** United Parcel Service UPS.N on Tuesday reaffirmed its full‑year revenue forecast, even as it expects a return to growth in the June quarter, warning that a surge in fuel costs linked to the U.S. and Israeli conflict with Iran could threaten its recovery

** Median PT of 30 brokerages covering the stock is $116 - LSEG compiled data

CONFIDENCE STUCK IN TRANSIT

** J.P. Morgan ("neutral," PT: $118) says the unchanged Q2'26 margin outlook points to a well‑above‑normal seasonal improvement, supported by continued pricing strength across the industry and productivity gains from network consolidation

** TD Cowen ("hold," PT: $115) says revenue quality is improving, helped by record growth among small and medium businesses and international trade routes regaining momentum

** "Investors likely view 2H as a show me story", adds brokerage

** Evercore ISI ("in line," PT: $111) says despite Q1 likely marking the low point in macro and Amazon volume pressures, near‑term EPS growth remains constrained as pricing and cost pressures persist

** Citigroup ("buy," PT: $127) says "UPS has made significant progress in this regard, with CEO Carol Tome noting the company is in the homestretch of volume declines, describing ’26 as a “Year of Inflection”, but co will likely have to deliver on meaningful margin improvement to convert skeptics"