Saia (NASDAQ:SAIA) Price Target Raised to $395.00

11 Feb 2026, 15:30 by Mitch Edgeman · The Markets Daily

Saia (NASDAQ:SAIA – Get Free Report) had its target price raised by equities researchers at Wells Fargo & Company from $310.00 to $395.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the transportation company’s stock. Wells Fargo & Company‘s target price points to a potential upside of 1.88% from the stock’s previous close.

A number of other research firms have also weighed in on SAIA. Stephens upped their price target on shares of Saia from $414.00 to $445.00 and gave the stock an “overweight” rating in a research report on Wednesday. Wolfe Research restated a “peer perform” rating on shares of Saia in a research note on Thursday, January 8th. National Bankshares set a $413.00 target price on shares of Saia in a report on Tuesday. Morgan Stanley cut Saia from an “equal weight” rating to an “underweight” rating and set a $250.00 price target on the stock. in a report on Tuesday. Finally, Benchmark restated a “buy” rating on shares of Saia in a research report on Wednesday. Nine investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $366.60.

View Our Latest Analysis on SAIA

Saia Stock Performance

NASDAQ SAIA traded up $6.06 on Wednesday, hitting $387.70. 98,386 shares of the company traded hands, compared to its average volume of 556,673. The business’s 50 day moving average price is $349.78 and its 200-day moving average price is $314.82. Saia has a 52-week low of $229.12 and a 52-week high of $507.39. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $10.33 billion, a price-to-earnings ratio of 36.56 and a beta of 2.09.

Saia (NASDAQ:SAIA – Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The transportation company reported $1.77 EPS for the quarter, missing the consensus estimate of $1.90 by ($0.13). The company had revenue of $789.95 million during the quarter, compared to the consensus estimate of $773.82 million. Saia had a return on equity of 11.32% and a net margin of 8.77%.The firm’s quarterly revenue was up .1% compared to the same quarter last year. During the same period last year, the business earned $2.84 EPS. Equities analysts expect that Saia will post 15.46 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Donna E. Epps bought 422 shares of the stock in a transaction dated Wednesday, November 26th. The stock was purchased at an average cost of $277.60 per share, for a total transaction of $117,147.20. Following the transaction, the director owned 1,852 shares of the company’s stock, valued at $514,115.20. The trade was a 29.51% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Raymond R. Ramu sold 1,000 shares of the firm’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $266.57, for a total transaction of $266,570.00. Following the completion of the transaction, the vice president directly owned 4,902 shares of the company’s stock, valued at approximately $1,306,726.14. This trade represents a 16.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Saia

A number of large investors have recently made changes to their positions in SAIA. Alliancebernstein L.P. lifted its holdings in shares of Saia by 35.4% in the 3rd quarter. Alliancebernstein L.P. now owns 2,273,396 shares of the transportation company’s stock valued at $680,564,000 after acquiring an additional 594,674 shares during the last quarter. Capital International Investors boosted its holdings in shares of Saia by 0.8% in the 3rd quarter. Capital International Investors now owns 1,419,062 shares of the transportation company’s stock worth $424,794,000 after purchasing an additional 11,454 shares during the period. Viking Global Investors LP increased its position in shares of Saia by 67.2% during the 3rd quarter. Viking Global Investors LP now owns 1,383,888 shares of the transportation company’s stock valued at $414,281,000 after purchasing an additional 556,229 shares during the last quarter. Wasatch Advisors LP raised its holdings in Saia by 25.3% during the 2nd quarter. Wasatch Advisors LP now owns 825,687 shares of the transportation company’s stock valued at $226,230,000 after buying an additional 166,486 shares during the period. Finally, Invesco Ltd. lifted its position in Saia by 1,300.4% in the third quarter. Invesco Ltd. now owns 701,418 shares of the transportation company’s stock worth $209,976,000 after buying an additional 651,332 shares during the last quarter.

Key Stories Impacting Saia

Here are the key news stories impacting Saia this week:

Positive Sentiment: Management says the company’s ~ $2B network investment is starting to position Saia for scale benefits and long‑term upside; the story frames today’s weakness as a potential buying opportunity if margin gains materialize. Saia awaits payoff on $2B investment
Positive Sentiment: Management outlined a 100–200 basis‑point operating ratio improvement target tied to network expansion and scale — a clear path management is giving investors to restore profitability. OR improvement target article
Positive Sentiment: Revenue was essentially flat but slightly ahead of some estimates ($790M), showing demand stability while management emphasizes market ramp‑ups and pricing per shipment improvements. Q4 sales beat article
Neutral Sentiment: Capital spending plan: Saia expects $350–$400M of net capex in 2026 (down from 2024 levels), indicating a transition from heavy build to more measured investment — relevant for cash flow and returns timing. Saia Reports Fourth Quarter Results
Neutral Sentiment: Management held an earnings conference call and provided more detail (transcript available) — important for investors who want color on claims, self‑insurance impacts and the timing of margin recovery. Earnings call transcript
Negative Sentiment: EPS missed consensus: Q4 diluted EPS was $1.77 vs. ~$1.90 expected (and down sharply vs. $2.84 a year ago). Operating income fell ~37% YoY and the operating ratio widened to 91.9% (from 87.1%), signaling margin pressure. MarketWatch: shares fall after profit lags
Negative Sentiment: Management cited elevated self‑insurance costs (~$4.7M) tied to past accidents that pressured the quarter — a near‑term headwind to profitability. Q4 results and insurance impact
Negative Sentiment: Analyst pressure: Morgan Stanley downgraded Saia to Underweight with a $250 price target, which increases downside risk and likely amplified the selloff today. Morgan Stanley downgrade

Saia Company Profile

(Get Free Report)

Saia, Inc is a publicly traded transportation company specializing in less-than-truckload (LTL) freight services across North America. Headquartered in Johns Creek, Georgia, the company focuses on the efficient movement of time-sensitive freight for a diverse customer base that spans retail, manufacturing, automotive, and healthcare industries. By leveraging a network of terminals and service centers, Saia provides tailored solutions designed to optimize supply chain performance.