Why Pitney Bowes Inc. (PBI) Is Skyrocketing So Far In 2025

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 Pitney Bowes Inc. (NYSE:PBI) 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 busy logistics center filled with trucks and planes, showing the scale of the companies operations.

Pitney Bowes Inc. (NYSE:PBI)

Number of Hedge Fund Holders In Q3 2024: 28

Pitney Bowes Inc. (NYSE:PBI) is a SaaS shipping solutions company.

The stock is up significantly year-to-date as it finalized the sale of its underperforming Global E-commerce segment to Hilco Global in late 2024. This eliminated annual losses of $136 million and will allow the company to focus more on higher-margin Presort and SendTech businesses.

In fact, management expects adjusted EBIT to surge about 20% year-over-year to $450–$480 million in 2025.

As for Q4 2024, it beat earnings expectations and upgraded guidance. It reported Q4 adjusted EPS of $0.32 vs. $0.16 estimates. This is a 60% improvement year-over-year.

In addition, Pitney Bowes Inc. (NYSE:PBI) announced a $150 million share repurchase program and raised dividends to $0.06 per share.

Management provided strong 2025 guidance: $1.10–$1.30 adjusted EPS and $330–$370 million free cash flow.

Pitney Bowes Inc. (NYSE:PBI) stock is up 46.27% year-to-date.

Overall PBI ranks 1st on our list of the transportation stocks that are skyrocketing so far in 2025. While we acknowledge the potential of PBI 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 PBI 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.