
Saia (SAIA) Stock Forecast & Price Target
Saia (SAIA) Analyst Ratings
Bulls say
Saia has demonstrated strong operational improvements, with ramping facilities achieving over 100 basis points in margin growth sequentially in the third quarter of 2025, leading to a collective operating ratio (OR) below 95 for the first time. The company's strategic adjustments to its freight mix and successful contract renewals, averaging over 4% growth, indicate a resilient demand for shipments amidst a shifting competitive landscape. Furthermore, despite rising expenses, Saia's consolidated OR exhibited a 20 basis point improvement compared to the previous quarter, reflecting strong market share growth and favorable pricing trends within the less-than-truckload (LTL) sector.
Bears say
Saia's stock outlook is negatively impacted by a 0.1% year-over-year decline in revenue per hundredweight (CWT), coupled with a deterioration in the operating ratio (OR) by 250 basis points against flat revenue amid a structurally higher cost base. The firm has experienced limited yield growth and has one of the highest ORs compared to its non-union less-than-truckload (LTL) peers, contributing to underperformance relative to the broader transportation sector. Furthermore, the forecast for 4Q25 indicates a sequential OR deterioration, leading to a lowered earnings per share estimate, highlighting potential challenges in margin growth in the face of significant investments against a weak industrial freight backdrop.
This aggregate rating is based on analysts' research of Saia and is not a guaranteed prediction by Public.com or investment advice.
Saia (SAIA) Analyst Forecast & Price Prediction
Start investing in Saia (SAIA)
Order type
Buy in
Order amount
Est. shares
0 shares