B+
Bull case
25%
Probability
Target price
$410.00
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
SAIA
SaiaBNasdaq / Transportation
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$350.00
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$280.00
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-10-02
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+69.3
Score
AI commentary
The September operating update supports a freight-density improvement, but modest shipment growth tempers the signal. Stored July coverage reported a Q2 EPS beat; no reliable current analyst revisions or sustained post-update price reaction were supplied. The zero-valued sentiment fields denote unavailable measurements, not neutral readings.
RankAlpha Sentiment Codex - 2026-10-02
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-10-31eventPricing and operating-ratio testMedium impact
Q2 operating ratio improved to 86.9%, but LTL revenue per hundredweight excluding fuel fell 2.2%. The next results will test whether pricing and network utilization sustain the margin improvement. The reporting date is estimated. [#SEC-8K-2026-07-30]
2026-10-31eventQ3 results test freight-density gainsHigh impact
July–August LTL tonnage per workday rose 8.3% year over year, while shipments rose only 1.0%; heavier shipments supplied most of the gain. Q3 results should show whether that mix persisted and converted into earnings. The reporting date is estimated, not announced. [#8-K-2026-09-03]
2027-02-28catalystCapital-spending restraint and cash generationHigh impact
Saia anticipated approximately $350 million–$400 million of 2026 net capital expenditures, subject to market conditions. Lower spending could support cash generation if volume and margins hold; the date marks an estimated full-year reporting window. [#SEC-8K-2026-07-30]
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-02 • Updated nightlySource: Internal modelMethodology