Should I Buy SNDR? SNDR 2026 Analysis

Should You Buy Schneider National Inc (SNDR) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

29.710

1 Day change

-1.66%

52 Week Range

30.980

Analysis Updated At

2026/01/26

Schneider National Inc (SNDR) is a good buy for a beginner investor with a long-term focus and $50,000-$100,000 to invest. The stock shows a bullish technical setup, positive analyst sentiment with recent upgrades, and potential long-term growth catalysts in the transport sector. While there are some short-term headwinds in the freight market, the company's improving gross margin and anticipated sector recovery make it a solid long-term investment opportunity.

Technical Analysis

The stock is showing bullish momentum with SMA_5 > SMA_20 > SMA_200 and MACD histogram above 0, indicating positive momentum. RSI is neutral at 61.968, and the stock is trading near its resistance level of 30.274, suggesting potential for further upside.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Analysts are upgrading price targets and ratings, with a focus on Schneider's cost-conscious AI-enabled growth and exposure to cyclical transport recovery.
Favorable Supreme Court ruling on IEEPA tariffs could boost freight demand.
Long-term infrastructure investments and tighter capacity in the transport sector expected to drive growth.

Neutral/Negative Catalysts

Freight market softness as indicated by the Cass Freight Index, with a 7.2% drop in shipments and 1.9% decline in expenditures for December.
Short-term caution from analysts due to seasonality and high freight costs.

Financial Performance

In Q3 2025, revenue increased by 10.39% YoY to $1.45 billion, but net income dropped by 36.60% YoY to $19.4 million, and EPS fell by 35.29% YoY to $0.11. Gross margin improved by 4.53% YoY to 57.43%, indicating better cost management despite declining profitability.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts have shown a positive trend in ratings and price targets. Recent upgrades include BofA upgrading to Buy with a $32 target and Raymond James upgrading to Outperform with a $28 target. Analysts are optimistic about the 2026 transport sector recovery and Schneider's positioning in the market.

11 Analyst Rating

Wall Street analysts forecast SNDR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNDR is 30.55 USD with a low forecast of 28 USD and a high forecast of 36 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.

6 Buy

5 Hold

0 Sell

Moderate Buy

Current: 30.210

Low

Averages

30.55

High

Current: 30.210

Low

Averages

30.55

High

BofA

Neutral -> Buy

upgrade

$32

AI Analysis

2026-01-09

Reason

BofA

Price Target

$32

AI Analysis

2026-01-09

upgrade

Neutral -> Buy

Reason

BofA upgraded Schneider National to Buy from Neutral with a $32 price target. The firm looks to expand its exposure to cyclical Transport stocks into 2026, with a focus on cost conscious AI-enabled share gainers, the analyst tells investors in a year-ahead note on the sector. Demand should be aided by the Big Beautiful Bill's benefits of bonus depreciation, leading to infrastructure investments, $1.4 trillion in expected expenditures over the next three years on data centers and power supply, lower interest rates and potential flow through to the housing and forest product segments, the analyst says.

Susquehanna

Bascome Majors

Neutral

maintain

$19 -> $30

2026-01-08

Reason

Susquehanna

Bascome Majors

Price Target

$19 -> $30

2026-01-08

maintain

Neutral

Reason

Susquehanna analyst Bascome Majors raised the firm's price target on Schneider National to $30 from $19 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.

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SNDR Should I Buy

SNDR Should I Buy

Should You Buy Schneider National Inc (SNDR) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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