On Oct 28, major Wall Street analysts update their ratings for $Saia (SAIA.US)$, with price targets ranging from $268 to $522.
Morgan Stanley analyst Ravi Shanker maintains with a sell rating, and maintains the target price at $268.
Barclays analyst Brandon Oglenski maintains with a buy rating, and maintains the target price at $515.
Evercore analyst Jonathan Chappell maintains with a buy rating, and adjusts the target price from $488 to $522.
BMO Capital analyst Fadi Chamoun maintains with a hold rating, and adjusts the target price from $480 to $495.
Benchmark Co. analyst Christopher Kuhn maintains with a buy rating, and maintains the target price at $480.
Furthermore, according to the comprehensive report, the opinions of $Saia (SAIA.US)$'s main analysts recently are as follows:
Following the Q3 report, it is observed that Saia has potentially overcome previous challenges characterized by start-up costs and unfavorable shipment mixes. Indications show that the weight per shipment may have reached a minimum threshold, and there's a notable reduction in the rate of new facility inaugurations.
Despite the earnings miss, Saia's shares experienced an over 10% increase in value. This uptick could be partly due to short covering, as market sentiment appeared to lean negative prior to the earnings report. While there are risks associated with Saia's recent significant terminal expansions, there continues to be a strong belief in the company's attractive pricing, margin, and earnings growth prospects.
It has been noted that despite missing third-quarter expectations and a forecast that could bring consensus estimates significantly lower, the pricing situation appears more favorable than anticipated. Investors seem to be focusing beyond the immediate softness, anticipating a potential margin improvement once the expansion of terminal operations slows and fundamental demand resurfaces.
Saia's recent quarterly results aligned closely with forecasts and were marginally below the consensus. The company's investments throughout the current year place it in a favorable position for 2025, with the expectation of improved margins at new terminals and growth projections that surpass industry averages.
Following a period of reassessment, there is a sentiment that the pessimistic outlook for Saia has lessened due to improved pricing and robust tonnage in September. Saia is recognized for its impressive growth narrative and the year 2025 may surpass expectations, notwithstanding the anticipation remaining high after a moderate reduction in the fourth quarter projections.
Here are the latest investment ratings and price targets for $Saia (SAIA.US)$ from 5 analysts:
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美東時間10月28日，多家華爾街大行更新了$Saia (SAIA.US)$的評級，目標價介於268美元至522美元。
摩根士丹利分析師Ravi Shanker維持賣出評級，維持目標價268美元。
巴克萊銀行分析師Brandon Oglenski維持買入評級，維持目標價515美元。
Evercore分析師Jonathan Chappell維持買入評級，並將目標價從488美元上調至522美元。
BMO資本市場分析師Fadi Chamoun維持持有評級，並將目標價從480美元上調至495美元。
本臻力行分析師Christopher Kuhn維持買入評級，維持目標價480美元。
此外，綜合報道，$Saia (SAIA.US)$近期主要分析師觀點如下：
根據第三季度報告，觀察到saia可能已經克服了之前的挑戰，主要是起步成本和不利的貨運組合。跡象顯示，每次裝運的重量可能已達到最小閾值，並且新設施的開幕速度有顯著減少。
儘管盈利不及預期，saia的股價卻出現了超過10%的增長。這一增長可能部分是由於開空的行爲，因爲在盈利報告之前，市場情緒似乎是偏向消極的。儘管saia最近大規模擴建了終端存在風險，但人們仍然堅信該公司具有具有吸引力的定價、利潤率和盈利增長前景。
儘管第三季度業績不佳，以及可能使共識估值大幅下調的預測未能達到，但定價情況比預期更有利的情況被注意到。投資者似乎在關注當前局勢之外，預計一旦終端運營擴張放緩，基本需求恢復，也可能出現潛在的利潤率改善。
saia最近季度業績與預測緊密契合，略低於共識。公司在本年度的投資使其擺在了2025年的有利位置，預計在新終端處於更有利的邊緣和增長預期超過行業平均水平。
經過重新評估後，人們認爲由於定價的改善和9月份的貨運量強勁，對於saia的悲觀前景減弱了。saia以其令人印象深刻的增長敘事而聞名，2025年可能會超出預期，儘管在第四季度預期有所減少後，預期仍然很高。
以下爲今日5位分析師對$Saia (SAIA.US)$的最新投資評級及目標價：
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