Quarterly Revenue and EPS: Werner Enterprises reported $771.5 million in revenue for Q3 2025, a 3.5% increase year-over-year, but posted an EPS of -$0.03 compared to $0.15 a year ago.
Comparison to Estimates: The revenue exceeded the Zacks Consensus Estimate of $768.08 million by 0.45%, while the EPS fell short of expectations by 120%, with the consensus estimate being $0.15.
Importance of Key Metrics: Investors are encouraged to analyze key financial metrics year-over-year and against analyst estimates to better assess the company's financial health and stock performance.
Investment Recommendations: Zacks Investment Research has highlighted their top stock recommendations, suggesting potential for significant returns, with one stock believed to outperform previous successful picks.
Wall Street analysts forecast WERN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WERN is 25.92 USD with a low forecast of 20.00 USD and a high forecast of 39.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast WERN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WERN is 25.92 USD with a low forecast of 20.00 USD and a high forecast of 39.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
6 Hold
4 Sell
Hold
Current: 33.090
Low
20.00
Averages
25.92
High
39.00
Current: 33.090
Low
20.00
Averages
25.92
High
39.00
Susquehanna
Neutral
maintain
$23 -> $29
Al Analysis
2026-01-08
Reason
Susquehanna
Price Target
$23 -> $29
Al Analysis
2026-01-08
maintain
Neutral
Reason
Susquehanna raised the firm's price target on Werner to $29 from $23 and keeps a Neutral rating on the shares. The firm adjusted ratings and price targets in the logistics and trucking group as part of its 2026 outlook. The truckload recovery is taking place on the supply side, and Susquehanna is "shifting to a bullish valuation framework with some nearer-term caution toward chasing shares into softer seasonality," the analyst tells investors in a research note.
Citi
Neutral
maintain
$27 -> $34
2026-01-07
Reason
Citi
Price Target
$27 -> $34
2026-01-07
maintain
Neutral
Reason
Citi raised the firm's price target on Werner to $34 from $27 and keeps a Neutral rating on the shares. The firm adjusted ratings and targets in the transports group as part of its 2026 outlook. Citi sees a better setup in 2026 for the sector due to tighter capacity, which it believes should support higher rates.
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Wells Fargo
Christian Wetherbee
Underweight -> Equal Weight
upgrade
$34
2026-01-06
Reason
Wells Fargo
Christian Wetherbee
Price Target
$34
2026-01-06
upgrade
Underweight -> Equal Weight
Reason
Wells Fargo analyst Christian Wetherbee upgraded Werner to Equal Weight from Underweight with a $34 price target.
Wells Fargo
Underweight -> Equal Weight
upgrade
$22 -> $31
2026-01-06
Reason
Wells Fargo
Price Target
$22 -> $31
2026-01-06
upgrade
Underweight -> Equal Weight
Reason
As previously reported, Wells Fargo upgraded Werner to Equal Weight from Underweight with a price target of $31, up from $22. Entering 2026, the firm thinks an incrementally more offensive approach to the group with a greater focus on early cycle makes sense. Wells sees two themes emerging in 2026, namely the long-awaited TL recovery led by supply and rail M&A and its implications. The firm further believes continued spot rate improvement is possible as TL capacity is rationalized and demand is consistent/improves. Discussing Werner, Wells says that while less exposed to spot improvement, market stability has allowed for a better positioning of assets, which removes a degree of earnings risk.
About WERN
Werner Enterprises, Inc. is a transportation and logistics company, which is engaged primarily in transporting truckload shipments of general commodities in both interstate and intrastate commerce. The Company has two segments: Truckload Transportation Services (TTS) and Werner Logistics. Dedicated provides truckload services are dedicated to a specific customer, generally for a retail distribution center or manufacturing facility, utilizing either dry van or specialized trailers. One-Way Truckload includes operating fleets, namely, the medium-to-long-haul van fleet transports, the expedited fleet, the regional short-haul fleet, and the Temperature-Controlled fleet. Its primary freight transport includes retail store merchandise, consumer products, food and beverage products and manufactured products. The Werner Logistics segment is a non-asset-based transportation and logistics provider. This segment provides services throughout North America.
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.
