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    Saia (SAIA) Could Be 27% Undervalued As Earnings Beat And $250 Million Buyback Land

    Simply Wall St·11/08/2026 22:20:34
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    Saia’s earnings beat and buyback plan draw fresh attention

    Saia (SAIA) just put a spotlight on its stock with third quarter 2026 results showing higher sales and net income than a year earlier, along with a new US$250 million share repurchase authorization.

    Despite the upbeat earnings release and fresh repurchase plan, Saia’s recent share price has eased, with a 7 day share price return of 3.7% lower and a 90 day share price return of 6.7% lower, even as the 1 year total shareholder return is 17.6% higher.

    Capitalize on Saia’s earnings momentum and fresh buyback signal by scanning a curated group of 38 high quality undervalued stocks that combine solid cash flows with resilient balance sheets.

    Saia recently reported higher earnings and announced a fresh buyback, yet the share price has declined over the past quarter. Does that reset leave the risk reward profile still leaning toward buyers?

    Most Popular Narrative: 21% Undervalued

    Saia’s most followed valuation narrative pegs fair value around $420 per share, compared with a recent close of $331.90. Under this view, the current pullback is framed as a sizeable discount.

    The ongoing expansion and maturation of Saia's national terminal network, combined with densification of the 218 plus facilities added or upgraded since 2022, is still early in its ramp and is beginning to show operating ratio improvement at newer sites. This could support higher shipment volumes, revenue growth and better net margins as more terminals move from the low 90s operating ratio toward mature system levels.

    See why 4 investors see Saia as 21% undervalued.

    Result: Fair Value of $420 (UNDERVALUED)

    Still, rising wages and benefits, along with higher fuel, claims and insurance costs, could squeeze Saia’s operating ratio and blunt the bullish valuation story.

    Find out about the key risks to this Saia narrative.

    Another Take On Saia’s Valuation

    That $420 fair value story puts Saia in the “undervalued” camp. The SWS DCF model points in the opposite direction. On that view, the shares around $331.90 trade well above an estimated future cash flow value of $168.95, which raises the question of which yardstick you trust more.

    To unpack how this cash flow view is built and what would need to change for it to line up with the bullish narrative, Look into how the SWS DCF model arrives at its fair value.

    SAIA Discounted Cash Flow as at Nov 2026
    SAIA Discounted Cash Flow as at Nov 2026

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Saia for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 38 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

    Next Steps

    Positive signals are stacking up around Saia, so move quickly, review the underlying data and pressure test the optimism against your own standards. To see which potential upsides analysts are focusing on, take a closer look at the 2 key rewards.

    Looking for more Saia investment ideas?

    Saia may be front of mind today, but your next opportunity could be hiding elsewhere. Do not leave it to chance when high quality ideas are sitting in plain sight.