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Forward Air Corporation Stock Price

NasdaqGS:FWRD Community·US$266.6m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

FWRD Share Price Performance

US$8.35
-8.94 (-51.71%)
US$34.00
Fair Value
US$8.35
-8.94 (-51.71%)
75.4% undervalued intrinsic discount
US$34.00
Fair Value
Price US$8.35
AnalystConsensusTarget US$34.00
AnalystLowTarget US$30.00
AnalystHighTarget US$43.00

FWRD Community Narratives

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Fair Value US$34 75.4% undervalued intrinsic discount

Freight Recovery And Network Integration Will Transform Logistics

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Fair Value US$30 72.2% undervalued intrinsic discount

Declining Freight Volumes Will Strain Operations But Encourage Efficiency Gains

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Fair Value US$43 80.6% undervalued intrinsic discount

Omni Integration And Nearshoring Will Fuel Robust LTL Performance

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US$34
75.4% undervalued intrinsic discount
Profit Margin
4.66%
Future PE
11.96x
Price in 2028
US$47.09

Trending Discussion

Updated Narratives

FWRD logo

FWRD: Strategic Review Outcome And 2026 EBITDA Multiple Will Drive Upside Potential

Fair Value: US$30 72.2% undervalued intrinsic discount
1 users have set this as their fair value
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FWRD: Stable Margins And Buyback Support Will Drive Future Share Price Recovery

Fair Value: US$34 75.4% undervalued intrinsic discount
6 users have set this as their fair value
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FWRD logo

Omni Integration And Nearshoring Will Fuel Robust LTL Performance

Fair Value: US$43 80.6% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with mediocre balance sheet.

2 Risks
3 Rewards

Forward Air Corporation Key Details

US$2.5b

Revenue

US$2.0b

Cost of Revenue

US$506.2m

Gross Profit

US$597.7m

Other Expenses

-US$91.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-2.89
20.55%
-3.71%
1,382.3%
View Full Analysis

About FWRD

Founded
1981
Employees
6209
CEO
Shawn Stewart
WebsiteView website
www.forwardair.com

Forward Air Corporation, together with its subsidiaries, operates as an asset-light freight and logistics company in the United States, Mexico, Europe, Asia, and Canada. The company operates through three segments: Expedited Freight, Omni Logistics, and Intermodal. Its Expedited Freight segment provides expedited regional, inter-regional, and national less-than-truckload services; local pick-up and delivery services; and other services, which include shipment consolidation and deconsolidation, warehousing, customs brokerage, and other handling. This segment offers expedited truckload brokerage, dedicated fleet, and high security and temperature-controlled logistics services. The Omni Logistics segment offers full suite of global logistics services, such as air and ocean freight consolidation and forwarding, customs brokerage, warehousing and distribution, value-added services, time-definite transportation services, and other supply chain solutions. Its Intermodal segment provides intermodal container drayage services; and contract and container freight station warehouse and handling services. The company serves freight forwarders, third-party logistics companies, integrated air cargo carriers and passenger, passenger and cargo airlines, steamship lines, and retailers. Forward Air Corporation was incorporated in 1981 and is headquartered in Dallas, Texas.

Recent FWRD News & Updates

Seeking Alpha May 11

Forward Air: Throwing The Towel On Yet Another Special Situation

Summary Forward Air faces a busted bull case after a failed sale, major customer loss, and Amazon's disruptive logistics entry. FWRD's Q1 2026 revenue and earnings missed expectations, triggering a 43% post-earnings stock drop and return to single-digit prices. Asset sales may help de-lever, but EBITDA could fall sharply; a partial rebound to $15–$16/share requires multiple favorable developments. I am waiting for the opportunity to sell into strength, but this scenario in general has provided me with many insights on how to more cautiously approach special situation stocks.. Read the full article on Seeking Alpha

Recent updates

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