Sales And AI Investments Will Reshape Freight Operations Amid Challenges

Published
10 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$89.17
20.5% undervalued intrinsic discount
07 Aug
US$70.91
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1Y
-31.2%
7D
-3.3%

Author's Valuation

US$89.2

20.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 5.56%

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 on30 Apr 25
Fair value Increased 1.98%

Shared on23 Apr 25
Fair value Increased 2.04%

Shared on17 Apr 25
Fair value Decreased 6.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 5.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 6.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 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.