SaiaSAIA
SAIA
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
43% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $30.8M
0.87% more ownership
Funds ownership: 113.01% [Q4 2024] → 113.88% (+0.87%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 175
6% less funds holding
Funds holding: 479 [Q4 2024] → 449 (-30) [Q1 2025]
22% less capital invested
Capital invested by funds: $13.7B [Q4 2024] → $10.6B (-$3.06B) [Q1 2025]
26% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 77
100% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 0 (-4) [Q1 2025]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$255
2%
downside
Avg. target
$336
29%
upside
High target
$480
84%
upside
14 analyst ratings
9 positive
64%
5 neutral
36%
0 negative
0%
Jefferies Stephanie Moore | 28%upside $335 | Buy Maintained | 11 Jun 2025 |
Goldman Sachs Jordan Alliger | 57%upside $410 | Buy Upgraded | 2 Jun 2025 |
Citigroup Ariel Rosa | 22%upside $317 | Buy Maintained | 30 May 2025 |
B of A Securities Ken Hoexter | 15%upside $300 | Neutral Maintained | 16 May 2025 |
UBS Thomas Wadewitz | 17%upside $305 | Buy Maintained | 28 Apr 2025 |
Financial journalist opinion
Positive
MarketBeat
6 days ago
Why Goldman Sachs Suddenly Boosted These 3 Trucking Stocks
Most investors develop their own investment ideas so that they understand where and why the price action might impact their portfolio performance once a position is opened. However, sometimes, the market is too quiet or too noisy to always have a clear picture of what is happening behind the scenes.
Neutral
GlobeNewsWire
1 week ago
Saia Provides Second Quarter LTL Operating Data
JOHNS CREEK, Ga., June 05, 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 second quarter. In April 2025, LTL shipments per workday declined 1.9%, LTL tonnage per workday increased 4.4% and LTL weight per shipment increased 6.5% to 1,418 pounds compared to 1,332 pounds in April 2024. In May 2025, LTL shipments per workday declined 3.2%, LTL tonnage per workday declined 0.4% and LTL weight per shipment increased 3.0% to 1,385 pounds compared to 1,345 pounds in May 2024.
Negative
Zacks Investment Research
1 month ago
Bear Of The Day: Saia (SAIA)
This trucking company missed the number and has seen estimates fall in the wake of the new trade policy.
Positive
The Motley Fool
1 month ago
Why Trucking Stocks Are in the Fast Lane Today
There appears to be progress in resolving the trade war between the United States and China, and the companies that are responsible for hauling the goods imported into the United States are rallying on the prospect of having more work ahead.
Positive
Seeking Alpha
1 month ago
3 Of The Cheapest High-Quality Stocks Money Can Buy
Geopolitical risks and economic uncertainty have battered markets, but I view this turmoil as an opportunity to buy high-quality, undervalued stocks. Despite volatility and weak earnings trends, I'm focused on companies trading well below fair value, with strong fundamentals and long-term growth potential. In this article, I highlight three dirt-cheap stocks across different industries that I believe can deliver significant returns in the years ahead.
Positive
Benzinga
1 month ago
Top 3 Industrials Stocks Which Could Rescue Your Portfolio In Q2
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
Negative
Benzinga
1 month ago
Saia Analysts Slash Their Forecasts After Downbeat Results
Saia, Inc. SAIA reported weaker-than-expected earnings for its first quarter on Friday.
Neutral
Seeking Alpha
1 month ago
Saia, Inc. (SAIA) Q1 2025 Earnings Call Transcript
Saia, Inc. (NASDAQ:SAIA ) Q1 2025 Earnings Conference Call April 25, 2025 10:00 AM ET Company Participants Matthew Batteh - Executive Vice President and Chief Financial Officer Frederick Holzgrefe - President and Chief Executive Officer Conference Call Participants Christian Wetherbee - Wells Fargo Securities Jonathan Chappell - Evercore ISI Jordan Alliger - Goldman Sachs Fadi Chamoun - BMO Capital Markets Thomas Wadewitz - UBS Scott Group - Wolfe Research Jason Seidl - TD Cowen Daniel Imbro - Stephens Ravi Shanker - Morgan Stanley Matthew Milask - Stifel Brian Ossenbeck - JPMorgan Brandon Oglenski - Barclays Richa Harnain - Deutsche Bank Bascome Majors - Susquehanna Ken Hoexter - BofA Securities Stephanie Moore - Jefferies Christopher Kuhn - The Benchmark Company Operator Welcome to the Saia Incorporated First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.
Positive
Zacks Investment Research
1 month ago
Saia (SAIA) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Saia (SAIA) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
Zacks Investment Research
1 month ago
Saia (SAIA) Q1 Earnings and Revenues Lag Estimates
Saia (SAIA) came out with quarterly earnings of $1.86 per share, missing the Zacks Consensus Estimate of $2.77 per share. This compares to earnings of $3.38 per share a year ago.
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