Saia (SAIA)

• Market cap: $9.09B
• 1 day: 3.11%
• 5 days: -28.07%
• 1 month: -30.17%
• 3 months: -50.71%
• 6 months: -50.34%
• Year to date: -45.21%
• 1 year: -38.51%
• 5 years: 163.73%
• 10 years: 498.77%
• Sector: Industrials
• Industry: Trucking

About: Saia ranks among the 10 largest less-than-truckload carriers in the United States, with more than 200 facilities and a fleet of more than 6,500 tractors and 26,000 trailers. As a national LTL carrier, the firm offers time-definite and expedited options for shipments ranging between 100 and 10,000 pounds. Saia ranks among the top-tier providers in terms of profitability.

Employees: 15,300

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

7% more capital invested

Capital invested by funds: $12.8B [Q3] → $13.7B (+$868M) [Q4]

6% more funds holding

Funds holding: 452 [Q3] → 479 (+27) [Q4]

2.54% more ownership

Funds ownership: 110.46% [Q3] → 113.01% (+2.54%) [Q4]

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

9% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $42.6M

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $255 5% upside
• Avg. target: $372 52% upside
• High target: $484 98% upside

15 analyst ratings

• positive: 9 60%
• neutral: 6 40%
• negative: 0 0%

UBS Thomas Wadewitz 20% 1-year accuracy 8 / 40 met price target	25% upside $305	Buy Maintained	28 Apr 2025
Goldman Sachs Jordan Alliger 31% 1-year accuracy 4 / 13 met price target	59% upside $387	Neutral Maintained	28 Apr 2025
BMO Capital Fadi Chamoun 33% 1-year accuracy 6 / 18 met price target	17% upside $285	Market Perform Downgraded	28 Apr 2025
JP Morgan Brian Ossenbeck 27% 1-year accuracy 9 / 33 met price target	23% upside $299	Overweight Maintained	28 Apr 2025
Evercore ISI Group Jonathan Chappell 32% 1-year accuracy 10 / 31 met price target	22% upside $298	Outperform Maintained	28 Apr 2025