Saia, Inc.

NasdaqGS:SAIA Stock Report

Market Cap: US$11.2b

Saia Dividends and Buybacks

Dividend criteria checks 0/6

Saia does not have a record of paying a dividend.

Key information

n/a

Dividend yield

0.05%

Buyback Yield

Total Shareholder Yield0.05%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Saia: I Won't Touch It Unless The Road To Fair Valuation Gets Cleared

May 04

SAIA: Freight Recovery Optimism Will Eventually Clash With Premium Multiple Risk

Saia's updated fair value estimate has moved from $282.48 to $297.25 as analysts factor in slightly higher revenue growth assumptions, a higher future P/E of about 24.3x, and a series of recent price target increases across the Street that highlight growing focus on its physical transportation network assets. Analyst Commentary Street research around Saia has been active, with several firms adjusting price targets and ratings as they react to new operating data and sector views.

SAIA: Freight Recovery Optimism Will Expose Elevated Risk If LTL Volumes Stay Soft

Saia's analyst price target edges higher as the fair value estimate moves from $280.65 to $282.48, with analysts pointing to resilient profit margin assumptions, a slightly lower future P/E, and recent research that highlights the company as a preferred way to gain exposure to physical transportation networks. Analyst Commentary Recent Street research on Saia reflects a mix of optimism around the business model and more cautious views on execution, valuation, and freight cycle timing.

SAIA: Freight Cycle Recovery And Tight Capacity Will Support Future Upside

Saia's analyst fair value estimate has moved higher from $354.95 to $395.40 as analysts incorporate stronger revenue growth assumptions, modestly different margin expectations, and higher target P/E multiples. These changes reflect a series of recent price target increases alongside a mix of upgrades and downgrades across the transport group.

SAIA: Physical Freight Network And Tighter Capacity Will Support Future Margins

Saia's fair value estimate moves from $431 to $500 as analysts lift price targets across the sector, citing Q1 operating trends tracking ahead of expectations, firming freight indicators, and a view that the company's physical transportation network offers resilient, hard to replicate exposure in an AI focused market. Analyst Commentary Recent Street research around Saia centers on higher fair value assessments, with several bullish analysts lifting price targets after company updates that tracked in line with or ahead of their expectations.

SAIA: Freight Recovery Optimism Will Heighten Downside Risk If Trends Stay Sub Seasonal

The analyst fair value estimate for Saia has been trimmed by about $3.55 to $280.65, as analysts balance slightly higher revenue growth and profit margin assumptions with a lower future P/E and a modestly higher discount rate, even as many recent Street price targets have moved higher on improving freight cycle and transportation network themes. Analyst Commentary Street research on Saia has been active, with several firms lifting price targets into the US$400 to US$500 range.

SAIA: Elevated Freight Cycle Expectations Will Increase Execution Risk Over 2026

The updated Analyst Price Target for Saia reflects a higher fair value estimate of $284.20. Analysts point to adjusted assumptions for revenue growth, profit margin and future P/E, along with a mixed but generally higher set of Street price targets across the transport group.

SAIA: Elevated Mid Cycle P/E Multiples Will Pressure Long Term Upside Potential

Our analyst price target for Saia now sits at $354.95, a modest refinement that reflects a blend of higher Street targets from firms lifting views into the $326 to $431 range, along with more cautious voices flagging rich mid cycle P/E multiples and earnings risk if recent volume trends extend beyond the first half of 2026. Analyst Commentary Street research on Saia is split, with several price target increases clustered between roughly $326 and $431, while a group of more cautious voices stresses execution and valuation risks tied to 2026 and 2027 expectations.

SAIA: Cost Controls And Capacity Tightness Will Shape Margins And Volume Risk

Narrative Update on Saia Analysts have lifted their blended fair value estimate for Saia to $354.95 from $326.81. This change reflects higher Street price targets that balance concerns about sub seasonal freight trends and elevated P/E multiples with expectations for tighter trucking capacity, regulation driven attrition, and ongoing network optimization into 2026.

SAIA: Tighter LTL Capacity Into 2026 Will Support Margin Expansion

Narrative Update The analyst price target for Saia has moved from US$405 to US$431, as analysts cite a tighter capacity setup into 2026, improved margin expectations, and recent rating upgrades that offset more cautious views from some peers. Analyst Commentary Recent research on Saia shows a split tape, with some bullish analysts lifting price targets and ratings, while others turn more cautious on near term freight trends and sector valuations.

The Returns At Saia (NASDAQ:SAIA) Aren't Growing

Jan 02
The Returns At Saia (NASDAQ:SAIA) Aren't Growing

SAIA: Cost Controls And Network Optimization Will Support Margins Amid Mixed Volume Trends

Our analyst price target for Saia has edged higher to $326.81 from $320.45 as analysts balance lingering macro and volume headwinds, including softer near term tonnage and mix related margin pressure, against the company's solid cost control, network optimization efforts, and potential for margin expansion beyond pure volume recovery. Analyst Commentary Street research on Saia reflects a mixed but generally constructive backdrop, with recent target changes clustering around a still supportive valuation range despite near term earnings and volume uncertainty.

SAIA: Cost Controls And Margin Execution Will Offset Near-Term Volume Weakness

Analysts have modestly reduced their fair value estimate for Saia by approximately $3. They cite ongoing margin pressures and mixed shipment trends that continue to weigh on forecasts, despite recent cost efficiency improvements.

SAIA: Operational Efficiency Will Drive Margin Expansion Despite Volume Pressures

Saia's analyst price target has decreased moderately, falling from $331.10 to $323.37 per share. Analysts point to industry-wide margin pressure and soft volume trends, which are overshadowing recent quarterly outperformance.

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

Saia's analyst price target has been lowered modestly to $331.10 from $337.25. Analysts cite strong recent results, but also point to concerns over slower volume trends and margin pressures heading into the fourth quarter.

Saia, Inc.'s (NASDAQ:SAIA) Intrinsic Value Is Potentially 36% Above Its Share Price

Aug 10
Saia, Inc.'s (NASDAQ:SAIA) Intrinsic Value Is Potentially 36% Above Its Share Price

Saia (NASDAQ:SAIA) Has A Somewhat Strained Balance Sheet

Jul 22
Saia (NASDAQ:SAIA) Has A Somewhat Strained Balance Sheet

At US$295, Is It Time To Put Saia, Inc. (NASDAQ:SAIA) On Your Watch List?

Jul 07
At US$295, Is It Time To Put Saia, Inc. (NASDAQ:SAIA) On Your Watch List?

Saia: Transporting Growth, Fueling Upside, Improving Technical Indicators

Apr 23

Saia: Positioned For Growth Amid Deregulation And Industry Tailwinds

Feb 23

Saia's Expansion Is Impressive--But Here's Why I'm Not Buying Yet

Feb 04

Saia: Good Growth Prospects Should Drive Upside

Nov 19
User avatar

Terminal Expansions And Tactical Relocations Set To Boost Growth And Profitability

Expanding and strategically relocating terminals like in Laredo, Texas, aims at long-term growth by enhancing operational efficiency and service quality.

Saia, Inc.: Not A Star, But A Fairly Strong Company At A Fair Price

Aug 19

Saia: Embedded Expectations Clamp Investment Return At Starting Multiples

Jul 20

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if SAIA's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if SAIA's dividend payments have been increasing.


Dividend Yield vs Market

Saia Dividend Yield vs Market
How does SAIA dividend yield compare to the market?
SegmentDividend Yield
Company (SAIA)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Transportation)1.7%
Analyst forecast (SAIA) (up to 3 years)0%

Notable Dividend: Unable to evaluate SAIA's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate SAIA's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate SAIA's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as SAIA has not reported any payouts.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/06 22:02
End of Day Share Price 2026/05/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Saia, Inc. is covered by 31 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brandon OglenskiBarclays
Eric MorganBarclays
Brandon OglenskiBarclays