ARCBEST CORP: CITIGROUP INCREASES TARGET PRICE FROM $107 TO $122
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 08 2026
0mins
Should l Buy ARCB?
Source: moomoo
Company Overview: Citigroup Group has raised its price target for ArcBest Corporation.
New Price Target: The new price target is set at $122, an increase from the previous target of $107.
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Analyst Views on ARCB
Wall Street analysts forecast ARCB stock price to fall
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 118.640
Low
81.00
Averages
95.82
High
120.00
Current: 118.640
Low
81.00
Averages
95.82
High
120.00
About ARCB
ArcBest Corporation is a logistics company. It leverages technology and a full suite of solutions to meet its customers’ supply chain needs. Its segments include Asset-Based, which consists of ABF Freight System, Inc. and certain other subsidiaries, and Asset-Light, which includes MoLo Solutions, LLC (MoLo), Panther, and certain other subsidiaries. The Asset-Based segment provides less-than-truckload (LTL) services through ABF Freight’s motor carrier operations. Its Asset-Based segment offers transportation of general commodities through standard, time-critical, and LTL services. The Asset-Light segment includes the ground expedite services of Panther; its truckload operations, including the truckload brokerage services of MoLo; household goods moving services under the U-Pack brand and its managed transportation solutions. Its truckload and dedicated services provide third-party transportation brokerage services by sourcing various capacity solutions including dry van over-the-road.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Lindsay Sales Stagnation: With a free cash flow margin of 11.3%, Lindsay has seen flat sales over the past two years and a concerning 6.7% annual decline in earnings per share, suggesting diminishing profitability that may pressure stock prices in the long term.
- ArcBest Revenue Decline: ArcBest's free cash flow margin stands at a mere 2.8%, with a 4.8% annual revenue drop over the last two years and a decrease in earnings per share that outpaces revenue decline, highlighting the impact of increasing competition on profitability and a bleak outlook ahead.
- Market Trend Warning: In a rapidly changing market, the separation between quality stocks and overpriced ones is accelerating, prompting investors to exercise caution and avoid being misled by companies with strong cash flows but weak fundamentals.
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ABF Freight Achieves 12th ATA Excellence in Security Award
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- Security Enhancements: In 2025, ABF's safety teams initiated new measures, including the installation of solar-powered lighting across dock and yard areas and the launch of a perimeter breach detection program, ensuring continuous monitoring and enhanced network security.
- Industry Recognition: The ATA Excellence in Security Award, presented annually by the ATA's Transportation Security Council, focuses on security performance and recognizes motor carriers that excel in safety practices, further solidifying ABF's reputation in the industry.
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ARCBEST CORP: CITIGROUP INCREASES TARGET PRICE FROM $107 TO $122
Company Overview: Citigroup Group has raised its price target for ArcBest Corporation.
New Price Target: The new price target is set at $122, an increase from the previous target of $107.
See More
ArcBest Reports Mixed Q4 2025 Results Amidst Challenging Freight Environment
- Revenue Performance: ArcBest reported fourth-quarter revenue of $972.7 million, down from $1 billion a year earlier, yet exceeding analyst expectations of $966.361 million, indicating some market resilience despite a challenging freight environment.
- Profitability Analysis: Adjusted earnings per share of 36 cents fell short of the 41 cents analyst estimate, reflecting ongoing challenges in cost control and profitability recovery, particularly in the Asset-Light segment.
- Market Reaction: Following the earnings announcement, ArcBest's stock rose 6.4% to $96.01, suggesting investor optimism regarding the company's advancements in technology-driven solutions, despite the overall financial performance being less than ideal.
- Analyst Rating Adjustments: Several analysts adjusted their price targets post-earnings, with Jefferies raising its target from $95 to $110, while JP Morgan and Wells Fargo also increased their targets, indicating market recognition of the company's future growth potential.
See More
ArcBest Reports Q4 2025 Earnings Highlights
- Financial Performance: ArcBest reported consolidated revenue of $973 million for Q4, down 3% year-over-year, yet managed to achieve a non-GAAP operating income of $14 million, indicating resilience in a challenging market environment.
- Strategic Investments: Management anticipates net capital expenditures for 2026 to range between $150 million and $170 million, reflecting a shift towards reduced real estate purchases and remodels after several years of targeted investments, thereby optimizing capital allocation.
- Leadership Changes: The appointment of Mac Pinkerton as Chief Operating Officer aims to leverage his extensive industry expertise to drive growth in the asset-light business, further strengthening the company's competitive position in a challenging market.
- Market Outlook: Despite ongoing softness in the freight market, management remains confident in achieving its long-term EPS targets for 2028, emphasizing a focus on enhancing productivity and maintaining cost discipline to navigate external market uncertainties.
See More
ArcBest Reports Q4 2025 Results Amid Freight Challenges
- Revenue Decline: ArcBest's Q4 revenue totaled $972.7 million, down from $1.0 billion a year earlier, although it exceeded analyst expectations of $966.361 million, indicating some market resilience amid a challenging freight environment.
- Profitability Pressure: Adjusted earnings per share were 36 cents, missing the analyst estimate of 41 cents, reflecting challenges in cost control and pricing strategies, with operating income dropping to $24.4 million and the operating ratio rising to 96.2%.
- Asset-Light Segment Loss: Asset-Light revenue was $353.5 million, down from the previous year, despite a 0.8% increase in daily shipments, as revenue per shipment fell by 5.8%, leading to a reported operating loss of $9.9 million, highlighting intensified market competition pressures.
- Annual Performance Review: For the full year 2025, revenue was $4.0 billion, down from $4.2 billion in 2024, with net income at $60.1 million, showcasing the company's execution and adaptability in the face of market challenges, despite an overall decline in profitability.
See More
Cash-Generating Companies with Troubling Prospects
- Pegasystems Performance Review: Pegasystems boasts a free cash flow margin of 28.1%, yet its annual revenue growth of 11.4% over the past five years falls short of software sector standards, indicating inefficient sales conversions that could hinder future growth potential.
- Lindsay Sales Stagnation: With a free cash flow margin of 11.3%, Lindsay has seen flat sales over the past two years and a concerning 6.7% annual decline in earnings per share, suggesting diminishing profitability that may pressure stock prices in the long term.
- ArcBest Revenue Decline: ArcBest's free cash flow margin stands at a mere 2.8%, with a 4.8% annual revenue drop over the last two years and a decrease in earnings per share that outpaces revenue decline, highlighting the impact of increasing competition on profitability and a bleak outlook ahead.
- Market Trend Warning: In a rapidly changing market, the separation between quality stocks and overpriced ones is accelerating, prompting investors to exercise caution and avoid being misled by companies with strong cash flows but weak fundamentals.
See More
ABF Freight Achieves 12th ATA Excellence in Security Award
- Award Achievement: ABF Freight has been awarded the 2025 American Trucking Associations' (ATA) Excellence in Security Award for the 12th time, marking a record achievement and demonstrating its leadership in safety within the trucking industry.
- Security Enhancements: In 2025, ABF's safety teams initiated new measures, including the installation of solar-powered lighting across dock and yard areas and the launch of a perimeter breach detection program, ensuring continuous monitoring and enhanced network security.
- Industry Recognition: The ATA Excellence in Security Award, presented annually by the ATA's Transportation Security Council, focuses on security performance and recognizes motor carriers that excel in safety practices, further solidifying ABF's reputation in the industry.
- Company Vision: ABF Freight President Matt Godfrey stated that receiving this award reflects the high standards maintained across the company, emphasizing strong partnerships with local and federal law enforcement, which enhances customer trust in their freight handling.
See More
ARCBEST CORP: CITIGROUP INCREASES TARGET PRICE FROM $107 TO $122
Company Overview: Citigroup Group has raised its price target for ArcBest Corporation.
New Price Target: The new price target is set at $122, an increase from the previous target of $107.
See More
ArcBest Reports Mixed Q4 2025 Results Amidst Challenging Freight Environment
- Revenue Performance: ArcBest reported fourth-quarter revenue of $972.7 million, down from $1 billion a year earlier, yet exceeding analyst expectations of $966.361 million, indicating some market resilience despite a challenging freight environment.
- Profitability Analysis: Adjusted earnings per share of 36 cents fell short of the 41 cents analyst estimate, reflecting ongoing challenges in cost control and profitability recovery, particularly in the Asset-Light segment.
- Market Reaction: Following the earnings announcement, ArcBest's stock rose 6.4% to $96.01, suggesting investor optimism regarding the company's advancements in technology-driven solutions, despite the overall financial performance being less than ideal.
- Analyst Rating Adjustments: Several analysts adjusted their price targets post-earnings, with Jefferies raising its target from $95 to $110, while JP Morgan and Wells Fargo also increased their targets, indicating market recognition of the company's future growth potential.
See More
ArcBest Reports Q4 2025 Earnings Highlights
- Financial Performance: ArcBest reported consolidated revenue of $973 million for Q4, down 3% year-over-year, yet managed to achieve a non-GAAP operating income of $14 million, indicating resilience in a challenging market environment.
- Strategic Investments: Management anticipates net capital expenditures for 2026 to range between $150 million and $170 million, reflecting a shift towards reduced real estate purchases and remodels after several years of targeted investments, thereby optimizing capital allocation.
- Leadership Changes: The appointment of Mac Pinkerton as Chief Operating Officer aims to leverage his extensive industry expertise to drive growth in the asset-light business, further strengthening the company's competitive position in a challenging market.
- Market Outlook: Despite ongoing softness in the freight market, management remains confident in achieving its long-term EPS targets for 2028, emphasizing a focus on enhancing productivity and maintaining cost discipline to navigate external market uncertainties.
See More
ArcBest Reports Q4 2025 Results Amid Freight Challenges
- Revenue Decline: ArcBest's Q4 revenue totaled $972.7 million, down from $1.0 billion a year earlier, although it exceeded analyst expectations of $966.361 million, indicating some market resilience amid a challenging freight environment.
- Profitability Pressure: Adjusted earnings per share were 36 cents, missing the analyst estimate of 41 cents, reflecting challenges in cost control and pricing strategies, with operating income dropping to $24.4 million and the operating ratio rising to 96.2%.
- Asset-Light Segment Loss: Asset-Light revenue was $353.5 million, down from the previous year, despite a 0.8% increase in daily shipments, as revenue per shipment fell by 5.8%, leading to a reported operating loss of $9.9 million, highlighting intensified market competition pressures.
- Annual Performance Review: For the full year 2025, revenue was $4.0 billion, down from $4.2 billion in 2024, with net income at $60.1 million, showcasing the company's execution and adaptability in the face of market challenges, despite an overall decline in profitability.
See More
