ARCB logo

ArcBest Corporation Stock Price

NasdaqGS:ARCB Community·US$3.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

ARCB Share Price Performance

US$141.85
77.53 (120.54%)
US$97.42
Fair Value
US$141.85
77.53 (120.54%)
45.6% overvalued intrinsic discount
US$97.42
Fair Value
Price US$141.85
AnalystConsensusTarget US$97.42
AnalystHighTarget US$150.00
AnalystLowTarget US$117.00

ARCB Community Narratives

·
Fair Value US$97.42 45.6% overvalued intrinsic discount

Sales And AI Investments Will Reshape Freight Operations Amid Challenges

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
·
Fair Value US$150 5.4% undervalued intrinsic discount

E-commerce And Automation Will Reshape Logistics Networks

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$117 21.2% overvalued intrinsic discount

Automation, Regulation And Reshoring Will Dismantle Freight Dominance

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$97.42
45.6% overvalued intrinsic discount
Revenue
5.35% p.a.
Profit Margin
3.56%
Future PE
14.85x
Price in 2029
US$119.47

Trending Discussion

Updated Narratives

ARCB logo

ARCB: Tight Capacity And Softer Tonnage Will Restrain Future Upside Potential

Fair Value: US$117 21.2% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ARCB logo

ARCB: HALO Freight Network And Buybacks Will Drive Future Upside Potential

Fair Value: US$150 5.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ARCB logo

ARCB: Tighter Trucking Capacity And AI Efficiency Expected To Shape 2026 Margins

Fair Value: US$97.42 45.6% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
2 Rewards

ArcBest Corporation Key Details

US$4.0b

Revenue

US$3.7b

Cost of Revenue

US$312.3m

Gross Profit

US$256.4m

Other Expenses

US$55.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.51
7.73%
1.38%
17.4%
View Full Analysis

About ARCB

Founded
1923
Employees
14000
CEO
Seth Runser
WebsiteView website
arcb.com

ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in two segments, Asset-Based and Asset-Light. The Asset-Based segment provides less-than-truckload (LTL) services that transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, non-bulk petroleum products, rubber, plastics, metal and metal products, wood, glass, automotive parts, machinery, and miscellaneous manufactured products. This segment also offers motor carrier freight transportation services to customers in Mexico through arrangements with trucking companies. The Asset-Light segment provides ground expedite services; third-party transportation brokerage services by sourcing various capacity solutions, including dry van over-the-road, temperature-controlled and refrigerated, flatbed, intermodal or container shipping, and specialized equipment; less-than-container and full container load ocean transportation services; warehousing and distribution services; managed transportation services; and moving services to ‘do-it-yourself’ consumer, as well as final mile, time critical, product launch, retail logistics, supply chain optimization, brokered LTL, and trade show shipping services. This segment also offers premium logistics services, such as deployment of specialized equipment to meet linehaul requirements; and international freight transportation with air, ocean, and ground services. The company was formerly known as Arkansas Best Corporation and changed its name to ArcBest Corporation in May 2014. The company was founded in 1923 and is headquartered in Fort Smith, Arkansas.

Recent ARCB News & Updates

Narrative Update Jun 01

ARCB: Tight Capacity And Softer Tonnage Will Restrain Future Upside Potential

ArcBest's analyst fair value estimate has been revised to $117 from $85, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E multiples. These factors are reflected in a series of recent price target increases across Wall Street research.
Seeking Alpha May 26

ArcBest Corporation: The Best Time To Buy Is Definitely Not Now

Summary ArcBest Corporation delivered a strong Q1 2026 revenue recovery, supported by LTL/TL market undercapacity and improved freight rates. Despite revenue growth, ARCB's operating margin compressed to 0.3% due to persistent inflation and elevated fuel and transportation expenses. ARCB's valuation appears stretched, with the stock trading at 118% of its book value growth; technicals remain bullish, but selling pressure is emerging. I reiterate a hold rating, citing overpricing risks, macroeconomic headwinds, and the need for market caution despite robust liquidity and risk mitigants. Read the full article on Seeking Alpha

Recent updates

No updates