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Saia, Inc. Stock Price

NasdaqGS:SAIA Community·US$9.3b 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$347.63
54.54 (18.61%)
US$464.86
Fair Value
US$347.63
54.54 (18.61%)
25.2% undervalued intrinsic discount
US$464.86
Fair Value
Price US$347.63
AnalystConsensusTarget US$464.86
AnalystLowTarget US$308.01
AnalystHighTarget US$550.00

SAIA Community Narratives

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Fair Value US$464.86 25.2% undervalued intrinsic discount

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

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Fair Value US$308.01 12.9% overvalued intrinsic discount

E-commerce Automation And Rising Regulations Will Crimp Freight Capacity

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Fair Value US$550 36.8% undervalued intrinsic discount

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

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US$464.86
25.2% undervalued intrinsic discount
Revenue
9.32% p.a.
Profit Margin
10.76%
Future PE
33.34x
Price in 2029
US$570.93
US$550
36.8% undervalued intrinsic discount
Revenue
11.09% p.a.
Profit Margin
11.15%
Future PE
36.28x
Price in 2029
US$675.29
US$308.01
12.9% overvalued intrinsic discount
Revenue
8.25% p.a.
Profit Margin
10.31%
Future PE
23.76x
Price in 2029
US$378.24

Trending Discussion

No trending discussion available.

Updated Narratives

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SAIA: Tight Capacity And Pricing Power Will Shape Early Cycle Freight Upside

Fair Value: US$464.86 25.2% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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SAIA: Freight Upcycle And Network Investments Will Support Future Margins

Fair Value: US$550 36.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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SAIA: Freight Capacity Tightening Will Eventually Confront Lofty Earnings Expectations

Fair Value: US$308.01 12.9% overvalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet and fair value.

0 Risks
3 Rewards

Saia, Inc. Key Details

US$3.4b

Revenue

US$2.6b

Cost of Revenue

US$800.1m

Gross Profit

US$522.1m

Other Expenses

US$278.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
10.45
23.59%
8.19%
3.7%
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

Seeking Alpha Jul 23

Saia: Network Expansion Winds Down And Shareholder Rewards Come Into Focus

Summary Saia transitions from heavy capital expansion to harvesting, positioning for increased free cash flow and potential capital returns. With capex forecasted at $350–$400 million for 2026, even modest reductions directly and significantly boost FCF, enabling buybacks or dividends. SAIA’s valuation appears rich, but industry peers are similarly priced; a conservative price target of $446.34 implies 4.7% upside. I maintain a Buy rating on SAIA, citing maturing network investments, robust FCF outlook, and likely shareholder rewards. Read the full article on Seeking Alpha

Recent updates

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