Saia Navigates Trucking Turbulence With Clear 2026 Upside, Analyst Says

Benzinga_recent_news2025-12-18

Saia, Inc. (NASDAQ:SAIA) stock fell on Wednesday as investors weighed mixed fourth-quarter freight trends against confidence in the company's long-term national expansion strategy. Earlier this month,...

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(NASDAQ:SAIA) stock fell on Wednesday as investors weighed mixed fourth-quarter freight trends against confidence in the company's long-term national expansion strategy.\nEarlier this month,...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/12/49459056/saia-navigates-trucking-turbulence-with-clear-2026-upside-analyst-says\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2065731478.USD","symbol_name":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/12/49459056/saia-navigates-trucking-turbulence-with-clear-2026-upside-analyst-says","article_id":"2592917291","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/17/Saia-trucking.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/12/49459056/saia-navigates-trucking-turbulence-with-clear-2026-upside-analyst-says","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592917291","pubTimestamp":1765995780,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Saia Inc (SAIA) stock fell as investors weighed mixed Q4 freight trends against confidence in long-term national expansion strategy.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","BK4022":"陆运","BK4232":"货物陆运","SAIA":"Saia Inc.","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)"},"translate_title":"分析师表示，Saia应对卡车运输动荡，2026年明显上涨","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SAIA":1.5},"content_text":"Saia, Inc. (NASDAQ:SAIA) stock fell on Wednesday as investors weighed mixed fourth-quarter freight trends against confidence in the company's long-term national expansion strategy.\nEarlier this month, Saia provided fourth-quarter LTL operating data, where it said October LTL shipments and tonnage per workday fell year over year, while weight per shipment inched higher.\nIn November, shipments and tonnage per workday rose, but weight per shipment slipped versus last year.\nAlso Read: General Mills Cautions About Inflation, Bets On Strong 2026\nBank of America Securities analyst Ken Hoexter reiterated the Neutral rating on the stock, raising the price forecast from $322 to $367, reflecting confidence in Saia's long-term national growth trajectory.\nAnalyst Hoexter said Saia's mid-fourth-quarter update showed sub-seasonal tons per day, as October weakness offset November strength, with December expected to be softer.\nUnfavorable mix persisted, led by Los Angeles volumes, Saia's largest revenue market, which remains down nearly 20% year over year.\nHoexter noted growth came mainly from shorter, lower-revenue lanes as Saia expands nationally, versus its historical longer-haul profile.\nThe analyst added that customers now discuss 2026 contract levels with more certainty, citing stabilizing tax policy, interest rates, and tariff expectations.\nPer Hoexter, Saia still sees no meaningful freight shifting from truckload into LTL, despite tightening truckload capacity conditions.\nHe attributed truckload pressure to regulatory enforcement, equipment constraints, lower truck orders, and rising carrier bankruptcies.\nThe analyst said management maintained its fourth-quarter operating ratio target, expecting a larger seasonal deterioration than historical averages.\nHe kept his operating ratio forecast unchanged, noting that Saia continues to outperform peers on tons-per-day growth during network expansion.\nThe analyst reiterated a Neutral rating on Saia while raising the price forecast to $367 from $322, reflecting a higher 2026 earnings multiple of 33x, up from 29x. \nThe valuation sits slightly above Saia's five-year range to account for its ongoing transition into a national carrier, supported by improving yields and network integration, including 39 new terminals added since 2022. \nEarnings expectations were left unchanged, with the analyst maintaining fourth-quarter 2025 EPS of $1.88 and 2026 EPS of $11.10.\nSAIA Price Action: Saia shares were down 2.05% at $332.82 at the time of publication on Wednesday, according to Benzinga Pro data.\nRead Next:\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592917291","isCrawlerRequest":true}