SAIA Share Price Performance
US$404.16
6.25 (1.57%)
13.9% overvalued intrinsic discount
US$354.95
Fair Value
Price US$404.16
AnalystConsensusTarget US$354.95
AnalystHighTarget US$431.00
AnalystLowTarget US$284.20
Fair ValueUS$354.95
Share Pricen/a
Saia, Inc. Stock Price
- 3 Narratives written by author
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- 9 Fair Values set on narratives written by author
SAIA Community Narratives
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Fair Value US$354.95 13.9% overvalued intrinsic discount
SAIA: Margin Gains From Cost Controls Will Offset Slower Freight Volumes Ahead
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Fair Value US$431 6.2% undervalued intrinsic discount
E-commerce, Digitalization And Urbanization Will Drive Robust LTL Demand
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Fair Value US$284.2 42.2% overvalued intrinsic discount
E-commerce Automation And Rising Regulations Will Crimp Freight Capacity
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E-commerce Automation And Rising Regulations Will Crimp Freight Capacity
Key Takeaways Shifting e-commerce trends, labor challenges, and regulatory pressures threaten Saia's growth, profitability, and network utilization by increasing costs and curbing core volume. Capital-intensive upgrades and rapid industry technology changes put Saia's traditional model and long-term competitiveness at significant risk.Read more
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AN
US$284.2
42.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
6.22% p.a.
Profit Margin
10.39%
Future PE
23.97x
Price in 2029
US$353.32
SAIA: Margin Gains From Cost Controls Will Offset Slower Freight Volumes Ahead
Key Takeaways Expanding terminal network and logistics technology investments are delivering cost efficiencies, margin gains, and position Saia for continued revenue growth. Strong service reliability, flexible operations, and favorable industry conditions support market share gains, recurring contracts, and future pricing power.Read more
109
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US$354.95
13.9% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.96% p.a.
Profit Margin
11.12%
Future PE
27.15x
Price in 2029
US$436.41
E-commerce, Digitalization And Urbanization Will Drive Robust LTL Demand
Key Takeaways Saia's technology-driven network expansion, automation, and service excellence are rapidly enhancing margins and positioning it for superior pricing power and outsized profit growth. Strategic investments and nationwide coverage create a durable cost advantage, enabling Saia to consolidate market share as industry forces shift toward large, asset-based carriers.Read more
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US$431
6.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.55% p.a.
Profit Margin
12.57%
Future PE
27.88x
Price in 2029
US$529.87
Trending Discussion
Recently Updated Narratives
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SAIA: Elevated Freight Cycle Expectations Will Increase Execution Risk Over 2026
Fair Value: US$284.2 42.2% overvalued intrinsic discount
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SAIA: Elevated Mid Cycle P/E Multiples Will Pressure Long Term Upside Potential
Fair Value: US$354.95 13.9% overvalued intrinsic discount
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SAIA: Tighter LTL Capacity Into 2026 Will Support Margin Expansion
Fair Value: US$431 6.2% undervalued intrinsic discount
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Snowflake Analysis
Saia, Inc. Key Details
About SAIA
- Founded
- 1924
- Employees
- 14117
- CEO
- WebsiteView website
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.
