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SAIASaia, Inc.Buy Wait6.2·$379.40-0.22%
Buy WaitModerate Confidence
Investment thesis

Saia's solid earnings beat streak and above-average technical momentum cannot overcome a negative analyst upside and free cash flow conversion rate of only 14%, making the stock a hold at best until valuation normalizes to a more attractive entry point.

Thesis pillars

  • Earnings Beat ConsistencyStable
  • Fcf Quality Red FlagStable
  • Rich Valuation Negative UpsideDeteriorating
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Saia, Inc. (SAIA) Stock Analysis

Buy WaitGrowthModerate Confidence

Industrials · Trucking

Wait for pullback to $350.26. At $379.40 the A.R:R is 0.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $350.26 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining.

We provide national less-than-truckload (LTL) services through a single integrated organization. While approximately 97% of our revenue is derived from transporting LTL shipments, we also offer customers a wide range of other value-added services, including brokered truckload... Read more

$379.40+2.0% A.UpsideScore 6.2/10#1 of 12 Trucking
QualityF-score8 / 9FCF yield1.32%
Entry $350.26(support + ATR (held))Stop $314.90Target $391.89(analyst − 10%)A.R:R 0.2:1
Analyst target$435.43+14.8%21 analysts
$391.89our TP
$379.40price
$435.43mean
$285
$510

Wait for pullback to $350.26. At $379.40 the A.R:R is 0.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $350.26 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Mixed signals. Hold existing position. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 6.2/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 74d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-08-16
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Oct 29, 202674d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Earnings estimates trending UP
Strong growth profile
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)37.0
P/E (Fwd)27.2
Mkt Cap$10.3B
EV/EBITDA16.9
Profit Mgn8.2%
ROE10.8%
Rev Growth17.1%
Beta2.14
DividendNone
Rating analysts27

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.31bullish
IV81%elevated
Max Pain$300-20.9% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R 0.2 < 1.5@spotMomentum 7.2>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 74d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
39 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $341.59Resistance $436.40

Price Targets

$315
$350
$392
A.Upside+2.0%
A.R:R0.2:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (2.0% upside)
! NEWS_MOD=+1: HOLD_IF_HOLDING → STRONG_BUY_WAIT
! asymmetry at 0.2 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-10-29 (74d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SAIA stock a buy right now?

Wait for pullback to $350.26. At $379.40 the A.R:R is 0.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $350.26 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Mixed signals. Hold existing position. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $391.89 (+3.3%), stop $314.90 (−20.5%), A.R:R 0.2:1. Score 6.2/10, moderate confidence.

What is the SAIA stock price target?

Take-profit target: $391.89 (+2.0% upside). Target $391.89 (+3.3%), stop $314.90 (−20.5%), A.R:R 0.2:1. Stop-loss: $314.90.

What are the risks of investing in SAIA?

Analyst target reached - limited upside remaining.

Is SAIA overvalued or undervalued?

Saia, Inc. trades at a P/E of 37.0 (forward 27.2). TrendMatrix value score: 4.6/10. Verdict: Buy (Wait for Entry).

What do analysts say about SAIA?

27 analysts cover SAIA with a consensus score of 3.9/5. Average price target: $435.

What does Saia, Inc. do?We provide national less-than-truckload (LTL) services through a single integrated organization. While approximately...

We provide national less-than-truckload (LTL) services through a single integrated organization. While approximately 97% of our revenue is derived from transporting LTL shipments, we also offer customers a wide range of other value-added services, including brokered truckload and expedited transportation and other logistics services across North America.

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