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Saia, Inc. Stock Price

NasdaqGS:SAIA Community·US$9.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

SAIA Share Price Performance

US$349.83
47.04 (15.54%)
US$510.00
Fair Value
US$349.83
47.04 (15.54%)
31.4% undervalued intrinsic discount
US$510.00
Fair Value
Price US$349.83
AnalystHighTarget US$510.00
AnalystConsensusTarget US$438.19
AnalystLowTarget US$308.01

SAIA Community Narratives

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Fair Value US$510 31.4% undervalued intrinsic discount

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

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Fair Value US$438.19 20.2% undervalued intrinsic discount

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

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·
Fair Value US$308.01 13.6% overvalued intrinsic discount

E-commerce Automation And Rising Regulations Will Crimp Freight Capacity

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US$510
31.4% undervalued intrinsic discount
Revenue
10.37% p.a.
Profit Margin
10.58%
Future PE
34.82x
Price in 2029
US$629.27
US$438.19
20.2% undervalued intrinsic discount
Revenue
8.37% p.a.
Profit Margin
10.83%
Future PE
30.77x
Price in 2029
US$538.15
US$308.01
13.6% 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: Network Expansion And Freight Upcycle Will Support Future Margins

Fair Value: US$510 31.4% undervalued intrinsic discount
1 users have set this as their fair value
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SAIA: Network Expansion And Tight Capacity Will Drive Early Cycle Freight Upside

Fair Value: US$438.19 20.2% 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 Capacity Tightening Will Eventually Confront Lofty Earnings Expectations

Fair Value: US$308.01 13.6% overvalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet and slightly overvalued.

0 Risks
2 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

Narrative Update Aug 19

SAIA: Network Expansion And Freight Upcycle Will Support Future Margins

For Saia, the analyst price target has been trimmed from an implied fair value of $550 to $510 as analysts factor in softer near term revenue growth, a slightly higher discount rate, modestly lower margin expectations and reduced future P/E assumptions following recent Q2 results and Q3 guidance. Analyst Commentary Recent Street research on Saia points to a more mixed backdrop, but there is still a clear group of bullish analysts who see upside potential despite the reset in expectations after Q2 results and Q3 guidance.
Narrative Update Aug 05

SAIA: Network Expansion And Tight Capacity Will Drive Early Cycle Freight Upside

Saia's updated analyst price target has been reduced by about $27 to roughly $438, as analysts factor in softer Q3 guidance, slightly lower revenue growth assumptions, and a tighter future P/E multiple, while still expressing support for the company's long term earnings potential. Analyst Commentary Recent research on Saia shows a clear split between bullish and bearish analysts, even as most firms trim their price targets in response to the softer Q3 outlook and updated earnings assumptions.

Recent updates

No updates