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Saia, Inc.NasdaqGS:SAIA Aktierapport

Marknadsvärde US$12.0b
Aktiekurs
US$449.80
US$395.4
13.8% övervärderad intrinsisk rabatt
1Y53.6%
7D11.0%
Portföljens värde
Utsikt

Saia, Inc.

NasdaqGS:SAIA Aktierapport

Börsvärde: US$12.0b

Saia (SAIA) Aktievy

Saia, Inc. är tillsammans med sina dotterbolag verksamt som transportföretag i Nordamerika. Mer information

SAIA fundamental analys
Snöflinga Score
Värdering0/6
Framtida tillväxt1/6
Tidigare resultat2/6
Finansiell hälsa4/6
Utdelningar0/6

SAIA Community Fair Values

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See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Saia, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Saia
Historiska aktiekurser
Aktuell aktiekursUS$449.80
52 veckors högstaUS$460.05
52 veckors lägstaUS$248.37
Beta2.12
1 månads förändring11.93%
3 månaders förändring17.86%
1 års förändring53.56%
3 års förändring62.72%
5 års förändring86.96%
Förändring sedan börsintroduktionen4,946.37%

Senaste nyheter och uppdateringar

Seeking Alpha May 04

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

Summary Saia, Inc. demonstrates resilience in the LTL market, posting Q1 2026 revenue growth and benefiting from market undercapacity. Despite robust liquidity and strong pricing power, SAIA faces margin pressure from inflation and elevated oil prices, with operating margin down to 8.3%. Valuation appears stretched: SAIA trades at 46.35x P/E and is considered fully priced, limiting upside potential and supporting a hold rating. Technical indicators show recent profit-taking and overbought conditions, reinforcing caution and justifying the reiterated hold stance. Read the full article on Seeking Alpha
Analysuppdatering May 03

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.
Analysuppdatering Apr 18

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.

Recent updates

Seeking Alpha May 04

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

Summary Saia, Inc. demonstrates resilience in the LTL market, posting Q1 2026 revenue growth and benefiting from market undercapacity. Despite robust liquidity and strong pricing power, SAIA faces margin pressure from inflation and elevated oil prices, with operating margin down to 8.3%. Valuation appears stretched: SAIA trades at 46.35x P/E and is considered fully priced, limiting upside potential and supporting a hold rating. Technical indicators show recent profit-taking and overbought conditions, reinforcing caution and justifying the reiterated hold stance. Read the full article on Seeking Alpha
Analysuppdatering May 03

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.
Analysuppdatering Apr 18

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.
Analysuppdatering Apr 04

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.
Analysuppdatering Mar 21

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.
Analysuppdatering Mar 06

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.
Analysuppdatering Feb 20

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.
Analysuppdatering Feb 06

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.
Analysuppdatering Jan 23

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.
Analysuppdatering Jan 09

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.
Analysartikel Jan 02

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

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Analysuppdatering Dec 14

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.
Analysuppdatering Nov 29

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.
Analysuppdatering Nov 15

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.
Analysuppdatering Oct 31

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.
Analysartikel Aug 10

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Saia fair value estimate is US$385 Current share price of...
Analysartikel Jul 22

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Jul 07

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

Saia, Inc. ( NASDAQ:SAIA ), is not the largest company out there, but it saw a significant share price rise of 25% in...
Seeking Alpha Apr 23

Saia: Transporting Growth, Fueling Upside, Improving Technical Indicators

Summary Saia, Inc. shows resilience and recovery in Q1 2025, driven by improved demand, prudent pricing, and enhanced service capabilities. Lower oil prices and tempered inflation can positively impact SAIA's cost management, while e-commerce growth and strategic capex may bolster its performance. Despite tariff concerns, SAIA's liquidity remains strong, with a Net Debt/EBITDA of 0.30x and a solid balance sheet supporting future growth. SAIA is underpriced with a potential 16% upside, supported by improving technical indicators and a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 23

Saia: Positioned For Growth Amid Deregulation And Industry Tailwinds

Summary Deregulation under the new administration is expected to reduce costs for trucking companies like Saia, enhancing profitability and operational flexibility. Saia could benefit from lower vehicle acquisition costs and reduced compliance burdens due to the potential rollback of emissions regulations. Increased tariffs on imports may drive higher domestic freight volumes, further boosting Saia’s demand and market share. Saia’s strong execution, disciplined pricing, and favorable industry conditions justify its elevated valuation and position it for long-term growth. Read the full article on Seeking Alpha
Seeking Alpha Feb 04

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

Summary Saia, Inc. specializes in less-than-truckload shipping and has seen a 400% stock increase over five years, but recently slowed down. Record-breaking revenue of $789 million in Q4 2024, driven by network expansion and acquisition of Yellow's terminals, but at high operational expenses. Rising labor, insurance, and operational costs challenge profitability, despite Saia's pricing power and strategic focus on heavier shipments. Maintaining a neutral “Hold” stance due to high valuation multiples and near-term profitability concerns, awaiting clearer signs of operational ratio stabilization. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

Saia: Good Growth Prospects Should Drive Upside

Summary SAIA is poised for growth due to increased geographic penetration, solid pricing, and favorable macro conditions, warranting a buy rating. Recent revenue growth is driven by disciplined pricing, market share gains, and new terminal openings, with a positive outlook for future growth. Margins are expected to improve with the new terminals ramp-up, pricing increases, and good execution. SAIA trades at a discount to Old Dominion Freight Lines despite better growth prospects, making it an attractive investment. Read the full article on Seeking Alpha
User avatar
Ny analys Aug 23

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.
Seeking Alpha Aug 19

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

Summary Saia is among the top 7 companies in the domestic LTL industry. There are no expectations of a quick and multiple increase in share price from SAIA due to the high level of competition. Saia is a quite profitable and solvent business. The current P/E ratio is 26, which means the company's stock is priced fairly according to historical multiplier analysis. Read the full article on Seeking Alpha
Seeking Alpha Jul 20

Saia: Embedded Expectations Clamp Investment Return At Starting Multiples

Summary Saia, Inc. is a leading transportation company specializing in LTL services with strong financial performance and growth in sales and earnings. The company has aggressively reinvested in its business, leading to impressive returns on new capital investments and high operating margins. The market has already reflected the company's growth potential in its valuation, presenting a balanced risk/reward scenario for investors. Read the full article on Seeking Alpha

Aktieägarnas avkastning

SAIAUS TransportationUS Marknad
7D11.0%-0.6%2.2%
1Y53.6%17.3%31.1%

Avkastning vs industri: SAIA översteg US Transportation branschen som gav 17.3 % under det senaste året.

Avkastning vs Marknaden: SAIA översteg US marknaden som gav 31.1 % under det senaste året.

Prisvolatilitet

Is SAIA's price volatile compared to industry and market?
SAIA volatility
SAIA Average Weekly Movement7.7%
Transportation Industry Average Movement6.5%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: SAIA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: SAIA s veckovolatilitet ( 8% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
192414,117Fritz Holzgrefewww.saia.com

Saia, Inc. är tillsammans med sina dotterbolag verksamt som transportföretag i Nordamerika. Företaget tillhandahåller tjänster för mindre än lastbilstransporter för försändelser mellan 100 och 10.000 pund. Företaget erbjuder även andra mervärdestjänster, inklusive förmedlade lastbilstransporter, påskyndade transporter och andra logistiktjänster.

Saia, Inc. Sammanfattning av grunderna

Hur förhåller sig Saia:s resultat och omsättning till dess börsvärde?
SAIA grundläggande statistik
BörsvärdeUS$11.97b
Vinst(TTM)US$255.10m
Intäkter(TTM)US$3.25b
46.9x
P/E-förhållande
3.7x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
SAIA resultaträkning (TTM)
IntäkterUS$3.25b
Kostnad för intäkterUS$2.48b
BruttovinstUS$768.50m
Övriga kostnaderUS$513.41m
IntäkterUS$255.10m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)9.59
Bruttomarginal23.62%
Nettovinstmarginal7.84%
Skuld/egenkapitalförhållande4.3%

Hur har SAIA utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 19:47
Aktiekurs vid dagens slut2026/05/08 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Saia, Inc. bevakas av 31 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Brandon OglenskiBarclays
Eric MorganBarclays
Brandon OglenskiBarclays