BMO Upgrades Saia, Shares Gain 3%

• Barclays analyst Brandon Oglenski sets a new price target for NASDAQ:SAIA at $350, indicating a potential 4.91% increase.
• Saia's recent quarterly earnings report surpasses analyst expectations with earnings of $2.67 per share.
• The stock's volatility is highlighted by its trading range, with a significant peak and low over the past year.

Saia, Inc. (NASDAQ:SAIA) is a prominent player in the transportation and logistics industry, specializing in less-than-truckload (LTL) services. The company operates a vast network across the United States, providing efficient freight transportation solutions. Saia competes with other major LTL carriers like Old Dominion Freight Line and XPO Logistics, striving to maintain its market position through strategic growth and operational efficiency.

On July 28, 2025, Brandon Oglenski from Barclays set a new price target for SAIA at $350. At the time, the stock was trading at $333.61, indicating a potential 4.91% increase. This target reflects confidence in Saia's market performance and future prospects, despite recent fluctuations in its stock price. The stock has seen a notable increase of 6.99%, or $21.82, showcasing investor interest.

Saia's recent quarterly earnings report reveals earnings of $2.67 per share, surpassing the Zacks Consensus Estimate of $2.39 per share. However, this is a decline from the $3.83 per share reported in the same quarter last year. Despite this decrease, the company's ability to exceed analyst expectations demonstrates resilience in a competitive market.

The stock's trading range on the day of the announcement fluctuated between $312.89 and $355, highlighting its volatility. Over the past year, SAIA's stock has experienced significant highs and lows, with a peak of $624.55 and a low of $229.12. This volatility is a key consideration for investors assessing the stock's potential.

Saia's market capitalization is approximately $8.89 billion, with a trading volume of 2,068,697 shares. This substantial market cap underscores the company's significant presence in the transportation sector. As Saia continues to navigate market challenges, its performance and strategic decisions will be closely watched by investors and analysts alike.

• The consensus price target for Saia, Inc. (NASDAQ:SAIA) has been adjusted to $315, reflecting a stable short-term outlook despite recent earnings challenges.
• Q1 2025 earnings per share fell short at $1.86, below the Zacks Consensus Estimate of $2.77, indicating potential areas for improvement.
• Despite a decrease in the consensus price target from $389 a year ago to $315, long-term growth prospects remain positive, supported by strategic initiatives and a solid market position.

Saia, Inc. (NASDAQ:SAIA) stands as a pivotal entity in the North American transportation sector, specializing in less-than-truckload (LTL) services. With its roots stretching back to 1924, Saia boasts a comprehensive network of 176 facilities and operates an extensive fleet comprising 5,600 tractors and 19,300 trailers. The company diversifies its offerings with non-asset truckload and logistics services, establishing itself as a versatile transportation solution provider.

The consensus price target for Saia has consistently been pegged at $315 over the recent month, showcasing a stable short-term outlook from analysts. Nevertheless, Susquehanna has projected a slightly more conservative price target of $280, taking into account the company's recent earnings setbacks. Specifically, Saia's Q1 2025 earnings underperformed, with earnings per share recorded at $1.86, falling below the Zacks Consensus Estimate of $2.77.

Over the preceding quarter, the consensus price target experienced an uplift from $295.33 to $315, indicating a positive shift in sentiment. Despite facing negative EPS revisions and momentum warnings, analysts remain optimistic about a significant earnings recovery in 2026. This optimism is grounded in expectations of enhanced scale and productivity for the company, as detailed by Seeking Alpha.

Reflecting on broader industry dynamics and Saia's recent financial outcomes, the consensus price target has seen a reduction from $389 a year ago to the current $315. Insights from the company's Q1 2025 earnings conference call, which saw participation from leading financial institutions, shed light on its strategic direction amidst prevailing market volatility. Benzinga highlights Saia's robust financial standing and terminal expansion endeavors as key factors underpinning its appeal to long-term investors.

While Saia's stock price trajectory mirrors overarching industry trends, its solid fundamentals and growth prospects continue to attract attention. The transportation sector's current hurdles, including fluctuating fuel prices and economic conditions, pose challenges to Saia's operational performance. However, Susquehanna's price target of $280 underscores a vote of confidence in Saia's future growth trajectory, buoyed by strategic initiatives and a strong market presence.

• Saia, Inc. (NASDAQ:SAIA) reported a revenue of $787.58 million in the first quarter of 2025, missing the Zacks Consensus Estimate.
• The company's earnings per share (EPS) significantly dropped to $1.86 from $3.38 in the same quarter last year, missing consensus estimates.
• Despite recent financial setbacks, Saia has a history of exceeding revenue estimates in three of the last four quarters, indicating potential for future improvement.

Saia, Inc. (NASDAQ:SAIA) is a prominent player in the transportation and logistics sector, specifically within the trucking industry. The company provides less-than-truckload (LTL) services across the United States. Saia competes with other major players like XPO Logistics and Old Dominion Freight Line. Recently, BMO Capital downgraded Saia's stock from "Outperform" to "Market Perform," indicating potential challenges ahead.

In the first quarter of 2025, Saia reported a revenue of $787.58 million, marking a 4.3% increase from the previous year. However, this figure fell short of the Zacks Consensus Estimate of $810.08 million, resulting in a revenue surprise of -2.78%. This shortfall may have contributed to BMO Capital's decision to downgrade the stock, as highlighted by TheFly.

Saia's earnings per share (EPS) for the quarter were $1.86, a significant drop from $3.38 in the same quarter last year. This EPS also missed the consensus estimate of $2.77, leading to a negative surprise of -32.85%. Such a substantial decline in EPS could be a factor in BMO Capital's assessment of the company's challenges.

Despite the recent earnings miss, Saia has shown resilience in previous quarters. In the last quarter, the company exceeded expectations with an EPS of $2.84 against an anticipated $2.79, marking a positive surprise of 1.79%. Over the past four quarters, Saia has surpassed consensus EPS estimates once, indicating some volatility in its financial performance.

While Saia's recent revenue and earnings figures fell short of expectations, the company has a history of exceeding revenue estimates in three of the last four quarters. This track record suggests that Saia has the potential to overcome its current challenges and improve its financial performance in the future.

• Saia, Inc. (NASDAQ:SAIA) reported a revenue of $787.58 million in the first quarter of 2025, missing the Zacks Consensus Estimate.
• The company's earnings per share (EPS) significantly dropped to $1.86 from $3.38 in the same quarter last year, missing consensus estimates.
• Despite recent financial setbacks, Saia has a history of exceeding revenue estimates in three of the last four quarters, indicating potential for future improvement.

Saia, Inc. (NASDAQ:SAIA) is a prominent player in the transportation and logistics sector, specifically within the trucking industry. The company provides less-than-truckload (LTL) services across the United States. Saia competes with other major players like XPO Logistics and Old Dominion Freight Line. Recently, BMO Capital downgraded Saia's stock from "Outperform" to "Market Perform," indicating potential challenges ahead.

In the first quarter of 2025, Saia reported a revenue of $787.58 million, marking a 4.3% increase from the previous year. However, this figure fell short of the Zacks Consensus Estimate of $810.08 million, resulting in a revenue surprise of -2.78%. This shortfall may have contributed to BMO Capital's decision to downgrade the stock, as highlighted by TheFly.

Saia's earnings per share (EPS) for the quarter were $1.86, a significant drop from $3.38 in the same quarter last year. This EPS also missed the consensus estimate of $2.77, leading to a negative surprise of -32.85%. Such a substantial decline in EPS could be a factor in BMO Capital's assessment of the company's challenges.

Despite the recent earnings miss, Saia has shown resilience in previous quarters. In the last quarter, the company exceeded expectations with an EPS of $2.84 against an anticipated $2.79, marking a positive surprise of 1.79%. Over the past four quarters, Saia has surpassed consensus EPS estimates once, indicating some volatility in its financial performance.

While Saia's recent revenue and earnings figures fell short of expectations, the company has a history of exceeding revenue estimates in three of the last four quarters. This track record suggests that Saia has the potential to overcome its current challenges and improve its financial performance in the future.

• Saia, Inc. (NASDAQ:SAIA) maintains a stable consensus price target of $455, despite a decrease from the previous year's target of $497.91.
• Susquehanna sets a lower price target of $280 for Saia, reflecting cautious expectations due to recent financial results and market conditions.
• BMO Capital upgrades Saia to an Outperform rating with a price target of $455, viewing the stock's recent decline as a buying opportunity.

Saia, Inc. (NASDAQ:SAIA) is a key player in the transportation industry, offering less-than-truckload services across North America. With 176 facilities and a substantial fleet, Saia is well-positioned in the logistics sector. The company competes with other transportation giants, focusing on efficient logistics and value-added services to maintain its market presence.

The current consensus price target for Saia is $455, unchanged over the past month and quarter. This stability suggests that analysts have a consistent outlook on Saia's near-term performance. However, the price target has decreased from $497.91 a year ago, indicating a more cautious stance, possibly due to market conditions or company performance.

Despite the stable consensus target, Susquehanna has set a lower price target of $280 for Saia. This reflects their expectations based on recent financial results and market conditions. Saia's stock has decreased by 45% over the past year, including a 29% decline year-to-date, as highlighted by BMO Capital. This downturn is attributed to macroeconomic uncertainties and changes in U.S. trade policy.

Saia's recent financial performance shows mixed results. The company reported diluted earnings per share of $2.84 for Q4 2024, surpassing the Zacks Consensus Estimate of $2.79 but down from $3.33 the previous year. Despite this decline, Saia's full-year earnings per share increased to $13.51 from $13.26 in 2023, indicating overall growth.

BMO Capital has upgraded Saia to an Outperform rating, maintaining a price target of $455. They view the recent stock decline as a buying opportunity, considering Saia a quality franchise in the less-than-truckload sector. Saia's strategic focus on heavier shipments and pricing power is notable, but rising operational costs remain a challenge.

• Saia, Inc. (NASDAQ:SAIA) maintains a stable consensus price target of $455, despite a decrease from the previous year's target of $497.91.
• Susquehanna sets a lower price target of $280 for Saia, reflecting cautious expectations due to recent financial results and market conditions.
• BMO Capital upgrades Saia to an Outperform rating with a price target of $455, viewing the stock's recent decline as a buying opportunity.

Saia, Inc. (NASDAQ:SAIA) is a key player in the transportation industry, offering less-than-truckload services across North America. With 176 facilities and a substantial fleet, Saia is well-positioned in the logistics sector. The company competes with other transportation giants, focusing on efficient logistics and value-added services to maintain its market presence.

The current consensus price target for Saia is $455, unchanged over the past month and quarter. This stability suggests that analysts have a consistent outlook on Saia's near-term performance. However, the price target has decreased from $497.91 a year ago, indicating a more cautious stance, possibly due to market conditions or company performance.

Despite the stable consensus target, Susquehanna has set a lower price target of $280 for Saia. This reflects their expectations based on recent financial results and market conditions. Saia's stock has decreased by 45% over the past year, including a 29% decline year-to-date, as highlighted by BMO Capital. This downturn is attributed to macroeconomic uncertainties and changes in U.S. trade policy.

Saia's recent financial performance shows mixed results. The company reported diluted earnings per share of $2.84 for Q4 2024, surpassing the Zacks Consensus Estimate of $2.79 but down from $3.33 the previous year. Despite this decline, Saia's full-year earnings per share increased to $13.51 from $13.26 in 2023, indicating overall growth.

BMO Capital has upgraded Saia to an Outperform rating, maintaining a price target of $455. They view the recent stock decline as a buying opportunity, considering Saia a quality franchise in the less-than-truckload sector. Saia's strategic focus on heavier shipments and pricing power is notable, but rising operational costs remain a challenge.

Saia (NASDAQ:SAIA) shares rose more than 3% intra-day today after BMO Capital upgraded the company to Outperform from Market Perform, assigning a new price target of $455, citing the company’s resilience and upside potential amid freight market uncertainty.

The firm highlighted Saia’s robust operating model, noting its ability to generate strong operating leverage once freight volumes rebound. Even in a prolonged downturn, BMO believes Saia can defend its earnings thanks to conservative financial leverage and disciplined execution by a seasoned management team.

While the primary risk to the bullish thesis would be an extended period of weak demand coupled with a softer pricing environment, BMO views this scenario as unlikely.

Calling it a quality franchise at a discount, BMO sees this as a timely opportunity to invest in a well-positioned logistics player poised to outperform when market conditions improve.