SaiaSAIA
SAIA
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings 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
6% more funds holding
Funds holding: 452 [Q3] → 477 (+25) [Q4]
3% more capital invested
Capital invested by funds: $13.3B [Q3] → $13.7B (+$388M) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 174
9% less call options, than puts
Call options by funds: $38.8M | Put options by funds: $42.6M
1.58% less ownership
Funds ownership: 114.59% [Q3] → 113.01% (-1.58%) [Q4]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$400
11%
upside
Avg. target
$520
44%
upside
High target
$600
66%
upside
11 analyst ratings
8 positive
73%
3 neutral
27%
0 negative
0%
Wells Fargo Christian Wetherbee 39% 1-year accuracy 19 / 49 met price target | 11%upside $400 | Equal-Weight Maintained | 27 Mar 2025 |
Barclays Brandon Oglenski 38% 1-year accuracy 25 / 65 met price target | 48%upside $535 | Overweight Maintained | 10 Mar 2025 |
B of A Securities Ken Hoexter 29% 1-year accuracy 17 / 59 met price target | 34%upside $484 | Buy Maintained | 5 Mar 2025 |
Citigroup Ariel Rosa 17% 1-year accuracy 6 / 35 met price target | 38%upside $498 | Buy Maintained | 4 Mar 2025 |
Stifel J. Bruce Chan 15% 1-year accuracy 5 / 34 met price target | 45%upside $524 | Buy Upgraded | 24 Feb 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
2 weeks ago
Saia Joins the Atlanta Braves as Exclusive LTL Freight Partner
The partnership includes the sponsorship of Braves Country Baseball and Softball The partnership includes the sponsorship of Braves Country Baseball and Softball

Neutral
GlobeNewsWire
3 weeks ago
Saia Provides First Quarter LTL Operating Data
JOHNS CREEK, Ga., March 04, 2025 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, is providing LTL shipment and tonnage data for the first two months of the first quarter. In January 2025, LTL shipments per workday increased 6.8%, LTL tonnage per workday increased 13.8% and LTL weight per shipment increased 6.5% to 1,421 pounds compared to 1,334 pounds in January 2024. In February 2025, LTL shipments per workday increased 4.2%, LTL tonnage per workday increased 12.2% and LTL weight per shipment increased 7.6% to 1,411 pounds compared to 1,311 pounds in February 2024.

Positive
Seeking Alpha
1 month ago
Saia: Positioned For Growth Amid Deregulation And Industry Tailwinds
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.

Positive
Seeking Alpha
1 month ago
The Next Big Opportunity: My Favorite Dividend Stocks For The Shift Ahead
I believe we're at a turning point for cyclical stocks, with improving indicators and global growth signaling potential outperformance in industrials, energy, and transportation. I'm positioning my portfolio for this shift, adding to railroads, machinery, and energy stocks. I'm confident these sectors will see strong returns and accelerating dividend growth. Of course, risks remain - geopolitical tensions, inflation, or economic slowdowns could derail this trend. But for now, the risk/reward looks favorable.

Positive
Seeking Alpha
1 month ago
Saia's Expansion Is Impressive--But Here's Why I'm Not Buying Yet
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.

Positive
Benzinga
1 month ago
These Analysts Revise Their Forecasts On Saia After Q4 Results
Saia, Inc. SAIA posted better-than-expected results for its fourth quarter on Monday.

Neutral
MarketBeat
1 month ago
Saia Builds Value: Why Its Uptrend Is Set to Continue
While tariff-induced volatility may impact Saia's NASDAQ: SAIA stock price in the first half of 2025, this company is building leverage that ensures its stock price will continue to trend higher over the long term. Leverage is seen in the growing footprint, swelling shareholder value, and balance sheet, which promises the first two trends can continue.

Neutral
Seeking Alpha
1 month ago
Saia, Inc. (SAIA) Q4 2024 Earnings Call Transcript
Saia, Inc. (NASDAQ:SAIA ) Q4 2024 Earnings Conference Call February 3, 2025 10:00 AM ET Company Participants Matthew Batteh - EVP and CFO Frederick Holzgrefe - President and CEO Conference Call Participants Jonanthan Chappell - Evercore ISI Tom Wadewitz - UBS Christian Wetherbee - Wells Fargo Jordan Alliger - Goldman Sachs Daniel Imbro - Stephens Ken Hoexter - Bank of America Ravi Shanker - Morgan Stanley Eric Morgan - Barclays Bruce Chan - Stifel Bascome Majors - Susquehanna Ari Rosa - Citigroup Joseph Halfling - Jefferies Chris Kuhn - Benchmark Tyler Brown - Raymond James Operator Good morning, and welcome to the Saia Incorporated Fourth Quarter 2024 Earnings Conference Call. All participants will be in listen-only mode.

Neutral
Zacks Investment Research
1 month ago
Compared to Estimates, Saia (SAIA) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Saia (SAIA) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Positive
Zacks Investment Research
1 month ago
Saia (SAIA) Beats Q4 Earnings and Revenue Estimates
Saia (SAIA) came out with quarterly earnings of $2.84 per share, beating the Zacks Consensus Estimate of $2.79 per share. This compares to earnings of $3.33 per share a year ago.

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