ArcBest’s Promising Growth Trajectory: A Buy Recommendation Amid Market Skepticism

Tip Ranks
2025.11.10 20:05
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Stifel Nicolaus analyst J. Bruce Chan has maintained a Buy rating on ArcBest, setting a price target of $73.00, citing the company's strong earnings per share for Q3 2025 and progress in technology and efficiency improvements, particularly in the LTL segment. Despite market skepticism regarding macroeconomic factors, Chan is optimistic about ArcBest's valuation and growth strategy. Truist Financial also supports this view with a Buy rating and a price target of $85.00, highlighting the company's stable network and recent cost control improvements.

Stifel Nicolaus analyst J. Bruce Chan maintained a Buy rating on ArcBest today and set a price target of $73.00.

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J. Bruce Chan has given his Buy rating due to a combination of factors that highlight ArcBest’s potential for growth. The company has reported a higher than expected earnings per share for the third quarter of 2025, showing early progress in its technology and efficiency-based margin improvement plans, particularly in the less-than-truckload (LTL) segment. This suggests a promising trajectory towards the company’s mid-term earnings growth targets.
Despite some skepticism from the market regarding macroeconomic influences and pricing strategies, Chan remains optimistic about ArcBest’s valuation and strategic direction. The company’s stable network and service levels, along with its credible growth plan, make it an attractive option for value-oriented investors seeking exposure to the LTL market. Furthermore, recent improvements in cost controls and asset light brokerage performance add to the potential upside, reinforcing the Buy recommendation.

In another report released on November 6, Truist Financial also maintained a Buy rating on the stock with a $85.00 price target.