BofA Raises ArcBest Price Target to $84 Amid Neutral Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Source: Benzinga
- Price Target Increase: BofA Securities raised the price target for ArcBest Corporation from $72 to $84 while maintaining a Neutral rating, indicating a cautiously optimistic outlook on the company's future performance.
- Market Performance: ArcBest shares closed at $77.69 on Monday, reflecting stable market confidence in the company's prospects despite no change in analyst ratings.
- Competitive Analysis: The price target increase for ArcBest amidst other analysts' rating changes may attract more investor attention, potentially enhancing its market position.
- Industry Trends: The upward revision of ArcBest's price target suggests analysts' confidence in the logistics industry's recovery, which could further drive potential stock price increases for the company.
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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 87.38 USD with a low forecast of 76.00 USD and a high forecast of 104.00 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.
8 Analyst Rating
3 Buy
5 Hold
0 Sell
Moderate Buy
Current: 85.980
Low
76.00
Averages
87.38
High
104.00
Current: 85.980
Low
76.00
Averages
87.38
High
104.00
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.
Analysis of ArcBest's Dividend and Options Trading
- Dividend Yield Expectation: Based on ArcBest Corp's dividend history, the current annualized dividend yield stands at 0.6%, indicating that the sustainability of dividends should be cautiously assessed amid profitability fluctuations.
- Historical Volatility Analysis: ArcBest's trailing twelve-month volatility is calculated at 55%, and with the current stock price at $87.14, this provides investors with a basis for evaluating risk versus reward in their decisions.
- Options Trading Dynamics: On Tuesday, the put volume among S&P 500 components reached 802,997 contracts, while call volume was at 1.61 million, indicating a preference for call options among investors, reflecting an optimistic market sentiment.
- Options Market Trends: The current put-to-call ratio of 0.50 is significantly lower than the long-term median of 0.65, suggesting a marked increase in demand for call options, which may influence future price movements.
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FedEx (FDX) to Spin Off Freight Business on June 1, Expected Valuation Boost
- Spin-Off Announcement: FedEx (FDX) has set June 1 for the spin-off of its freight business, which currently accounts for nearly 25% of the company's operating income, potentially enhancing its valuation.
- Leadership Team: The new FedEx Freight entity will be led by CEO John Smith, with R. Brad Martin as chairman, and the board will include executives from Dollar Tree and Lowe's, indicating strong leadership.
- Investor Day Plans: FedEx Freight is scheduled to hold an investor day next spring to outline its strategies and how it plans to close the gap with industry leader Old Dominion Freight Line in terms of service levels and operating leverage.
- Market Expectations: While revenue projections for fiscal year 2026 are modest, analysts believe the spin-off could unlock long-term shareholder value, making the new entity an attractive acquisition target or accelerating sector consolidation.
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