Saia Inc. ($SAIA) Stock Forecast: Down 5.3% Today

What is Saia Inc.?

Saia Inc. (NASDAQ: SAIA) operates as a transportation and logistics company specializing in regional and interregional less-than-truckload (LTL) services in the United States. The stock notably exhibited significant bearish movement today.

Why is Saia Inc. going down?

SAIA stock is down 5.3% on Feb 12, 2026 15:52

• 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.

SAIA Price Chart

SAIA Technical Analysis

SAIA News

Barclays Increases Saia (NASDAQ:SAIA) Price Target to $400.00

Barclays has increased its price target for Saia (NASDAQ:SAIA) to $400.00, maintaining an "overweight" rating, although the general consensus among analysts remains a "Hold" with a target of $363.35. This adjustment comes despite Saia missing Q4 EPS expectations and facing widened operating ratios due to elevated self-insurance costs. Management continues to emphasize long-term benefits from a $2 billion network investment aimed at improving the operating ratio.

https://www.marketbeat.com/instant-alerts/barclays-increases-saia-nasdaqsaia-price-target-to-40000-2026-02-11/

Susquehanna downgrades Saia stock rating to Neutral on valuation concerns By Investing.com

Susquehanna downgraded Saia Inc. (NASDAQ:SAIA) from Positive to Neutral, citing valuation concerns and setting a price target of $425.00. This adjustment comes after a significant 35.58% return over the past six months, placing the stock's RSI in overbought territory. The firm also lowered its 2026 EPS estimate to $10.35 due to below-the-line activity, though its 2027 EPS estimate remains unchanged at $6.00.

https://ng.investing.com/news/analyst-ratings/susquehanna-downgrades-saia-stock-rating-to-neutral-on-valuation-concerns-93CH-2336827

Saia, Inc. (NASDAQ:SAIA) Q4 2025 Earnings Call Transcript

Saia, Inc. (NASDAQ:SAIA) reported fourth-quarter 2025 earnings, missing EPS expectations at $1.77 versus an anticipated $1.90. The company highlighted its resilience and focus despite a dynamic demand environment, with its national network now fully operational for a year. While facing increased self-insurance costs and mixed headwinds, Saia is confident in its strategic investments and ability to scale and improve performance in 2026, even in a soft macro environment, aiming for improved operating ratios and a return on its significant capital deployment.

https://www.insidermonkey.com/blog/saia-inc-nasdaqsaia-q4-2025-earnings-call-transcript-1693371/

Envestnet Asset Management Inc. Has $39.37 Million Stock Holdings in Saia, Inc. $SAIA

Envestnet Asset Management Inc. significantly increased its stake in Saia, Inc. (NASDAQ:SAIA) by 5.1% in the third quarter, holding 131,516 shares valued at $39.37 million. This move comes amidst mixed institutional activity and analyst ratings, with Saia missing Q4 EPS targets but projecting future operating-ratio improvements. The article details recent insider trades and analyst price targets while highlighting Saia's financial performance and key news impacting the company.

https://www.marketbeat.com/instant-alerts/filing-envestnet-asset-management-inc-has-3937-million-stock-holdings-in-saia-inc-saia-2026-02-11/

Morgan Stanley downgrades Saia, Inc. (SAIA) to Underweight on Feb 10, 2026

Morgan Stanley downgraded Saia, Inc. (SAIA) to Underweight on February 10, 2026, citing valuation concerns and a modest Q4 earnings miss, flagging a potential 40% downside. Shares reacted with a 4.4% intraday drop. The downgrade suggests expected underperformance for SAIA, prompting investors to monitor margin trends and compare Morgan Stanley's view against other analyst ratings, though Meyka AI still rates SAIA as a B+.

https://meyka.com/blog/morgan-stanley-downgrades-saia-inc-saia-to-underweight-on-feb-10-2026-1002/

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Saia Inc. Price History

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.

21.00.2026 - SAIA Stock was up 5.0%

• The positive movement in Saia's stock is linked to the strategic decision of unifying its brands under the name "Saia Logistics," intending to simplify customer interactions and highlight the integration of its services.
• Despite a notable increase in short interest, Saia's stock gained momentum due to consistently surpassing earnings expectations, with analysts anticipating another beat in the upcoming earnings period.
• Market sentiment is buoyed by Saia's strong earnings performance, as indicated by a positive Zacks Earnings ESP and a history of exceeding estimates, suggesting promising growth prospects.
• The rebranding of Saia's logistics division, coupled with unchanged operations, underscores the company's stability and customer-centric approach, bolstering the positive outlook on Saia's stock.

29.06.2025 - SAIA Stock was down 5.7%

• The company's positive Q2 earnings prompted analysts to raise their forecasts, reflecting optimism towards the company.
• Despite the favorable earnings, the stock displayed a downward trend, hinting at potential profit-taking or market correction.
• The stock's decline could be influenced by various factors beyond earnings, such as macroeconomic trends or industry developments.
• To navigate volatile markets effectively, traders should stay informed about both company-specific updates and broader market movements.

05.00.2026 - SAIA Stock was up 5.1%

• The positive movement in Saia's stock today can be attributed to the favorable market sentiment following its robust Q3 earnings report, which outperformed expectations and underscored the company's potential for growth.
• The rise in institutional investors' holdings, such as Pacer Advisors Inc. acquiring more shares, signals confidence in Saia's future performance and expansion opportunities.
• Notwithstanding some concerns expressed about financial metrics and valuation, Saia's deliberate investments in expanding its presence in crucial regions like the Triad area indicate a dedication to long-term growth and a stronger position in the market.
• In summary, the bullish movement observed in Saia's stock today reflects investors' positive outlook driven by strong financial performance, strategic acquisitions, and an optimistic market outlook for the transportation sector.

04.01.2026 - SAIA Stock was up 6.5%

• There was a strong bullish movement of 9.8% in Saia's stock (SAIA) prior to its Q4 earnings report, reflecting positive investor sentiment and excitement for the financial results.
• Analysts increased price targets and upgraded the stock post a rebranding to 'Saia Logistics,' contributing to the over 9% surge in stock price.
• Despite lower trading volume, the stock rose by 6.9% after surpassing EPS and revenue estimates in recent quarterly earnings, in addition to favorable analyst upgrades.
• Insider transactions, encompassing both buying and selling activities, along with adjustments in institutional investors' stakes, played a role in the upward trend of Saia's stock.

10.11.2025 - SAIA Stock was up 5.4%

• The rise in Saia's stock today is linked to growing institutional interest, including significant stake acquisitions by firms like Natixis and Marshall Wace LLP.
• Despite encountering issues like margin compression and variable freight demand, Saia's stock gained momentum following strong quarterly earnings and revenue that surpassed expectations.
• The market's response may be influenced by Saia's strategy of balancing growth efforts with margin protection amid a challenging investment landscape.
• A slight improvement in freight trends in November, following a dip in October, could have bolstered investor confidence in Saia's ability to stabilize margins amidst increased operating and expansion costs.

06.00.2026 - SAIA Stock was up 5.9%

• Saia's stock surged by 4.9% following an increase in the price target by a Susquehanna analyst to $390.00 from $350.00, with a "Positive" rating, reflecting ongoing confidence in the company.
• Despite facing challenges in Q1 2025 such as weather disruptions and a drop in revenue per unit, Saia's stock has climbed by 6.1% year-to-date, showcasing resilience and growth potential.
• The raised price target indicates the possibility of further stock growth, albeit below its 52-week high, signaling optimism about the company's future performance.
• Pacer Advisors Inc. acquiring more Saia shares post robust Q3 earnings surpassing analyst predictions contributes to the favorable outlook, with analysts upholding a "Moderate Buy" stance.

23.09.2025 - SAIA Stock was down 5.4%

• The retirement of Saia's Chief Information Officer Rohit Lal and the appointment of Tarak Patel as the new CIO have stirred uncertain reactions among investors regarding the company's future leadership.
• Leadership changes can trigger speculation about strategic alterations or internal issues, impacting market sentiment negatively.
• Investors seem to be responding to this development by selling shares temporarily as they await more clarity on how the leadership transition will influence Saia's operations and growth prospects.
• The market's response implies that this change is perceived as a potential risk, which has led to a downward trend in Saia's stock price today.

06.09.2025 - SAIA Stock was up 2.4%

• The bullish movement in Saia's stock could be attributed to the upcoming announcement of its third-quarter 2025 results, creating anticipation and positive sentiment among investors.
• Despite the recent month and year declines in the stock price, the current spike could indicate renewed confidence in the company's performance.
• Investors might be optimistic about potential positive insights from the P/E ratio analysis, leading to increased buying activity and driving the stock price up.

10.01.2026 - SAIA Stock was down 5.2%

• Saia Inc.'s Q4 2025 results showed a mix of performance, exceeding revenue expectations but falling short of EPS forecasts. This led to a negative market response.
• The company's disappointing quarterly earnings, marked by an EPS below estimates and a marginal revenue growth, spurred a decline in its stock value.
• Analyst evaluations of Saia are varied, with a general "Hold" recommendation and a price target lower than the current trading value, reflecting uncertainty in market sentiment.
• Saia's strategic focus on expanding its national network and investing in technology for future development may have provided some support, but the prevalent market sentiment was mainly negative due to the earnings shortfall.

10.01.2026 - SAIA Stock was down 6.0%

• The decline in Saia's stock today may be linked to concerns over the upcoming earnings announcement and the need to show volume improvements in the LTL market.
• Despite optimism in the transportation sector and recent stock gains, the anticipated drop in year-on-year revenue and steady earnings projections could have disappointed investors, driving the downward trend.
• While the acquisition of LinkEx Inc. and partnership with TST Overland Express occurred recently, they may not have allayed worries about volume recovery and margin expectations, contributing to Saia's stock decline.
• The increased ownership of Saia shares by Ranger Investment Management L.P. and other institutions, along with higher price projections, suggest a positive long-term outlook on the company's growth despite the current stock market decline.

02.01.2026 - SAIA Stock was up 6.1%

• The significant decrease in short interest indicates reduced bearish sentiment towards Saia, contributing to the bullish movement in the stock.
• The positive earnings report, beating EPS and revenue estimates, likely boosted investor confidence in Saia's performance and future prospects.
• The rebranding of its logistics unit and expansion plans demonstrate Saia's commitment to growth and innovation, aligning with market expectations and fueling optimism among investors.
• The technical strength upgrade and outperformance compared to other stocks further validate Saia's position as a top-performing company, attracting more interest from investors seeking strong potential returns.