According to CNBC, JPMorgan initiated FedEx Freight at overweight with a $160 price target, more than 20% above Friday's close, while UBS upgraded Eaton to buy from neutral and raised its target to $515 from $450. JPMorgan said it sees a clear path for the less-than-truckload carrier to improve profitability and service as a stand-alone company. UBS said it expects continued strength in data center and aerospace end markets to support Eaton's top-line performance. Shares of Eaton rose 3.5% on Tuesday, while FedEx Freight's recent slide was tied to tariff concerns and higher oil prices.