This is most definitely a risky, speculative play right now. The recent bump in share price is nice, but it doesn’t change the fact that UPS is facing real headwinds, including tariffs, weaker global demand, rising costs, and growing uncertainty around trade. If the company manages to navigate this storm, the upside could be solid. But if not, the downside might be steep. It really feels like betting on whether they can stabilize volumes and protect margins in time.
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