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Knight-Swift price target lowered to $50 from $55 at Raymond James

Raymond James lowered the firm’s price target on Knight-Swift (KNX) to $50 from $55 and keeps a Strong Buy rating on the shares. The firm views Knight-Swift as one of the most idiosyncratic stories in its transport coverage, though the truckload market inflection will take time to develop given a cloudy demand environment and slow TL supply exits, the analyst tells investors in a research note. The opportunity within KnightSwift’s LTL business remains vast, with ample white space to build into a national network, yielding a volume, pricing, and margin catchup story relative to other publicly held LTLs, the firm argues.

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