-16 Multiple sources confirm Q3 beat, but rising fuel, driver and insurance costs pressure margins; shares down premarket
- 2026-10-17 Details confirm revenue beat but margin pressure persists
2026-10-168-K filing
8-K: Item 2.02, Item 9.01
D1 -2.8% · +5d -1.2%
2026-10-15Earnings
Earnings report
第三季度GAAP总收入同比增长20%，营业收入增长2%，稀释每股收益增长3%。
D1 +1.4% · +5d -2.0%
2026-09-16 → 09-18EarningsBear
JBHT Warns Q3 EPS Down 5%-10% on Cost Pressure; Market Mispricing Cited
Multiple outlets confirm profit warning amid sustained cost pressure; market reaction may be overdone
D1 -13.3% · +5d -0.9%
3 waves of this story
- 2026-09-16 Rare mid-quarter update cites sequential earnings decline and about $25M in added costs.
- 2026-09-17 Multiple sources confirm earnings warning; analyst upgrade despite cost risks
- 2026-09-18 Multiple outlets confirm profit warning amid sustained cost pressure; market reaction may be overdone
2026-09-17Analyst
Citizens Upgrades JBHT to Outperform
Analyst upgrades against trend, but earnings warning and cost pressures weigh
D1 +0.0% · +5d -3.2%

4 earlier events

2026-09-17Analyst
Citizens upgrades to Market Outperform
D1 +0.0% · +5d -3.2%
2026-07-16 → 07-27EarningsBull
JBHT Receives 45.7% Stake Increase from Bank of Nova Scotia, Institutional Interest Continues
Bank of Nova Scotia increased its JBHT position by 45.7% in Q1, now holding 39,514 shares, adding to the trend of institutional accumulation
D1 +8.0% · +5d -3.0%
7 waves of this story
- 2026-07-16 Revenue and EPS beat estimates, growth across segments, stock rallies after hours
- 2026-07-17 Multiple sources confirm Q2 beat with record intermodal volumes, EBIT +58%, analysts raise forecasts
- 2026-07-17 Multiple sources confirm new high and strong-buy list inclusion, reflecting positive market response
- 2026-07-20 BNY Mellon raised stake by 4.6%, analysts cite road-to-rail shift, but Greenwood Gearhart trimmed 1.8%
- 2026-07-20 BNY Mellon raised stake by 4.6%, road-to-rail shift boosts intermodal, analysts positive
- 2026-07-23 Baader Bank opens new stake; CalPERS raises holdings by 11.9%
- 2026-07-27 Bank of Nova Scotia increased its JBHT position by 45.7% in Q1, now holding 39,514 shares, adding to the trend of institutional accumulation
2026-07-22 → 07-27Company
JBHT Announces Participation in Upcoming Investor Conference
CFO and SVP of Intermodal Pricing to attend, routine IR activity
D1 -0.3% · +5d -5.5%
2 waves of this story
- 2026-07-22 Board declares regular quarterly dividend, indicating stable cash flow
- 2026-07-27 CFO and SVP of Intermodal Pricing to attend, routine IR activity
2026-07-10 → 07-17EarningsBull
JBHT Hits 52-Week High Post-Beat; Analysts See Upside to $340
Multiple sources confirm new high post-earnings; Zacks Strong Buy, $340 target cited
D1 -0.9% · +5d +4.1%
4 waves of this story
- 2026-07-10 Multiple sources confirm JBHT on next week's earnings calendar; Zacks previews Q2 estimates
- 2026-07-16 Actuals beat estimates across key metrics, confirming strong quarter
- 2026-07-17 Multiple sources confirm strong Q2: revenue +19%, EPS +45%, stock up ~8%
- 2026-07-17 Multiple sources confirm new high post-earnings; Zacks Strong Buy, $340 target cited

$JBHT (J.B. Hunt Transport Services, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 37.1%)

Most active credible voices on $JBHT

Recent headlines featuring $JBHT

$JBHT (J.B. Hunt Transport Services, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 37.1%)

Most active credible voices on $JBHT

Recent headlines featuring $JBHT

JBHT Q3 revenue up 20% to $3.68B, net earnings $172.4M

8-K: Item 2.02, Item 9.01

Earnings report

JBHT Warns Q3 EPS Down 5%-10% on Cost Pressure; Market Mispricing Cited

Citizens Upgrades JBHT to Outperform

Citizens upgrades to Market Outperform

JBHT Receives 45.7% Stake Increase from Bank of Nova Scotia, Institutional Interest Continues

JBHT Announces Participation in Upcoming Investor Conference

JBHT Hits 52-Week High Post-Beat; Analysts See Upside to $340

Bull vs bear

Discussion

JBHT Q3 revenue up 20% to $3.68B, net earnings $172.4M

8-K: Item 2.02, Item 9.01

Earnings report

JBHT Warns Q3 EPS Down 5%-10% on Cost Pressure; Market Mispricing Cited

Citizens Upgrades JBHT to Outperform

Citizens upgrades to Market Outperform

JBHT Receives 45.7% Stake Increase from Bank of Nova Scotia, Institutional Interest Continues

JBHT Announces Participation in Upcoming Investor Conference

JBHT Hits 52-Week High Post-Beat; Analysts See Upside to $340