WallStSmart
UPS

United Parcel Service Inc

NYSE: UPS · INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS

$106.61
+2.57% today

Updated 2026-04-29

Market cap
$90.93B
P/E ratio
16.31
P/S ratio
1.03x
EPS (TTM)
$6.56
Dividend yield
6.09%
52W range
$79 – $121
Volume
6.1M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

United Parcel Service Inc (UPS) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$106.61
Consensus
$110.95
+4.07%
2030 Target
$1,492.34
+1299.81%
DCF
$187.97
+36.16% MoS
31 analysts:
8 Buy9 Hold5 Sell

Management guidance

No specific CEO revenue targets found in provided research. Analyst consensus shows FY2026 revenue of $90.15B (+1.68% YoY) and FY2027 revenue of $94.04B (+4.31% YoY). Management is executing a strategic pivot from e-commerce volume toward premium services, healthcare logistics, and B2B/SMB segments with higher margins.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$2,483.95
$105.3B Rev × 20x P/S
Base case (2030)
$1,492.34
$105.3B Rev × 12x P/S
Bear case (2030)
$991.62
$105.3B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$90.7B$90.9B$88.6B$90.2B$94.0B$97.5B$101.2B$105.3B
Revenue growth—0.2%-2.5%1.7%4.3%3.7%3.8%4.1%
EPS$8.78$7.73$7.16$7.14$8.10$8.85$9.68$10.58
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$1,276.34$1,335.25$1,384.34$1,433.43$1,492.34

Catalysts & risks

Growth catalysts
+ Strategic shift to premium services and higher-margin B2B/healthcare logistics offsetting e-commerce volume decline
+ Taiwan $100M logistics hub investment positioning for tech supply chain growth and semiconductor logistics
+ AI-driven operational optimization reducing costs and improving margins across domestic and international networks
Key risks
- E-commerce volume normalization post-pandemic continues to pressure growth (2025 revenue down -2.65% YoY)
- Amazon overtaking USPS as largest parcel carrier signals competitive pressure and potential loss of SMB customers
- Macroeconomic headwinds, geopolitical tensions (Iran war fuel surcharges), and potential recession limiting discretionary shipping demand
- Teamsters labor agreements creating cost pressures offsetting pricing power gains

Methodology

United Parcel Service Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 31 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.