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Sales And AI Investments Will Reshape Freight Operations Amid Challenges

Published
10 Sep 24
Updated
10 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-41.0%
7D
-4.5%

Author's Valuation

US$84.6724.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 10 Nov 25

Fair value Decreased 4.51%

ARCB: Free Cash Flow Surge Will Drive Multiyear Earnings Upside

ArcBest's analyst price target was lowered by $4.00 to $84.67, as analysts highlighted recalibrated estimates due to tempered freight demand. This comes despite ongoing expectations for margin improvement and operating leverage.

Shared on 04 Aug 25

Fair value Decreased 6.09%

Despite an improved revenue growth outlook and a lower forward P/E multiple, ArcBest’s consensus analyst price target has been revised downward from $94.42 to $89.67. What's in the News ArcBest completed a buyback tranche, repurchasing 209,913 shares for $14.46 million, totaling 6,599,478 shares or 26.72% repurchased under the program since inception.

Shared on 30 Apr 25

Fair value Increased 1.98%

Shared on 23 Apr 25

Fair value Increased 2.04%

Shared on 17 Apr 25

Fair value Decreased 6.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 5.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 6.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 34%

AnalystConsensusTarget has increased revenue growth from 3.5% to 5.2%, decreased profit margin from 4.8% to 3.8% and increased future PE multiple from 13.0x to 16.9x.