BMO Research Today - June 5, 2026

研报英文原文证据摘录

BMO Research Today - June 5, 2026

ESTIMATES / TARGETS RAISED IN THIS ISSUE

J.B. Hunt Transport Services Macro and Sector Updates

Fadi Chamoun, Transportation Analyst - Transportation Business Services

Leading Franchises/Execution Positioned in the Sweet Spot of the Transport Cycle Commodities Daily

OP $283.31 $320.00 $26,716 Estimates/Targets Raised

Rating Price Target Mkt Cap.

JBHT RBRK SOLS TTAN

• Trucking cycle tailwinds persist, with elevated TL spot rates and tightening supply supporting

Estimates/Targets Lowered contract pricing. Combined with a constructive demand backdrop (ISM New Orders), we see JBHT

as a key beneficiary, particularly in intermodal, where widening discounts to truck and strong rail

PPL TCL.A service could accelerate conversion.

• We expect meaningful EBIT/load expansion driven by pricing, volume, and self-help. Company Updates - US

• With multiples largely reflecting current tightness, further upside likely depends on earnings HON IOT

acceleration, supported by intermodal growth and a potentially extended period of elevated TL

market tightness. Our target price increases to $320. Company Updates - Canada / Int'l

SII

Rubrik

Keith Bachman, Software & IT Services Analyst - Software

Steady Momentum

OP $77.00 $87.00 $15,847

• RBRK reported upside to most key metrics and raised FY27 guides by more than the beats for most

guided metrics. While the April quarter ARR beat was smaller than the past few quarters, the raise

to the FY27 ARR guide is better than past annual raises, and we envision healthy, sustained demand

for RBRK’s core offerings and new solutions.

• Further, we believe that RBRK is seeing expanded customer interest post Mythos, similar to CRWD

and PANW.

• We reiterate our Outperform rating and raise our target price to $87 from $73.