SAIA Community Fair Values
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Analyst Price Targets
Saia, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$430.51 |
| 52週高値 | US$494.71 |
| 52週安値 | US$249.32 |
| ベータ | 2.12 |
| 1ヶ月の変化 | -9.18% |
| 3ヶ月変化 | 28.78% |
| 1年変化 | 55.27% |
| 3年間の変化 | 25.73% |
| 5年間の変化 | 104.12% |
| IPOからの変化 | 4,729.96% |
最新ニュース
ナラティブの更新 • Jun 23
SAIA: Freight Capacity Tightening Will Eventually Confront Lofty Earnings Expectations
Analysts have nudged their price expectations for Saia higher, lifting the fair value estimate from about $304 to roughly $308 as they factor in updated price targets and continued support for the less than truckload freight outlook. Analyst Commentary Recent research coverage on Saia has leaned constructive overall, with several large firms, including JPMorgan and Goldman Sachs, lifting price targets as they update less-than-truckload assumptions.分析記事 • 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...
ナラティブの更新 • 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
ナラティブの更新 • Jun 23
SAIA: Freight Capacity Tightening Will Eventually Confront Lofty Earnings Expectations
Analysts have nudged their price expectations for Saia higher, lifting the fair value estimate from about $304 to roughly $308 as they factor in updated price targets and continued support for the less than truckload freight outlook. Analyst Commentary Recent research coverage on Saia has leaned constructive overall, with several large firms, including JPMorgan and Goldman Sachs, lifting price targets as they update less-than-truckload assumptions.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • May 26
SAIA: Freight Capacity Tightening Will Eventually Collide With Elevated Earnings Multiple
Saia's fair value estimate has moved modestly higher to $304.23 from $297.25 as analysts factor in slightly stronger revenue growth and profit margins, along with a somewhat lower assumed future P/E multiple and a higher discount rate following a series of recent price target revisions across the Street. Analyst Commentary Recent Street research on Saia has been active, with several firms adjusting price targets both higher and lower and, in some cases, updating ratings.Seeking Alpha • May 04
Saia: I Won't Touch It Unless The Road To Fair Valuation Gets Cleared
Summary Saia, Inc. demonstrates resilience in the LTL market, posting Q1 2026 revenue growth and benefiting from market undercapacity. Despite robust liquidity and strong pricing power, SAIA faces margin pressure from inflation and elevated oil prices, with operating margin down to 8.3%. Valuation appears stretched: SAIA trades at 46.35x P/E and is considered fully priced, limiting upside potential and supporting a hold rating. Technical indicators show recent profit-taking and overbought conditions, reinforcing caution and justifying the reiterated hold stance. Read the full article on Seeking Alphaナラティブの更新 • May 03
SAIA: Freight Recovery Optimism Will Eventually Clash With Premium Multiple Risk
Saia's updated fair value estimate has moved from $282.48 to $297.25 as analysts factor in slightly higher revenue growth assumptions, a higher future P/E of about 24.3x, and a series of recent price target increases across the Street that highlight growing focus on its physical transportation network assets. Analyst Commentary Street research around Saia has been active, with several firms adjusting price targets and ratings as they react to new operating data and sector views.ナラティブの更新 • Apr 18
SAIA: Freight Recovery Optimism Will Expose Elevated Risk If LTL Volumes Stay Soft
Saia's analyst price target edges higher as the fair value estimate moves from $280.65 to $282.48, with analysts pointing to resilient profit margin assumptions, a slightly lower future P/E, and recent research that highlights the company as a preferred way to gain exposure to physical transportation networks. Analyst Commentary Recent Street research on Saia reflects a mix of optimism around the business model and more cautious views on execution, valuation, and freight cycle timing.ナラティブの更新 • Apr 04
SAIA: Freight Cycle Recovery And Tight Capacity Will Support Future Upside
Saia's analyst fair value estimate has moved higher from $354.95 to $395.40 as analysts incorporate stronger revenue growth assumptions, modestly different margin expectations, and higher target P/E multiples. These changes reflect a series of recent price target increases alongside a mix of upgrades and downgrades across the transport group.
ナラティブの更新 • Mar 21
SAIA: Physical Freight Network And Tighter Capacity Will Support Future Margins
Saia's fair value estimate moves from $431 to $500 as analysts lift price targets across the sector, citing Q1 operating trends tracking ahead of expectations, firming freight indicators, and a view that the company's physical transportation network offers resilient, hard to replicate exposure in an AI focused market. Analyst Commentary Recent Street research around Saia centers on higher fair value assessments, with several bullish analysts lifting price targets after company updates that tracked in line with or ahead of their expectations.ナラティブの更新 • Mar 06
SAIA: Freight Recovery Optimism Will Heighten Downside Risk If Trends Stay Sub Seasonal
The analyst fair value estimate for Saia has been trimmed by about $3.55 to $280.65, as analysts balance slightly higher revenue growth and profit margin assumptions with a lower future P/E and a modestly higher discount rate, even as many recent Street price targets have moved higher on improving freight cycle and transportation network themes. Analyst Commentary Street research on Saia has been active, with several firms lifting price targets into the US$400 to US$500 range.ナラティブの更新 • Feb 20
SAIA: Elevated Freight Cycle Expectations Will Increase Execution Risk Over 2026
The updated Analyst Price Target for Saia reflects a higher fair value estimate of $284.20. Analysts point to adjusted assumptions for revenue growth, profit margin and future P/E, along with a mixed but generally higher set of Street price targets across the transport group.ナラティブの更新 • Feb 06
SAIA: Elevated Mid Cycle P/E Multiples Will Pressure Long Term Upside Potential
Our analyst price target for Saia now sits at $354.95, a modest refinement that reflects a blend of higher Street targets from firms lifting views into the $326 to $431 range, along with more cautious voices flagging rich mid cycle P/E multiples and earnings risk if recent volume trends extend beyond the first half of 2026. Analyst Commentary Street research on Saia is split, with several price target increases clustered between roughly $326 and $431, while a group of more cautious voices stresses execution and valuation risks tied to 2026 and 2027 expectations.ナラティブの更新 • Jan 23
SAIA: Cost Controls And Capacity Tightness Will Shape Margins And Volume Risk
Narrative Update on Saia Analysts have lifted their blended fair value estimate for Saia to $354.95 from $326.81. This change reflects higher Street price targets that balance concerns about sub seasonal freight trends and elevated P/E multiples with expectations for tighter trucking capacity, regulation driven attrition, and ongoing network optimization into 2026.ナラティブの更新 • Jan 09
SAIA: Tighter LTL Capacity Into 2026 Will Support Margin Expansion
Narrative Update The analyst price target for Saia has moved from US$405 to US$431, as analysts cite a tighter capacity setup into 2026, improved margin expectations, and recent rating upgrades that offset more cautious views from some peers. Analyst Commentary Recent research on Saia shows a split tape, with some bullish analysts lifting price targets and ratings, while others turn more cautious on near term freight trends and sector valuations.分析記事 • Jan 02
The Returns At Saia (NASDAQ:SAIA) Aren't Growing
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...ナラティブの更新 • Dec 14
SAIA: Cost Controls And Network Optimization Will Support Margins Amid Mixed Volume Trends
Our analyst price target for Saia has edged higher to $326.81 from $320.45 as analysts balance lingering macro and volume headwinds, including softer near term tonnage and mix related margin pressure, against the company's solid cost control, network optimization efforts, and potential for margin expansion beyond pure volume recovery. Analyst Commentary Street research on Saia reflects a mixed but generally constructive backdrop, with recent target changes clustering around a still supportive valuation range despite near term earnings and volume uncertainty.ナラティブの更新 • Nov 29
SAIA: Cost Controls And Margin Execution Will Offset Near-Term Volume Weakness
Analysts have modestly reduced their fair value estimate for Saia by approximately $3. They cite ongoing margin pressures and mixed shipment trends that continue to weigh on forecasts, despite recent cost efficiency improvements.ナラティブの更新 • Nov 15
SAIA: Operational Efficiency Will Drive Margin Expansion Despite Volume Pressures
Saia's analyst price target has decreased moderately, falling from $331.10 to $323.37 per share. Analysts point to industry-wide margin pressure and soft volume trends, which are overshadowing recent quarterly outperformance.ナラティブの更新 • Oct 31
SAIA: Margin Gains From Cost Controls Will Offset Slower Freight Volumes Ahead
Saia's analyst price target has been lowered modestly to $331.10 from $337.25. Analysts cite strong recent results, but also point to concerns over slower volume trends and margin pressures heading into the fourth quarter.分析記事 • Aug 10
Saia, Inc.'s (NASDAQ:SAIA) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Saia fair value estimate is US$385 Current share price of...分析記事 • Jul 22
Saia (NASDAQ:SAIA) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 07
At US$295, Is It Time To Put Saia, Inc. (NASDAQ:SAIA) On Your Watch List?
Saia, Inc. ( NASDAQ:SAIA ), is not the largest company out there, but it saw a significant share price rise of 25% in...Seeking Alpha • Apr 23
Saia: Transporting Growth, Fueling Upside, Improving Technical Indicators
Summary Saia, Inc. shows resilience and recovery in Q1 2025, driven by improved demand, prudent pricing, and enhanced service capabilities. Lower oil prices and tempered inflation can positively impact SAIA's cost management, while e-commerce growth and strategic capex may bolster its performance. Despite tariff concerns, SAIA's liquidity remains strong, with a Net Debt/EBITDA of 0.30x and a solid balance sheet supporting future growth. SAIA is underpriced with a potential 16% upside, supported by improving technical indicators and a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Saia: Positioned For Growth Amid Deregulation And Industry Tailwinds
Summary Deregulation under the new administration is expected to reduce costs for trucking companies like Saia, enhancing profitability and operational flexibility. Saia could benefit from lower vehicle acquisition costs and reduced compliance burdens due to the potential rollback of emissions regulations. Increased tariffs on imports may drive higher domestic freight volumes, further boosting Saia’s demand and market share. Saia’s strong execution, disciplined pricing, and favorable industry conditions justify its elevated valuation and position it for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Saia's Expansion Is Impressive--But Here's Why I'm Not Buying Yet
Summary Saia, Inc. specializes in less-than-truckload shipping and has seen a 400% stock increase over five years, but recently slowed down. Record-breaking revenue of $789 million in Q4 2024, driven by network expansion and acquisition of Yellow's terminals, but at high operational expenses. Rising labor, insurance, and operational costs challenge profitability, despite Saia's pricing power and strategic focus on heavier shipments. Maintaining a neutral “Hold” stance due to high valuation multiples and near-term profitability concerns, awaiting clearer signs of operational ratio stabilization. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
Saia: Good Growth Prospects Should Drive Upside
Summary SAIA is poised for growth due to increased geographic penetration, solid pricing, and favorable macro conditions, warranting a buy rating. Recent revenue growth is driven by disciplined pricing, market share gains, and new terminal openings, with a positive outlook for future growth. Margins are expected to improve with the new terminals ramp-up, pricing increases, and good execution. SAIA trades at a discount to Old Dominion Freight Lines despite better growth prospects, making it an attractive investment. Read the full article on Seeking Alpha
新しいナラティブ • Aug 23
Terminal Expansions And Tactical Relocations Set To Boost Growth And Profitability
Expanding and strategically relocating terminals like in Laredo, Texas, aims at long-term growth by enhancing operational efficiency and service quality.Seeking Alpha • Aug 19
Saia, Inc.: Not A Star, But A Fairly Strong Company At A Fair Price
Summary Saia is among the top 7 companies in the domestic LTL industry. There are no expectations of a quick and multiple increase in share price from SAIA due to the high level of competition. Saia is a quite profitable and solvent business. The current P/E ratio is 26, which means the company's stock is priced fairly according to historical multiplier analysis. Read the full article on Seeking Alpha株主還元
| SAIA | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | -1.1% | 3.6% | -2.6% |
| 1Y | 55.3% | 11.9% | 20.0% |
業界別リターン: SAIA過去 1 年間で11.9 % の収益を上げたUS Transportation業界を上回りました。
リターン対市場: SAIA過去 1 年間で20 % の収益を上げたUS市場を上回りました。
価格変動
| SAIA volatility | |
|---|---|
| SAIA Average Weekly Movement | 6.7% |
| Transportation Industry Average Movement | 6.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SAIA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SAIAの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1924 | 14,117 | Fritz Holzgrefe | www.saia.com |
サイア・インクは、その子会社とともに北米で運送業を営んでいる。同社は、100～10,000ポンドの貨物を対象としたトラック積載量以下のサービスを提供している。また、ブローカー・トラックロード、迅速輸送、その他のロジスティクス・サービスなどの付加価値サービスも提供している。2025年12月31日現在、同社は213の自社およびリースターミナルを運営し、約7,700台のトラクターと26,500台のトレーラーを所有している。同社は以前はSCSトランスポーテーション, Inc.として知られていたが、2002年7月に社名をサイア, Inc.に変更した。は1924 年に設立され、ジョージア州ジョンズ・クリークに本社を置く。
Saia, Inc. 基礎のまとめ
| SAIA 基礎統計学 | |
|---|---|
| 時価総額 | US$11.54b |
| 収益（TTM） | US$255.10m |
| 売上高(TTM) | US$3.25b |
44.9x
PER（株価収益率3.5x
P/SレシオSAIA は割高か？
公正価値と評価分析を参照収益と収入
| SAIA 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.25b |
| 売上原価 | US$2.48b |
| 売上総利益 | US$768.50m |
| その他の費用 | US$513.41m |
| 収益 | US$255.10m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.59 |
| グロス・マージン | 23.62% |
| 純利益率 | 7.84% |
| 有利子負債／自己資本比率 | 4.3% |
SAIA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/26 06:13 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Saia, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Eric Morgan | Barclays |
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |