Hub Group'tan (HUBG) Jim Cramer: "Petrol Sakinleşene Kadar Beklemeliyim"

Jim Cramer on Hub Group (HUBG): “Got to Wait Till Oil Calms Down”

Syeda Seirut Javed

Mon, September 21, 2026 at 11:08 AM GMT+3 3 min read

• HUBG -1.98%

Inquiring about Hub Group, Inc. (NASDAQ:HUBG), a caller asked if it is a buy right now during the lightning round of the September 16 episode of Mad Money. In response, Jim Cramer said:

That's a tough one. After J.B. Hunt announced bad numbers last night, my Charitable Trust has a small position in a trucker, and I've got to tell you, it's going to be rough going for a little bit. Got to wait till oil calms down and then we're okay.

Resilient Supply Chain Solutions and Strong Balance Sheet

Hub Group, Inc. (NASDAQ:HUBG) supports its North American logistics network across intermodal transport, truck brokerage, and supply chain management with considerable operational scale. The enterprise brought in estimated first-half consolidated operating revenue between $1.70 billion and $1.80 billion, while pointing to full-year sales landing in the $3.6 billion to $3.8 billion range.

Financial footing stays supported by roughly $132 million in cash and cash equivalents, and projected capital expenditures kept between $40 million and $50 million for the year. Leadership continues steering funds toward proprietary technology platforms and network improvements aimed at sharpening operational efficiency and customer retention across its container fleet.

Accounting Restatements and Nasdaq Delisting Pressures Compound Sector Headwinds

Despite its established market position, Hub Group, Inc. (NASDAQ:HUBG) faces severe headwinds stemming from an extensive financial restatement of prior periods following accounting issues. The accounting complications have delayed the filing of its 2025 annual report and 2026 quarterly reports, pushing compliance deadlines out and leading Nasdaq to issue a Staff Delisting Determination on September 16 after the company failed to meet its extended filing deadline.

In addition to these governance and reporting hurdles, management expects to post a first-half operating loss before one-time charges, driven by higher fuel, rail, and drayage costs along with expensive restatement advisory fees. Energy market instability and weak earnings signals from industry giants like J.B. Hunt further squeeze margins.

Growing Hedge Fund Backing Alongside Elevated Short Interest

Smart money interest has moved higher, with Insider Monkey tracking showing 30 hedge funds holding stakes in Hub Group, Inc. (NASDAQ:HUBG) through the second quarter compared to 23 in the previous period. Of those funds, Broad Bay Capital was the most prominent hedge fund holder with 1.57 million shares. Moreover, Moore Global Investments increased its position in the company by 141% to over 1 million shares. Short interest sits at 8.29% of the public float, pointing to moderate bearish positioning.

Cramer noted that navigating the trucking sector requires patience until energy markets settle down. While the business remains fundamentally sound, resolving the current accounting overhang and letting energy markets settle are major prerequisites before treating the recent pullback as a buying opportunity.

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