ARCB Share Price Performance
US$65.63
-45.58 (-40.99%)
19.4% undervalued intrinsic discount
US$81.42
Fair Value
Price US$65.63
AnalystConsensusTarget US$81.42
AnalystHighTarget US$130.00
AnalystLowTarget US$72.00
Fair ValueUS$81.42
Share Pricen/a
ArcBest Corporation Stock Price
- 3 Narratives written by author
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- 4 Fair Values set on narratives written by author
ARCB Community Narratives
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Fair Value US$81.42 19.5% undervalued intrinsic discount
Sales And AI Investments Will Reshape Freight Operations Amid Challenges
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Fair Value US$119.8 45.3% undervalued intrinsic discount
E-commerce And Automation Will Reshape Logistics Networks
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Fair Value US$72 8.9% undervalued intrinsic discount
Automation, Regulation And Reshoring Will Dismantle Freight Dominance
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Sales And AI Investments Will Reshape Freight Operations Amid Challenges
Key Takeaways Investments in technology, digital pricing, and asset-light solutions are driving operational efficiency, higher margins, and positioning ArcBest for future revenue growth. Focus on tailored services, workforce training, and analytics strengthens customer retention and competitiveness as supply chain complexity and e-commerce demand rise.Read more
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US$81.42
19.5% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
3.41% p.a.
Profit Margin
3.31%
Future PE
14.11x
Price in 2028
US$100.79
E-commerce And Automation Will Reshape Logistics Networks
Key Takeaways ArcBest's proprietary AI-driven automation and digital ecosystem enables structural cost reduction, stronger margins, and significant outperformance versus legacy logistics providers adapting slowly to industry changes. The company's focus on scalable tech, sticky SMB accounts, and capital investments underpins profitable growth, market share gains, and enhanced pricing power amid industry and e-commerce expansion.Read more
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US$119.8
45.3% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
5.06% p.a.
Profit Margin
3.55%
Future PE
18.35x
Price in 2028
US$147.22
Automation, Regulation And Reshoring Will Dismantle Freight Dominance
Key Takeaways Automation and new logistics technologies threaten ArcBest's traditional business model by enabling customers to bypass third-party providers and intensifying industry competition. Rising regulatory, labor, and modernization costs combined with shifting manufacturing patterns may suppress profitability, margin expansion, and long-term growth prospects.Read more
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US$72
8.9% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
3.68% p.a.
Profit Margin
3.14%
Future PE
13x
Price in 2028
US$88.48
Trending Discussion
Recently Updated Narratives
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ARCB: Free Cash Flow Strength Will Unlock Multiyear Upside In Freight Upturn
Fair Value: US$81.42 19.5% undervalued intrinsic discount
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E-commerce And Automation Will Reshape Logistics Networks
Fair Value: US$119.8 45.3% undervalued intrinsic discount
0 followersusers have followed this narrative
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Automation, Regulation And Reshoring Will Dismantle Freight Dominance
Fair Value: US$72 8.9% undervalued intrinsic discount
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Snowflake Analysis
ArcBest Corporation Key Details
About ARCB
- Founded
- 1923
- Employees
- 14000
- CEO
- WebsiteView website
ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in two segments, Asset-Based and Asset-Light. The Asset-Based segment provides less-than-truckload (LTL) services that transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, non-bulk petroleum products, rubber, plastics, metal and metal products, wood, glass, automotive parts, machinery, and miscellaneous manufactured products. This segment also offers motor carrier freight transportation services to customers in Mexico through arrangements with trucking companies. The Asset-Light segment provides ground expedite services; third-party transportation brokerage services by sourcing various capacity solutions, including dry van over-the-road, temperature-controlled and refrigerated, flatbed, intermodal or container shipping, and specialized equipment; less-than-container and full container load ocean transportation services; warehousing and distribution services; managed transportation services; and moving services to ‘do-it-yourself’ consumer, as well as final mile, time critical, product launch, retail logistics, supply chain optimization, brokered LTL, and trade show shipping services. This segment also offers premium logistics services, such as deployment of specialized equipment to meet linehaul requirements; and international freight transportation with air, ocean, and ground services. The company was formerly known as Arkansas Best Corporation and changed its name to ArcBest Corporation in May 2014. ArcBest Corporation was founded in 1923 and is headquartered in Fort Smith, Arkansas.
