Morgan Stanley Raises its Price Target on ZTO Express (ZTO)

On May 20, 2026, Morgan Stanley raised the firm's terms people connected ZTO Express (Cayman) Inc. (NYSE:ZTO) to $30.10 from $28.50 and maintained an Overweight standing connected the shares. Morgan Stanley said it was raising forecasts for the 3rd clip successful six months pursuing the company's Q1 results, citing marketplace stock gains and amended portion profitability arsenic factors that could enactment ZTO's re-rating contempt slower manufacture measurement maturation and rising substance costs.

Meanwhile, BofA lowered the firm's terms people connected ZTO Express (ZTO) to $25.60 from $27 and maintained a Neutral standing connected the shares. BofA said the little people aggregate reflects a "new overhang" tied to a imaginable involvement merchantability by Alibaba (BABA) pursuing the termination of the 2018 capitalist statement among ZTO, its founders, and Alibaba. The steadfast said ZTO has not yet provided guidance connected however the imaginable involvement disposal volition beryllium carried out, portion noting that an "undemanding valuation" and expected stock buybacks whitethorn enactment the shares.

On May 19, 2026, ZTO Express (Cayman) Inc. (NYSE:ZTO) reported Q1 adjusted EPS of RMB2.95, compared to the statement estimation of RMB3.07. Revenue totaled RMB13.282B, supra the statement estimation of RMB12.8B. Founder, Chairman, and CEO Meisong Lai said ZTO remained focused connected work quality, lawsuit satisfaction, operating outgo efficiencies, and web pricing argumentation fairness and transparency. Lai besides said parcel measurement reached 9.7B, up 13.2%, oregon 7.4 points supra the manufacture average, chiefly owed to beardown cardinal relationship growth.

ZTO Express (Cayman) Inc. (NYSE:ZTO) provides explicit transportation and different value-added logistics services successful the People's Republic of China.

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