Update shared on08 Oct 2025
Fair value Decreased 3.02%Analysts have lowered their price target for Schneider National from $27.69 to $26.86 per share, citing ongoing challenges such as weaker volume trends and limited pricing power in the transport sector.
Analyst Commentary
Recent research notes reflect a mix of optimism and caution among analysts regarding Schneider National’s valuation and growth prospects. The following summarizes key points drawn from their latest commentary:
Bullish Takeaways
- Some analysts have made modest upward adjustments, signifying confidence in operational stability in spite of industry challenges.
- Gradual capacity exit in the truckload market is seen as a potential long-term positive and could eventually support more favorable pricing dynamics.
- Consensus estimates for 2026 suggest possible mid-single-digit rate increases. This indicates belief in recovery potential if demand conditions improve.
Bearish Takeaways
- Persistent weak volume trends and stagnant pricing in core segments such as truckload and intermodal continue to pressure company performance.
- Multiple downward estimate revisions for upcoming quarters reflect analysts’ caution on near-term execution and growth potential.
- The likelihood of a significant pricing inflection in the truckload market has diminished. This uncertainty casts doubt on the achievability of ambitious consensus growth targets.
- Analysts see downside risk to next year’s financial consensus, suggesting that valuation may need to adjust further if market conditions do not improve.
What's in the News
- Schneider National completed the repurchase of 4,132,388 shares, representing 2.34 percent of shares outstanding, for a total of $103.95 million under its buyback announced on February 1, 2023 (Key Developments).
- No additional shares were repurchased between April 1, 2025 and June 30, 2025. The buyback program tranche for this period ended with zero repurchases (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased from $27.69 to $26.86, marking a modest decline in perceived fair value.
- Discount Rate has risen slightly, from 8.11 percent to 8.24 percent. This reflects a marginal increase in risk or return expectations.
- Revenue Growth expectations have fallen from 6.25 percent to 5.81 percent, indicating a more cautious outlook on future sales expansion.
- Net Profit Margin estimate has edged down from 5.22 percent to 5.11 percent, suggesting slightly lower anticipated profitability.
- Future P/E ratio has increased marginally from 17.86x to 17.98x. This points to a minor shift in market valuation multiples.
Disclaimer
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