Company Overview: ArcBest, a leading integrated logistics company, held its 2025 investor day to discuss its strategic direction, financial performance, and long-term growth outlook, emphasizing its transformation into a technology-enabled logistics provider serving over 30,000 customers.
Strategic Focus: The company aims to drive long-term value through three strategic pillars: accelerating profitable growth, increasing efficiency, and fostering innovation, supported by a unified leadership structure and a strong customer-centric approach.
Financial Targets: ArcBest has set ambitious financial targets for 2028, including an asset-based non-GAAP operating ratio of 87%-90%, consolidated non-GAAP diluted EPS of $12-$15, and consolidated operating cash flow of $400-$500 million, reflecting confidence in sustainable growth.
Technological Advancements: The company is leveraging advanced technology and AI tools to enhance logistics efficiency, with initiatives like the Vaux™ solution and the upcoming ArcBest View™ platform aimed at improving customer experience and operational performance.
ARCB
$77.19+Infinity%1D
Analyst Views on ARCB
Wall Street analysts forecast ARCB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARCB is 82.33 USD with a low forecast of 64.00 USD and a high forecast of 130.00 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.
9 Analyst Rating
Wall Street analysts forecast ARCB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARCB is 82.33 USD with a low forecast of 64.00 USD and a high forecast of 130.00 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.
4 Buy
5 Hold
0 Sell
Moderate Buy
Current: 76.570
Low
64.00
Averages
82.33
High
130.00
Current: 76.570
Low
64.00
Averages
82.33
High
130.00
BofA
Neutral
downgrade
$73 -> $72
2025-12-02
Reason
BofA
Price Target
$73 -> $72
2025-12-02
downgrade
Neutral
Reason
BofA lowered the firm's price target on ArcBest to $72 from $73 and keeps a Neutral rating on the shares after the company posted in-line November results in its mid-Q4 update.
Citi
Buy
downgrade
$87 -> $83
2025-12-02
Reason
Citi
Price Target
$87 -> $83
2025-12-02
downgrade
Buy
Reason
Citi lowered the firm's price target on ArcBest to $83 from $87 and keeps a Buy rating on the shares post the mid-Q4 update. The company reported improving sales trends in November but is also seeing margin pressure, the analyst tells investors in a research note.
Stifel
J. Bruce Chan
Buy
downgrade
$85 -> $73
2025-11-10
Reason
Stifel
J. Bruce Chan
Price Target
$85 -> $73
2025-11-10
downgrade
Buy
Reason
Stifel analyst J. Bruce Chan lowered the firm's price target on ArcBest to $73 from $85 and keeps a Buy rating on the shares following quarterly results. The firm notes that while 3 LTL Operating Ratio was an early step toward meaningful mid-term earnings growth target runway that the company laid out at its recent investor day, there were other things that have the Street still skeptical. Namely, Q4 OR guidance suggests that opportunity is not as divorced from macro influence as it needs to be, and transactional pricing is still a bit of a boogeyman with regard to in-line or better-than market yield improvement. But at current valuation, Stifel is more optimistic, especially this early in the journey and with a stable network and service levels. The company has a credible plan, and for value-oriented shoppers, the firm believes ArcBest is a relatively inexpensive entree into LTL exposure.
Stephens
Overweight -> Equal Weight
downgrade
$99 -> $72
2025-11-06
Reason
Stephens
Price Target
$99 -> $72
2025-11-06
downgrade
Overweight -> Equal Weight
Reason
Stephens downgraded ArcBest to Equal Weight from Overweight with a price target of $72, down from $99. While the firm believes Q4 guidance has temporary headwinds embedded, its also thinks the recovery to LTL volumes and mix could be longer to play out than the firm had originally expected. While it continues to like the long-term story, the near term valuation "seems full" and the firm is awaiting signs of a more meaningful volume recovery within LTL before becoming more positive, the analyst tells investors.
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.
