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Werner Enterprises Community
NasdaqGS:WERN Community
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Werner Enterprises
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Werner Enterprises
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Advancements In Automation And Decarbonization Will Undermine Trucking Services
Key Takeaways Automation, digital disruption, and shifting freight preferences threaten Werner's traditional trucking business model and put persistent pressure on revenue growth and profitability. Stricter environmental regulations and competition from more efficient carriers are expected to raise costs and erode Werner's margins and competitive position.
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US$21.00
FV
31.4% overvalued
intrinsic discount
3.51%
Revenue growth p.a.
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14 days ago
author updated this narrative
Werner Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Integrated Logistics And Automation Will Expand Future Market Reach
Key Takeaways Investments in technology, fleet, and logistics are enabling cost reductions, improved efficiency, and more stable, recurring revenues through new long-term contracts and business mix shifts. Tightening industry capacity, stronger pricing power, and rising demand for reliable, scalable transport solutions are positioning Werner for sustainable growth and margin expansion.
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US$28.40
FV
2.9% undervalued
intrinsic discount
3.82%
Revenue growth p.a.
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6 days ago
author updated this narrative
Werner Enterprises
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
E-commerce Expansion And Reshoring Will Drive Domestic Logistics Progress
Key Takeaways Expansion in e-commerce fulfillment, reshoring, and cross-border operations positions Werner for sustained revenue growth and improved margins through diversified, resilient freight demand. Investments in technology, asset-light logistics, and fleet modernization are driving cost efficiencies, margin stability, and alignment with sustainability priorities, enhancing long-term earnings potential.
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US$40.48
FV
31.9% undervalued
intrinsic discount
5.68%
Revenue growth p.a.
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14 days ago
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Your Valuation for
WERN
WERN
Werner Enterprises
Your Fair Value
US$
Current Price
US$27.59
3.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.7b
Earnings US$66.1m
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