Shared on 13 Jun 26

Fair value Increased 5.16%

MATX: China Freight Strength And Fleet Renewal Will Support Future Earnings Power

Matson sees demand improving on its China routes, and management now expects results to top last year as shipping for online retail and electronics stays firm into peak season. The company also pushes ahead with a major ship replacement program while stepping up share buybacks—both moves that could shape how profits hold up next.

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Shared on 26 Mar 26

MATX: Truckload Spot Rate Strength Will Support Future Earnings Power

Analysts have lifted their price targets on Matson by as much as $23, citing improving transport indicators such as stronger truckload spot rates, even as broader freight metrics remain muted. Analyst Commentary Recent research points to a split view on Matson, with bullish analysts lifting price targets and pointing to improving transport indicators, while more cautious voices focus on the still-muted backdrop in freight and manufacturing data.

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Shared on 09 Mar 26

Fair value Increased 12%

MATX: Muted Freight Cycle And Buybacks Will Support Future Earnings Power

Analysts have lifted their price target on Matson by $23, reflecting updated assumptions around fair value at $213, modestly lower discount and profit margin inputs, and slightly higher expectations for revenue growth and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as aligning with updated fair value assumptions, with the latest move to $213 reflecting more confidence in the earnings power that could support current and future P/E multiples.

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Shared on 22 Feb 26

Fair value Increased 6.44%

MATX: Muted Transport Cycle Will Support Margins And Share Repurchase Upside

Narrative Update The analyst price target for Matson has increased from $178.50 to $190.00. Analysts attribute this change to updated views on revenue growth, margins, and transport cycle trends highlighted in recent research as key drivers behind the shift.

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Shared on 10 Jan 26

Fair value Increased 24%

MATX: Higher Fair Value Assumptions Will Support Future Freight Cycle Upside

Analysts have lifted their fair value estimate for Matson to about $178.50 from $144.00, citing a higher price target backdrop and updated assumptions around revenue growth, profit margins, and forward P/E multiples. Analyst Commentary Recent research points to a mixed backdrop for transport, with several freight indicators still soft even as certain pricing trends show signs of firming.

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Shared on 29 Nov 25

MATX: Share Buyback Momentum And Whale Detection Will Support Future Gains

Analysts have maintained Matson's price target at $144.00. They cite a stable outlook, driven by modest improvements in profit margin and a slight decrease in the company's expected future price-to-earnings ratio.

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Shared on 15 Nov 25

Fair value Increased 6.67%

MATX: Share Buyback and Whale Protection Technology Will Drive Future Outperformance

Analysts have raised their price target for Matson from $135 to $144. They cite improved revenue growth projections and stronger profit margins as key factors in their revised outlook.

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Shared on 01 Nov 25

Analysts have revised their price target for Matson, maintaining a fair value estimate at $135.00. Recent updates reflect expectations for slower revenue growth and reduced profit margins, balanced by changes in the projected discount rate and future price-to-earnings ratio.

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Shared on 17 Oct 25

Fair value Increased 23%

Analysts have raised their price target for Matson from $110 to $135, citing improved profit margins and a slightly lower discount rate as key factors driving the upward revision. What's in the News Completed the repurchase of 860,000 shares from April to June 2025, representing 2.63 percent for $92.73 million, as part of a broader buyback totaling 12,529,044 shares since June 2021 (Key Developments).

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Shared on 03 Oct 25

Fair value Decreased 4.35%

Analysts have lowered their price target for Matson from $115 to $110. They cite continued softness in freight rates and volumes, along with a more cautious outlook for the upcoming quarter.

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Shared on 30 Aug 25

Fair value Decreased 16%

Matson’s consensus price target has been revised down to $115 from $137.50 as analysts anticipate softer freight rates and volumes to weigh on near-term results, offsetting better-than-expected Q2 performance and prompting a more cautious outlook. Analyst Commentary Freight rates and volumes have softened further in July, pressuring near-term revenue outlook.

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Shared on 08 May 25

Fair value Decreased 13%

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Shared on 30 Apr 25

Fair value Decreased 6.61%

AnalystConsensusTarget has decreased revenue growth from -1.1% to 1.0%, increased profit margin from 6.7% to 11.5% and decreased future PE multiple from 26.6x to 13.3x.

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Shared on 23 Apr 25

AnalystConsensusTarget has decreased revenue growth from -0.9% to -1.1% and increased future PE multiple from 24.0x to 26.6x.

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Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 2.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 11 Mar 25

Fair value Increased 17%

AnalystConsensusTarget has decreased revenue growth from 0.2% to -0.9% and increased future PE multiple from 15.0x to 23.8x.

3 views

MATX: Fair Value And Rising P/E Will Support Long-Term Stability

MATX: China Freight Strength And Fleet Renewal Will Support Future Earnings Power

MATX: Truckload Spot Rate Strength Will Support Future Earnings Power

MATX: Muted Freight Cycle And Buybacks Will Support Future Earnings Power

MATX: Muted Transport Cycle Will Support Margins And Share Repurchase Upside

MATX: Higher Fair Value Assumptions Will Support Future Freight Cycle Upside

MATX: Share Buyback Momentum And Whale Detection Will Support Future Gains

MATX: Share Buyback and Whale Protection Technology Will Drive Future Outperformance

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