Citi’s transportation analysts have released a report suggesting that the recent sell-off in trucking stocks may be overblown, driven by investors’ overreactions to sharp declines in trucking spot rates. The report highlights key factors and trends shaping the sector.
Truckload spot rates have plummeted in early 2025, erasing gains from late 2024. While this drop partly reflects seasonal norms, its magnitude has exceeded investor expectations, fueled by excess capacity and soft demand in the...
https://www.freightwaves.com/news/trucking-stocks-tumble-but-citi-sees-opportunity-in-chaos