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Saia, Inc. Stock Price

NasdaqGS:SAIA Community·US$11.5b 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$430.51
156.52 (57.13%)
US$452.55
Fair Value
US$430.51
156.52 (57.13%)
4.9% undervalued intrinsic discount
US$452.55
Fair Value
Price US$430.51
AnalystConsensusTarget US$452.55
AnalystLowTarget US$308.01
AnalystHighTarget US$500.00

SAIA Community Narratives

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Fair Value US$452.55 4.9% undervalued intrinsic discount

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

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Fair Value US$308.01 39.8% overvalued intrinsic discount

E-commerce Automation And Rising Regulations Will Crimp Freight Capacity

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Fair Value US$500 13.9% undervalued intrinsic discount

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

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US$452.55
4.9% undervalued intrinsic discount
Revenue
8.68% p.a.
Profit Margin
10.76%
Future PE
33.05x
Price in 2029
US$555.93

Trending Discussion

Updated Narratives

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SAIA: Freight Capacity Tightening Will Eventually Confront Lofty Earnings Expectations

Fair Value: US$308.01 39.8% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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SAIA: Tightening Truck Capacity And Q2 Freight Trends Support Balanced Outlook

Fair Value: US$452.55 4.9% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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SAIA: Physical Freight Network And Tighter Capacity Will Support Future Margins

Fair Value: US$500 13.9% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet with questionable track record.

0 Risks
1 Reward

Saia, Inc. Key Details

US$3.3b

Revenue

US$2.5b

Cost of Revenue

US$768.5m

Gross Profit

US$513.4m

Other Expenses

US$255.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
9.59
23.62%
7.84%
4.3%
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

Narrative Update 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.

Recent updates

No updates