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NasdaqGS:ARCB Community
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ArcBest
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Digital Automation And E-Commerce Will Transform Logistics With Labor Risks
Key Takeaways Technology investments in automation and AI are boosting efficiency and scalability, supporting higher margins and revenue growth in a shifting freight and logistics market. Strategic network optimization, cost discipline, and focus on high-margin, asset-light services strengthen operational performance and resilience to market fluctuations.
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US$121.70
FV
48.7% undervalued
intrinsic discount
4.99%
Revenue growth p.a.
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5 days ago
author updated this narrative
ArcBest
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Automation And Tougher Rules Will Wear Down Freight Networks
Key Takeaways Automation, autonomous fleets, and industry consolidation threaten ArcBest’s market share, operational efficiency, and long-term pricing power. Rising compliance costs and lagging adoption of greener technologies could erode margins and expose ArcBest to structural declines in network profitability.
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US$60.00
FV
4.0% overvalued
intrinsic discount
1.87%
Revenue growth p.a.
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6 days ago
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ArcBest
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Vaux Vision Will Advance Freight Measurement Accuracy And Efficiency
Key Takeaways Focus on operational efficiency and innovative solutions is set to boost productivity and reduce costs, enhancing net margins. Strategic cost management and managed transportation solutions aim to improve revenue, service excellence, and operating income.
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US$91.42
FV
31.8% undervalued
intrinsic discount
5.55%
Revenue growth p.a.
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6 days ago
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Your Valuation for
ARCB
ARCB
ArcBest
Your Fair Value
US$
Current Price
US$62.39
5.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
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5b
2015
2018
2021
2024
2025
2027
2030
Revenue US$4.9b
Earnings US$215.0m
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