ARCB

ArcBest Corp

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Advanced Chart

70.910

-0.74(-1.033%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

71.950

Open

71.540

VWAP

71.23

Vol

191.95K

Mkt Cap

1.61B

Low

70.800

Amount

13.67M

EV/EBITDA(TTM)

6.39

Total Shares

23.43M

1.73B

EV/OCF(TTM)

7.47

P/S(TTM)

0.41

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

1.04B

-2.24%

1.569

-4.35%

992.84M

-0.88%

1.284

-3.44%

1.01B

+4.65%

0.819

+60.55%

Estimates Revision

The market is revising Upward the revenue expectations for ArcBest Corporation (ARCB) for FY2025, with the revenue forecasts being adjusted by 0.15% over the past three months. During the same period, the stock price has changed by 14.89%.

Revenue Estimates for FY2025

Revise Upward

+0.15%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+4.89%

In Past 3 Month

Stock Price

Go Up

+14.89%

In Past 3 Month

11 Analyst Rating

22.69% Upside

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 87.00 USD with a low forecast of 73.00 USD and a high forecast of 101.00 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.

5 Buy

6 Hold

0 Sell

Moderate Buy

22.69% Upside

Current: 70.910

Low

73.00

Averages

87.00

High

101.00

22.69% Upside

Current: 70.910

Low

73.00

Averages

87.00

High

101.00

BofA

Matt Beasley

Neutral

downgrade

$86 -> $78

2025-07-30

Reason

BofA

Matt Beasley

Price Target

$86 -> $78

2025-07-30

downgrade

Neutral

Reason

BofA lowered the firm's price target on ArcBest to $78 from $86 and keeps a Neutral rating on the shares. ArcBest's Q2 adjusted EPS was down 32% from a year ago, and CFO Matt Beasley noted that June tons per day moderated as ArcBest didn't see a typical lift given the housing market and industrial softness, the analyst tells investors in a research note. The firm sees momentum in share gains with core customers mitigating core yield pressure.

Stifel

Buy

maintain

$83 -> $93

2025-07-24

Reason

Stifel

Price Target

$83 -> $93

2025-07-24

maintain

Buy

Reason

Stifel raised the firm's price target on ArcBest to $93 from $83 and keeps a Buy rating on the shares. Less-Than-Truckload stocks have appreciated as valuations have expanded, notes the analyst, whose channel checks indicate that trends through June "remained sub-seasonal, but stable." Q2 is typically a seasonally stronger quarter for LTL margins, but the firm remains cautious due to the choppy demand backdrop, although core pricing "still seems solid," the analyst added in an earning preview for the group.

BofA

Neutral

maintain

$74 -> $86

2025-07-17

Reason

BofA

Price Target

$74 -> $86

2025-07-17

maintain

Neutral

Reason

BofA raised the firm's price target on ArcBest to $86 from $74 and keeps a Neutral rating on the shares. The firm notes that ArcBest's CEO Judy McReynolds, who has been CEO since 2010, is retiring, effective December 31. President Seth Runser, who has been President of ABF Freight, the company's less-than-truckload segment since 2021, and President of ArcBest since 2024, will become the company's fourth CEO in the past 38 years. BofA sees the move as a natural progression in ArcBest's leadership transition.

Citi

Neutral

maintain

$67 -> $89

2025-07-09

Reason

Citi

Price Target

$67 -> $89

2025-07-09

maintain

Neutral

Reason

Citi raised the firm's price target on ArcBest to $89 from $67 and keeps a Neutral rating on the shares. The firm sees balanced risk/rewards for transport stocks heading into the Q2 reports due macro uncertainty and a "still-soft" demand backdrop. Citi is "less enthusiastic" on the sector relative to three months ago due to the recent rally in the shares.

JPMorgan

Neutral

maintain

$75 -> $89

2025-07-08

Reason

JPMorgan

Price Target

$75 -> $89

2025-07-08

maintain

Neutral

Reason

JPMorgan raised the firm's price target on ArcBest to $89 from $75 and keeps a Neutral rating on the shares. The firm updated transportation and logistics estimates and price targets as part of a Q2 earnings preview. JPMorgan reduced estimates across the board, saying tariffs and trade policy uncertainty has persisted while spot truckload rates went down before bouncing back around the July 4 holiday.

UBS

Thomas Wadewitz

Neutral

maintain

$64 -> $84

2025-07-08

Reason

UBS

Thomas Wadewitz

Price Target

$64 -> $84

2025-07-08

maintain

Neutral

Reason

UBS analyst Thomas Wadewitz raised the firm's price target on ArcBest to $84 from $64 and keeps a Neutral rating on the shares.

See All Ratings

Valuation Metrics

The current forward P/E ratio for ArcBest Corp (ARCB.O) is 12.93, compared to its 5-year average forward P/E of 11.38. For a more detailed relative valuation and DCF analysis to assess ArcBest Corp 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

11.38

Current PE

12.93

Overvalued PE

15.02

Undervalued PE

7.73

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

5.65

Current EV/EBITDA

6.05

Overvalued EV/EBITDA

7.30

Undervalued EV/EBITDA

4.01

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

0.47

Current PS

0.39

Overvalued PS

0.60

Undervalued PS

0.35