Stifel Upgrades Schneider National To Buy, Shares Gain 3%

Core Viewpoint - Stifel upgraded Schneider National from Hold to Buy with a price target of $25, indicating a positive outlook for the company's stock performance [1]. Group 1: Stock Performance - Shares of Schneider National rose more than 3% intra-day following the upgrade call [1]. - The company's shares had underperformed this year due to prolonged weakness in freight markets, characterized by slow capacity exits and depressed demand [1]. Group 2: Valuation and Market Conditions - Valuation declines relative to peers have made the risk-reward profile for Schneider National more favorable [1]. - Stifel noted signs of tightening supply due to regulatory pressures, which could indicate a potential cyclical recovery for the industry [2]. - At current stock levels, the potential upside for Schneider National outweighs the downside risks, assuming stable demand conditions [2].