The trucking operator converts cash exceptionally well — free cash flow at 197% of net income — but the absence of a competitive moat, quality sitting below the minimum acceptable floor, and a price that has already exceeded the resistance target with negative reward/risk make the current setup unattractive for new positioning.
Thesis pillars
- Quality Below Floor No Moat→Stable
- Exceptional Cash Conversion→Stable
- Unfavorable Risk Reward At Price↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
ArcBest Corporation (ARCB) Stock Analysis
Range Bound setup
Industrials · Trucking
Sell if holding. Engine safety override at $142.88: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: 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 $142.88: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality. Chart setup: RSI 45 mid-range, Bollinger mid-band. Score 5.5/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 80d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and 8k serious 2.05,2.06. Suitability: aggressive.
Recent developments
updated 2026-08-15Recent Developments — ArcBest Corporation
Material events (past 30 days)
- 8K Jul 16, 2026 MEDIUM Item 2.05: **Texas** | **0-19969** | **71-0673405** (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) **8401 McClure Drive** **Fort Smith****,****Arkansas** (Address of principal executive offices) | | **72916** (Zip Code) Registrant's telephon...
- 8K Jul 16, 2026 MEDIUM Item 2.06: **Texas** | **0-19969** | **71-0673405** (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) **8401 McClure Drive** **Fort Smith****,****Arkansas** (Address of principal executive offices) | | **72916** (Zip Code) Registrant's telephon...
Latest news
- NEWS Citigroup Maintains Buy on ArcBest, Lowers Price Target to $171 — benzinga Aug 4, 2026 positive
- NEWS UBS Maintains Neutral on ArcBest, Raises Price Target to $154 — benzinga Aug 3, 2026 positive
- NEWS TD Cowen Maintains Hold on ArcBest, Lowers Price Target to $155 — benzinga Jul 30, 2026 neutral
- NEWS ArcBest Q2 Adj. EPS $2.38 Beats $2.27 Estimate, Sales $1.185B Beat $1.166B Estimate — benzinga Jul 29, 2026 positive
- NEWS Stifel Maintains Buy on ArcBest, Raises Price Target to $176 — benzinga Jul 21, 2026 neutral
Generated 2026-08-15T13:12:17Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-07-16Item 2.05MEDIUM**Texas** | **0-19969** | **71-0673405** (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) **8401 McClure Drive** **Fort Smith****,****Arkansas** (Address of principal executive offices) | | **72916** (Zip Code) Registrant's telephon...SEC filing →
- 2026-07-16Item 2.06MEDIUM**Texas** | **0-19969** | **71-0673405** (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) **8401 McClure Drive** **Fort Smith****,****Arkansas** (Address of principal executive offices) | | **72916** (Zip Code) Registrant's telephon...SEC filing →
- 2026-05-18Item 1.02MEDIUM- TERMINATION OF A MATERIAL DEFINITIVE AGREEMENT** On May 18, 2026, ArcBest Corporation (the "Company") and its wholly owned subsidiary, ArcBest Funding LLC (the "Borrower"), terminated the Third Amended and Restated Receivables Loan Agreement, dated as of June 9, 2021, as amended December 2, 202...SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
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 $142.88: Quality below floor (3.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality. Chart setup: RSI 45 mid-range, Bollinger mid-band. Prior stop was $132.88. Score 5.5/10, moderate confidence.
Take-profit target: $148.57 (+4.0% upside). Prior stop was $132.88. Stop-loss: $132.88.
Quality below floor (3.6 < 4.0); Value-trap signals (2/5): Margin compression (op margin 1.6%), Material insider selling (7 sells, 0.08% of cap).
ArcBest Corporation trades at a P/E of 207.1 (forward 15.1). TrendMatrix value score: 7.5/10. Verdict: Sell.
20 analysts cover ARCB with a consensus score of 4.0/5. Average price target: $171.
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.