We recently published an article titled Why These 15 Transportation Stocks Are Skyrocketing So Far in 2025. In this article, we are going to take a look at where Jayud Global Logistics Limited (NASDAQ:JYD) stands against the other transportation stocks.
Trump’s tariffs threat is making the broader market more volatile, but some stocks in the transportation industry are benefiting from it as frontloading increases and shipping rates surge. Moreover, the past few years have been solid for most types of transportation stocks in the energy industry due to shipping getting more expensive after February 2022 and even more expensive as using the Suez Canal became risky in late 2023.
Obviously, it’s not just energy transportation stocks that stand to benefit. Airline stocks have struggled recently, but as interest rates come down lower, some are already starting to post solid gains. 2025 could be a breakout year for the transportation industry as a whole. As such, it’s worth looking into those that have delivered the most gains so far in 2025.
Methodology
For this article, I screened the top-performing transportation software stocks year-to-date. Stocks that I have covered recently will be excluded from this list.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
A fleet of rented trucks parked alongside a warehouse, emphasizing the company’s logistics services.
Jayud Global Logistics Limited (NASDAQ:JYD)
Number of Hedge Fund Holders In Q3 2024: N/A
Jayud Global Logistics Limited (NASDAQ:JYD) is a company that specializes in end-to-end cross-border supply chain solutions.
The stock is up significantly so far in 2025 as it has been doing acquisitions in logistics facilities and brokerage firms. In late 2024, it acquired stakes in two California warehouses (20% in a 70,000 sq.ft. Rialto facility and 49% in a 50,000 sq.ft. Chino facility).
It also purchased 10% of LD Global Logistics Inc. This is a licensed customs broker that has trucking assets. The company ended up issuing 3.37 million shares to fund the acquisitions, but investors think this can pay off in the long run.
Earlier, it extended its logistics agreements with Lenovo (service parts logistics) and Pinduoduo (overseas first-mile logistics for U.S./European markets).
Jayud Global Logistics Limited (NASDAQ:JYD) stock is up 25% year-to-date.
Overall JYD ranks 4th on our list of the transportation stocks that are skyrocketing so far in 2025. While we acknowledge the potential of JYD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than JYD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: Why These 15 Hardware Stocks Are Skyrocketing So Far in 2025 and Why These 15 Software Stocks Are Skyrocketing So Far in 2025
Disclosure: None. This article is originally published at Insider Monkey.
