David Vernon

Q: What is David Vernon's success rate?

David Vernon currently has a success rate of 84.31064005857058.

Q: What is the average return of David Vernon's calls?

Their stock ratings have generated an average return of 10.211354648512946.

Bernstein | Industrials

David Vernon is an analyst from Bernstein specializing in the Industrials sector. Ranked #2073 out of 4771 analysts, they have issued 20 stock ratings with a success rate of 84.31% and an average return of 10.21%.

David Vernon has a well-established track record, with 20 ratings issued in the Industrials sector. They have consistently delivered a success rate of 84.31% and an average return of 10.21%, underscoring their expertise and ability to identify winning opportunities for investors.

#2073

Out of 4771

Total Ratings

+84.31%

Success Rate

+10.21%

Average Return

Recent Ratings Analysis

ODFL

Hold

Sep 10, 2026

Target

$200.00

Current

$180.55

Performance

0.00%

David Vernon rated ODFL as Market Perform on Sep 10, 2026, setting a price target of 200. The Hold stance appears justified, as shares hovered around 180.55 with a 0.00% move.

XPO

Buy

Sep 10, 2026

Target

$244.00

Current

$182.34

Performance

0.00%

On Sep 10, 2026, XPO was given a Outperform rating by David Vernon, with a target price of 244. The stock traded sideways with a 0.00% move, keeping the bullish thesis unresolved.

SAIA

Buy

Sep 10, 2026

Target

$439.00

Current

$346.00

Performance

0.00%

SAIA received a Outperform rating from David Vernon on Sep 10, 2026, aiming for 439. Price action was muted, as shares hovered around 346 despite the bullish outlook.

KNX

Buy

Sep 10, 2026

Target

$91.00

Current

$69.03

Performance

0.00%

On Sep 10, 2026, David Vernon published a Outperform outlook on KNX, with a target of 91. So far, the stock has neither confirmed nor rejected the Buy case, holding within range of 69.03.

FDXF

Hold

Sep 10, 2026

Target

$133.00

Current

$124.02

Performance

0.00%

David Vernon on Sep 10, 2026 assigned FDXF a Market Perform rating, with a price target of 133. The Hold stance reflected consolidation, as shares held near 124.02.

UPS

Buy

Jul 21, 2026

Target

$133.00

Current

$99.99

Performance

-14.05%

On Jul 21, 2026, David Vernon reaffirmed UPS with a Outperform rating, targeting 133. Shares slid 14.05% despite the recommendation, highlighting downside risks.

JBHT

Buy

Jul 10, 2026

Target

$329.00

Current

$267.83

Performance

-4.33%

JBHT was rated Outperform by David Vernon on Jul 10, 2026, with a price objective of 329. The stock is in a wait-and-see zone, leaving the Buy case open-ended.

AAL

Buy

Jul 01, 2026

Target

$23.00

Current

$12.85

Performance

-29.20%

On Jul 01, 2026, David Vernon initiated coverage on AAL with a Market Outperform rating and target of 23. The Buy call has yet to be validated as shares remain 10.15 away from the target.

UAL

Buy

Jul 01, 2026

Target

$153.00

Current

$106.49

Performance

-21.19%

David Vernon issued a Outperform recommendation for UAL on Jul 01, 2026, price target set at 153. The market hasn’t rewarded the bullish outlook, exposing uncertainty in the call.

DAL

Buy

Jun 17, 2026

Target

$93.00

Current

$78.24

Performance

-4.88%

On Jun 17, 2026, DAL was evaluated by David Vernon, who gave a Outperform rating and target of 93. So far, the Buy call awaits clearer momentum, with shares flat at 78.24.

UNP

Buy

Mar 31, 2026

Target

$293.00

Current

$285.78

Performance

17.79%

David Vernon rated UNP as Outperform on Mar 31, 2026, setting a price target of 293. The call has proven timely, with shares rising 17.79% toward the price target of 293.

NSC

Buy

Mar 31, 2026

Target

$313.00

Current

$323.30

Performance

12.65%

On Mar 31, 2026, NSC was given a Outperform rating by David Vernon, with a target price of 313. The stock rallied 12.65% after the rating, narrowing the gap to the target of 313 and validating the bullish stance.

CSX

Hold

Mar 31, 2026

Target

$39.00

Current

$49.04

Performance

19.46%

CSX received a Market Perform rating from David Vernon on Mar 31, 2026, aiming for 39. Investors saw gains of 19.46% that the cautious stance didn’t fully capture.

CP

Hold

Mar 31, 2026

Target

$90.00

Current

$88.84

Performance

12.94%

On Mar 31, 2026, David Vernon published a Market Perform outlook on CP, with a target of 90. The Hold call missed some of the bullish momentum as shares advanced toward 90.

CNI

Hold

Mar 31, 2026

Target

$117.36

Current

$121.16

Performance

17.89%

David Vernon on Mar 31, 2026 assigned CNI a Market Perform rating, with a price target of 117.36. Shares outperformed expectations, climbing 17.89% despite the neutral view.

CHRW

Hold

Jan 09, 2026

Target

$153.00

Current

$152.42

Performance

-10.75%

On Jan 09, 2026, David Vernon reaffirmed CHRW with a Market Perform rating, targeting 153. The Hold stance reflected market caution that was later justified.

FDX

Hold

Jan 09, 2026

Target

$306.00

Current

$311.80

Performance

-0.18%

FDX was rated Market Perform by David Vernon on Jan 09, 2026, with a price objective of 306. Flat performance suggests the Hold view was reasonable.

LUV

Hold

Nov 20, 2025

Target

$34.00

Current

$38.69

Performance

24.17%

On Nov 20, 2025, David Vernon initiated coverage on LUV with a Market Perform rating and target of 34. The Hold stance underestimated the stock’s strength as it gained 24.17%.

Frequency Asked Questions

Who is David Vernon?

David Vernon is an analyst from Bernstein specializing in the Industrials sector.

What is David Vernon's success rate?

David Vernon currently has a success rate of +84.31%.

How many ratings has David Vernon issued?

David Vernon has issued 20 stock ratings so far.

What is the average return of David Vernon's calls?

Their stock ratings have generated an average return of +10.21%.

What is David Vernon's ranking?

David Vernon is ranked #2073 out of 4771 analysts.

What types of ratings does David Vernon give?

Their ratings include Buy, Hold, and Sell recommendations, depending on the stock’s outlook.

How can I follow David Vernon?

You can follow David Vernon by clicking the "Follow Analyst" button on this page to receive updates on their stock calls.

What is the most recent rating by David Vernon?

Their latest rating was a Hold on ODFL issued on 2026-09-10.