Saia, Inc. (NASDAQ: SAIA) Maintains "Buy" Rating from Goldman Sachs Amid Financial Challenges

Core Viewpoint - Goldman Sachs maintains a "Buy" rating for Saia, Inc. and raises its price target from $370 to $403 despite the company's financial challenges [1][6] Financial Performance - Saia reported a diluted earnings per share (EPS) of $1.77 for Q4 2025, down from $2.84 in Q4 2024, and a full-year diluted EPS of $9.52, down from $13.51 in 2024 [2][6] - The adjusted diluted EPS, excluding a net gain on real estate, was $9.11 for the full year of 2025 [2] Revenue and Operating Metrics - Revenue for Q4 2025 was $790 million, reflecting a slight increase of 0.1% compared to the previous year [3] - Operating income decreased significantly by 36.9%, totaling $64 million, and the operating ratio increased to 91.9% from 87.1% in Q4 2024, indicating higher operating costs relative to revenue [3][6] Stock Performance - The stock price of SAIA is currently at $381.64, having decreased by 6.83% or $27.96 on the day, with a trading range between $375 and $396.44 [4] - Over the past year, the stock has fluctuated between a high of $507.39 and a low of $229.12, with a market capitalization of approximately $10.17 billion [4] Operational Challenges - Saia experienced a decrease in LTL shipments per workday by 0.5% and LTL tonnage per workday by 1.5%, reflecting challenges in maintaining shipment volumes [5]