Saia, Inc. (NASDAQ: SAIA) is a key player in the transportation sector, specializing in less-than-truckload (LTL) services. On February 10, 2026, Goldman Sachs maintained its "Buy" rating for SAIA, with a "hold" action, indicating confidence in the company's potential. At the time, the stock was priced at $381.64, and Goldman Sachs raised its price target from $370 to $403, as highlighted by TheFly.
Despite the positive outlook from Goldman Sachs, Saia's recent financial performance shows some challenges. The company reported a diluted earnings per share (EPS) of $1.77 for Q4 2025, a decline from $2.84 in the same period of 2024. For the full year of 2025, diluted EPS was $9.52, down from $13.51 in 2024. Excluding a net gain on real estate, the adjusted diluted EPS was $9.11.
Revenue for Saia in Q4 2025 was $790 million, a slight increase of 0.1% compared to the previous year. However, operating income decreased significantly by 36.9%, totaling $64 million. The operating ratio, a measure of efficiency, increased to 91.9% from 87.1% in Q4 2024, indicating higher operating costs relative to revenue.
The stock price of SAIA, currently at $381.64, has seen a decrease of 6.83%, or $27.96, today. The trading range for the day was between $375 and $396.44. Over the past year, the stock has fluctuated between a high of $507.39 and a low of $229.12. Saia's market capitalization is approximately $10.17 billion, with a trading volume of 1,407,869 shares.
In terms of operational metrics, Saia experienced a decrease in LTL shipments per workday by 0.5% and LTL tonnage per workday by 1.5%. These declines reflect challenges in maintaining shipment volumes, which could impact future revenue growth. Despite these hurdles, the company's market position and Goldman Sachs' positive outlook suggest potential for recovery.
