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Schneider National downgraded to Neutral at BofA on softer demand

As previously reported, BofA downgraded Schneider National (SNDR) to Neutral from Buy with a price target of $25, down from $34. The firm sees softer demand due to tariff uncertainty, slowing consumer spending, and spot pricing pressure, the analyst tells investors. The firm lowered its Q1 EPS estimate 32%, to a “Street low” 11c, its 2025 EPS estimate 20% and its 2026 EPS forecast 11%, the analyst noted.

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