ARCB logo

ArcBest Corporation Stock Price

NasdaqGS:ARCB Community·US$3.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author

ARCB Share Price Performance

US$135.76
63.50 (87.88%)
US$170.77
Fair Value
US$135.76
63.50 (87.88%)
20.5% undervalued intrinsic discount
US$170.77
Fair Value
Price US$135.76
AnalystConsensusTarget US$170.77
AnalystHighTarget US$203.29
AnalystLowTarget US$134.00

ARCB Community Narratives

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Fair Value US$170.77 20.5% undervalued intrinsic discount

Sales And AI Investments Will Reshape Freight Operations Amid Challenges

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Fair Value US$203.29 33.2% undervalued intrinsic discount

E-commerce And Automation Will Reshape Logistics Networks

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Fair Value US$134 1.3% overvalued intrinsic discount

Automation, Regulation And Reshoring Will Dismantle Freight Dominance

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US$134
1.3% overvalued intrinsic discount
Revenue
8.58% p.a.
Profit Margin
6.02%
Future PE
10.95x
Price in 2029
US$162.85

Trending Discussion

No trending discussion available.

Updated Narratives

ARCB logo

ARCB: Tightening Truck Capacity And Freight Upswing Are Expected To Drive Margins

Fair Value: US$170.77 20.5% undervalued intrinsic discount
4 users have set this as their fair value
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ARCB logo

ARCB: Freight Capacity Tightness And LTL Recovery Will Drive Future Upside

Fair Value: US$203.29 33.2% undervalued intrinsic discount
0 users have set this as their fair value
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ARCB logo

ARCB: Tight Freight Capacity And Rich Multiples May Cap Future Upside Potential

Fair Value: US$134 1.3% overvalued intrinsic discount
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Snowflake Analysis

Undervalued with excellent balance sheet.

3 Risks
3 Rewards

ArcBest Corporation Key Details

US$4.2b

Revenue

US$3.9b

Cost of Revenue

US$340.4m

Gross Profit

US$324.1m

Other Expenses

US$16.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.73
8.10%
0.39%
17.0%
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

Seeking Alpha Aug 11

ArcBest: Time To Heed The Margin Recovery, Which Isn't As Much As Is Reflected In The Stock

Summary ArcBest (ARCB) is rated Sell with a $124 price target, reflecting a 10% downside from $137.76. Recent operational improvements in LTL and Asset-Light segments are acknowledged, but current valuation already prices in a full freight-profit recovery. Impairment charges and thin Asset-Light margins highlight risks to sustainable margin expansion and premium multiples. Liquidity is sufficient, but normalized earnings and free cash flow conversion remain uncertain; next quarterly report is a key catalyst. Read the full article on Seeking Alpha
Narrative Update Aug 10

ARCB: Tightening Truck Capacity And Freight Upswing Are Expected To Drive Margins

Analysts have nudged the fair value estimate for ArcBest higher to about $171 from roughly $158, reflecting updated views on its core business strength, improving margin assumptions, and a lower future P/E multiple in line with recent price target revisions across the Street. Analyst Commentary Street research on ArcBest has been active in recent months, with a cluster of price target changes and fresh coverage giving investors a clearer sense of how professionals view the stock's risk and reward.
Narrative Update Jul 27

ARCB: Freight Capacity Tightness And LTL Recovery Will Drive Future Upside

ArcBest's analyst price target has moved up from $185.00 to about $203.29, reflecting analysts' updated views that tighter freight capacity, improving industrial production, and an early-cycle recovery in less-than-truckload earnings support higher valuation multiples for the stock. Analyst Commentary Recent Street research on ArcBest points to a cluster of higher price targets and constructive views on the freight cycle, especially in less than truckload operations.

Recent updates

No updates