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MATXMatson, Inc.Sell5.1·$203.53-0.19%
SellModerate Confidence
Investment thesis

Matson has delivered four consecutive earnings beats with an average upside surprise of roughly 25%, demonstrating exceptional near-term execution, but the stock has run close to its price target with only about 2% upside remaining against roughly 6% downside — a 0.34-to-1 risk/reward that limits the case for new commitment. Underlying quality is below average with no identifiable competitive moat, and revenue contracted approximately 3% in the most recent period.

Thesis pillars

  • Below Average Quality No MoatStable
  • Perfect Earnings Beat StreakStable
  • Limited Near Term UpsideStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Matson, Inc. (MATX) Stock Analysis

Breakout setup · Catalyst-Driven edge

SellVALUE-TRAP 1/5Moderate Confidence

Industrials · Marine Shipping

Sell if holding. Analyst target reached at $203.53 — A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.1% away).

Matson provides ocean transportation via U.S. flagged Jones Act vessels to Hawaii, Alaska, and Guam, plus an expedited China-to-Long Beach service, and operates Matson Logistics for North American and Asian freight services. The company's top 10 Ocean Transportation customers... Read more

$203.53+0.1% A.UpsideScore 5.1/10#17 of 19 Marine Shipping
QualityF-score6 / 9FCF yield3.89%
IncomeYield0.75%(5y avg 1.27%)Payout10.53%sustainable
Stop $191.23Target $203.72(resistance)A.R:R -0.4:1
Analyst target$231.00+13.5%3 analysts
$203.72our TP
$203.53price
$231.00mean
$233

Sell if holding. Analyst target reached at $203.53 — A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.1% away). Chart setup: Golden cross, above all MAs, RSI 56, MACD bullish. Score 5.1/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 26d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

10-K grounded · weekly refresh

About Matson, Inc.

About Matson, Inc.

Matson's 19-vessel owned fleet, representing approximately $2.4 billion in invested capital, plus six chartered vessels, links Hawaii, Alaska, Guam, Japan, Micronesia, and the South Pacific to U.S. West Coast ports under Jones Act protection, while the CLX and MAX services carry e-commerce cargo from Ningbo and Shanghai, China to Long Beach. Three new 3,440-TEU Aloha Class dual-fuel containerships are under construction at Philly Shipyard at a combined cost of roughly $1.0 billion, with deliveries expected in Q1 2027, Q3 2027, and Q2 2028.

Matson earns ocean freight revenue across Jones Act routes where it operates as the dominant carrier—five weekly departures to Hawaii from Long Beach, Oakland, and Tacoma; twice-weekly service to Anchorage and Kodiak, Alaska; and weekly calls to Guam and Okinawa. The company's top 10 Ocean Transportation customers collectively represent approximately 19% of ocean segment revenue, reflecting a broadly diversified shipper base. Fuel is a major variable cost, partially offset through fuel-related surcharges in both segments, though surcharge lag may weigh on margins during sharp oil-price moves. China CLX and MAX services face competition from CMA CGM, Zim, Hede, and Cosco. Matson Logistics, established in 1987, extends the network with rail intermodal, trucking, freight forwarding, warehousing, and supply chain management across North America and Asia. Matson also holds a 35% stake in SSAT, which operates seven terminal facilities on the U.S. West Coast.

Show full overview

Matson's competitive position in Hawaii and Alaska depends entirely on the Jones Act's domestic-carriage requirements, and modification of those requirements poses a structural risk to volume and pricing. A February 2025 lawsuit filed in the U.S. District Court for the District of Columbia argues the Merchant Marine Act of 1920 violates the Port Preference Clause of the U.S. Constitution; Matson has intervened and considers the claim without merit. If repealed or substantially amended, foreign-flagged operators could enter these trades at lower operating costs, utilizing non-U.S.-built vessels exempt from Jones Act crewing and construction requirements.

See also: Industrials · Marine Shipping

From Matson, Inc.'s most recent 10-K filing, extracted June 11, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202626d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Risks
Analyst target reached - limited upside remaining
Near 52-week high (2.1% away)
Weak growth

Key Metrics

P/E (TTM)15.1
P/E (Fwd)13.3
Mkt Cap$6.2B
EV/EBITDA10.8
Profit Mgn12.9%
ROE16.0%
Rev Growth-3.1%
Beta1.28
Dividend0.75%
Rating analysts9

Quality Signals

Piotroski F6/9

Options Flow

P/C0.21bullish
IV50%normal

Material Events(8-K, last 90d)

  • 2026-03-12Item 5.02MEDIUM
    John P. Lauer, Executive Vice President and Chief Commercial Officer, notified Matson on March 9, 2026 that he will retire from the Company effective July 1, 2026. No successor named.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Revenue shrinking — -3.1% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.7
Earnings Growth
4.7
Declining revenue: -3%

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.3
Support Resistance
1.8
52w Position
9.6
GatesA.R:R -0.4=NEGATIVEExecutive change: officer departure/appointmentMomentum 6.3>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 26d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
56 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $183.61Resistance $207.88

Price Targets

$191
$204
A.Upside+0.1%
A.R:R-0.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-3.5% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-30 (26d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MATX stock a buy right now?

Sell if holding. Analyst target reached at $203.53 — A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.1% away). Chart setup: Golden cross, above all MAs, RSI 56, MACD bullish. Prior stop was $191.23. Score 5.1/10, moderate confidence.

What is the MATX stock price target?

Take-profit target: $203.72 (+0.1% upside). Prior stop was $191.23. Stop-loss: $191.23.

What are the risks of investing in MATX?

Analyst target reached - limited upside remaining; Near 52-week high (2.1% away); Weak growth.

Is MATX overvalued or undervalued?

Matson, Inc. trades at a P/E of 15.1 (forward 13.3). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about MATX?

9 analysts cover MATX with a consensus score of 4.3/5. Average price target: $231.

What does Matson, Inc. do?Matson provides ocean transportation via U.S. flagged Jones Act vessels to Hawaii, Alaska, and Guam, plus an expedited...

Matson provides ocean transportation via U.S. flagged Jones Act vessels to Hawaii, Alaska, and Guam, plus an expedited China-to-Long Beach service, and operates Matson Logistics for North American and Asian freight services. The company's top 10 Ocean Transportation customers represent approximately 19% of ocean segment revenue. The Jones Act creates a structural competitive position in U.S. domestic marine commerce routes.

Related stocks: NMM (Navios Maritime Partners LP) · ECO (Okeanis Eco Tankers Corp.) · HAFN (Hafnia Limited) · SB (Safe Bulkers, Inc) · SBLK (Star Bulk Carriers Corp.)
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