HUBG Hub Group, Inc.

BEARISH Impact: 7/10 PRESS-RELEASE
Horizon weeks Filed May 21, 2026 Processed 28d 11h ago Wire GlobeNewswire
Press release: delisting
Latest settled — T+5d ⚠ clustered
HUBG ▲ +5.14% at T+5d
SHORT call ✗ call lost -5.14% · α vs SPY -3.48% · entry $41.34 → $43.47
Next anchor: T+20d in 3d
Last close $43.63 (close Jun 17) · -5.54% from $41.34 entry (call sign-flipped)
Entry anchored
May 21, 2026
via day open
T+1d
+3.16%
call -3.16% · α -2.57%
$42.65
settled 28d ago
T+5d
+5.14%
call -5.14% · α -3.48%
$43.47
settled 21d ago
T+20d
call — · α —
in 3d
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Hub Group disclosed a Nasdaq Listing Rule 5250(c)(1) non-compliance notice for failing to timely file its Q1 2026 Form 10-Q, though trading continues normally under a 180-day exception through September 14, 2026. The company is concurrently restating financials for FY2024, FY2023, and three quarterly periods in 2025, with the 10-K filing delayed. This ongoing accounting and filing overhang, combined with poor historical calibration (past bearish calls on HUBG have been correct with large negative returns), reinforces a bearish outlook.

Actionable Insight

The restatement and delayed filings introduce material uncertainty around HUBG's financial position and Nasdaq listing status. Historical calibration shows bearish calls on HUBG have been correct with large negative returns (T+20 -19.67%). Monitor for the 10-K filing and any restatement adjustments; a failure to file by September 14, 2026 could trigger delisting. Short sellers may find this overhang attractive.

Key Facts

  • Received Nasdaq non-compliance notice on May 19, 2026 for failure to timely file Q1 2026 Form 10-Q.
  • Nasdaq granted a 180-day exception period through September 14, 2026 to regain compliance.
  • Company is restating financial statements for FY2024, FY2023, and quarterly periods ended March 31, June 30, and September 30, 2025.
  • Expects to file the 2025 10-K before the Q1 2026 10-Q.
  • No immediate impact on listing or trading of HUBG common stock.

Financial Impact

Restatement scope covers two full fiscal years and three quarters; materiality unknown but the delay and non-compliance create significant uncertainty and potential for adverse financial adjustments.

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Risk Factors

  • Potential delisting if compliance not regained by September 14, 2026.
  • Restatement could reveal material weaknesses or prior-period errors, leading to further negative revisions.
  • Continued filing delays may erode investor confidence and access to capital markets.
  • Nasdaq exception could be revoked if progress is insufficient.

Market Snapshot

Exchange
Nasdaq
Sector
Arrangement of Transportation of Freight & Cargo
Analyst Consensus
48% bullish (21 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3299749
6 reports for HUBG
Performance horizon
20% Hit rate 1 of 5 directional calls best @ T+1▲ +0.66%Mar 24, 2026
Filters
Rows
Reports for HUBG — sortable, filterable
Type Now
Jun 2, 2026
16d ago
8-K
BEARISH ★ 8/10
$42.90 $44.44▼ −3.60%▼ −7.42%$43.63 (−1.71%)
May 21, 2026
28d ago
PRESS-RELEASE / 8-K
BEARISH ★ 7/10
$41.34 $43.47▼ −5.14%▼ −3.48%$43.63 (−5.54%)
May 21, 2026
28d ago
Press Release
BEARISH ★ 7/10
$41.34 $43.47▼ −5.14%▼ −3.48%$43.63 (−5.54%)
May 12, 2026
5w ago
Press Release
BEARISH ★ 8/10
$36.62 $38.17▼ −4.23%▼ −4.16%$43.63 (−19.14%)
May 12, 2026
5w ago
8-K
BEARISH ★ 9/10
$36.62 $38.17▼ −4.23%▼ −4.16%$43.63 (−19.14%)
Mar 24, 2026
12w ago
Press Release
BEARISH ★ 7/10
$36.35 $36.61▼ −0.72%▼ −0.96%$43.63 (−20.03%)
Showing 6 of 6

US Market Status

Market Closed — Juneteenth — Opens Mon (77h 24m)

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