Analyst Ken Hoexter of Bank of America Securities reiterated a Hold rating on Schneider National, boosting the price target to $28.00.
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Ken Hoexter has given his Hold rating due to a combination of factors tied to Schneider National’s near‑term softness and improving medium‑term setup. He trims his fourth‑quarter 2025 earnings estimate slightly below both company guidance and consensus, reflecting weaker‑than‑normal freight demand in October and a sluggish November. At the same time, he notes that tightening supply conditions and a late‑quarter rebound in spot rates should gradually support pricing, particularly as the currently unprofitable Network segment could benefit if rate momentum continues into 2026. Hoexter also highlights that Schneider is keeping its overall truck fleet roughly unchanged while modestly shifting capacity back toward more stable Dedicated operations, which should help operating performance but still leaves Truckload margins pressured in the near term.
He sees positives in the Intermodal business, where volume growth and a modest improvement in profitability indicate share gains and better operating leverage, but these are partly offset by margin compression in the Logistics segment from a stronger‑than‑seasonal spot rate spike. Overall, Hoexter raises his price objective to $28 by applying a higher earnings multiple on 2026 estimates, arguing that results are moving past the trough and positioning should improve as the cycle turns. However, because current earnings trends remain subdued and some key operations are still under margin pressure, he concludes that the risk‑reward profile is balanced rather than compelling, supporting a Neutral (Hold) stance on SNDR shares.
In another report released on December 9, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $27.00 price target.
SNDR’s price has also changed moderately for the past six months – from $24.150 to $27.140, which is a 12.38% increase.