Saia (SAIA) Hisse Özeti
Saia, Inc. iştirakleriyle birlikte Kuzey Amerika'da bir taşımacılık şirketi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
SAIA risk kontrollerimizi geçti.
SAIA Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Saia, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$364.21 |
| 52 Haftanın En Yüksek Seviyesi | US$494.71 |
| 52 Haftanın En Düşük Seviyesi | US$249.32 |
| Beta | 2.14 |
| 1 Aylık Değişim | -13.45% |
| 3 Aylık Değişim | -16.27% |
| 1 Yıllık Değişim | 29.39% |
| 3 Yıllık Değişim | -14.52% |
| 5 Yıllık Değişim | 47.53% |
| Halka arzdan bu yana değişim | 3,986.13% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Seeking Alpha • Jul 23
Saia: Network Expansion Winds Down And Shareholder Rewards Come Into Focus
Summary Saia transitions from heavy capital expansion to harvesting, positioning for increased free cash flow and potential capital returns. With capex forecasted at $350–$400 million for 2026, even modest reductions directly and significantly boost FCF, enabling buybacks or dividends. SAIA’s valuation appears rich, but industry peers are similarly priced; a conservative price target of $446.34 implies 4.7% upside. I maintain a Buy rating on SAIA, citing maturing network investments, robust FCF outlook, and likely shareholder rewards. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 22
SAIA: Tight Capacity And Pricing Power Will Shape Early Cycle Freight Upside
Saia's updated analyst price target edges higher from $452.55 to about $464.86, reflecting analysts' use of stronger freight and trucking cycle signals to support slightly higher revenue growth, a modestly richer future P/E multiple, and a similar profit margin profile. Analyst Commentary Recent Street research on Saia has been active, with a series of target changes and rating updates that give you a clearer sense of how professionals are thinking about the stock's valuation, growth potential, and execution risk.
Anlatı Güncellemesi • Jul 07
SAIA: Freight Upcycle And Network Investments Will Support Future Margins
Saia's updated analyst price target has moved from $500 to $550. This reflects analysts' use of higher revenue growth assumptions, a slightly higher discount rate, a modestly lower profit margin outlook, and a higher future P/E multiple informed by a series of recent target increases across the freight and less than truckload peer group.Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jul 23
Saia: Network Expansion Winds Down And Shareholder Rewards Come Into Focus
Summary Saia transitions from heavy capital expansion to harvesting, positioning for increased free cash flow and potential capital returns. With capex forecasted at $350–$400 million for 2026, even modest reductions directly and significantly boost FCF, enabling buybacks or dividends. SAIA’s valuation appears rich, but industry peers are similarly priced; a conservative price target of $446.34 implies 4.7% upside. I maintain a Buy rating on SAIA, citing maturing network investments, robust FCF outlook, and likely shareholder rewards. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 22
SAIA: Tight Capacity And Pricing Power Will Shape Early Cycle Freight Upside
Saia's updated analyst price target edges higher from $452.55 to about $464.86, reflecting analysts' use of stronger freight and trucking cycle signals to support slightly higher revenue growth, a modestly richer future P/E multiple, and a similar profit margin profile. Analyst Commentary Recent Street research on Saia has been active, with a series of target changes and rating updates that give you a clearer sense of how professionals are thinking about the stock's valuation, growth potential, and execution risk.Anlatı Güncellemesi • Jul 07
SAIA: Freight Upcycle And Network Investments Will Support Future Margins
Saia's updated analyst price target has moved from $500 to $550. This reflects analysts' use of higher revenue growth assumptions, a slightly higher discount rate, a modestly lower profit margin outlook, and a higher future P/E multiple informed by a series of recent target increases across the freight and less than truckload peer group.
Anlatı Güncellemesi • Jun 23
SAIA: Freight Capacity Tightening Will Eventually Confront Lofty Earnings Expectations
Analysts have nudged their price expectations for Saia higher, lifting the fair value estimate from about $304 to roughly $308 as they factor in updated price targets and continued support for the less than truckload freight outlook. Analyst Commentary Recent research coverage on Saia has leaned constructive overall, with several large firms, including JPMorgan and Goldman Sachs, lifting price targets as they update less-than-truckload assumptions.Analiz Makalesi • Jun 18
Saia (SAIA) Stock Could Be 5.9% Undervalued as Network Expansion Narrative Builds
Recent trading in Saia (SAIA) has drawn attention, with the stock down about 7% over the past week and month, yet showing a gain of roughly 33% over the past 3 months. See our latest analysis for Saia. At a share price of $425.86, Saia’s recent pullback, with the 1-day share price return down 6.82% and 30-day share price return down 7.08%, contrasts with a 90-day share price return of 32.60% and a 1-year total shareholder return of 63.49%. This suggests longer term momentum while short term...Anlatı Güncellemesi • Jun 09
SAIA: Tightening Truck Capacity And Q2 Freight Trends Support Balanced Outlook
Analysts have raised the fair value estimate for Saia to $452.55 from $395.40, citing higher modeled revenue growth, a slightly higher discount rate, and a richer future P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Street research on Saia has been active, with a cluster of recent price target changes tied to updated models, mid quarter data points, and views on the less than truckload cycle.Anlatı Güncellemesi • May 26
SAIA: Freight Capacity Tightening Will Eventually Collide With Elevated Earnings Multiple
Saia's fair value estimate has moved modestly higher to $304.23 from $297.25 as analysts factor in slightly stronger revenue growth and profit margins, along with a somewhat lower assumed future P/E multiple and a higher discount rate following a series of recent price target revisions across the Street. Analyst Commentary Recent Street research on Saia has been active, with several firms adjusting price targets both higher and lower and, in some cases, updating ratings.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| SAIA | US Transportation | US Pazar | |
|---|---|---|---|
| 7D | 1.1% | 1.9% | 2.7% |
| 1Y | 29.4% | 15.7% | 20.9% |
Getiri vs. Endüstri: SAIA geçen yıl % 15.7 oranında getiri sağlayan US Transportation sektörünü aştı.
Getiri vs Piyasa: SAIA geçen yıl % 20.9 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| SAIA volatility | |
|---|---|
| SAIA Average Weekly Movement | 6.2% |
| Transportation Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: SAIA son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: SAIA 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1924 | 14,117 | Fritz Holzgrefe | www.saia.com |
Saia, Inc. iştirakleri ile birlikte Kuzey Amerika'da bir taşımacılık şirketi olarak faaliyet göstermektedir. Şirket, 100 ila 10.000 pound arasındaki gönderiler için kamyon yükünden daha az hizmetler sunmaktadır. Ayrıca, aracılı kamyon yükü, hızlandırılmış taşımacılık ve diğer lojistik hizmetleri dahil olmak üzere diğer katma değerli hizmetler de sunmaktadır.
Saia, Inc. Temel Bilgiler Özeti
| SAIA temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$9.69b |
| Kazançlar(TTM) | US$277.96m |
| Gelir(TTM) | US$3.39b |
34.9x
F/K Oranı2.9x
P/S OranıSAIA aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| SAIA gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.39b |
| Gelir Maliyeti | US$2.59b |
| Brüt Kâr | US$800.08m |
| Diğer Giderler | US$522.12m |
| Kazançlar | US$277.96m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 10.45 |
| Brüt Marj | 23.59% |
| Net Kâr Marjı | 8.19% |
| Borç/Özkaynak Oranı | 3.7% |
SAIA uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/10 09:20 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Saia, Inc. 28 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Eric Morgan | Barclays |
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |