J.P. Morgan analyst Brian Ossenbeck maintains $Saia (SAIA.US)$ with a buy rating, and adjusts the target price from $481 to $501.
According to TipRanks data, the analyst has a success rate of 48.0% and a total average return of 6.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Saia (SAIA.US)$'s main analysts recently are as follows:
The firm's expectations for third-quarter earnings per share for less-than-truckload shippers have decreased, leading to a reduction in the EPS forecasts for 2025/2026 based on lower starting points. This adjustment primarily stems from the generally weak mid-third-quarter operational updates from the sector, although Saia maintains 'still-solid volume intake trends' as it continues to expand its network with new terminal openings.
The transportation and logistics industry is anticipated to approach the tail end of its cyclical downturn, with current rates and margins nearing their lowest points. This scenario sets the stage for potential strong earnings growth in 2025 and 2026 as rates recuperate. The optimistic outlook is reinforced by the belief that numerous companies in this sector are steered by adept management teams known for their prudent investment strategies. Moreover, these transportation entities are deemed to provide indispensable services that are critical to the North American economy, which minimizes the risks of disruption or substitution. Analysts suggest that investors position themselves to take advantage of a cyclical upswing, focusing on companies that are poised to benefit significantly as freight conditions improve.
Note:
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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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摩根大通分析师Brian Ossenbeck维持$Saia (SAIA.US)$买入评级，并将目标价从481美元上调至501美元。
根据TipRanks数据显示，该分析师近一年总胜率为48.0%，总平均回报率为6.8%。
此外，综合报道，$Saia (SAIA.US)$近期主要分析师观点如下：
该公司对卡车以下托运人第三季度每股收益的预期有所下降，导致基于较低起点的2025/2026年的每股收益预测下调。这种调整主要源于该行业第三季度中期的运营情况普遍疲软，尽管Saia继续通过新航站楼的开放扩大其网络，保持了 “仍然稳健的销量增长趋势”。
预计运输和物流行业将接近周期性衰退的尾声，目前的利率和利润率接近最低点。随着利率的恢复，这种情况为2025年和2026年潜在的强劲收益增长奠定了基础。人们相信，该领域的许多公司都由以谨慎的投资策略而闻名的熟练管理团队指导，这进一步强化了这种乐观的前景。此外，这些运输实体被认为提供对北美经济至关重要的不可或缺的服务，从而最大限度地降低了中断或替代的风险。分析师认为，投资者将自己定位为利用周期性上涨的机会，重点关注随着运费状况改善而有望获得显著收益的公司。
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