Saia (SAIA)

• Market cap: $8.91B
• 1 day: 5.04%
• 5 days: -3.55%
• 1 month: -6.73%
• 3 months: -31.29%
• 6 months: -25.10%
• Year to date: -24.88%
• 1 year: -38.19%
• 5 years: 328.91%
• 10 years: 695.79%
• Sector: Industrials
• Industry: Trucking

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 6,500 tractors and 26,000 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 disclosures 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

7% more capital invested

Capital invested by funds: $12.8B [Q3] → $13.7B (+$868M) [Q4]

6% more funds holding

Funds holding: 452 [Q3] → 479 (+27) [Q4]

2.54% more ownership

Funds ownership: 110.46% [Q3] → 113.01% (+2.54%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 174

9% less call options, than puts

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

Research analyst outlook

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

• Low target: $400 20% upside
• Avg. target: $470 40% upside
• High target: $600 79% upside

13 analyst ratings

• positive: 10 77%
• neutral: 3 23%
• negative: 0 0%

Stifel J. Bruce Chan 0% 1-year accuracy 0 / 36 met price target	43% upside $480	Buy Maintained	14 Apr 2025
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target	36% upside $455	Buy Maintained	9 Apr 2025
UBS Thomas Wadewitz 24% 1-year accuracy 9 / 38 met price target	26% upside $422	Buy Maintained	8 Apr 2025
Citigroup Ariel Rosa 34% 1-year accuracy 17 / 50 met price target	30% upside $435	Buy Maintained	8 Apr 2025
Raymond James Patrick Tyler Brown 32% 1-year accuracy 14 / 44 met price target	36% upside $455	Outperform Maintained	8 Apr 2025