Saia (SAIA)
NASDAQIndustrialsTruckingSnapshot 2026-09-14
$351.03-0.01%
Close 2026-09-14 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-09-14
Research Workspace
Put SAIA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Maintain revenue growth near 12% annually: FY27 rev +7.5% vs 12% target.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 24% growth a year, above the roughly 11% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskSAIA's growth relies on maintaining revenue growth near 12% annually. Recent tonnage growth supports this objective, with revenue increasing 17% year over year and the last quarter beating expectations. It trades at 35× P/E versus a 24× peer median, indicating the market prices in more growth than forecasted. The primary risk is the potential for a guidance cut, with a 22% probability of missing outlook. Peer multiples imply a price about 24% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-14. SAIA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering SAIA (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for SAIA in the last 4 months.
Continue this research
Compare SAIA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SAIA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put SAIA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand and optimize national network
Tonnage growth supports network expansion objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $351.03
The last 12 months of price, then the range of analyst 12-month targets from today’s $351.03.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive operational efficiency and cost management
Operational efficiency impacted by rising costs and margin outlook.
Threatens: Drive operational efficiency and cost management
Cuts in margin outlook due to expansion costs affect efficiency.
Advances: Expand and optimize national network
Focus on network expansion aligns with growth objectives.
Advances: Invest in network and technology
New terminals enhance network and technology investment.