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Werner Enterprises, Inc. Stock Price

NasdaqGS:WERN Community·US$2.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

WERN Share Price Performance

US$43.16
13.91 (47.56%)
US$39.43
Fair Value
US$43.16
13.91 (47.56%)
9.5% overvalued intrinsic discount
US$39.43
Fair Value
Price US$43.16
AnalystConsensusTarget US$39.43
AnalystLowTarget US$30.00
AnalystHighTarget US$39.00

WERN Community Narratives

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Fair Value US$39.43 9.5% overvalued intrinsic discount

Werner Enterprises Analyst Commentary Highlights Mixed Outlook Amid Valuation Shifts and Market Challenges

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·
Fair Value US$30 43.9% overvalued intrinsic discount

Automation, Electric Vehicles And Regulations Will Squeeze Margins

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Fair Value US$39 10.7% overvalued intrinsic discount

E-commerce And Digitization Will Secure Resilient Freight Leadership

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Trending Discussion

Updated Narratives

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WERN: Tightening Truckload Capacity And Spot Rate Spike Will Limit Future Upside

Fair Value: US$39.43 9.5% overvalued intrinsic discount
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WERN: Tightening Truckload Cycle And Mexico Expansion Will Likely Disappoint Shares

Fair Value: US$30 43.9% overvalued intrinsic discount
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WERN: Tighter Truckload Capacity Is Expected To Unlock Upside Potential

Fair Value: US$39 10.7% overvalued intrinsic discount
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Snowflake Analysis

Undervalued with moderate growth potential.

1 Risk
3 Rewards

Werner Enterprises, Inc. Key Details

US$3.1b

Revenue

US$2.5b

Cost of Revenue

US$595.9m

Gross Profit

US$604.5m

Other Expenses

-US$8.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 28, 2026
-0.14
19.41%
-0.28%
63.7%
View Full Analysis

About WERN

Founded
1956
Employees
12031
CEO
Derek Leathers
WebsiteView website
www.werner.com

Werner Enterprises, Inc., together with its subsidiaries, engages in transporting truckload shipments of general commodities in interstate and intrastate commerce in the United States, Mexico, Canada, and internationally. The company operates a fleet of medium-to-long-haul vans that transport various consumer nondurable products and other commodities in truckload quantities using dry van trailers; the expedited fleet, which provides time-sensitive truckload services using driver teams; a regional short-haul fleet for truckload van service; and temperature-controlled fleet, which offers truckload services for temperature-sensitive products using temperature-controlled trailers to retail distribution center or manufacturing facility, utilizing either dry van or specialized trailers. It also provides non-asset-based transportation and logistics services, comprising truckload logistics, which uses contracted carriers to complete shipments for brokerage customers and freight management customers, which it offers logistics management services and solutions; intermodal, which offers rail transportation through alliances with rail and drayage providers as an alternative to truck transportation; and werner final mile offers residential and commercial deliveries of large or heavy items using third-party agents and independent contractors. In addition, the company sells used trucks and trailers; and trades used trucks to original equipment manufacturers. It transports retail store merchandise, consumer products, food and beverage products and manufactured products. As of December 31, 2025, it had a fleet of 7,100 trucks, which included 6,785 that were company-operated, as well as 315 owned and operated by independent contractors; 28,780 trailers that comprised dry vans, flatbeds, and temperature-controlled, and other trailers; and 27 drayage company trucks and 170 Final Mile delivery trucks. Werner Enterprises, Inc. was founded in 1956 and is headquartered in Omaha, Nebraska.

Recent WERN News & Updates

Narrative Update Jul 01

WERN: Tightening Truckload Capacity And Spot Rate Spike Will Limit Future Upside

The analyst price target for Werner Enterprises has shifted from $34.20 to about $39.43, as analysts point to firmer freight demand, tighter truckload capacity, and a more constructive sector outlook as key supports for their updated assumptions. Analyst Commentary Recent research on Werner Enterprises points to a cluster of higher price targets, with most analysts framing their opinions around freight demand, truckload capacity, and how much of the potential earnings recovery is already reflected in the stock.

Recent updates

No updates