Saia Inc. ($SAIA) Stock Forecast: Down 5.2% Today

What is Saia Inc.?

Saia, Inc. (NASDAQ: SAIA) is a transportation company specializing in less-than-truckload (LTL) freight services. The stock had a strong bearish movement today amidst recent stock volatility.

Why is Saia Inc. going down?

SAIA stock is down 5.2% on Mar 19, 2026 15:05

• Some major institutional investors have increased their stakes in Saia, Inc., expressing confidence in the company's growth potential. However, company insiders have been selling shares.
• Analysts maintain a consensus "Hold" rating on Saia with an average price target above its current trading price, indicating a potential disconnect between market sentiment and analyst expectations.
• Saia recently fell short of its most recent quarterly EPS estimate, potentially contributing to the decline in the stock price.
• Morningstar has forecasted subdued LTL demand for Saia until the first half of 2026, which could have negatively impacted investor sentiment, despite long-term margin opportunities and network expansions for the company.

SAIA Price Chart

SAIA Technical Analysis

SAIA News

London Co. of Virginia Increases Stake in Saia, Inc.

London Co. of Virginia increased its stake in Saia, Inc. by 4.2% during the third quarter, signaling confidence in the transportation company's growth potential. The firm now owns 108,674 shares valued at $32.5 million. This move comes despite recent stock volatility, suggesting London Co. of Virginia sees continued value in Saia's less-than-truckload (LTL) freight services.

https://nationaltoday.com/us/ga/johns-creek/news/2026/03/17/london-co-of-virginia-increases-stake-in-saia-inc/

Moore Capital Management LP Invests $20.33 Million in Saia, Inc. $SAIA

Moore Capital Management LP has acquired a new stake of 67,901 shares in Saia, Inc. (NASDAQ:SAIA) valued at approximately $20.33 million during the third quarter. This investment, representing about 0.25% ownership, is part of a trend where several large institutions, including Invesco and AllianceBernstein, have significantly increased their positions in the transportation company. Despite this institutional interest, company insiders have recently sold shares, and Saia missed its most recent quarterly EPS estimate.

https://www.marketbeat.com/instant-alerts/filing-moore-capital-management-lp-invests-2033-million-in-saia-inc-saia-2026-03-17/

Saia, Inc. $SAIA Shares Bought by London Co. of Virginia

London Co. of Virginia increased its stake in Saia (NASDAQ:SAIA) by 4.2% in the third quarter, acquiring an additional 4,429 shares. Other institutions like AllianceBernstein, Viking Global Investors, and Invesco also significantly boosted their holdings. While insiders have been net sellers, the stock holds a consensus "Hold" rating from analysts with an average price target of $379.47, compared to its current trading price of around $327.71.

https://www.marketbeat.com/instant-alerts/filing-saia-inc-saia-shares-bought-by-london-co-of-virginia-2026-03-17/

Jain Global LLC Has $10.12 Million Stock Position in Saia, Inc. $SAIA

Jain Global LLC significantly increased its stake in Saia, Inc. (NASDAQ:SAIA) by 427.8% in Q3, now holding 33,792 shares valued at over $10.12 million. Other hedge funds also modified their positions in the transportation company, which saw its stock open at $327.71 on Tuesday. Saia recently reported Q4 earnings that missed analyst estimates, but analysts anticipate a full-year EPS of 15.46.

https://www.marketbeat.com/instant-alerts/filing-jain-global-llc-has-1012-million-stock-position-in-saia-inc-saia-2026-03-17/

Saia's LTL Demand Backdrop to Remain Muted Into First-Half 2026

Morningstar predicts that Saia's less-than-truckload (LTL) demand will likely remain subdued until the first half of 2026 due to a muted backdrop. Despite this, the company, recognized as a top-tier LTL operator, had expanded its network organically in 2017 and acquired additional terminals in 2024. This outlook suggests potential long-term margin opportunities, even with near-term demand challenges.

https://www.morningstar.com/company-reports/1461030-saias-ltl-demand-backdrop-to-remain-muted-into-first-half-2026

Trending Today

Saia Inc. Price History

25.01.2026 - SAIA Stock was down 5.2%

• Saia Inc. maintained its sponsorship with Joe Gibbs Racing for the NASCAR season to enhance brand visibility, but this development did not influence the stock positively.
• JPMorgan Chase & Co. notably decreased its ownership in Saia, Inc. by 46.6% in the third quarter, indicating potential doubts about the company's performance.
• The sale of shares by Saia's Executive VP & Chief Customer Officer, alongside other key executives, sparked concerns among shareholders, suggesting internal uncertainties about the company's future prospects.
• Despite some insider buying activity, the prevalence of insider selling in Saia Inc. likely contributed to the bearish movement in the stock, with investors viewing it as a sign of uncertainty regarding the company's value and growth opportunities.

19.02.2026 - SAIA Stock was down 5.2%

• Some major institutional investors have increased their stakes in Saia, Inc., expressing confidence in the company's growth potential. However, company insiders have been selling shares.
• Analysts maintain a consensus "Hold" rating on Saia with an average price target above its current trading price, indicating a potential disconnect between market sentiment and analyst expectations.
• Saia recently fell short of its most recent quarterly EPS estimate, potentially contributing to the decline in the stock price.
• Morningstar has forecasted subdued LTL demand for Saia until the first half of 2026, which could have negatively impacted investor sentiment, despite long-term margin opportunities and network expansions for the company.

13.01.2026 - SAIA Stock was up 5.9%

• Despite a downgrade to Underweight by one analyst firm, the market responded bullishly to Saia's stock, possibly reflecting differing investor perspectives on the company's future.
• Another analyst firm raised the price target to $400.00 despite Saia missing Q4 EPS expectations, suggesting continued growth potential and contributing to the positive market movement.
• A stock rating downgrade and concerns over valuation and RSI levels may have initially caused uncertainty, but the market sentiment turned bullish, possibly due to strategic investments and operational improvements highlighted by the company.
• One investment firm increased its stake in Saia by 5.1%, showcasing confidence in the company's long-term performance and in line with the overall bullish market movement.

10.02.2026 - SAIA Stock was up 7.7%

• Saia Inc (SAIA) saw a bullish movement today despite a recent dip in its stock price. Possible reasons for this include:
• Posting Q4 earnings that surpassed revenue forecasts but fell short of EPS consensus, demonstrating a mixed performance that may have prompted a reevaluation by investors.
• Despite instances of insider selling, an increase in holdings by significant hedge funds might indicate a vote of confidence in Saia's long-term growth potential.
• Saia's capability to uphold stable contract pricing amid softer freight trends, coupled with investments in network infrastructure and logistics, may have reassured investors about the company's resilience in a challenging market environment.
• Positive attitudes towards Saia's strategic actions and operational steadiness likely played a role in the stock's bullish movement today.

06.02.2026 - SAIA Stock was down 9.2%

• Bearish movement today could be attributed to profit-taking after the stock hit a 52-week high, leading to a slight correction in its price.
• Despite the company's stable contract pricing and new service launches like the Xtreme Guarantee and Enhanced Guaranteed Select Service, insider selling and concerns about overvaluation might have contributed to the downward pressure on the stock.
• The softer freight trends in Saia's core LTL business for January and February could have also influenced investor sentiment, prompting some to reevaluate their positions in the company.
• Overall, while Saia continues to innovate and expand its offerings, market fluctuations and investor perceptions regarding valuation and operational performance seem to have played a role in today's bearish movement.

05.02.2026 - SAIA Stock was down 5.2%

• Today's bearish movement in Saia's stock may be linked to decreasing LTL volumes in January and February, signifying business contraction.
• A 22.1% rise in short interest in February could have also influenced the stock's decline, with investors possibly expecting a price drop.
• Despite Saia's expansion of Guaranteed Select Service, market reaction may be tied to preliminary Q1 figures not aligning with final results, suggesting potential risks.
• The fluctuating LTL volumes, coupled with concerns over valuation and increased short interest, are likely driving the bearish trend in Saia's stock today.

17.02.2026 - SAIA Stock was up 5.4%

• Jain Global LLC has notably boosted its stake in Saia, Inc., indicating a strong belief in the company's future prospects and potentially influencing the bullish market trajectory.
• While Saia faced some softer LTL metrics at the beginning of 2026, such as shipment softness and tonnage declines, its stable contract pricing and efforts to enhance operational stability likely reassured investors, contributing to the positive market movement.
• The company's attractive valuation metrics in comparison to industry peers, coupled with its emphasis on operational efficiency despite the risks linked to increasing claims costs, have likely bolstered investor confidence and fostered a favorable market sentiment.
• In conclusion, Saia's strategic network expansion, steady contract pricing, and operational efficiency in the midst of market challenges have instilled trust in investors regarding the company's capability to overcome obstacles and generate sustainable profits, ultimately driving the stock's upward movement.

12.01.2026 - SAIA Stock was down 5.3%

• A notable firm downgraded Saia's stock rating to Neutral, expressing apprehensions about valuation and highlighting an overbought RSI along with below-the-line activity that could impact EPS estimates. It set a price target of $425.00.
• Conversely, another firm raised Saia's price target to $400.00 while maintaining an "overweight" rating. This decision came despite the company falling short of Q4 EPS estimates and grappling with operational ratio challenges.
• Although Saia's Q4 earnings were below anticipated levels, the company spoke optimistically about its strategic investments and the prospect of performance enhancement in 2026 through enduring advantages stemming from network investments.
• An additional evaluation by a different institution, which shifted the rating to Underweight, underscored concerns about valuation and a minor Q4 earnings shortfall. This led to a noteworthy 4.4% intraday drop in shares. As a result, it would be prudent for investors to track margin patterns attentively and consider the range of analyst viewpoints regarding Saia's future trajectory.

13.02.2026 - SAIA Stock was down 5.2%

• Some prominent investors and financial institutions have recently decreased their holdings in Saia, Inc., suggesting doubts about the company's future prospects.
• Saia recorded mixed results for January and February 2026, with a decrease in less-than-truckload tonnage and weight per shipment, leading to a negative shift in market sentiment and a notable drop in the stock price.
• Analysts currently maintain a consensus "Hold" rating on Saia with a target price of $379.47. However, the stock is trading below this target due to challenging freight trends, weather-related disruptions, and a decline in tonnage and shipments.
• The stock price fell by 4.06% on March 11 due to factors such as missing earnings estimates, insider selling activities, and concerns regarding the company's valuation. The high price-to-earnings ratio compared to industry standards suggests potential downside risks.

09.02.2026 - SAIA Stock was up 7.1%

• Despite missing Q4 EPS expectations, Saia's revenue slightly beat estimates, indicating resilience in its operational performance.
• The increased investment by Picton Mahoney Asset Management could have instilled confidence in the market, contributing to the bullish movement.
• The upcoming launch of the "Xtreme Guarantee" and the expansion of the Guaranteed Select Service demonstrate Saia's commitment to improving customer experience and differentiating itself in the competitive transportation industry.
• Saia's ability to maintain pricing power amidst softer freight trends and its strategic investments in network infrastructure and logistics offerings are likely factors driving investor optimism and the bullish market movement.

12.02.2026 - SAIA Stock was down 5.2%

• A reduction in stake by Capital World Investors raised concerns about Saia, Inc.'s future performance, possibly influencing the bearish momentum.
• Softening less-than-truckload tonnage and weight per shipment in January and February 2026 impacted market sentiment and caused a notable decline in share price.
• Stifel's adjustment of the price target due to weakened freight trends and weather disruptions, in combination with reduced tonnage and shipments, intensified the bearish pressure on Saia's stock.
• Despite expansion plans and operational enhancements, Saia's weak fourth-quarter results, with lower-than-expected earnings and a deteriorated operating ratio, prompted investor worries about the company's growth and profitability outlook, further fueling the bearish market trend.

11.02.2026 - SAIA Stock was down 5.6%

• Saia's stock price dropped by 3.46% following a disappointing Q4 2025 earnings report, where earnings per share missed expectations and operating costs increased, leading to concerns about profitability and growth management.
• Reduction of Saia's price target by Stifel due to soft freight trends and weather impacts contributed to the negative sentiment surrounding the stock.
• Despite some analysts increasing their targets due to network expansion and improving freight trends, the overall sentiment remains cautious, with the stock closing 4.59% lower on March 9.
• The analysis underlines weak near-term sentiment, with the stock significantly below its 52-week high, indicating ongoing challenges for Saia in the current market environment.