Schneider National

SNDR · NYSE

$30.86+$0.39 (+1.28%)TodayMarket closed · Oct 20, 7:37 PM ET

Prev close $30.47

SNDR analyst rating

HoldConsensus of 12 analysts over the last 12 months. 25% rate it a buy.

Strong buy0
Buy3
Hold9
Underperform0
Sell0

12-month price target · 17 analysts

Average $38.19 (+23.8% upside)

Low: $32.32
Now: $30.86
High: $47.25

Upgrades and downgrades

The latest rating actions, newest first

SNDR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Oct 7, 2026	Maintains	Neutral	$38.00 → $33.00	66%
Wells Fargo	Oct 6, 2026	Maintains	Equal-Weight	$38.00 → $35.00	57%
JP Morgan	Oct 5, 2026	Maintains	Neutral	$35.00 → $30.00	56%
UBS	Aug 5, 2026	Maintains	Neutral	$27.00 → $34.00	61%
Citigroup	Jul 31, 2026	Maintains	Neutral	$39.00 → $38.00	66%
JP Morgan	Jul 31, 2026	Maintains	Neutral	$31.00 → $35.00	56%
Susquehanna	Jul 31, 2026	Maintains	Neutral	$39.00 → $36.00	52%
Susquehanna	Jul 14, 2026	Maintains	Neutral	$36.00 → $39.00	52%
Citigroup	Jul 9, 2026	Maintains	Neutral	$33.00 → $39.00	66%
Morgan Stanley	Jul 6, 2026	Maintains	Overweight	$38.00 → $45.00	48%

The case for and against

Updated Jul 26, 2026

Bull case

Schneider National is poised to benefit from its position as a leading provider of surface transportation and logistics solutions in North America, coupled with a strong customer base and diverse capabilities. With potential risks including pricing pressures, changing industry demographics, and potential changes in regulatory backdrop, the company's fundamentals indicate strong potential for growth and continued success in the market. Additionally, the company's 12-month target price of $26, or 20.5x its 2027 EPS estimate of $1.26, reflects the company's ability to effectively manage these risks and deliver value to its shareholders through strategic capital deployment and expansion into new markets.

Bear case

Schneider National is facing significant market weakness, which management has attempted to mitigate through conservative financial decisions and strategic acquisitions, but this has not been enough to offset the downtrend in the freight market. Moreover, the company's current lean towards less earnings-volatile Dedicated business may cap potential earnings growth in a supply-led recovery. The recent runup in valuations for transportation and logistics companies may prompt a market correction, and Schneider's exposure to the spot market could limit its ability to benefit from a potential capacity shortage.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.