Saia

SAIA

Market cap $9.35B

Saia (SAIA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The Zacks Transportation-Truck industry is suffering mainly due to lackluster freight demand. We believe stocks like JBHT, SAIA and ARCB are better positioned to escape industry challenges.

Bringing our freight and logistics capabilities under one name strengthens the brand Bringing our freight and logistics capabilities under one name strengthens the brand

JOHNS CREEK, Ga., Dec. 30, 2025 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, announced that it will release its quarterly financial results before the market opens on Tuesday, February 10th. Saia management will host a conference call to discuss the results later that morning at 10:00 a.m. Eastern Time.

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.

Saia, Inc. (NASDAQ: SAIA) stock fell on Wednesday as investors weighed mixed fourth-quarter freight trends against confidence in the company's long-term national expansion strategy.

Soapstone sold all 23,750 shares of Saia, a net position change of $6.5 million. The position shift represented a 4.4% change in 13F reportable assets under management.

Collectively, the 19 stocks in IBD's Transportation-Truck industry group gained 10% for the week.

JOHNS CREEK, Ga., Dec. 02, 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 fourth quarter. In October 2025, LTL shipments per workday declined 3.4%, LTL tonnage per workday declined 3.3% and LTL weight per shipment increased 0.1% to 1,353 pounds compared to 1,352 pounds in October 2024. In November 2025, LTL shipments per workday increased 2.6%, LTL tonnage per workday increased 1.8% and LTL weight per shipment declined 0.8% to 1,346 pounds compared to 1,357 pounds in November 2024.

Investors face two disruptive phases: AI-driven labor market weakness, followed by new industry emergence, requiring strategic portfolio diversification. Favor high-quality stocks and income-generating assets, focusing beyond S&P 500 index funds to outperform in a potentially lower-return market environment. Key opportunities include stock exchanges (CME, ICE, MIAX), cyclical value (railroads, LTL trucking), and energy/data center infrastructure (EQT, pipelines, BIP).