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Investing.com - Stephens raised its price target on Saia Inc. (NASDAQ:SAIA) to $300.00 from $274.00 on Tuesday, while maintaining an Equal Weight rating on the stock. According to InvestingPro data, the $8.59B market cap company is currently trading slightly above its Fair Value, with analyst targets ranging from $250 to $405.
The price target increase follows Saia’s second-quarter 2025 results, which exceeded analyst expectations. The company reported adjusted earnings per share of $2.67, surpassing Stephens’ estimate of $2.36 and the consensus estimate of $2.39. InvestingPro analysis reveals that 11 analysts have revised their earnings downward for the upcoming period, despite the company maintaining a GOOD overall financial health score.
Stephens attributed the earnings beat to a better-than-expected operating ratio, noting that newer terminals improved from approximately break-even to the mid-90s sequentially. The firm also highlighted Saia’s continued progress in in-sourcing line-haul miles and further headcount rationalization.
Despite the positive quarterly performance and a third-quarter operating ratio outlook that was slightly better than historical seasonality, Stephens expressed caution about ongoing wage increase discussions and their potential impact on service.
Stephens maintained its Equal Weight rating on Saia, citing that the stock’s valuation appears full at approximately 29 times 2026 earnings per share, as shares have continued to rise while consensus estimates have moved lower.
In other recent news, Saia Inc. reported its second-quarter 2025 earnings, delivering results that surpassed analysts’ expectations. The company achieved an earnings per share of $2.67, exceeding the forecasted $2.41, which represents a 10.79% surprise. Revenue also outperformed projections, reaching $817.12 million compared to the anticipated $810.94 million. Additionally, Benchmark raised its price target for Saia to $360 from $325, maintaining a Buy rating. This adjustment was influenced by Saia’s improved operating ratio, which saw a 330 basis point improvement, surpassing both historical averages and Benchmark’s expectations. These developments indicate positive momentum for Saia, as reflected in the recent analyst upgrades and financial performance.
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