ArcBest offers 15.7% upside to the analyst target and excellent cash conversion, but weak quality, negative momentum, insider selling and an earnings report in 3 days keep it a speculative, unsized position.
Thesis pillars
- Margin Compression Low Quality↓Deteriorating
- Cash Conversion And Piotroski→Stable
- Analyst Upside Valuation↓Deteriorating
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Feb 25, 2026
ArcBest Corporation (ARCB) Stock Analysis
Breakout setup
Industrials · Trucking
Sell if holding. Engine safety override at $139.29: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Elevated put/call ratio: 1.91; Below-average business quality.
ArcBest Corporation™ (together with its subsidiaries, the "Company," "ArcBest," "we," "us," and "our") is a multibillion-dollar integrated logistics company that leverages technology and a full suite of solutions across multiple modes of transportation to meet our customers'... Read more
Sell if holding. Engine safety override at $139.29: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Elevated put/call ratio: 1.91; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Score 5.7/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost earnings 0.60, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated Nov 4, 2026Recent Developments — ArcBest Corporation
Latest news
- NEWS ArcBest Q3 2026 Earnings Call Transcript — benzinga Nov 4, 2026 neutral
- NEWS ArcBest Corporation Reports Q3 2026 Financial Results — fiscal.ai Nov 4, 2026 neutral
- NEWS ArcBest CEO Credits Cost Cuts, Asset-Light Momentum for Profit Surge — benzinga Nov 4, 2026 positive
- NEWS ArcBest Q3 Adj. EPS $2.62 Beats $2.48 Estimate, Sales $1.200B Miss $1.205B Estimate — benzinga Nov 4, 2026 neutral
- NEWS ArcBest Declares Quarterly Cash Dividend of $0.12 Per Share — fiscal.ai Oct 30, 2026 positive
Latest item Nov 4, 2026 · Generated 2026-11-05T11:44:07Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $139.29: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Elevated put/call ratio: 1.91; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Prior stop was $129.54. Score 5.7/10, moderate confidence.
Analyst target: $145.16 (+4.2% upside). Prior stop was $129.54. Stop-loss: $129.54.
Quality below floor (3.6 < 4.0); Value-trap signals (2/5): Margin compression (op margin -3.6%), Material insider selling (4 sells, 0.09% of cap).
ArcBest Corporation trades at a P/E of 108.8 (forward 14.6). TrendMatrix value score: 6.6/10. Verdict: Sell.
21 analysts rate ARCB, with a consensus score of 4.0/5. 13 analysts publish price targets averaging $167.
What does ArcBest Corporation do?ArcBest Corporation™ (together with its subsidiaries, the "Company," "ArcBest," "we," "us," and "our") is a...
ArcBest Corporation™ (together with its subsidiaries, the "Company," "ArcBest," "we," "us," and "our") is a multibillion-dollar integrated logistics company that leverages technology and a full suite of solutions across multiple modes of transportation to meet our customers' supply chain needs. We serve as a single end-to-end logistics partner with global reach.