Saia (SAIA)

• Market cap: $9.63B
• 1 day: -1.37%
• 5 days: -9.31%
• 1 month: -26.59%
• 3 months: -30.66%
• 6 months: -14.14%
• Year to date: -18.80%
• 1 year: -37.57%
• 5 years: 397.03%
• 10 years: 716.23%
• Sector: Industrials
• Industry: Trucking, Except Local

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 6,200 tractors and 20,800 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

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

300% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

5% more funds holding

Funds holding: 452 [Q3] → 476 (+24) [Q4]

3% more capital invested

Capital invested by funds: $13.3B [Q3] → $13.7B (+$388M) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 173

9% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $42.6M

1.58% less ownership

Funds ownership: 114.59% [Q3] → 113.0% (-1.58%) [Q4]

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $478 32% upside
• Avg. target: $533 47% upside
• High target: $600 66% upside

12 analyst ratings

• positive: 8 67%
• neutral: 4 33%
• negative: 0 0%

Barclays Brandon Oglenski 42% 1-year accuracy 27 / 65 met price target	48% upside $535	Overweight Maintained	10 Mar 2025
B of A Securities Ken Hoexter 27% 1-year accuracy 15 / 55 met price target	34% upside $484	Buy Maintained	5 Mar 2025
Citigroup Ariel Rosa 21% 1-year accuracy 7 / 33 met price target	38% upside $498	Buy Maintained	4 Mar 2025
Stifel J. Bruce Chan 9% 1-year accuracy 3 / 34 met price target	45% upside $524	Buy Upgraded	24 Feb 2025
Stephens & Co. Daniel Imbro 16% 1-year accuracy 5 / 31 met price target	66% upside $600	Overweight Reiterated	6 Feb 2025