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SAIA · NASDAQ · STOCK

Saia

Industrials Updated August 09, 2026
$359.33
52W $249.32 – $494.71
58/100
$9.72B
35.1
2.14
AI Committee Verdict
Watch
58/100
Conviction: Moderate · 67% agreement · 6 analysts
+0.2%
-0.8%
0.28:1
Moderate

Is SAIA Bullish or Bearish?

Mixed. Innellis AI committee rates Saia (SAIA) Watch with a composite score of 58/100 , based on 6 analysts with 67% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +2.27 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -17.73 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Some positive signals exist — market regime is bullish (bull market -- normal position sizing) — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.06) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 2.20 means this name should amplify a favorable market regime — Macro
Bear Case
  • P/E of 35.0 is moderate-to-rich — Value
  • EPS declining -4.2% YoY despite any revenue growth — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 33.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
58/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 58%
of 158 Industrials peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 35.0 is moderate-to-rich
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -4.2% YoY despite any revenue growth
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.06) -- balance sheet can absorb a shock
− Bollinger bandwidth of 33.5% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 57.7 to 57.7.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
36.1
Neutral
MACD Histogram
-4.088
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Lh Ll
Support
$361.52
Resistance
$365.17
Bollinger %B
0.22
Inside Bands
Price vs Moving Averages
EMA 9
$372.92 Below
EMA 21
$393.16 Below
EMA 50
$412.64 Below
EMA 200
$391.76 Below

Fundamental Analysis

Valuation
63
Growth
86
Profitability
41
Financial Health
83
Cash Flow
70
Valuation
P/E Ratio 35.1×
P/B Ratio 3.58×
PEG Ratio -8.27
Dividend Yield 0.00%
52W High $494.71
52W Low $249.32
Quality & Growth
ROE 989.4%
ROA 732.3%
Gross Margin 1611.7%
Operating Margin 1104.4%
Revenue Growth YoY
Debt / Equity 0.10
AI Fundamental Assessment
P/E ratio of 35.1 (rich relative to a 15-40x range); Price-to-book of 3.6x; PEG ratio of -8.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.9%; Return on assets of 7.3%; Net margin of 8.2%; Gross margin of 16.1%; Current ratio of 1.58 (healthy short-term liquidity); Debt-to-equity of 0.10; Free cash flow per share is positive (9.53); Most recent quarter beat estimates by 1.9%; 2 consecutive earnings beats; EPS growth accelerating (+5.1% -> +88.7% QoQ); Average YoY EPS growth of 31.5%; Analyst estimates rising over recent quarters
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Explore SAIA Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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