Goldman Sachs analyst Jordan Alliger maintains $Saia (SAIA.US)$ with a hold rating, and adjusts the target price from $545 to $490.
According to TipRanks data, the analyst has a success rate of 53.4% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Saia (SAIA.US)$'s main analysts recently are as follows:
The expectations for Saia's third-quarter earnings per share have been adjusted downwards for the less-than-truckload shipping sector. This recalibration for the 2025/2026 EPS forecasts stems from a lower starting point, which is mainly the result of uniformly tepid mid-third-quarter operational updates from the sector. Despite this, Saia's volume intake trends remain robust, supported by the ongoing expansion of new terminal openings throughout its network.
The initiation of coverage on numerous transportation and logistics companies reflects a broadly optimistic outlook. This perspective is underpinned by the assessment that the industry may be nearing the tail-end of its cyclical downturn, with the anticipation of robust earnings growth in the years ahead as rates and margins improve. The favorable view is also buttressed by the belief that these companies are helmed by highly competent management teams known for their judicious use of capital. Additionally, the essential and irreplaceable nature of the services provided by transportation companies to the North American economy is seen as a factor that mitigates the risk of disruption or obsolescence. Investors are advised to position themselves to take advantage of the anticipated cyclical upswing, focusing on companies that stand to gain disproportionately from tightening freight conditions.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集團分析師Jordan Alliger維持$Saia (SAIA.US)$持有評級，並將目標價從545美元下調至490美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.4%，總平均回報率為7.9%。
此外，綜合報道，$Saia (SAIA.US)$近期主要分析師觀點如下：
零擔運輸行業對Saia第三季度每股收益的預期已下調。對2025/2026年每股收益預測的調整源於較低的起點，這主要是該行業第三季度中期運營情況持續不溫不火的結果。儘管如此，在整個網絡新航站樓開放的持續擴張的支持下，Saia的吞吐量趨勢仍然強勁。
對衆多運輸和物流公司的報道的開始反映了普遍樂觀的前景。這一觀點得到了以下評估的支持：該行業可能已接近週期性衰退的尾聲，預計隨着利率和利潤率的提高，未來幾年的收益將強勁增長。人們認爲，這些公司由以審慎使用資本而聞名的高素質管理團隊領導，這也證實了這種積極的看法。此外，運輸公司爲北美經濟提供的服務的基本和不可替代性質被視爲降低中斷或過時風險的一個因素。建議投資者做好準備，充分利用預期的週期性上漲，重點關注那些將從緊縮的運費條件中獲得不成比例收益的公司。
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