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 firm's projections for Q3 EPS have been reduced for less-than-truckload shippers, leading to a decrease in the 2025/2026 EPS forecasts based on lower starting points. This is mainly a result of generally soft mid-Q3 operational updates from the sector, despite Saia maintaining 'still-solid volume intake trends' as it carries on with the expansion of new terminal openings throughout its network.
The initiation of coverage on the transportation and logistics industry reflects a broadly optimistic perspective, underpinned by the anticipation that the cyclical downturn in the sector is nearing an end, with the potential for substantial earnings growth in the coming years as rates and margins improve from current levels. This favorable outlook is reinforced by the belief that many companies in the sector boast accomplished management teams known for their judicious approach to capital allocation. Moreover, the essential nature of transportation services to the North American economy is seen as a key factor in mitigating risks of disruption or displacement. Analysts advise investors to focus on companies that are well-positioned to benefit disproportionately as the conditions in the freight market improve.
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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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高盛集团分析师Jordan Alliger维持$Saia (SAIA.US)$持有评级，并将目标价从545美元下调至490美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.4%，总平均回报率为7.9%。
此外，综合报道，$Saia (SAIA.US)$近期主要分析师观点如下：
该公司对小于卡车的托运人对第三季度每股收益的预测有所下调，导致基于较低起点的2025/2026年每股收益预测有所下降。这主要是由于该行业第三季度中期的运营情况普遍疲软，尽管Saia在继续扩大其整个网络的新航站楼开放的过程中保持了 “仍然稳健的销量增长趋势”。
对运输和物流行业的报道的开始反映了人们普遍乐观的观点，其基础是人们对该行业的周期性衰退已接近尾声的预期，随着利率和利润率从当前水平提高，未来几年收益有可能大幅增长。人们相信，该行业的许多公司都拥有成熟的管理团队，以其明智的资本配置方法而闻名，这进一步强化了这种良好的前景。此外，运输服务对北美经济的重要性质被视为减轻中断或流离失所风险的关键因素。分析师建议投资者将重点放在那些有能力随着货运市场状况改善而获得不成比例收益的公司上。
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