Analysts Set Saia, Inc. (NASDAQ:SAIA) PT at $462.72

Shares of Saia, Inc. (NASDAQ:SAIA) have received a consensus rating of “Moderate Buy” from the twenty-one analysts that are covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, seven have issued a hold rating and thirteen have given a buy rating to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $453.2778.

SAIA has been the topic of a number of recent research reports. The Goldman Sachs Group restated a “buy” rating and set a $476.00 price target on shares of Saia in a report on Thursday. TD Cowen lowered their target price on shares of Saia from $445.00 to $400.00 and set a “hold” rating on the stock in a research report on Friday. Morgan Stanley cut their target price on Saia from $295.00 to $285.00 and set an “underweight” rating on the stock in a report on Friday. Citigroup raised Saia from a “neutral” rating to a “buy” rating and reduced their price target for the stock from $524.00 to $488.00 in a research report on Thursday, July 9th. Finally, Stephens decreased their price target on Saia from $520.00 to $490.00 and set an “overweight” rating for the company in a research note on Friday.

Saia Stock Down 0.9%

Shares of Saia stock opened at $347.63 on Monday. The firm has a market cap of $9.27 billion, a price-to-earnings ratio of 33.56, a P/E/G ratio of 1.64 and a beta of 2.13. The stock has a 50-day simple moving average of $437.65 and a 200-day simple moving average of $405.81. Saia has a 52-week low of $249.32 and a 52-week high of $494.71. The company has a debt-to-equity ratio of 0.04, a current ratio of 1.58 and a quick ratio of 1.52.

Saia (NASDAQ:SAIA) last released its quarterly earnings data on Thursday, July 30th. The transportation company reported $3.51 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.13. The firm had revenue of $956.49 million for the quarter, compared to the consensus estimate of $956.20 million. Saia had a return on equity of 10.21% and a net margin of 8.19%.The firm’s revenue was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.67 earnings per share. On average, equities research analysts expect that Saia will post 11.46 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Saia

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SAIA. AQR Capital Management LLC boosted its holdings in shares of Saia by 52.4% during the 1st quarter. AQR Capital Management LLC now owns 1,781 shares of the transportation company’s stock worth $622,000 after buying an additional 612 shares during the period. Jones Financial Companies Lllp raised its holdings in Saia by 334.3% in the 1st quarter. Jones Financial Companies Lllp now owns 873 shares of the transportation company’s stock worth $305,000 after acquiring an additional 672 shares during the period. California Public Employees Retirement System lifted its position in Saia by 4.3% during the 2nd quarter. California Public Employees Retirement System now owns 32,543 shares of the transportation company’s stock worth $8,916,000 after acquiring an additional 1,356 shares during the last quarter. Qube Research & Technologies Ltd acquired a new position in Saia during the 2nd quarter worth $11,599,000. Finally, Frontier Capital Management Co. LLC bought a new stake in Saia during the second quarter valued at about $13,943,000.

More Saia News

Here are the key news stories impacting Saia this week:

• Positive Sentiment: Saia reported a solid Q2 2026: diluted EPS rose 31.5% year over year to $3.51, exceeding consensus estimates, while revenue increased 17.1% to a record $956.5 million. Operating income climbed 26% to $125.2 million, and the operating ratio improved to 86.9%. LTL tonnage and shipments per workday increased 8.4% and 4.4%, respectively. Saia Reports Second Quarter Results
• Positive Sentiment: JPMorgan raised its Saia price target to $498 from $490 and maintained an “overweight” rating, signaling confidence in the company’s long-term growth and execution. JPMorgan price target update
• Positive Sentiment: Stifel upgraded SAIA from “hold” to “buy” and assigned a $438 price target, adding to the bullish analyst commentary. Stifel upgrade
• Neutral Sentiment: Stephens lowered its target to $490 from $520 but retained an “overweight” rating. The target remains well above the stock’s recent trading level, although the reduction reflects more cautious expectations.
• Negative Sentiment: Management indicated that Q3’s operating ratio could deteriorate by approximately 100 basis points sequentially. Investors are concerned about a July wage increase, higher diesel, purchased transportation, insurance and workers’ compensation costs, as well as softer shipment growth following a 7.1% general rate increase. Saia Q3 margin outlook
• Negative Sentiment: Wells Fargo cut its price target sharply to $400 from $490 and shifted to an “equal weight” rating, reinforcing concerns about the company’s near-term margin and cost outlook. Wells Fargo price target update
• Negative Sentiment: Reported insider activity shows nine open-market sales and no purchases over the past six months, including sales by senior executives. While not necessarily company-specific, the pattern may add to investor caution.

About Saia

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.

The company’s core offerings include regional, interregional, and national LTL shipping, supported by volumetric LTL and port intermodal services.