Stocks making the biggest moves after hours: J.B. Hunt, United Airlines, Zion and more

J.B. Hunt Transport Services shares surged over 12% after strong Q3 results, while Salesforce gained 4% on an ambitious 2030 revenue forecast exceeding $60 billion. Conversely, Hewlett Packard Enterprise fell 8% following a weaker-than-expected fiscal 2026 outlook, despite announcing a dividend increase and expanded buybacks. United Airlines shares dropped 2% due to a Q3 revenue miss, and Becton Dickinson declined 6% on news of its CFO's departure, alongside Zion Bancorp's 4% dip after reporting significant loan write-offs and provisions.

Analysis

J.B. Hunt Transport Services (JBHT) shares surged over 12% in after-hours trading, driven by strong Q3 results that significantly surpassed analyst expectations, with earnings of $1.76 per share against a $1.46 consensus and revenue of $3.05 billion exceeding $3.03 billion. Salesforce (CRM) also saw a 4% jump after projecting revenue to exceed $60 billion by 2030, outperforming the LSEG consensus of $58.37 billion, signaling robust long-term growth prospects.

Conversely, Hewlett Packard Enterprise (HPE) shares fell 8% following a weaker-than-expected fiscal 2026 forecast, projecting adjusted earnings between $2.20 and $2.40 per share and revenue growth of 5% to 10%. Despite this, HPE announced a 10% dividend boost and a $3 billion increase in stock buybacks for fiscal 2026, indicating a commitment to shareholder returns amidst softer guidance. United Airlines (UAL) declined 2% as its Q3 revenue fell short, overshadowing better-than-expected earnings and Q4 adjusted earnings guidance of $3.00-$3.50 per share.

Becton Dickinson (BDX) experienced a nearly 6% drop after announcing the departure of its CFO, Chris DelOrefice, effective December 5th, introducing management uncertainty. Zion Bancorp (ZION) shares decreased by almost 4% due to a $50 million write-off for two problematic loans and an additional $60 million provision, highlighting specific credit quality concerns within its California division.

Key Decisions for Investors

• Investors should consider J.B. Hunt Transport Services and Salesforce for potential long positions, given their strong earnings beats and optimistic long-term guidance, respectively.
• For Hewlett Packard Enterprise, assess if the announced capital returns, including a 10% dividend boost and $3 billion in buybacks, sufficiently offset the weaker fiscal 2026 forecast.
• Maintain a cautious stance on United Airlines due to its Q3 revenue shortfall, and closely monitor Becton Dickinson for management stability post-CFO departure, as well as Zion Bancorp for further credit quality deterioration following significant loan write-offs.