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Saia, Inc. Stock Price

NasdaqGS:SAIA Community·US$11.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author

SAIA Share Price Performance

US$435.12
178.72 (69.70%)
US$452.55
Fair Value
US$435.12
178.72 (69.70%)
3.9% undervalued intrinsic discount
US$452.55
Fair Value
Price US$435.12
AnalystConsensusTarget US$452.55
AnalystLowTarget US$304.23
AnalystHighTarget US$500.00

SAIA Community Narratives

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Fair Value US$452.55 3.9% undervalued intrinsic discount

SAIA: Margin Gains From Cost Controls Will Offset Slower Freight Volumes Ahead

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Fair Value US$304.23 43.0% overvalued intrinsic discount

E-commerce Automation And Rising Regulations Will Crimp Freight Capacity

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Fair Value US$500 13.0% undervalued intrinsic discount

E-commerce, Digitalization And Urbanization Will Drive Robust LTL Demand

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US$452.55
3.9% undervalued intrinsic discount
Revenue
8.68% p.a.
Profit Margin
10.76%
Future PE
33.05x
Price in 2029
US$555.93
US$304.23
43.0% overvalued intrinsic discount
Revenue
6.74% p.a.
Profit Margin
10.61%
Future PE
23.8x
Price in 2029
US$373.92

Trending Discussion

Updated Narratives

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SAIA: Tightening Truck Capacity And Q2 Freight Trends Support Balanced Outlook

Fair Value: US$452.55 3.9% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SAIA: Freight Capacity Tightening Will Eventually Collide With Elevated Earnings Multiple

Fair Value: US$304.23 43.0% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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SAIA: Physical Freight Network And Tighter Capacity Will Support Future Margins

Fair Value: US$500 13.0% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet with questionable track record.

0 Risks
1 Reward

Saia, Inc. Key Details

US$3.3b

Revenue

US$2.5b

Cost of Revenue

US$768.5m

Gross Profit

US$513.4m

Other Expenses

US$255.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
9.59
23.62%
7.84%
4.3%
View Full Analysis

About SAIA

Founded
1924
Employees
14117
CEO
Frederick Holzgrefe
WebsiteView website
www.saia.com

Saia, Inc., together with its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 100 and 10,000 pounds. It also offers other value-added services, including brokered truckload, expedited transportation, and other logistics services. As of December 31, 2025, it operated 213 owned and leased terminals; and owned approximately 7,700 tractors and 26,500 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2002. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.

Recent SAIA News & Updates

Analysis Article Jun 18

Saia (SAIA) Stock Could Be 5.9% Undervalued as Network Expansion Narrative Builds

Recent trading in Saia (SAIA) has drawn attention, with the stock down about 7% over the past week and month, yet showing a gain of roughly 33% over the past 3 months. See our latest analysis for Saia. At a share price of $425.86, Saia’s recent pullback, with the 1-day share price return down 6.82% and 30-day share price return down 7.08%, contrasts with a 90-day share price return of 32.60% and a 1-year total shareholder return of 63.49%. This suggests longer term momentum while short term...
Narrative Update Jun 09

SAIA: Tightening Truck Capacity And Q2 Freight Trends Support Balanced Outlook

Analysts have raised the fair value estimate for Saia to $452.55 from $395.40, citing higher modeled revenue growth, a slightly higher discount rate, and a richer future P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Street research on Saia has been active, with a cluster of recent price target changes tied to updated models, mid quarter data points, and views on the less than truckload cycle.

Recent updates

No updates